implementing a clinical information system – the role of

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Implementing a Clinical Information System – The Role of Informatics Nurses Helen Edwards RN MN Carol Warren RN November 24, 2009

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Implementing a Clinical Information System – The Role of Informatics Nurses

Helen Edwards RN MNCarol Warren RN

November 24, 2009

OutlineEvolution of Computerization at SickKidsBuilding a Nursing Informatics PortfolioImplementing a Clinical Information System

DesignCommunicationEducationGo-LivePost Go-Live

Key Success FactorsLessons Learned

SickKids Hospital

Grand Total Planned Beds 274Clinic Visits 73,907 Medical Day Care Visits 28,971 Day Surgery Visits 5,146Inpatient Surgical Visits 6,238 Emergency Visits 54,580 Discharges 13,803 Average LOS 7.3Patient Days 100,332 Average Daily Census 274.9

Evolution of ComputerizationComplex infrastructure - comprises diverse platforms, applications, client devices

Complex and dynamic technological environment with >140 information technology systems/applications in use

44 main clinical applications

12 patient management

5 decision support

3 interface technology

15 scheduling and departmental

14 personal productivity

23 business services

18 network/computing infrastructure

6 communications

Evolution of Computerization cont’d

1980s first clinical information system – home grown system (functionalities included laboratory order entry / results retrieval and dietary order entry)

1989 Poison Control Centre switches from microfiche to electronic database (electronic charting 1997)

Evolution of Computerization cont’d

1992/1993 DOS based system (Kidcom) – ADT, CPOE, eMAR, some clinical documentation

1996 Telemedicine launched

2000 - ICUs – all clinical documentation except CPOE

Evolution of Computerization cont’d

Other common systemsPACSScanned historical paper chartSchedule BookTranscription and Dictation SystemAmbulatory Referral Management SystemeCHN – EHRSurgical Information SystemEmergency Department Information System

Evolution of Computerization cont’d

2005 –KidCare Phase I (transitioning Kidcom to Windows based system)

Patient ListsResults retrieval

2008 – KidCare Phase II (transitioning remaining functions)

CPOEeMARClinical Documentation (e.g. Admission Assessment, LOA, Discharge Summary)

Our VisionFully electronic patient chart across the inpatient and ambulatory areas

Progress NotesFlow SheetsConsentsDiagrams/Photographs, etc.

Universal WorkstationsSingle Sign-onMultiple form factors

Building a Nursing Informatics Portfolio

Prior to 2003Variety of titlesVariety of responsibilitiesVariety of compensation strategiesLittle opportunity for specialist-specific professional development

2003First Director of Nursing InformaticsMandate – build a portfolio

Building a Nursing Informatics Portfolio

2007/2008 Informatics Nurse – common job description and ranking

Informatics Nurse – Application SpecialistInformatics Nurse – Education SpecialistInformatics Nurse – Workload Specialist

CurrentlyMonthly business/professional development meetingsBi-monthly hospital CIT Forum

C.I.T. Matrix Organizational Chart

Chief – Inter-Professional Practice and

Chief Nurse Executive

Director – Clinical Informaticsand Technology

Chief Information Officer

Directors – Clinical Programs

Centre for NursingIN – Workload SpecialistsIN – Application SpecialistsClinical Technology PM

Clinical ProgramsIN – Application Specialists

ISMgr – Informatics EducationIN – Application SpecialistsIN – Education Specialists

Directors/Managers - IS Managers – Clinical Programs

Direct ReportsMatrix Reports

Implementing a Clinical Information System

Design

Communication

Education

Go-LiveCommand CentreSupport

Post Go-Live

DesignApplication and Education Specialists

Knowledge of practices and processesConsultation with clinical departments/ areas and IS staffAdvocacy / LiaisonTheoretical perspectivesTesting – unit, functional, integratedReports

CommunicationHospital-wide engagement/profile

Steering CommitteeExecutive SponsorPhysician LeadershipNursing LeadershipProfessional Services

Project TeamDiverse membership - Application and Education Specialists – IS and Clinical Programs

Communication cont’d

Built off of successes of KidCare Phase I

User GroupsNursing, Professional Services, Physicians, Others

Super UsersMeetingsEmails

Communication cont’d

Hospital publicationsThis Week (print)Daily News (homepage)

WebsiteKidCareCountdown

Communication cont’d

Clinical Program Director meetings

Clinical Program Manager meetings

Nurse Educator meetings

Division/Department meetingsMedical Professional Services

Informatics Education

3500+ staff

8 Weeks

Education Design3 team leads

NursingPhysicianProfessional Services and Administration

Instructor led class curriculum

Reference material

Education

Pre - Education

Pre – Education Open Forums

Pre – Education Open House

Pre – Education Open House

Communication and Advertising

Communication and Advertising

Communication and Advertising

Communication and Advertising

Communication and Advertising

Leadership

Nursing

Physician

Professional Services and Administration

Communication and Advertising

Communication and Advertising

Blended Learning ApproachComputer-based Tutorials (CBTs)

Mandatory pre-requisite General/Basic informationDecreased in-classroom timeStaff themselves decided when and where

Instructor Lead Classes (ILC)Complex process or changes in process/ conceptsTo anchor knowledge – providehands-on training

CBTs5 modules

General Overview

Order Entry

Documentation

eMAR

Task Viewer

CBT Agreement Form

Super User EducationJob Description

proficient at all functionality on legacy system and KidCare Phase I

recognized ability to lead and support all health care colleagues

availability to act as a SU during implementation

Attend Super User training

3500+ staff

8 Weeks

Original Goal

Outcome:Between Sep 4th and Nov 4th

3083 staff were trained 585 classes were held

88% of staff were trained by go-live

Go-LiveEducation continued through go-live

3 Informatics Educators Scheduled and adhoc trainingOngoing education for existing clinical systems

4 Informatics EducatorsGo-live support

Reference material

Go-Live Command Centre

Command Center Help Desk

Informatics Nurses

Communication tools

External Support Staff and Super Users

Go-Live cont’d

Daily meetings at 1300 with all clinical managers – get a sense of how staff were doing

Tips and Tricks

Post Go-LiveOngoing education

Clinical Applications Resources and Education Support (CARES)

Ongoing communicationTips and TricksWebsite updates

KidCare Duty Officer (KDO)

Stabilize the system for a period of time before making any revisions

Key Success FactorsHospital engagement

Hospital-wide project – ownershipGo-live day was a “marked event”

Communication mechanismsCountdownPostersClinical Managers, Directors, VPs

Education ModelDaily communicationCME Credits

Key Success FactorsGo-Live Support Model

Command centreSuper UsersInformatics nursesHiring skilled activation support resources helped the front-line users tremendously throughout the activation process.

Post Go-Live Support ModelContinuing training sessionCARES

Lessons Learned Application

Ensure sufficient resources for both the project team and support staff

Cross-train more of the project team members on system configurationHaving one consistent vendor project manager is necessary for continuity

Lessons LearnedApplication

Changes to a legacy system should be restricted to only those that are critical

Printing should be tested earlier in the Project

Lessons Learned Training

Ensure you have sufficient technical expertise to support trainingNo grab bags

Have an admin assistant

An LMS would help!

Regular debrief sessions

Lessons Learned Training

Create a mock training environment for educators to practice

Create a practice database for staff to practice after attending training

Lessons LearnedCommunication

Communicate project scope to the users – functionality

Communication mechanism to all relevant project team members re changes and decisions

Lessons LearnedSupport

Extended activation support should be planned for and acquired (for example, contracted project team members should not be released shortly after activation)

Helen Edwards RN MNDirector – Clinical Informatics and TechnologyCentre for NursingHospital for Sick Children (SickKids)[email protected]

Carol Warren RNManager – Informatics EducationInformation [email protected]

Contact Information