WEEK TWO DISCUSSION

Congratulations – Your consulting firm has just been hired to assist a large complex healthcare delivery organization with its health IT strategic plan. Unfortunately, their current plan and budget rapidly became outdated during the pandemic. The CEO asks your team to help create a more agile, dynamic, and tech-enabled approach aiming to strengthen organizational/financial health, retain/develop people, and best serve their patients and communities.

· Mapping to Mission – Start by identifying strategic needs considering multiple stakeholders, including patient care, financial, public/population health perspectives, and the requirements of physicians, nurses, and staff.  

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· ROI – Consider health information systems as an expense/cost and strategic investment and asset. Discuss strategies and create a value proposition. What would you contribute to the health IT budget presentation for the board?

· Assess before you Treat –  Conduct a needs assessment. Develop solutions for your client. Share multiple roles. Who would you engage in this process?   

Contribute actionable ideas. Need some new, fresh, relevant ideas that are working for others?  

www.HealthTechDiscovery.com

 has lots of emerging practices to discover and share.  Reference the lab to help strengthen your credibility and help you plan to be funded/have an impact.

Enrich your credibility by referencing course readings/resources and focusing on strategies and solutions.  

https://www.healthit.gov/topic/health-it-and-health-information-exchange-basics/benefits-health-it

https://www.healthit.gov/topic/health-it-and-health-information-exchange-basics/benefits-ehrs

SEE ATTACHMENT FOR POWER POINT READINGS.

Prepare to vote on the best strategic ideas and plans for more specific project management for next week.  Ideas can focus more on the needs of a department/unit/area that you care about the most. So, it is time to fight for the budget needed and progress forward. Put the inspiration of the health tech pioneers to work and help create the future! Aim for success, significance, and impact.

Good luck. 

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Request for Proposal

(RFP)

Template

for Health Information Technology

Template

Provided By:

The material in this document was developed by Regional Extension Center staff in the performance of technical support and EHR implementation. The information in this document is not intended to serve as legal advice nor should it substitute for legal counsel. Users are encouraged to seek additional detailed technical guidance to supplement the information contained within. The REC staff developed these materials based on the technology and law that were in place at the time this document was developed. Therefore, advances in technology and/or changes to the law subsequent to that date may not have been incorporated into this material.

The

National Learning Consortium

(NLC)

Developed By:

Health Information Technology Research Center (HITRC)

Wisconsin Health Information Technology Extension Center (WHITEC)

Stratis Health

Wide River Technology Extension Center (Wide River TEC)

The material in this document was developed by Regional Extension Center staff in the performance of technical support and EHR implementation. The information in this document is not intended to serve as legal advice nor should it substitute for legal counsel. Users are encouraged to seek additional detailed technical guidance to supplement the information contained within. The REC staff developed these materials based on the technology and law that were in place at the time this document was developed. Therefore, advances in technology and/or changes to the law subsequent to that date may not have been incorporated into this material.

The material in this document was developed by Regional Extension Center staff in the performance of technical support and EHR implementation. The information in this document is not intended to serve as legal advice nor should it substitute for legal counsel. Users are encouraged to seek additional detailed technical guidance to supplement the information contained within. The REC staff developed these materials based on the technology and law that were in place at the time this document was developed. Therefore, advances in technology and/or changes to the law subsequent to that date may not have been incorporated into this material.

March

3

1

,

2

012 • Version 1.0

1

January 13, 2012 • Version 1.0

Source: WHITEC, operated as a division of MetaStar, is funded through a cooperative agreement award from the Office of the National Coordinator, Department of Health and Human Services Award No. 90RC0011/01.

Stratis: 1.3 – Request for Proposal

2

National Learning Consortium

The National Learning Consortium (NLC) is a virtual and evolving body of knowledge and tools designed to support healthcare providers and health IT professionals working towards the implementation, adoption and meaningful use of certified EHR systems. 

The NLC represents the collective EHR implementation experiences and knowledge gained directly from the field of ONC’s outreach programs (

REC

,

Beacon

,

State HIE

) and through the

Health Information Technology Research Center (HITRC)

Communities of Practice (CoPs).

The following resource is an example of a tool used in the field today that is recommended by “boots-on-the-ground” professionals for use by others who have made the commitment to implement or upgrade to certified EHR systems.

Description

This RFP template is intended to aid providers and health IT implementers throughout the EHR vendor selection process. This template can be used to structure requests for vendors to send proposals on the specific health IT that needs to be acquired.

Instructions

Carefully review the template to see if it contains information needed from the vendors. Add, change, and delete information as needed. Update items that are noted with the appropriate information and remove the prompt.

Delete notes that are intended as instructions only.

Complete the Cover Page and General Conditions prior to sending to vendors, and complete information for the Vendor Profile before sending (if known).

Table of Contents

1

Complete Aspects of the Template

4

1.1

Providing Information

4

1.2

Time to respond

4

2

Sample RFP

5

3

Specialty Specific Requirements

30

Complete Aspects of the Template
Providing Information

Provide accurate information about the organization so the vendor can target the appropriate products and prepare an accurate price quote. This includes demographic, practice and IT information.

Time to respond

Give vendors 4-6 weeks to respond so that they have adequate time to prepare an appropriate response.

Sample RFP

Name of Practice

Request for Proposal:

Electronic Health Record (“EHR”) and

Integrated Practice Management System


Request for Proposal

Date:

To Whom It May Concern:

About

To meet the deadline for the initial approval, all responses to this RFP must be received electronically by 5:00 PM (EDT) on . All vendors intending to submit a response are requested to submit a letter of intent along with any questions they may have by . All questions from all vendors will be consolidated and answered in writing by 5:00 PM (EDT) on . Vendors will review the information posted and communicate any requested changes or updates in writing. Questions and completed responses should be sent to:

Terms and Instructions:

Timeline

Process

Deadline

Issue RFP

Intent to Respond Due

Written Questions Due

Responses Posted

RFP Responses Due

Vendor of Choice Selected

Letter of Intent to Respond

asks that all vendors email a letter of intent declaring their intention to respond to this RFP by the given deadline. The e-mail should be sent to and received no later than . Please include the words “RFP: Intent to Respond” in the subject line.

Inquiries

We encourage inquiries regarding this RFP and welcome the opportunity to answer questions from potential applicants. Please direct your questions to . Please include the words “RFP: Inquiry” in the subject line.

Deadline for Response

Interested vendors must submit an electronic copy of their proposed solution to by . Submissions will be confirmed by reply email. Late proposals will not be evaluated.

Submission Process and Requirements

Responses shall be submitted in PDF format and sent using electronic mail. Send your response to: by the date and time specified above. Receipt will be acknowledged via email. Please include the words “RFP: Vendor Response” in the subject line.

Vendors should organize their proposals as defined below to ensure consistency and to facilitate the evaluation of all responses. All the sections listed below must be included in the proposal, in the order presented, with the Section Number listed. The responses shall be submitted in the following format:

Section 1 – Executive Summary (provide a concise summary of the products and services proposed)

Section 2 – Vendor Profile (provide answers using the template and instructions below)

Section 3 – Specifications (provide answers using the template and instructions below)

Section 4 – Implementation Plan (provide a high level implementation plan with estimated timeline)

Section 5 – Hardware and Configuration Specifications (provide a list of hardware requirements and configuration options [client/server, SaaS, etc.])

Section 6 – Cost Estimate (provide answers using the template and instructions below)

General Conditions

is not obligated to any course of action as the result of this RFP. Issuance of this RFP does not constitute a commitment by to award any contract.

The is not responsible for any costs incurred by any vendor or their partners in the RFP response preparation or presentation.

Information submitted in response to this RFP will become the property of .

All responses will be kept private from other vendors.

reserves the right to modify this RFP at any time and reserves the right to reject any and all responses to this RFP, in whole or in part, at any time.

Vendor Profile

Using the template below, please provide the requested information on your organization. Your response to a specific item may be attached to this section as an additional page if necessary.

General

Name
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Address (Headquarters)
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Address Continued
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Main Telephone Number
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Website
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Publicly Traded or Privately Held
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Parent Company (if applicable)

Name
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Address
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Address Continued
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Telephone Number
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Main Contact

Name
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Title
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Address
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Address Continued
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Telephone Number
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Fax Number
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Email Address
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Market Data

Number of years as EHR vendor
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Number of live sites
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Breakdown of sites by provider # (1-5, 6-9, >10)
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Number of new EHR installations over the last 3 years?
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What is the percentage of vendor-provided installs vs. outsourced to 3rd party companies?
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Breakdown of sites by specialty
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Size of existing user base
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Does the product have a presence?
If so, # of install sites by specialty and size; list of reference sites.
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What is the current implementation timeframe when using only vendor-supplied resources?
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Number and percentage of practices in that did not get installed four (4) months after signing contract?
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How many organizations have de-installed any vendor systems over the past two (2) years? Please specify which systems and why?
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What is your EHR customer retention for the years , , and ?
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Total FTEs Last Year
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Total FTEs This Year
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Explain how your company is planning to meet the increase in demand for your EHR product (including implementation, training, and support) over the next five (5) years.
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Product Information

Product name and version#
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When is your next version release?
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Single Database for scheduling, billing, and EHR?
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Is it a Client Server, ASP or Hosted model?
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Does product include a patient portal?
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Was the product (or any of its significant functionality) acquired from another company?
If yes, please answer the following:
What was the original company’s name that developed the product or functionality?
What was the original product’s name?
What version did you purchase?
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Does the product include a patient portal and/or does it allow integration with 3rd party patient portals (e.g., Google Health, Microsoft HealthVault, iHealth, etc)?
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Is the product comprehensive or modular?
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Modular
List all modules available, their current version, and provide additional documents with all technical specifications, requirements, and dependencies for each module to operate fully with the “core” product.
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Which modules are necessary in order to meet meaningful use criteria?
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Are additional or multiple modules required to meet post-2011 meaningful use guidelines?
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Comprehensive
Does the product meet meaningful use guidelines?
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Will the product continue to meet meaningful use guidelines through 2015 without significant changes?
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Will there ever be a charge to copy, move, or retrieve patient data from the product should a customer decide to change vendors or a provider leave the customer?
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List all ways that a practitioner could import a patient’s data into the product:
CD/DVD
Flash Drive
PDF Format
Paper Copies
Clinical Exchange Document
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Reporting Capabilities

Does the product allow custom reports to be created?
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Ad hoc reporting by users an option?
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Provide a list of standard reports (no customization) which the customer may run at Go Live to meet meaningful use and/or HIPAA requirements.
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Can this report information be exported to CD/DVD in CSV or comma text delimited format?
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ONC-ATCB Certification

Is the product ONC-ATCB certified?
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Version and Year of Certification
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Certified as Comprehensive or Modular?
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Meaningful Use

Are the modules necessary to meet each of the menu set objectives included in the attached pricing, or are they sold separately at an additional cost?
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Do you have a guarantee the product will meet the current standards and future standards?
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Additional Information

Timeframe to receive demonstration of product
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Is a demo copy available prior to purchasing?
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Onsite implementation or remote?
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Training sites
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Training options (train-the-trainer, # hours all staff)
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Has your company acquired, been acquired, merged with other organizations, or had any “change in control” events within the last five (5) years? (If yes, please provide details.)
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Is your company planning to acquire, be acquired, merge with other organizations, or have any “change in control” events within the next five (5) years? (If yes, please provide details.)
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Does your company use resellers to distribute your product(s)?
If yes, please answer the following:
What is your reseller structure?
Who are your resellers who are authorized to sell within [STATE]?
If no, please answer the following:
What is your distribution and sales structure?
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Please provide information on any outstanding lawsuits or judgments within the last five (5) years. Please indicate any cases that you cannot respond to as they were settled with a non-disclosure clause.
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Security and Security Features

Describe how the product meets all HIPAA, HITECH, and other security requirements.
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Does the product provide different levels of security based on User Role, Site, and/or Enterprise settings?
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Does the product provide different levels of security based on type of patient (Employee vs. VIP)?
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Describe the audit process within the product.
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List the security reports the product provides at Go-Live to meet all auditing and HIPAA reporting needs.
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Describe any remote tools you offer the provider to access patient data (e.g. iPhone) and how these devices/data may be secured if the provider loses their device or a breach is suspected.
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Describe the product’s ability to terminate user connections/sessions by an administrator (remotely) if a breach is suspected.
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Describe the product’s ability to lockout users (for upgrades, security breaches, employee terminations, etc).
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Describe the product’s ability to create new security rights/roles based on new workflows or enhancements (e.g., customer-developed content such as Psych notes or departmental flowsheets).
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Data Protection

Describe how the patient’s data is secured at all times and in all modules of the product (e.g., strong password protection or other user authentication, data encrypted at rest, data encrypted in motion).
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Describe how the patient’s data is secured when accessed via handheld devices (e.g., secured through SSL web sites, iPhone apps, etc).
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Licensing

How is the product licensed?
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Are licenses purchased per user?
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Define ‘user’ if it relates to the licensing model (i.e., FTE MD, all clinical staff, etc).
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How does the system licensing account for residents, part time clinicians, and midlevel providers?
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Can user licenses be reassigned when a workforce member leaves?
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If licensing is determined per workstation, do handheld devices count towards this licensing?
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Is system access based on individual licensing, concurrent, or both?
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What does each license actually provide?
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For modular systems, does each module require a unique license?
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In concurrent licensing systems, when are licenses released by the system (i.e., when the workstation is idle, locked, or only when user logs off)?
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Computerized Physician Order Entry (CPOE)

Is CPOE part of the core product or a separate module?
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Is CPOE customizable per provider or are templates available?
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Does the system allow for custom Order Sets to be built?
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Does the system allow multiple Resultable Items to be mapped to a single Orderable Item? (e.g., Skin tests have multiple antigens (resultables) which must map to a single Orderable item code).
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Does the system allow free text ordering?
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Does the system provide the end user the ability to cancel pending orders?
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If so, does an outbound interface message result, sending the cancellation message to 3rd party systems?
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Does the system utilize ICD9 or ICD10 coding?
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Are codes pre-loaded?
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Are future code updates vendor or user applied?
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Does the system allow custom questions per order to be developed?
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If so, please describe how these items are built and managed by the customer.
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Can these items be classified as “required” or “optional” to complete?
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Does the product support recurring orders?
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If so, please describe how the system accommodates this workflow.
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Does the product support Orderable Favorites per user and/or per specialty?
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How does the product support ordering for off-site (non-integrated/interfaced) orders?
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Are there Reporting tools available to monitor all CPOE steps? (e.g., unsigned orders, overdue orders, etc.)
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Which LIS vendors currently interface “out of the box” with CPOE?
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Which RIS/PACS systems interface “out of the box” with CPOE?
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E-Prescribing

Is E-Prescribing part of the core product or a separate module?
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Is E-Prescribing customizable per provider and/or at the enterprise level?
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What are the E-Signature Requirements for E-Prescribing?
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What is required of the customer in order to set this up?
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Which local or national pharmacies interface with the EHR?
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How are these updated and with what frequency?
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Is there an extra expense required for local pharmacies to be set up for E-Prescribing?
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Rate per transmission?
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What form of transmission is required?
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Is there a fax server incorporated in the EHR?
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If so, does it require a separate server?
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If not, are 3rd party vendor fax servers supported?
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Which vendors are supported?
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Can Rx faxes be configured to use a separate fax queue from other faxed documents within the system?
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Is there a functional limit to the number of fax lines supported by the system?
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Can active faxes be cancelled during transmission by user or by system administrators?
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What security settings are available in the product to govern who can E-Prescribe?
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Are medication updates performed regularly?
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Which vendor(s) does the product support?
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Does it include Drug Contraindications?
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Does it include Drug Interactions?
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Does it include Drug Warnings received?
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Are reporting tools for E-Prescribing available?
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Describe how new medications are displayed in the system if added by:
MD
RN
MA
PA/NP
Residents
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Where is E-Prescription information housed in the EHR?
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Describe the audit features for E-Prescribing.
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Does the system keep a running history of Rx renewal changes?
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Infrastructure and Technology

If product is a client/server model, please respond to questions below:

What type of hardware is required?
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What are the recommended workstation requirements?
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What are the recommended server specifications?
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Recommended Manufacturer/Model?
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How many servers and server roles?
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Application Server
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Web Server
IIS (version)
Apache (version)
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Other
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Database Server
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MS SQL (version)
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Oracle (version)
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Other
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HL7 Interface System
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Test Server
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E-mail Server
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Others (Fax, Print, Dictation, etc)
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Operating system (Windows, Unix/Linux, Other)
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Processor (number of processors and processor speed)?
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Memory/RAM requirements?
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Storage Space Requirements?
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SANs Connectivity (Yes/No)
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If yes, SANs requirements?
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Network Card Speeds
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Dual NICs required?
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Other Components Required?
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What other applications are required for server?
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Server Management Tools
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Bandwidth Monitors
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Database Management Suite
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Can systems be virtualized?
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Will the product run on virtualized servers?
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If yes, what virtualization and remote access software is required on server?
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Citrix
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BMC
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Other
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If no, are you moving toward certifying virtualized environments?
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Are we required to purchase hardware from your company?
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Do you have a recommended vendor with discount pricing to purchase equipment?
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What type of support is available if equipment purchased from your company?
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What are the recommended printer manufacturers/models?
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What type(s) of printers are recommended? (Laser, Inkjet, Thermal)
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What are the recommended scanner manufacturers/models?
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Do you require Internet access for your product?
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For remote connection/maintenance?
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If so, please detail security setup required for this access. If Delta processes are initiated and data is downloaded into the system automatically, detail that information here.
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Remote Support?
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If so, please detail security setup and access rules governing when connections are created and what type of work can be performed on the live system during normal business hours.
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Access System/Application Remotely?
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Are there any Delta processes that run nightly/weekly/etc. and if so, what data is collected and how is it used?
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What are the minimum network infrastructure requirements?
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Firewall/VPN Appliance?
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Switches/Routers
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Other Devices
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Will your product operate on Windows Terminal Services or Citrix?
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If no, are there plans to certify in these environments?
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What are the backup requirements?
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Do you require a separate server for backup services? (Tape, SANs)
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Are 3rd party backup solutions supported?
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Does product provide database software (Yes/No)?
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If no, what database application is required? (MS SQL, Oracle, MySQL, Other)
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Can data be exported?
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What format? (CSV, Text/Comma delimited, Other)
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Does product allow for ad hoc reporting against the database by customer using standard reporting software (Crystal Reports) or standard database queries?

Infrastructure and Technology

If product is an ASP model, please respond to questions below:

Do you provide ASP solutions or require 3rd party vendor participation?
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What is the 3rd party vendor’s involvement?
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How are support issues handled?
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Does the ASP model require a server at the customer location?
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If yes, what are the system requirements?
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Number of Server(s)?
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Processor
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Storage and Fault Tolerance Requirements?
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Memory?
<25 concurrent users >25 concurrent users
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Bandwidth Requirements?
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System Backup Requirements?
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Types of Server(s)
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Database Servers
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Web Servers
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Interface Servers
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Scanning Servers
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Messaging (Fax, E-Prescribing, Print) Servers
If fax from server, what fax cards are supported?
Is separate fax software needed?
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Is virtualization supported or required (VMWare, XenApp, etc.)?
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If so, on which servers and in what configuration?
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Are Citrix and/or Terminal Services supported?
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If so, are there any application modules not supported or recommended for use in a virtualized environment?
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Does your product require or recommend a firewall?
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If yes, what is the recommended manufacturer/model?
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Do you recommend VPN access?
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Do you provide all CALs (client access licenses) for database and system access or does the customer purchase these?
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If customer must purchase, how many need to be purchased based on expected number of users on the product?
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List all security enhancements which must be accommodated on workstations (e.g., Internet sites trusted, active x controls enabled, Dot Net versions supported, registry modifications, etc).
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Does the product support any of the following external devices:
USB devices
Scanners (manufacturer/model)
Flatbed
Handheld (i.e., Barcode, PDA, BlackBerry Devices, etc.)
Card Readers (i.e. smart card, security
Other Input Devices
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What are the bandwidth requirements per user?
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What are the workstation requirements?
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Manufacturer/Model
Processor
Storage
Memory
Operating System
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Does the product require any type of client (i.e. Citrix, clientware, Cisco VPN, etc.)?
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What applications are supported and/or need to be installed on the workstation?
Java
Flash
Adobe Reader
Microsoft Office (i.e., Word, Excel, etc.)
Antivirus
Which folders/files must be excluded from active scanning?
Crystal Reports
Open Office
Remote Access Software (WinVNC, RDP, GoToMyPC, etc.) for support
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Require ODBC driver or SQL application on workstations?
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Any other applications required?
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Can the product be securely accessed from any location with an Internet/broadband connection?
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How is data saved at the ASP location?
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How often is routine maintenance performed on remote system?
Backups?
Updates?
Performance Monitoring and Enhancements
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Since we would be dependent on Internet connection, what is our strategy if the Internet connection goes down and cannot use your system?
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How will the customer be able to download and distribute the patient’s health record to meet meaningful use?
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How will the customer be able to upload patient-provided records (either paper or electronic format (radiology, medical records, lab data, etc.))?
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Infrastructure and Technology

If product is a SaaS model, please respond to questions below:

Do you provide direct SaaS solutions or require 3rd party vendor participation?
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How are support issues handled?
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Does a 3rd party vendor host any part of your product and/or data?
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Does your product require or recommend a firewall on the client side?
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If yes, what is the recommended manufacturer/model?
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Can the product be securely accessed from any location with an Internet/broadband connection?
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What are the security requirements for remote users (non-office users)?
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What are the minimum bandwidth requirements?
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List all security enhancements which must be accommodated on client workstations (e.g., Internet sites trusted, active x controls enabled, Dot Net versions supported, registry modifications, etc.).
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Does the product support any of the following external devices:
USB Devices
Scanners (Manufacturer/Model)
Flatbed
Handheld (i.e., Barcode, PDA, BlackBerry Devices, etc.)
Card Readers (i.e., Smart Card, Security)
Other Input Devices
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What are the workstation requirements?
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Manufacturer/Model
Processor
Storage
Memory
Operating System
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Does the product require any type of client (i.e. Citrix, clientware, Cisco VPN, etc.)?
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What applications are supported and/or need to be installed on the workstations?
Java
Flash
Adobe Reader
Microsoft Office (i.e., Word, Excel, etc.)
Antivirus
Which folders/files must be excluded from active scanning?
Crystal Reports
Open Office
Remote Access Software (WinVNC, RDP, GoToMyPC, etc.) for support
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Require ODBC driver or SQL application on workstations?
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Any other applications required?
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How is data saved and stored?
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How will the customer be able to download and distribute the patient’s health record to meet meaningful use?
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How will the customer be able to upload patient-provided records (either paper or electronic format (radiology, medical records, lab data, etc.))?
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Can information be exported to CD/DVD in CSV or comma text delimited format?
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Does product allow reports be created?
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Ad hoc reporting option?
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Provide a list of standard reports (no customization) which the customer may run to meet meaningful use requirements.
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How often is routine maintenance performed on remote system?
Backups?
Updates?
Performance Monitoring and Enhancements
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Can you provide a contingency strategy or disaster recovery plan in the event Internet service is lost and customer is unable to access your system and application?
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Do you have normal ‘downtime’ windows for system backup and maintenance?
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Does this affect access to the product?
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How is data gathered during Internet outages?
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Is it uploaded into the system when Internet restored?
Is this process done manually or automatically?
How do we verify information has been uploaded?
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In the event access to your site is unavailable, what steps will you take to notify the customer of progress towards resolving the issue?
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What steps should the customer take during this time?
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In the past two (2) years, how many outages have you experienced due to your own infrastructure problems?
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Do you have redundant Internet providers?
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Is there a patient portal?
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Is there a test environment for the customer to use?
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What are the network infrastructure requirements?
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What are your security requirements and recommendations for client workstations?
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Is your site secured with encryption and antivirus?
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How often is access audited and by whom?
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Is there an off-site disaster recovery location for your server farm?
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How often is this tested?
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Vendor Support

Do you offer multiple support programs? Please provide a detailed list of each with your standard SLA for each support program.
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What are your support statistics (# of Support Calls to the % of resolutions at each severity level)?
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Define the Support Structure (Tiered Approach, Client assigned 1 point of contact, etc.)
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What is your availability to the practice for meetings to discuss EHR issues and concerns?
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When is customer support available?
Preferred method of contact (Phone call, e-mail, etc.)?
Where is your customer support staff located? Are they ‘off-shore’?
What are your normal hours of support?
How is after hours support handled?
Will someone be on-call at all times?
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Problem/Resolution Process
Response time expectations for all levels of severity
Average time to close tickets by severity level
Escalation Process
Severity Level System
Issue/Resolution Tracking System
Test System vs. Live System
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Who has ownership of the following:
Data
Software
Enhancements or Customizations Paid for by Customer
Hardware
Servers
Workstations
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What are your additional fee based services?
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Do you have online support (Knowledgebase, InfoCenter, etc.)?
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Is your support staff certified (i.e., HDI, SCP)?
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Is remote assistance an option for workstation and server issues?
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Describe Enhancement Request Model
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Do you have a user forum for practices to seek help from peers and share ideas?
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Do you have regional and national user conferences?
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On-going Maintenance
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Upgrade Process
Will customer get to choose which upgrades they want?
Frequency of Upgrades?
How long can a customer delay an upgrade without losing support?
Will training be provided for new functionality?
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Testing
Will customer get a chance to test the product in a test environment?
Will customer get access to test scripts from vendor?
Will customer have an opportunity to parallel test with vendor or conduct Acceptance Testing?
End to End Testing?
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Product Enhancement Requests
If customer wants to add an enhancement, what is the process?
Are there additional costs for an enhancement?
How soon will customer be able to view, test, and use enhancement?
How will upgrades work with new enhancement?
Will all other customers get the enhancement one company has paid for?
How will the company stay up-to-date on required meaningful use definition changes?
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Training/Testing – All Phases (Selection through Post Go-Live)

Development/Training Environment
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Specify if this will be provided before or after a contract is signed.
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Will access be granted to development/training environment for testing during upgrades and during training processes?
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What types of online training are available?
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Videos
Recorded Modules/Workflow Training Courses
Recorded Interactive “Many-to-One” Training Sessions
Quick Reference or Tips & Tricks Videos
Trial Demonstration of EHR
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Web Based Training
Interactive training activity with screenshots & instructions to give clinic exposure of EHR selected before core training
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Facilitator/Consultant Led Training Sessions
Module Training Sessions
Workflow Training Sessions (Nurse, Provider, Front Office, etc.)
One-on-One Training Sessions with Consultant
Describe your training personnel (i.e., background, position, medical credentials).
Vendor-Directed Demo (i.e., Web Ex Training, On-Site, etc.)
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Training Documents (Identify format of documentation)
Training Manuals
Quick reference guides that focus on specific tasks
On-line Printable Training Documentation
Upgraded Training Guide
Describe when these documents are modified and how quickly they are made available to the customer after product changes occur.
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Is Practice/Specialty Specific Training Offered?
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What is created by vendor vs. customer?
Creating specialized templates for efficient documentation
Creating favorites/shortcuts within the product
Does the product have customizable preferences?
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Will a workflow assessment be completed by the vendor?
Will a document be sent to be completed by clinic?
Will vendor complete on-site workflow assessment?
Is there an additional cost for workflow assessment?
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Will recommendations be provided for abstracting or bulk loading data from paper charts into the EHR?
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Contractually, can users access the live EMR system prior to Go-Live for build or ‘pilot’ purposes?
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Super User Training
Will super users be trained by vendor?
Remote or on-site training provided?
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Cost of Training
Describe training options included in contract agreement.
Will additional costs be incurred on clinic for training?
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On-Site Training
How many days does EHR vendor provide for on-site training?
Will Go-Live be scheduled shortly after initial staff training?
What is the consultant/provider ratio during training?
Will trainers complete a readiness assessment before Go-Live?
Will vendor provide clinic with on-site demos before and after contract is signed?
Will office be trained on hardware if purchased through the vendor before Go-Live training?
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Go-Live
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Will vendor staff be on-site during ‘Go Live’ timeframe?
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What will be their role during ‘Go Live’?
Trainer
Technical
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Post Go-Live Training and Support
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After ‘Go-Live’, who (i.e., support team, implementation manager, etc.) will be available to answer questions, issues, and/or training requests?
If original implementation team, how long before this level of service is transferred to “normal” support team?
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Will a post Go-Live assessment be completed after a specified amount of time by the vendor?
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How will clinic be notified of upgrades when they are released and who is responsible for installing these updates (dates, training, documentation, etc.)?
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Contract Terms and Vendor Guarantees

Will the customer be allowed to perform acceptance testing of this product prior to “Go-Live”?
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Will the customer be allowed to make payments based upon milestones with a significant portion of the fees not payable until “Go-Live”?
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What is the vendor’s responsibility when:
Problem resolution is not met by a certain time based on severity level of the problem or issue?
Meaningful use criteria are not met as promised?
Upgrades cause problems (causes meaningful use criteria to no longer be met or critical workflows to break)?
Training is not conducted in agreed upon timeframe and/or the training materials are not adequate or delivered per contract deliverables?
Implementation is not completed by vendor in the agreed upon timeframe due to issues related to the vendor (staffing conflicts, software problems, etc.)?
Incompatibility issues arise between hardware (which meets agreed upon specifications) and approved software?
Promised product functionality does not exist at time of Implementation?
Damages to hardware during transport if purchased through vendor or while vendor is on-site during installation?
Data is corrupted during the course of normal use and operation of the product?
SLAs are not met?
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Will you allow the representations made in your response to this RFI to be incorporated into the contract?
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Will you agree to a cap on price increases? For how long?
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How long will you guarantee to provide maintenance (or other support) on this product?
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What is the process that you will follow when “sunsetting” this product?
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Will you escrow the source code for this product?
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Will you agree to the contract being governed by [STATE] law (including the applicable provisions of the UCC)?
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Will you agree to negotiate a standard form contract for use by [REC] clients?
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Other Vendor Services Offered

What other companies have you partnered with to provide services on your behalf and what are their contact information?
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If their work is done on your behalf (implementation, upgrades, etc.), do you warranty their work as if it was your own?
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Specifications

When responding to each item in the specifications section, place an “X” under one of the following columns:

“Yes, Included” = the function is available in the system and it is part of the basic system

“Yes, Additional Cost” = the function is available but it requires system customization at an additional cost

“No” = the function is not available

Use the column labeled “Comments / Clarifications” to include additional information you wish to include as part of your response. This column can also be used to indicate if a function is not currently available but will be available in a future release by indicating the version number and approximate month/year when the function will be available (e.g. Version 8.2/August 2012). No comment or clarification should exceed half a page in length. Comments and Clarifications may be provided on a separate attachment.

Specifications

Yes, Included

Yes,
Addtl.
Cost

No

Comments / Clarifications

1. General

1.1 The system supports both a total paperless function and a hybrid function, where the contents of the electronic record can be printed for inclusion in the paper chart.
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1.2 The system includes automatic translation of codes to data.
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1.3 The system includes support and updates for the above vocabularies.
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1.4 The system includes SNOMED CT as the integrated standard nomenclature of clinical terms.
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1.5 Your company provides after-hours call center support for the system.
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2. Demographics / Care Management

2.1 The system has the capability to record demographics including:
2.2 Preferred language, insurance type, gender, race, ethnicity, and date of birth.
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2.3 The system supports the Continuity of Care Document Continuity of Care Record, HITSP standard.
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2.4 The system has the capability of importing patient demographic data via HL7 interface from an existing Practice Management System, Patient Registration System, or any such system used for patient registration and/or scheduling.
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3. Patient History

3.1 The system has the capability to import patient health history data, including obstetrical history data, from an existing system.
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3.2 The system presents a chronological, filterable, and comprehensive review of patient’s EHR, which may be summarized and printed, subject to privacy and confidentiality requirements.
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4. Current Health Data, Encounters, Health Risk Appraisal

4.1 The system includes a combination of system default, provider customizable, and provider-defined and reusable templates for data capture.
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4.2 The system obtains test results via standard HL7 interface from: laboratory.
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4.2.1. The system obtains test results via standard HL7 interface from: radiology/ imaging.
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4.2.2. The system obtains test results via standard HL7 interface from: other equipment such as Vitals, ECG, Holter, Glucometer.
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4.3 The system has the capability to capture and monitor patient health risk factors in a standard format.
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4.4 The system provides a flexible, user modifiable, search mechanism for retrieval of information captured during encounter documentation.
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4.5 The system provides a mechanism to capture, review, or amend history of current illness.
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4.6 The system enables the origination, documentation, and tracking of referrals between care providers or healthcare organizations, including clinical and administrative details of the referral.
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4.7 The system tracks consultations and referrals.
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5. Encounter – Progress Notes

5.1 The system records progress notes utilizing a combination of system default, provider customizable, and provider-defined templates.
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5.2 The system includes a progress note template that is problem oriented and can, at the user’s option be linked to either a diagnosis or problem number.
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6. Problem Lists

6.1 The system creates and maintains patient-specific problem lists.
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6.2 For each problem, the systems has the capability to create, review, or amend information regarding a change on the status of a problem to include, but not be limited to, the date the change was first noticed or diagnosed.
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7. Clinical Practice Guidelines (CPG)

7.1 The system includes and maintains evidence-based Clinical Practice Guidelines (CPGs) published and maintained by credible sources such as the American Heart Association (AHA), U.S. Preventive Services Task Force (USPSTF), American College of Cardiologists (ACC), American College of Physicians (ACP) and other groups. The guidelines incorporate patient education and
actionable
alerts and reminders.
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7.2 The system allows reporting and analysis of any / all components included in the CPG.
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7.3 Included in each CPG, the system has the capability to create, review, and update information about:
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7.3.1 The performance measures that will be used to monitor the attainment of objectives.
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7.3.2 The quantitative and qualitative data to be collected.
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7.3.3 Performance metrics: CPG shall allow for decision support based on standardized discrete data to be used to calculate clinical performance measures.
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7.3.4 Collection means and origin of data to be evaluated.
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7.4 The system allows the provider or other authorized user to override any or all parts of the guideline. The system is able to collect exceptions for NOT following the CPG.
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8. Care Plans

8.1 The system provides administrative tools for organizations to build care plans, guidelines, and protocols for use during patient care planning and care.
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8.2 The system generates and automatically records in the care plan document, patient-specific instructions related to pre- and post-procedural and post-discharge requirements. The instructions must be simple to access.
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9. Prevention

9.1 The system has the capability to display health prevention prompts on the summary display. The prompts must be dynamic and take into account sex, age, and chronic conditions.
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9.2 The system includes user-modifiable health maintenance templates.
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9.3 The system includes a patient tracking and reminder capability (patient follow-up) updatable by the user at the time an event is set or complied with.
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10. Patient Education

10.1 The system has the capability to create, review, update, or delete patient education materials. The materials must originate from a credible source and be maintained by the vendor as frequently as necessary.
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10.2 The system has the capability of providing printed patient education materials in culturally appropriate languages on demand or automatically at the end of the encounter. At minimum, the materials must be provided in English and Spanish as applicable.
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11. Alerts / Reminders

11.1 The system includes user customizable alert screens / messages, enabling capture of alert details.
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11.2 The system has the capability of forwarding the alert to a specific provider(s) or other authorized users via secure electronic mail or by other means of secure electronic communications.
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12. Orders

12.1 The system includes an electronic Order Entry module that has the capability to be interfaced with a number of key systems depending on the health center’s existing and future systems as well as external linkages, through a standard, real time, HL7 two-way interface.
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12.2 The system displays order summaries on demand to allow the clinician to review/correct all orders prior to transmitting/printing the orders for processing by the receiving entity.
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13. Results

13.1 The system has the capability to route, manage, and present current and historical test results to appropriate clinical personnel for review, with the ability to filter and compare results.
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13.1.1 Results can be easily viewed in a flow sheet as well as graph format.
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13.2 The system accepts results via two way standard interface from all standard interface compliant / capable entities or through direct data entry. Specifically – Laboratory, Radiology, and Pharmacy information systems. Please attach list of currently available interfaces, if available
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13.3 The system includes an intuitive, user customizable results entry screen linked to orders.
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13.4 The system has the capability to evaluate results and notify the provider.
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13.5 The system allows timely notification of lab results to appropriate staff as well as easy routing and tracking of results.
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13.6 The system flags lab results that are abnormal or that have not been received.
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14. Medication and Immunization Management

14.1 The system identifies drug interaction warnings (prescription, over the counter) at the point of medication ordering. Interactions include: drug to drug, drug to allergy, drug to disease, and drug to pregnancy.
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14.2 The system alerts providers to potential administration errors for both adults and children, such as wrong patient, wrong drug, wrong dose, wrong route, and wrong time in support of medication administration or pharmacy dispense/supply management and workflow.
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14.3 The system supports multiple drug formularies and prescribing guidelines.
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14.4 The system provides the capability for electronic transfer of prescription information to a patient or organization selected pharmacy for dispensing.
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15. Confidentiality and Security

15.1 The system provides privacy and security components that follow national standards such as HIPAA.
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15.2 The system provides privacy and security components that follow Wisconsin state-specific laws and regulations.
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15.3 The system hardware recommendations meet national security guidelines.
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15.4 The system has hardware recommendations for disaster recovery and backup.
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16. Clinical Decision Support

16.1 The system offers prompts to support the adherence to care plans, guidelines, and protocols at the point of information capture.
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16.2 The system triggers alerts to providers when individual documented data indicates that critical interventions may be required.
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17. Reporting

17.1 Are standard clinical reports built into the system for the user to query aggregate patient population numbers?
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17.2 The system can generate lists of patients by specific conditions to use for quality improvement.
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17.3 The system has the capability to report ambulatory quality measures to CMS for PQRI.
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17.4 The system can generate patient reminder letters for preventive services or follow-up care.
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17.5 The system supports disease management registries by:
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17.5.1 Allowing patient tracking and follow-up based on user defined diagnoses.
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17.5.2 Providing a longitudinal view of the patient medical history.
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17.5.3 Providing intuitive access to patient treatments and outcomes.
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17.6 What reporting engine is utilized within the software? (ex. Crystal Reports, Excel, proprietary).
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17.6.1 If utilizing Crystal Reports do you provide a listing of all reportable data elements?
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17.7 Does the end user have the ability to create custom reports?
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17.8 Can reports be run on-demand during the course of the day?
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17.9 Can reports be set up to run automatically as well as routed to a specific person with in the office?
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18. Meaningful Use

18.1 The system has a bi-directional lab component.
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18.2 The system can check insurance eligibility electronically from public and private payers. List clearinghouses with which this functionality exists.
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18.3 The system can submit claims electronically to public and private payers.
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18.4 The system can provide patients with timely electronic access to their health information.
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18.5 The system can provide clinical summaries to patients for each visit.
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18.6 The system can provide a summary care record for each transition of care and referral visit.
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18.7 The system can exchange key clinical information among providers of care and patient authorized entities electronically.
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18.8 The system can submit immunization data electronically to the Wisconsin immunization registry.
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18.9 The system can provide electronic syndromic surveillance data to public health agencies and actual transmission according to applicable law and practice.
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19. Cost Measuring / Quality Assurance / Reporting

19.1 The system has built-in mechanism/access to other systems to capture cost information.
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19.2 The system supports real-time or retrospective trending, analysis, and reporting of clinical, operational, demographic, or other user-specified data including current and future UDS reports.
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See http://bphc.hrsa.gov/uds/

19.3 The system allows customized reports or studies to be performed utilizing individual and group health data from the electronic record.
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19.4 The system will provide support for third-party report writing products.
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20. Chronic Disease Management / Population Health

20.1 The system provides support for the management of populations of patients that share diagnoses, problems, demographic characteristics, etc.
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20.2 The system has a clinical rules engine and a means of alerting the practice if a patient is past due.
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20.3 The system generates follow-up letters to physicians, consultants, external sources, and patients based on a variety of parameters such as date, time since last event, etc. for the purpose of collecting health data and functional status for the purpose of updating the patient’s record.
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20.4 At minimum, the system is able to generate a variety of reports based on performance measures identified by the Physician Consortium for Performance Improvement (AMA/Consortium), the Centers for Medicare & Medicaid Services (CMS), and the National Committee for Quality Assurance (NCQA) for chronic diseases. Information on these measures can be found at: http://www.ama-assn.org/ama/pub/category/4837.html. The system follows measures approved by NQF (national quality form) and prompted by the AQA (ambulatory quality alliance) as well as those identified by the HRSA’s Health Disparities Collaborative http://www.healthdisparities.net/
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21. Consents, Authorizations, and Directives

21.1 The system has the capability for a patient to sign consent electronically.
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21.2 The system has the capability to create, maintain, and verify patient treatment decisions in the form of consents and authorizations when required.
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21.3 The systems captures, maintains, and provides access to patient advance directives.
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22. Technical Underpinnings

22.1 The system incorporates extensive, secure telecommunications capabilities that link staff and clinicians from remote locations to the central site.
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22.2 Do you provide hardware or have a relationship with a hardware vendor?
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22.3 If working with a hardware vendor do you have negotiated pricing with them?
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23. Billing

23.1 The system provides a bidirectional interface with practice management systems.
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24. Document Management

24.1 The system includes an integrated scanning solution to manage old charts and incoming paper documents.
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24.2 Scanned documents are readily available within the patients chart.
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24.3 Scanned documents can be attached to intra office communication and tracked.
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24.4 The system has the ability to bulk scan and easily sort old patient charts for easy reference later.
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24.5 Images and wave files can also be saved and stored in the document management system.
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24.6 Insurance cards and drivers license can be scanned and stored in patient demographics.
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24.7 Scanned documents can be attached to visit notes.
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24.8 In a multiple location environment can each office scan in the same manner?
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25. Technical Support

25.1 What hours is technical phone support available?
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25.2 What is the average amount of time for issue resolution?
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25.3 If a problem persists what is the escalation process?
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25.4 Do you have electronic ticketing for non-emergent technical support?
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25.5 Do you have a user forum for practices to seek help from peers and share ideas?
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Specialty Specific Requirements

Specifications

Yes, Included

Yes,
Addtl.
Cost

No

Comments / Clarifications

1. Specialty Specific Requirements –

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March 31, 2012 • Version 1.0

2
Practice Scenarios

The project team created business scenarios that describe processes that the new EHR/PMS solution should address. A written response by the Vendor to these scenarios is requested. The Evaluation and Selection Committee will use the responses to the business scenarios to judge the ability of the prospective vendor’s proposed solution to meet Wilder’s general operational and reporting requirements. The Vendor should indicate whether the functionality is delivered by the software off the shelf or with modifications to fulfill the requirement. Include sample output of any reports requested in the scenario. If modifications or additional software (e.g., custom interfaces not included in software package) are required to achieve full functionality, additional explanation or screen samples, etc. may be attached to this section. Reference the scenario ID for all explanations. Selected business scenarios will also be used during on-site demonstrations and scored by the participants. Business Cases are detailed in the following table.

Scenario Area

Background

Key Points

System Approach to Scenario

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Cost Estimate Template

For each proposed product, please provide cost estimates based upon a typical installation. To allow us to be able to compare responses, please assume that the product is going to be used at number of site(s) with number of providers. Also, any additional details regarding cost or pricing that may be helpful in our analysis should be included as well.

Please use the following template, if possible—or attach a cost estimate proposal that includes answers to each question below —
and provide it as a separate, sealed document within the RFP response.

One time fees

One time implementation fees:
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Training fees:
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Consulting fees:
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Initial year costs (include all fees for license, use, access, etc.)

For x providers:
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For each additional provider:
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Please provide the pricing algorithm used to calculate this cost.
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Ongoing annual costs (include all fees for maintenance, support, use, access, etc.)

For x providers:
Click here to enter text.

For each additional provider:
Click here to enter text.

Please provide the pricing algorithm used to calculate this cost. Also, please provide your policy regarding price increases.
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Five (5) year cost of ownership

Please indicate the estimated TCO (“total cost of ownership”) for the product over a 5 year period.
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Training fees:
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HCA 626 – Healthcare Information Systems
Week Two – Lecture 2

Developer Notes: Continue button to continue to next slide. No left-hand menu, please. Menu drop down on top left corner with various topics and notes on top left corner with narration.
Vo: Welcome to the Week Two – Lecture 2 for HCA 626 – Healthcare Information Systems.
1

Chapter 9:
Adopting New Technologies

Developer Notes: Chapter 1 begins. Align text with VO. Add continue button to continue to next slide.
VO: Chapter 9: Adopting New Technologies
2

The Context of HIS Innovation
Unsustainable costs
Move to value-based care and reimbursement
Patient-centric consumerism

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO:
Innovation is borne of forces driving change to health care.
Unsustainable costs.
Move to value-based care and reimbursement.
Patient-centric consumerism.
These trends push healthcare organizations providers, and payers to seek tech-driven solutions.
Healthcare organizations and provider must ascend steep learning curves as they try new methods and find ones that work.
A lot is at stake as they try, fail, and learn.
3

The costs of HIS and technologies are a hefty burden for organizations and society to bear.​
Security breaches and ransoming​
Patients remain on the outskirts of the activities and information intended to help them.
Wasted clinician time and goodwill as a result of tech that is difficult to use, and systems dominated by assembly-line workflows and profit-minded vendors rather than the end-user in mind.

The Context of HIS Innovation

*Click each photo to reveal activity

Developer Notes: Make this a click to reveal activity with the New technologies and existing problems. When the student clicks on each bullet the text and vo will play. Align text with VO. Add continue button to continue to next slide.
VO: New technologies and existing problems
Avoid the love of new technology for newness sake
Issues for healthcare organizations:
Security breaches and ransoming
Wasted clinician time and goodwill as a result of tech that is difficult to use and systems dominated by assembly-line workflows and profit-minded vendors rather than the end-user in mind
Patients remain on the outskirts of the activities and information intended to help them
The costs of HIS and technologies are a hefty burden for organizations and society to bear

4

Post-implementation evaluation
Excellence in HIS service delivery
Architectural considerations
Strategic alignment
The Value of Adopting New Technologies

Four areas critical to value realization

Strategic alignment
*Click each photo to reveal activity

Developer Notes: Make this a click to reveal activity with the Four areas critical to value realization. When the student clicks on each area the text and vo will play. Align text with VO. Add continue button to continue to next slide.
VO: Four areas critical to value realization
Strategic alignment
Architectural considerations
Post-implementation evaluation
Excellence in HIS service delivery

5

Rogers’s Theory of Diffusion of Innovation: Adoption of New HIS & Technology

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO:
6

Health care has been markedly slower than other industries to use IT to accomplish its work.

Use of HIS and tech is called adoption.

Adoption of disruptive HIS and tech means that organizations adapt to automated work processes.

Adoption of HIS and tech occurs amidst a busy and stressful healthcare environment.

Health care and the adoption of HIS and tech are more complex than the environments found in other industries or lines of work.

Rogers’s Theory of Diffusion of Innovation: Adoption of New HIS and Technology
The adoption curve has five groups or segments that play roles in the adoption of disruptive new technologies
Rogers’s adoption/ innovation curve
Data from Rogers, E. M. (1963). Rogers’ adoption/innovation curve. In: Diffusion of innovations. New York: Free Press.

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO: View this diagram for a better understanding of Rogers’s adoption/ innovation curve.

7

Role of Professional Organizations in Adopting New Technologies

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO:
Roots in an organization established in 1962 for management engineering professionals in health care – Hospital Management Systems Society (HMSS).
Morphed into HIMSS in 1986 as focus changed to information systems.
HIMSS is not the primary HIS and tech professional organization in the U.S., with growing international reach.
Not-for-profit philosophy.
Commitment to objectivity.
Maintains analytics database and publishes reports.
8

Health Information Management Systems Society (HIMSS)

Not-for-profit philosophy

Commitment to objectivity

Maintains analytics database and publishes reports

Role of Professional Organizations in Adopting New Technologies

Aims to “elevate the standards of clinical records in hospitals and other medical institutions.”
As computerization of health records grows, AHIMA has evolved to provide education, training, certification, and accreditation. 

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO: American Health Information Management Association (AHIMA):
Aims to “elevate the standards of clinical records in hospitals and other medical institutions.”
Provides strict accreditation and certification tests and processes for achieving and maintaining Registered Health Information Administrator (RHIA) accreditation for health information professionals and Registered Health Information Technicians (RHITs) certifications for coders.
As computerization of health records grows, AHIMA has evolved to provide education, training, certification, and accreditation.

9

Role of Professional Organizations in Adopting New Technologies

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO:
10

American Medical Informatics Association (AMIA)

Promotes and develops the science and practice of informatics in health care.

Offers conferences, education, meetings, research, and policy.

Alliance for Nursing Informatics (ANI)

Supported by both AIA and HIMSS.

Brings together 18 independent nursing informatics groups.

Devoted to professional development, leadership, and collaboration among those in the HIS and tech-related disciplines.

Impact of New Technologies on Existing HIS

Must take care to analyze how innovation will fit in with existing technology and HIS.
Do not plop additional technologies atop the core systems; they must be carefully connected.
Great expansion is possible by building upon cost systems.
Provider dissatisfaction with EHR systems.

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO:
Adoption of new technologies affects existing HIS plans and architectures.
Must take care to analyze how innovation will fit in with existing technology and HIS.
Do not plop additional technologies atop the core systems; they must be carefully connected.
New technology should augment and enrich what already exists.
Great expansion is possible by building upon cost systems.
EHR system provides levels of capabilities leading up to paperless clinical environments.
Market forces.
Unintended consequences of adoption of new technologies.
Provider dissatisfaction with EHR systems.

11

Impact of New Technologies on Existing HIS
Electronic Medical Record Adoption Model

Reproduced from Healthcare Information and Management Systems Society (HIMSS). EMRAM A strategic roadmap for effective EMR adoption and maturity. Retrieved from https://www.himssanalytics.org/sites/himssanalytics/files/HIMSS percent20Analytics percent20EMRAM percent20- percent20web_2  

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO: View this diagram for a better understanding of Electronic Medical Record Adoption Model.

12

Building HIS into Education & Health Professionals

Medicine, nursing, therapies, management, policy.
Discipline and ability to oversee activities of organizations and vendors of HIS products and services is essential.
Nursing informatics and medical informatics degrees

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO: HIS and technology must be built into the curricula of professional schools:
Medicine, nursing, therapies, management, policy.
Discipline and ability to oversee activities of organizations and vendors of HIS products and services is essential.
Vast majority of clinicians and managers in health care have little experience and no education in this arena.
HITECH Act of 2009 granted funding mostly to community colleges for rapid training of health IT professional.
Nursing informatics and medical informatics degrees.
13

Cultural Change Comes with New Technology & HIS

Performance and productivity are not enough.
Emergency of the knowledge-based economy.
Changing organizational models.
Facilitating organizational evolution.
Management of information resources.

Developer Notes: Align text with VO. Add continue button to continue to next slide.
VO:
Health care lags behind other knowledge-based, connected industries in adoption of new technologies to streamline and advance how work is done.
Value migration from visible, tangible assets to intangible knowledge resources.
Intellectual capital is gaining importance as means of improving organizational performance and market position.
Performance and productivity are not enough.
Problems and capabilities of the modern world requires innovative thought.
Emergency of the knowledge-based economy.
Changing organizational models.
Facilitating organizational evolution.
Management of information resources.
14

Summary

Vendors emerged as a result of hospital software development innovations.
Successful HIS and tech adoption faces numerous challenges.
HITECH financial incentives have encouraged adoption of EHR systems.
Unintended negative consequences must be considered.

Developer Notes: You have concluded with the Week Two Interactive Presentation. Please proceed back to Week Two in Blackboard to continue the curriculum for Week Two.
VO:
Adopting new technologies is steeped in theory and based on the earthly reality of solutions
The adoption of HIS and technology can be seen as rooted in Rogers’s diffusion of innovation
HIS and technology adoption originated mostly within hospitals and other healthcare delivery organizations
Vendors emerged as a result of hospital software development innovations
Successful HIS and tech adoption faces numerous challenges.
HITECH financial incentives have encouraged adoption of EHR systems.
Unintended negative consequences must be considered.
You have concluded with the Week Two Interactive Presentation. Please proceed back to Week Two in Blackboard to continue the curriculum for Week Two.
15

EXAMPLES FOR DISCUSSION

Our strategic plan mapping with our new clients will include focus on patient safety, quality, people, service, community, and financial growth.

 

We will plan to meet and work with all stakeholders that involve end users, project sponsor, people from system and legal, people directly impacted by this project implementation, project managers, and subject matter and domain experts. Following the Agile approach our team will be in regular communication with stakeholders and with executives to make sure our client is on track and in alignment. One of the most important principles of the agile approach is to satisfy the customer.

Our strategic mapping planning processes:

1. Assessment: The assessment is segmented by entity and further segmented by service lines, key customer groups, and key demographic information. Next, planning teams perform SWOT analyses.

2. SWOT analyses: are performed by the system and each entity, and are used to identify strategic advantages, strategic challenges and potential blind spots. SWOT analyses also serve as the basis for prioritizing key strategic challenges and for entity and system action plan development.

3. Prioritize strategic challenges

Phase Two, includes strategy development processes:

4. Review mission, vision, values, critical factors, and strategic objectives

5. Develop strategies and action plans to support strategic objectives

6. Develop fiscal year operating and capital budget

7. Evaluate improve strategic planning process

8. Evaluate performance results (this would include gap analysis)

9. Implement and refine strategies and action plans

10. Establish department and individual goals

There are many methodologies and principles using the agile approach. Some of the key features that will be used in the strategic plan management will include transparency, consistency, feasibility, engagement, flexibility, and continuity.

 

McDonald, K. (2018, August 1). How to Explain Agile to Your Stakeholders | Agile Alliance. Agile Alliance |; www.agilealliance.org. https://www.agilealliance.org/how-to-explain-agile-to-your-stakeholders

Key Stakeholders in Agile Product Development – Exposit. (2019, March 15). Exposit; www.exposit.com. https://www.exposit.com/blog/key-stakeholders-agile-product-development/

Agile Strategy Management | Deloitte Deutschland. (2020, January 8). Deloitte Deutschland; www2.deloitte.com. https://www2.deloitte.com/de/de/pages/technology/articles/agile-strategy-management.html

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