What You Need to Know About Selecting the Right EHR

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Medical Billing Made Easy™

Presents

What You Need To

Know About Selecting

the Right EHR

Ron Sterling www.Kareo.com

Agenda

Survey Five Key EHR Components Examine Four EHR Types

Analyze EHR Relationships With Practice

Management Systems and Patient

© R. Sterling | 2011 6 Sponsored by

Management Systems and Patient Portals

Review Ten Key EHR Evaluation Criteria Discuss EHR Evaluation Strategies

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EHR Components

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Document Management

Practice Fusion Image Tool

Patient Service

•Service Tools  Triage Tools  Refill Tracking  Order Tracking  Coordinating Care Items

 Coordinating Care Items  Messaging  Reporting to Patient  Reporting to Others  Managing Care Transcription Files Image Repositories

Interoperability

Lab Systems Other Diagnostic Equipment

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Workflow Tools

• Supports Collaboration Among Doctors and Staff

• Allows the Tracking of Messages and Issue Resolution

• Routes Incoming Items and Manages Outgoing Items

• Supports Patient Services Within the Office

• Supports and Tracks Interactions

Care360 Workflow

Patient Portal

• Patient Service Refill Request Message Exchange eVisits

• Patient Health Record

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Access Information Review Results

• Patient Information Gathering

Health History HPI

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Medfusion

Medfusion Health History

Health History

EHR Clinical Content

• Content - Specialty or Practice Specific

Medical Record Structures Primary Care and Specialty Subspecialties

Disease or Conditions Covered

Disease or Conditions Covered Protocols Supported

Service Mix Ancillary Services Payer Mix

Electronic Medical Record (EHR)

Toolkits

• Toolkits - Programs That Allow You to Define How the Clinical Record Will Look

Define Information That You Need in the Order That You Need

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Enter Clinical Findings or Information That Tie in With Your Specific Practice/Specialty

Define Relationships Among Medical Records (i.e., Image and Report)

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PMS, EHR and

Patient Portals

PMS and EHR

EHR

Demographics Charges Appointments

PMS

EHR

© R. Sterling | 2011 18 Sponsored by g

Interfaced Products cannot support some features. EHR Options may be limited to selected PMSs. Old PMSs may be difficult to interface with EHRs.

Patient Portals and PMS

EHR

Patient

Portal

Demo/Appt Update Demo/Appt Information

PMS

Statements Sponsored by Payment/ Inquiry

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Patient Portals and EHR

EHR

Patient

Portal

Patient Request Information

Response

Messages – Sent to Inbox and Information Entered into EHR. Information Accepted – Information Flagged and Posted to Patient Chart.

Key EHR

Selection Criteria

Uncovering Your EHR Needs

• Talk To Patients Doctors Staff

Other Doctors and Providers

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• Review Paper Chart Contents

• Review Other Documents

• Examine Current Procedures

• Observe Patient Service

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Key EHR Selection Criteria

•Certified EHR

•Entity Structure

•Usability/Look and Feel

•Technology

Existing PMS

Consider Existing Base

•Support and Maintenance

• Practice and User Customization Options  Practice Standards

 Multi-Specialty Accommodations  User Roles

• Surgery Scheduling

Key EHR Selection Criteria

Surgery Scheduling  Tracking Needs  Monitor Progress

• Imaging  Indexing  File Types  Annotation • Patient Summary Sponsored by Patient Summary  Display Options  Content  Outstanding Items

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Key EHR Selection Criteria

• Clinical Content  Specialty/Subspecialty  Services  Patient Population  Treatment Standards © R. Sterling | 2011 26 Sponsored by Treatment Standards  Report Quality  Report Presentation

• Transcription  EHR Inserts  Tracking • Prescriptions  Electronic Rx © R. Sterling | 2011 27 Sponsored by Electronic Rx  Management

• Orders (Lab, Diagnostic, Procedures)

 Tracking Completion  Continuity of Care  Results

Key EHR Selection Criteria

• Patient Education  Internal Content  Logs

• Coding and Billing  Justification Sponsored by  Justification  Supporting Documentation • Workflow  Patients In Office  Messages  Patient Service

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•Reports and Letters  Addressable Data  Search Options  Reporting Options  Log Files © R. Sterling | 2011 29 Sponsored by Log Files  Triggers

EHR Evaluation Strategies

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Selecting An EHR

• Evaluate EHRs Based On Realistic Criteria  Workflow Model

 Practice Size

 Specialty and Clinical Fit

• Conduct Limited Demonstrations with Selection

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• Conduct Limited Demonstrations with Selection Committee

 Scripted  Questions

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Selecting An EHR (Cont’d.)

•Check References and Visit Sites  Verify Comparable Situation  Clinician and Operations Participation  Observe Workflow and Charting

Selecting An EHR

• Select Final(ists)

• Conduct Demonstrations for a Broad Array of Staff  Scripted Demonstration  Drop In Demonstration © R. Sterling | 2011 33 Sponsored by  Drop In Demonstration  Accountability for Staff

Selecting An EHR (Cont’d.)

• Create a Realistic Budget  Project Management  Non-Vendor Assistance  Data Conversion  Adequate Hardware Sponsored by Adequate Hardware  Training  Support

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Decision Time

• Summarize Results

• Establishing Realistic Expectations

• Best of Breed Versus Single Vendor

• “All Things Being Equal” Test

M ki A G d/B t D i i

• Making A Good/Best Decision  Can You Be Successful with the Product  Will You Be Able to Work with the Vendor

Speaker Contact Information:

Ron Sterling Sterling Solutions, Ltd. 301-681-4247 © R. Sterling | 2011 36 Sponsored by SQEES.blogspot.com [email protected] www.sterling-solutions.com

These handouts may not be reproduced without the written consent of the speaker.

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