implementing and upgrading clinical information systems

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Page 1: Implementing and Upgrading Clinical Information Systems
Page 2: Implementing and Upgrading Clinical Information Systems

“If each discipline acted independently, the care of the patient would be

fragmented, causing duplication of efforts and delays of treatment.” (Selker

et al, 1989).

Page 3: Implementing and Upgrading Clinical Information Systems

PLANNING

SYSTEMS ANALYSIS

DEVELOPMENT

TESTING

TRAINING

IMPLEMENTATION

EVALUATION

CLINICAL INFORMATION

SYSTEMS

SYSTEMS DESIGN

Page 4: Implementing and Upgrading Clinical Information Systems

Identification of the composition of the CIS management team

Definition of the Problem Feasibility Study Environmental Assessment Development of a Project Timeline Giving of Recommendations Documentation and Negotiation of a

Project Scope Agreement Allocation of Resources

PLANNING

Page 5: Implementing and Upgrading Clinical Information Systems

CIS Steering CommitteeProject TeamDepartmental Team

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Page 6: Implementing and Upgrading Clinical Information Systems

MAIN MANAGERS OF CIS composted of representatives from the

different areas (hospital administration, nursing administration, medical staff, information systems, major ancillary departments, health information management, legal affairs, consultants, and appointed members)

in charge of providing oversight GUIDANCE to the selection and integration of a new CIS into the organization

Page 7: Implementing and Upgrading Clinical Information Systems

DESIGN AND UPGRADING MANAGERS OF CIS

composed by the project manager and team leaders from each of the major departments;

Objectives:▪ To understand the technology, including restrictions of a

proposed system▪ To understand the impact of intradepartmental decisions▪ To make decisions at the interdepartmental level for the

overall good of the CIS within the organization▪ To become key resource for application

Page 8: Implementing and Upgrading Clinical Information Systems

*Project Manager - has significant implementation experience, is responsible for managing the software application development, hardware and networks and all aspects of the healthcare project implementation.

Page 9: Implementing and Upgrading Clinical Information Systems

KEY IMPLEMENTORS OF CIS has the task of understanding the

department’s information needs and the software features and functions, merging system’s capabilities with department’s operations, participating in developing and conducting end-user education, and providing high level of support in utilization of the system

Page 10: Implementing and Upgrading Clinical Information Systems

STEERING COMMITTEE

PROJECT TEAM

DEPARTMENTAL

TEAM

PROBLEMDEFINITION

Page 11: Implementing and Upgrading Clinical Information Systems

includes statements of the problem identified in the institution requiring CIS development or utilization, key goals after the project implementation, and evaluation techniques

if upgrading a system, it may also include identification of equipment available, age, degree of amortization, and need for upgrades

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Page 12: Implementing and Upgrading Clinical Information Systems

BENEFITS and PRODUCTS vs. RISKS and ISSUES; TO BE OR NOT TO BE

a preliminary analysis to determine if the proposed problem can be solved by the implementation of CIS; with identified objectives

*Issues may be legal, operational, or technical in nature

3

I.Feasibility Study

Page 13: Implementing and Upgrading Clinical Information Systems

“Is the proposed project in line with organizational mission-vision and plans?”

determine the information needs of the intended or existing users, as well as specifying the scope of the project (limitations)

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to show the key milestone events of the project; somewhat similar to an action plan

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Page 16: Implementing and Upgrading Clinical Information Systems

A project scope agreement is drafted by the project team and submitted to the project’s steering committee for acceptance

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Page 17: Implementing and Upgrading Clinical Information Systems

Considerations: - staffing workload - human resources- present cost of operation - relationship of implementation events with nonproject events - training costs- space availability - current and anticipated equipment requirements

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Page 18: Implementing and Upgrading Clinical Information Systems

FACT-FINDING PHASEDuring this phase, all data

requirements related to the problem defined in the project scope agreement are collected and analyzed to gain a sound understanding of the current system

SYSTEMS ANALYSIS

Page 19: Implementing and Upgrading Clinical Information Systems

Data collectionData analysisData reviewBenefits identificationSystem proposal development

SYSTEMS ANALYSIS

Page 20: Implementing and Upgrading Clinical Information Systems

HARDWARE, PROCEDURES, SOFTWARE, PROCESSING, OUTPUT, INTENDED REPORTS

creation of workflow documents and functional design document

*Workflow document – assimilates the data collected into logical sequencing of tasks and subtasks performed by the end users for the goal or problem area

*Functional design document – overview statement of how the new system will work; uses the workflow document as its basis in creating a new system, or upgrading a previously existing system

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provides overview of the nursing problem and/or stated goal; use tools to analyze data (data flowchart, grid chart, decision table, organizational chart, model)

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Page 22: Implementing and Upgrading Clinical Information Systems

review data gathered thru feasibility study, workflow document, and functional documents, and provide recommendations

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basis for measuring the success of the project

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proposal is submitted to the project’s steering committee for review and approval, identifying the problems and/or goals and requirements for the new system’s overall design

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Functional specificationTechnical specificationsImplementation planning

SYSTEMS DESIGN

Page 26: Implementing and Upgrading Clinical Information Systems

formulation of a detailed description of ALL system inputs, outputs and processing logic required to complete the scope of the project

includes also data manipulation and output review

starting point for developing testing plans for verification of the software

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Page 27: Implementing and Upgrading Clinical Information Systems

done to make sure that technical components of the proposed system work in concert with technology and end-user needs and to assist in the development of the implementation plan

4 Elements: HARDWARE INTERFACESSOFTWARE CONVERSIONS

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Page 28: Implementing and Upgrading Clinical Information Systems

development of a detailed implementation plan

Contents of the Plan:▪ Personnel▪ Timeframes▪ Costs and budgets▪ Facilities and equipment required▪ Development or implementation tasks▪ Operational considerations▪ Human-computer interactions (interfaces)▪ System test plan

3

Page 29: Implementing and Upgrading Clinical Information Systems

development of the software iterative process of programming

sections of the designdetermination of product packaging

and marketing materials, establishment of product pricing, development of system/application documentation, and establishment of a marketing plan

DEVELOPMENT

Page 30: Implementing and Upgrading Clinical Information Systems

alpha test vs. beta testverifies that computer programs

are written correctly and ensures that when implemented, the system will function as planned

**Document system – Refer to Book (p.305)

TESTING

Page 31: Implementing and Upgrading Clinical Information Systems

includes the databases, processing logic, and outputs of the system’s features and functions

Levels:1. project team and selected members of the departmental team receive training from the developers or vendor2. end-user training

-done no more than 6 weeks prior to activation of the new system

TRAINING

Page 32: Implementing and Upgrading Clinical Information Systems

Important Notes:▪ Training should take place before and during activation of a new system▪ Training is most effective when it is interactive and hands-on.

TRAINING

Page 33: Implementing and Upgrading Clinical Information Systems

IMPLEMENTATION + COLLABORATION

materialization of the implementation plan

4 Approaches:▪ Parallel▪ Pilot▪ Phased-in▪ Big Bang

IMPLEMENTATION

Page 34: Implementing and Upgrading Clinical Information Systems

“Were the identified objectives met? Were the plans identified are carried out as expected?”

describes and assesses in detail the new system’s performance

Includes cost-benefit analysis – IS THE SYSTEM WORTH ITS PRICE?; relates system cost and benefits to system design, level of use, timeframe, and equipment costs

EVALUATION

Page 35: Implementing and Upgrading Clinical Information Systems