THE ROAD TO EPIC - 2016 State of the Program for Providers - Epic1.org
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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS EPIC FOR PROVIDERS: 2016 During 2016, the Epic Program Team transitioned from building to testing our Epic system. Hours of designing, with future state workflows in mind, have transitioned into extensive testing to ensure large and small components of the system work as intended prior to use. The team has also begun focusing its efforts on the first two go-lives: BJC Medical Group (June 1, 2017) and Boone Hospital Center (Aug. 5, 2017). These go-lives will set the stage and provide lessons for the remaining hospitals and Washington University faculty in late 2017 and 2018. The implementation is being governed by a set of guiding principles to ensure that we are standardizing processes, workflows, and content. We will make use of the Epic foundation system, a version that is pre-populated with settings, sample reports, and other content built upon the experiences of other organizations with similar characteristics. Ultimately, our Epic implementation will emphasize care coordination and continuity across the BJC- WUSM enterprise. PROGRAM GUIDING PRINCIPLES Do what is best for our patients and their families… • Focus on safety, clinical outcomes, and our commitment to quality • Enhance the patient/family experience and increase patient satisfaction • Design workflows in a patient-centered manner, emphasizing care coordination, and continuity Do what is best for our clinicians… • Optimize clinician experience, prioritizing the best use of their time • Engage practicing providers and frontline clinicians throughout the process to ensure operational success Do what is best for the enterprise… • Standardize processes, workflows, and content to the fullest extent possible to reduce variations in care and ensure provision of evidence-based care at all times • Leverage the Epic foundation system and focus on best practices • Weigh decisions against scope, timeline, and budget 2
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Projected Timeline Hospital Rollout Dates Ambulatory Rollout Dates Facility Target Date Facility Target Date BHC/BHHC (Pilot Site): Boone Hospital 08/05/2017 BJCMG: BJC Medical Group 06/01/2017 Center and Boone Home Health Care will go-live for all practices go-live together FPP: Faculty Practice Plan go-live - 06/02/2018 Pod 1 (Community Hospitals): Christian 12/02/2017 all FPP sites Hospital (CH), Alton Memorial Hospital (AMH), Barnes-Jewish St. Peters Hospital MMG: Memorial Medical Group Q4 2018 (BJSPH), Progress West Hospital (PWH) Pod 2 (Community Hospitals): Missouri 02/03/2018 Baptist Medical Center (MBMC), Parkland Health Center (PHC), Missouri Baptist Sullivan Hospital (MBSH) , BJC Home Care Services (BJCHCS) Academic: Single go-live for Barnes-Jewish 06/02/2018 Hospital (BJH), Barnes- Jewish West County (BJWCH), and St. Louis Children’s Hospital (SLCH) MHB/MHE: Memorial Hospital Belleville Q4 2018 and Memorial Hospital East 3
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS PROGRAM UPDATES In 2016, the HIP team made significant progress against key areas of the Epic implementation. Areas of significance to BJC providers include: the Clinical Content that will be incorporated into the version of Epic customized for BJC and WUSM, training that will enable providers to work efficiently on day one, and site engagement which focuses on how each hospital will successfully implement the Epic system. These three areas are detailed in this section. Clinical Content Build The HIP team is building the tools needed for the daily care of patients by our providers. These tools can include order sets in both the inpatient and ambulatory environments, documentation tools (daily progress notes, procedural notes, etc.), and other templates to assist in admitting, rounding on, and discharging patients in the inpatient setting or within an office visit in the outpatient setting. Inpatient Order Set Build The inpatient order set team, in conjunction with a dedicated group of BJC and WUSM physicians, has been working to develop the core inpatient order sets for use within Epic. The team has held in-person review sessions for three out of five “waves” (or groupings by specialty) of order sets and has been using an online platform called Induct (https://BJCEpic.Induct.NO) to allow for synchronous review or self-review when providers cannot attend an in-person review session. The inpatient order set team is responsible for building order sets across 89 specialties and sub-specialties and completed 51 specialties in the first three waves as well as all core order sets for both adult and pediatrics. 2016 • Number of Order Sets Reviewed: 296 • Number of Provider Attendees: 277 • Number of Comments through Induct: 692 Looking Ahead The inpatient team has two more waves of order sets to build and review with BJC providers. The review sessions will be scheduled for early 2017 and will cover approximately forty additional specialties and 175 unique order sets. The team will also be focusing on the development of a set of standardized discharge order sets. 4
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Clinical Content Build, Cont. Ambulatory Content Build 2016 The Epic Ambulatory team has been working across 2016 to build out the clinical content that will be incorporated into Epic for use by ambulatory providers. The team kicked off ambulatory content review sessions in October which will run through February 2017. These sessions focus attention on writing notes and placing orders in the ambulatory setting, basic office workflows, and other clinical content that is being incorporated into the outpatient module of Epic. To-date the team has held 38 content review sessions and had approximately 430 attendees. The schedule of content review sessions is maintained on the HIP program website – www.HIPepicinfo.org. Looking Ahead As the ambulatory team continues its work, they will continue a focus on collaborating with the inpatient build teams and working with BJCMG providers to have a successful go-live in 2017. Inpatient Provider Documentation 2016 The Core Inpatient Provider Documentation team is a key part of the Epic Program, and includes representatives, selected by their department/division chairs, from both the academic and community hospitals. This team is responsible for building Inpatient Provider Documentation and has been working to develop a core group of notes (H&P, Progress, Consult, Procedure, and Discharge Summary notes) that will meet the diverse and complex needs of patients, as well as billing and compliance requirements. To date, there have been 15 two-hour core meetings. In addition, notes for 46 specialties are ready for go-live; 25 are in progress and 27 are not started (of 98 specialty areas). All are scheduled to be ready for go live by the end of April 2017. Looking Ahead Inpatient Provider Documentation build continues with the primary focus of completing services at Boone. Road Shows are scheduled for the remaining facilities across February and April, and will highlight the clinical documentation process. 5
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Epic Training Training is critical to the successful implementation of Epic at BJC and WUSM. The HIP team has a dedicated group of specialists working towards an efficient and effective training program. A number of decisions were made in 2016 that impact Provider training: 1. Training will be a combination of eLearning segments and classroom sessions. 2. Providers who are currently using, or have used Epic at other organizations, will have the opportunity to test out of the eLearnings with a score of at least 80% on the eLearning assessments 3. Classroom training will be mandatory for all providers 4. After attending classroom training, providers will be required to attend a Personalization Lab to complete the following activities: 1. An End User Proficiency Assessment, which requires a score of 80% to receive formal logon credentials 2. Activation of logon credentials 3. Configuration of “Preference Lists” and Order Sets to each provider’s specific needs Provider Educators BJC and WUSM are utilizing Epic’s “Specialists Training Specialists” model for the classroom portion of the Epic Training. This model will mean: • Providers will deliver training to other providers in their specialty or a related field • Specialty experts will answer workflow questions more effectively during training • Specialists will be referred to as Provider Educators and may consist of: attending physicians, residents, fellows, mid-level clinicians, RNs, or non-clinicians with a deep understanding of specialty workflows • Provider Educators will be supported by credentialed Epic trainers in the classroom The training team kicked of the Specialists Training Specialists program by successfully recruiting 28 Provider Educators for BJCMG and 31 for Boone. Recruitment for Pod 1 Hospitals will begin in early 2017. Training in 2017 2017 will mean training and preparedness for go-live. The training team is currently developing the content that will be used for BJCMG and Boone Provider training, which kicks off in April and June, respectively. 6
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Site Engagement As Epic is implemented across all facilities, selected clinicians and departmental staff have been brought together to form Site Engagement Teams (SETs) with the objective of empowering a strong force of change for every go-live site. Roles & Responsibilities The SET is a group of individuals selected from across each facility who shoulder enhanced responsibilities for the Epic Program implementation at their local site level. The SET is designed to facilitate decision making for that site, ensure that communication and resources filter throughout the facility, and participate in select adoption activities. Members also serve as a sounding board back to the Epic Program if there are concerns or opportunities for improvement in Epic Program engagement with the site. The formation and launch of site engagement teams began in June 2016. Teams immediately began supporting critical program activities and played important roles in coordinating and supporting operational readiness activities including Roadshow Events and the Epic Super User Program. Site Engagement in 2017 Site Engagement Teams will continue to engage with system users and strengthen site readiness throughout 2017. As the Epic go-live timeline approaches, Site Engagement Teams will support and engage in the following activities: • Upcoming Roadshows at Missouri • Selection of Super Users across all Baptist Medical Center, Parkland facilities -- At go-live Super Users will Health Center, Missouri Baptist be assigned various shifts within Sullivan Hospital, and on the their floor or unit and help Academic Campus colleagues troubleshoot any issues • Operational Change Analysis: A that may arise program to understand and validate • Specific preparation in the six the operational changes that will months before go-live occur with Epic future-state • Go-live support workflows Site Engagement Teams are tasked with regularly sharing feedback they receive from staff to HIP leadership and act as the voice of the site. 7
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Program Decisions This section describes a few of the key program decisions that have been made in 2016. Below is the governance structure that provides clinical feedback as the program team develops the Epic software. Decision Making: Governance Structure Physicians and clinicians across BJC and WUSM are involved in every step of the decision making process for the Epic program. Jim Crane, MD; Vicky Fraser, MD; Regis O’Keefe, MD; and Clay Dunagan, MD; are members of the Health Information Partners (HIP) Board. Eleven clinicians serve as Clinical Champions for the program. Additionally, there are 35 clinicians currently serving on the Provider Advisory Council and a large number of specialists and subspecialists involved in the clinical content build. To support efficient and effective decision- making, decisions are triaged in the following way: • Detailed decisions (~65%): Made at the project team or operations group level with the input of specialty-specific physician content experts (SMEs) • Mid-level decisions (~25%): Brought to the Provider Advisory Council, Clinical Champions, and Executive Steering Committee • High-level decisions (~10%): Brought to the HIP Board for final approval Clinical Champions: • Sam Bhayani, MD (Co-Chair) • Paul Hmiel, MD • Terry Bryant • John Krettek, MD • Rick Chole, MD • Kevin O’Bryan, MD • Geoff Cislo, MD • Michele Thomas, MD • Marianne Fournie • Keith Woeltje, MD (Co-Chair) • Ann Hagedorn, MD Provider Advisory Council Clinical Members: Sam Bhayani, Jeffery Blatnik, Robin Blount, Mitch Botney, Terry Bryant, Rick Chole, Geoff Cislo, Jim Crane, Don Delwood, Clay Dunagan, Marianne Fournie, Charles Goldfarb, Peggy Gordin, Richard Griffey, Ann Hagedorn, Dan Helsten, Paul Hmiel, John Krettek, John Lynch, Tim Mislan, David Molter, Vamsi Narra, Kevin O’Bryan, Regis O’Keefe, Felipe Orellana, Doug Pogue, Matt Powell, Sebastian Rueckert, Jill Skyles, Michele Thomas, Stuart Sweet, Justin Vader, Anitha Vijayan, Chad Witt, Keith Woeltje, Nadia Zia 8
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Program Decisions (Cont.) Category: Data Conversion These data conversion decisions were made in 2015. As the project has refined the approach, the decisions were revisited and confirmed, or modified as needed. Sample decisions: Current legacy EMR systems will be accessible at least six months post Epic go-live, with exception to certain specialty systems Clinical Desktop will remain available at least through 2020 for viewing Historical data will be archived and accessible to clinicians and physicians Who will be impacted? All facilities Tell me more about the The following chart outlines the data that will be converted from decision… Touchworks, NextGen, ClinDesk, Horizon Clinicals and MPF into Epic: Data Elements HIP (BJC/WUSM) Conversion Scope Patient Info All Encounter Starting 1/1/07 Lab Result Starting 1/1/13 Rad & Diagnostics Starting 1/1/13 Notes Starting 1/1/13 Allergies All active allergies Problems All active NextGen problems Meds Recent 18 months in NextGen Vitals Starting 1/1/13 for Adults, All vitals for Pediatrics Immunizations/Vaccinations All History: Family, Medical, Social All Active & Surgical Provider Impacts The project team’s main objective is to make Day 1 a smooth transition for providers. The team is working to bring all relevant and necessary information into Epic, without making the new system cumbersome. Historical data that is not brought forward will be readily available to clinicians through the legacy system. Training will be provided on how to view historical information. 9
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Program Decisions (Cont.) Category: Provider Documentation Sample decisions: The structure for Provider Note Entry will follow the SOAP format – Subjective, Objective, Assessment, and Plan. SmartTools will be an option across all note types NoteWriter will be an option for History & Physicals, Progress Notes, Anesthesia Pre-op and Post-op, ED Notes, Procedure Notes, and Ambulatory Note types Providers will be responsible for maintaining the Problem List Inpatient dictation will only be allowed where currently utilized in the system with the goal of moving away from dictation in all areas In the ambulatory setting, dictation will be available, and will be up to physician employers on whether or not to continue utilization Who will be impacted? All facilities Tell me more about the The provider documentation team worked with the Clinical decision… Champions, Provider Advisory Council, and Epic experts to design the optimal note process for providers across BJC. The decisions that were made will standardize the note process across the system. Providers will have the opportunity to further customize their own notes during the Personalization Labs that are a required part of training. Provider Impacts Provider documentation will be new and improved throughout Epic. SmartTools, NoteWriter, and other Epic features are designed to improve clinician workflows and efficiency. The inpatient and ambulatory teams have been building out note templates across all specialties, keeping them streamlined and standardized so that they can be available to all practitioners. During training, providers will be taught how to use the different Epic tools that are available and will be given the opportunity during Personalization Labs to customize the note templates to their specific needs. 10
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Program Decisions (Cont.) Category: Allergies Sample decisions: In the ambulatory setting, Epic will require allergies to be reviewed every 6 months prior to ordering a medication In the inpatient setting, Epic will require allergies to be reviewed prior to ordering a medication. It will only be required once per encounter It will be required to document reaction and severity (reaction will default to an appropriate base level of severity based on reaction type). Reaction type will not be required 95% of allergens from the current system will be mapped and imported discretely into Epic. The 5% of unmapped allergies will require reconciliation by a clinician before they are added into Epic Who will be impacted? All facilities Tell me more about the The pharmacy team worked with the Clinical Champions and decision… Provider Advisory Council to determine which allergy information is most critical to patient safety while keeping in mind the time commitment within the provider workflow. The goal of the team was to standardize the required fields across the system. Provider Impacts Some initial upfront work will be required from providers to reconcile the allergy fields from the old system into the new. This upfront work will be minimal and will result in a up- to-date and accurate list of allergies for all current patients. The timeframe decisions for ambulatory and inpatient allergy reviews were made after consulting peer-facilities and understanding what made the most sense between factoring in patient safety and minimizing the impact to provider workflows. 11
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS 2016 Frequently Asked Questions When will I get access to the system? • You will receive access to Epic after completing all training requirements including the End User Proficiency Assessment (EUPA) and Personalization Lab. If I am already using Epic at another hospital do I still need to complete training? • Yes. All providers must complete the in-person training and personalization labs before being granted access to the system. Providers who have used Epic at other facilities will be able to test out of the eLearning portion of training. Because Epic will be customized for the BJC and WUSM environment, it is important to attend the in-person training and personalization labs to understand the differences and become familiar with the BJC and WUSM instance of Epic. Where and when will training take place? • Training will be held at or near the following facilities: • Boone Hospital Center • Missouri Baptist Sullivan Hospital • Parkland Health Center (Farmington) • St. Louis Metro area* training will be held at the following locations: • BJC Learning Institute (Eager and Hanley Roads) • Mid-Campus Center (Washington University Medical Center) • Eric P. Newman Education Center (Washington University Medical Center) • Washington University Medical Center Campus Bookstore (Washington University Medical Center) • Training decisions for Memorial East and Memorial Belleville Hospitals are still pending *For purposes of the Epic training the St. Louis Metro area includes the following facilities: • Alton Memorial Hospital • Barnes-Jewish West County • Christian Hospital Hospital • Barnes-Jewish St. Peters • St. Louis Children’s Hospital Hospital • Barnes-Jewish Hospital • Progress West Hospital • Washington University • Missouri Baptist Medical Physicians Center 12
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS 2016 Frequently Asked Questions, Cont. Now that we’re on Epic, will I be able to access patient information from SSM or Mercy? • No direct access to the Epic systems at SSM or Mercy will be available. The Epic system will be specifically configured for BJC and WUSM. We will be utilizing Epic’s Care Everywhere functionality, which allows doctors and nurses to electronically exchange patient medical information between different institutions. Will the infrastructure at BJC be able to support the new system? • Yes. We are currently undergoing a complete infrastructure rebuild across BJC and WUSM. The project is taking a phased approach to be prepared for each facilities’ go-live. The HIP team is also working closely with the Epic Data Management services to ensure that the new system will be supported. Can I bring my SmartText over from what I am using today? • No, we cannot bring it over automatically, but we can try to re-create it in SmartPhrases during Personalization Labs. Can I have my own templates? • Yes, you can modify an existing template and save it as a SmartPhrase. If you have questions about the Epic implementation please reach out to epicprogram@bjc.org. 13
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS Additional Information Informational Videos Provider Leadership was recently featured in video clips about the Epic implementation. The three videos can be found here: Provider Impact Epic Education Patient Impact Program Website The Epic Program team maintains a website with recent information on clinical content updates, upcoming events, FAQs, and much more. Please take the time to look it over and reach out to the program team with any questions. Website: www.HIPepicinfo.org Email: epicprogram@bjc.org Induct Order Set Platform: https://BJCEpic.Induct.NO Thank You We Wouldn’t Be Here Without Your Support Sincere thanks to everyone who has been involved in the HIP Epic Program. Whether as a member of an Operations Group, serving as a Subject Matter Expert, attending a roadshow, or simply reading the monthly provider newsletter we are encouraged by your support. We are approaching our first go-live in 2017. We have a lot to undertake between now and then and the next year will require continued focus on our program’s guiding principles and continued engagement from our entire community. We greatly appreciate the efforts that have been made and the candid feedback we have received. Your engagement is critical in development and implementation of the Epic Program. We look forward to adhering to our mission statement: Improving patient care through exceptional technology. Sincerely, Keith Woeltje, MD, Vice President, Chief Medical Information Officer, BJC Sam Bhayani, MD, Chief Medical Officer, WUSM Faculty Practice Plan 14
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