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Informatics in Clinical Practice:
  Designing and Implementing
     an Electronic Record

    Sheree East – Nurse Maude Association
          Kay Poulsen – Help4U Ltd
                                            1
Project GAIN
  community                                            knowledge



                              evidence

                                                               understanding

              meaning


                             inclusion
                                                           outcomes




getting             access               information                  now
What is community care?




Who does it benefit?




                       Why is it important?
How is it delivered?
The journey so far: HINZ presentations
•   2009
•   Changing the Way Nurses and Allied Health Professionals Document Care
•   2010
•   Developing a community care dataset for structuring clinical
    documentation.
•   2011
•   Implementation of a community care dataset in an electronic clinical
    record
•   2012
•   Pilot implementation of electronic record
       needs analysis                                        prototype
                                              done

                    done          solution design                    done


    now we have done a trial implementation – this is what we are talking about
People’s lives are put at risk because of a lack of
               shared information

               We can change this




                                                      7
an interoperable configurable platform
and a process of data collection that
mirrors current clinical work flows
                                          recognisable

                configurable
                                                          clinician-led


                               platform
interoperable
                                               familiar

                                                                          8
“Start and Chart” methodology
meant that we weren’t changing usual practice
           to suit a technical solution
but rather presented familiar formats based on
     existing paper based documentation
 but with all of the efficiencies and ease of use
            that a computer delivers.



                                                    9
Overview
Problem definition

Design Philosophy

Implementation Approach

Lessons Learned



                          10
Canterbury IS: where we fit

Nurse Maude                                       CCMS



                                       OPH
                      e-SCRV view      SPOE



          Care                      CONCERTO
       Coordination


         General
         Practice                       Pegasus



        Pharmacy
Rachael Haldane, CNS

See associated video #1
Nursing in the EHR revolution
•   Intelligent content
•   Inclusive
•   Evidence based
•   Safe
•   Ownership
•   User engagement
Rachael Haldane, CNS

See associated video #2
Lighting the touchpaper…….
                                                Need for residential care beds




Clinical documentation project


                                 Desire to provide best practice




                Earthquakes                  System to support care in home
Requirements
                                                           Integrated
     12 clinical assessment tools                appointments, consumables, provi
                                                          ders, support
           New devices                                                  New IT platform

                                                Omaha System terminology for
                                                 outcomes-based evaluation
     Structured progress notes
                                                 New terminology
First fully electronic process
                                        Care planning forms with integrated
                                             intervention-based coding

   Comprehensive structured nursing
     assessment (limited free text)                         New service / model of care

                             New team
                                                4 week implementation deadline
KNOWLEDGE




INFORMATION




 EVIDENCE



              INCLUSION
Knowledge, Meaning & Understanding
Community Activities Data Index (CADI)

Architected integrating SNOMED-CT & Omaha System

Prototype in Dynamics CRM

Fast charting – ‘start and chart’ - Mobile devices

Outcomes in standardised measurable terms

Plain language for patients and staff
The needs analysis, the solution design
   and the prototype were largely
        clinician (nurse)-led




                                     19
Outcomes
• 18 month + in use
• Fully paper-less service
• Very limited training required
• Admin user runs reports & manages L1 issues
• Nurses manage
  appointments, consumables, referrals
• Electronic charting on mobile devices
• Comprehensive reporting: client
  profile, inputs, clinical outcomes and service
  quality indicators
*Behavior is significantly higher for TC (differences for
      knowledge and status are not significant)



                               Comparison of Baseline
                       Knowledge, Behaviour, and Status Ratings

 5

4.5

 4                                            3.72

3.5                                                                      3.32
                     3.02              3.00                       3.05
                                                                                NPS
 3            2.76
                                                                                TC
2.5

 2

1.5

 1
              Knowledge                 Behaviour                   Status
Baseline assessments for all problems:
Individual/Family/Community Level




                                                          232
  Individual
                        34


                                   70
    Family
                   4
                                                                  TC
                                                                  NPS
                   5
Community
               0


                                  64
   Missing
                       29


               0             50         100   150   200     250
Lessons Learned
• Mobility
  – fit for purpose hardware

• Electronic Progress Notes
  – live in their world

• Nursing Workflow
  – follow the flow
Progress Notes
How does a clinical team that relies on narrative
documentation and story telling move to structured
data collection?

• Allow for Free Text (apply limits)
• Accept that some information will not be captured
• Ensure the data structure captures the important
  stuff
• Reduction in narrative will happen as users learn to
  trust the electronic record

                                                     31
The Importance of Flow

Clinicians want simple tools that follow their work
practice.

The electronic record needed to be designed to
support its use by clinicians in a way that it promotes
the natural flow of practice

        We used SOAPE to inform the workflow


                                                      32
References
Butler M, Treacy M, Scott A, Hyde A, Mac Neela P, Irving K, Byrne A, Drennan J. 2006 Towards a nursing
minimum data set for Ireland: making Irish nursing visible. J Adv Nurs. Aug;55(3):364-75.

Monsen, K.A., Westra, B.L., Paitich, N., Ekstrom, D., Mehle, S.C., Kaeding, M., Abdo, S., Natarajan, G., &
Ruddarraju, U. (2012) Developing a shared personal health record for elders and providers: Technology and
content. Journal of Gerontological Nursing.

Jacobsen, M.S., Juste, F. (2010) Information Technology: Nursing in the era of meaningful use. Nursing
Management 41, 1, pg. 11-13.

www.omahasystemguidelines.org




                                                                                                             33
Questions?


 sheree@nursemaude.org.nz
     kayp@help4u.co.nz




                            34

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Informatics in Clinical Practice: Designing and Implementing an Electronic Record

  • 1. Informatics in Clinical Practice: Designing and Implementing an Electronic Record Sheree East – Nurse Maude Association Kay Poulsen – Help4U Ltd 1
  • 2. Project GAIN community knowledge evidence understanding meaning inclusion outcomes getting access information now
  • 3.
  • 4. What is community care? Who does it benefit? Why is it important?
  • 5. How is it delivered?
  • 6. The journey so far: HINZ presentations • 2009 • Changing the Way Nurses and Allied Health Professionals Document Care • 2010 • Developing a community care dataset for structuring clinical documentation. • 2011 • Implementation of a community care dataset in an electronic clinical record • 2012 • Pilot implementation of electronic record needs analysis prototype done done solution design done now we have done a trial implementation – this is what we are talking about
  • 7. People’s lives are put at risk because of a lack of shared information We can change this 7
  • 8. an interoperable configurable platform and a process of data collection that mirrors current clinical work flows recognisable configurable clinician-led platform interoperable familiar 8
  • 9. “Start and Chart” methodology meant that we weren’t changing usual practice to suit a technical solution but rather presented familiar formats based on existing paper based documentation but with all of the efficiencies and ease of use that a computer delivers. 9
  • 11. Canterbury IS: where we fit Nurse Maude CCMS OPH e-SCRV view SPOE Care CONCERTO Coordination General Practice Pegasus Pharmacy
  • 12. Rachael Haldane, CNS See associated video #1
  • 13. Nursing in the EHR revolution • Intelligent content • Inclusive • Evidence based • Safe • Ownership • User engagement
  • 14. Rachael Haldane, CNS See associated video #2
  • 15. Lighting the touchpaper……. Need for residential care beds Clinical documentation project Desire to provide best practice Earthquakes System to support care in home
  • 16. Requirements Integrated 12 clinical assessment tools appointments, consumables, provi ders, support New devices New IT platform Omaha System terminology for outcomes-based evaluation Structured progress notes New terminology First fully electronic process Care planning forms with integrated intervention-based coding Comprehensive structured nursing assessment (limited free text) New service / model of care New team 4 week implementation deadline
  • 18. Knowledge, Meaning & Understanding Community Activities Data Index (CADI) Architected integrating SNOMED-CT & Omaha System Prototype in Dynamics CRM Fast charting – ‘start and chart’ - Mobile devices Outcomes in standardised measurable terms Plain language for patients and staff
  • 19. The needs analysis, the solution design and the prototype were largely clinician (nurse)-led 19
  • 20. Outcomes • 18 month + in use • Fully paper-less service • Very limited training required • Admin user runs reports & manages L1 issues • Nurses manage appointments, consumables, referrals • Electronic charting on mobile devices • Comprehensive reporting: client profile, inputs, clinical outcomes and service quality indicators
  • 21.
  • 22.
  • 23.
  • 24.
  • 25. *Behavior is significantly higher for TC (differences for knowledge and status are not significant) Comparison of Baseline Knowledge, Behaviour, and Status Ratings 5 4.5 4 3.72 3.5 3.32 3.02 3.00 3.05 NPS 3 2.76 TC 2.5 2 1.5 1 Knowledge Behaviour Status
  • 26. Baseline assessments for all problems: Individual/Family/Community Level 232 Individual 34 70 Family 4 TC NPS 5 Community 0 64 Missing 29 0 50 100 150 200 250
  • 27. Lessons Learned • Mobility – fit for purpose hardware • Electronic Progress Notes – live in their world • Nursing Workflow – follow the flow
  • 28.
  • 29.
  • 30.
  • 31. Progress Notes How does a clinical team that relies on narrative documentation and story telling move to structured data collection? • Allow for Free Text (apply limits) • Accept that some information will not be captured • Ensure the data structure captures the important stuff • Reduction in narrative will happen as users learn to trust the electronic record 31
  • 32. The Importance of Flow Clinicians want simple tools that follow their work practice. The electronic record needed to be designed to support its use by clinicians in a way that it promotes the natural flow of practice We used SOAPE to inform the workflow 32
  • 33. References Butler M, Treacy M, Scott A, Hyde A, Mac Neela P, Irving K, Byrne A, Drennan J. 2006 Towards a nursing minimum data set for Ireland: making Irish nursing visible. J Adv Nurs. Aug;55(3):364-75. Monsen, K.A., Westra, B.L., Paitich, N., Ekstrom, D., Mehle, S.C., Kaeding, M., Abdo, S., Natarajan, G., & Ruddarraju, U. (2012) Developing a shared personal health record for elders and providers: Technology and content. Journal of Gerontological Nursing. Jacobsen, M.S., Juste, F. (2010) Information Technology: Nursing in the era of meaningful use. Nursing Management 41, 1, pg. 11-13. www.omahasystemguidelines.org 33
  • 34. Questions? sheree@nursemaude.org.nz kayp@help4u.co.nz 34