Now what….• You carefully analyzed your office needs• Submitted an RFP• Negotiated the contract• Purchased the hardware, installed the
network and then the software• They have tested it and trained your staff• You are in the process of implementing it• and……
It is time to tailor the system to your personal needs• This section is about templating
• You can customize parts of your program
• This is important because…
Smooth workflow
Saves time
Reduces errors
Tailoring - Like a fitting
• Template - Interact with database
• No two doctors work the same way
• Templates help doctors manage patients
• They help the administrators manage and analyze the practice
First some background Anatomy of the Database
DictationAnother computerVoice Recognition
Keyboard
MACHINE READABLE MATERIALSTORED IN CONNECTING
(RELATED) TABLESCREATED, READ, UPDATED
OR DELETED(CRUD)
MONITORFILE
PRINTE-MAIL
Essentially, it is a form
Paper form used by Kidney Associates to
document dialysis visits
Who builds the template?
Plan form to follow function
and workflow
Buttons toother
templates
Classifyby
stage
Link to web resource
mdrd.com
Modality
choice
Action plan by stage
Can select diag-nostic &
therapeuticoptions for CKD
1+
Anatomy of a template form - CKD
After designing the form, it can be saved and either used
or quickly changed again.
Templates must be modifiable
They are not set in stone
• Not set in stone– Avoid Macromedia Flash– Use design object
oriented, popular design tools
– Modifiable within a few minutes
– Scalable - move quickly across the Enterprise
Template relations
• Relate to a large database of medical standards– Medcin
• Relate to laboratory/Imaging– The template must be able to access fields in your lab
data - NPI, ID patient, lab definition, date
• Relate to your Practice management software– Images, demographics, medications, vital signs
• Relate to the patient’s central record or PHR
HPIAllows free text.
Boxes assurecompleteness
HPIAllows free text.
Boxes assurecompleteness
Common diagnoses are listed. The browse feature
allows access to others.
Common diagnoses are listed. The browse feature
allows access to others.
Form includes Common treatment
options
Form includes Common treatment
options
Buttons link to additional forms
for each CKD component
Buttons link to additional forms
for each CKD component
Completed form for CKD
Completed form for CKD
Templating Practice Analytics
• Database reports– Demographics– Filters– Diagnoses– Labs
• Assist in marketing, trend analysis, planning• Extra cost for application from some vendors
Example: Using a template to capture dialysis billing
Drag and Drop file into right box in order you want reported. Will sort ascending if box is checked
COMMENTS HOSP Number Visits Practice ID Health Plan Vascular surg Guest Shift day Shift time Location
COMMENTS HOSP Number Visits Practice ID Health Plan Vascular surg Guest Shift day Shift time Location
Name Age ZIP FDOD
Name Age ZIP FDOD
Report name____________________Report name____________________
The Future:From paper to algorithm to system
Equitable
Efficient
Patient
Centered
Timely
Effective
Safety
Corrigan, JM.;Donaldson, MS.;Kohn, LT.;Maguire, SK.; Pike, KC. Crossing the Quality Chasm. A New Health System for the 21st Century. Washington, DC: Institute of Medicine, National Academy of Sciences, National Academy Press; 2001.
Measures• Timeliness - Does the form improve patient access, cut waiting
time, move data quickly?• Patient centered - Spend more time, understand, explain, show
empathy and respect• Effectiveness - Will it facilitate practicing evidence based
medicine? • Patient safety - improve workflow and information exchange,
reduce distraction, improve volume• Equity - Expand access to service• Efficiency
– Technical - increase functionality through technology– Productive - improve operations and increase value/time– Allocative - can reassign resources doing duplicative tasks
Take home messages
• The template is a form structure that you or your staff modify to increase the value quality of your practice, efficiency and effectiveness of your service.
• The form must follow your workflow, be easily modifiable, and will be changed frequently as you discover better ways to handle your patients.
Top Related