ochin practice services training & optimization services for eclinicalworks ingrid bongers...
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OCHIN Practice Services Training & Optimization Services for
eClinicalWorks
Ingrid Bongers MT(ASCP) MBAeClinicalWorks Certified Trainer
Training
• New Staff• New Provider• New Administrator• Advanced training for staff• Advanced training for providers• Advanced training for Billing• Reports training (eBO)• Meaningful Use• Projects
Training
• New Staff– Saves office staff time by covering basic navigation
in eCW so staff spends their time on workflow training
– Eliminates the dilution that comes from having new staff trained by those trained on the job
– Incorporates updates in the software that may have been overlooked by existing staff
Training
• New Provider– Existing providers busy with patient load– Existing providers are generally biased in how they
do things (they have a pre-defined path of how they use the system)
– Clinical staff may not have the knowledge to help new providers
Training
• New Provider cont’d– Incorporates current functionality in the system
which may not be utilized by existing providers– Create specialized work flows tailored to the new
provider– Evaluate and suggest features best suited to the
new provider’s needs– Assist in creating specialized templates
Training
• New Administrator– Overview of the entire system– Introduction of newer functionality that may not
be in use in the practice (or available uninstalled upgrades)
– System Administration– Super User training if applicable– How to oversee staff and provider operations• where things may fall through the cracks
Training
• Advanced Training for Staff– Enhance internal resources by creating Super
Users within the practice
Training
• Advanced Training for Providers– Increase expertise in areas where they have
interest– Improve areas where they are struggling– Implement new functionality or new services
Training
• Advanced Training for Billers– Explain where information pulls from in billing set
up– How the system is designed to flow– Enhanced billing functionality– 5010– Special features• Rules Engine• Case Manager
Training
• Reports eBO– eBO Viewer– eBO as a replacement for APL Reports– Canned Reports – Customizing settings and reports– Query Studio– Reports Studio
Training
• Meaningful Use– Set up and mapping of older databases– How to implement ‘meaningful’ workflows– Using the MAQ Dashboard– Troubleshooting missed thresholds– Staying ahead of the next stage
Training
• Projects– Patient Centered Medical Home (PCMH)– Accountable Care Organizations (ACO)– Rural Health Clinic (RHC) set up
IT Assessment
New eCW Installations• Evaluate existing hardware• Evaluate existing network
Provide a document of devices and network requirements necessary for eCW go live
IT Assessment
Existing eCW Installations• Evaluate on site server configuration– Increase eCW performance – Evaluate back up configuration
Provide Recommendations &/or make changes
IT Assessment
Existing eCW Installations• Evaluate practice network configuration– Troubleshoot network connectivity issues (hosted)• Internet bandwidth • Internet connectivity issues
– Troubleshoot performance issues• Wireless access point placement• Competing wireless networksProvide recommendations and work with practice IT to resolve
IT Assessment
Existing eCW Installations• Evaluate hardware set up– Desk top and mobile device– Scanners
• Identify issues– Antivirus software– PermissionsProvide recommendations and work with practice IT to resolve
Optimization
• Shadowing• Workflow analysis• Written report• Individual recommendations• Practice wide recommendations• Plan for implementation
Optimization
• Shadowing– Front desk• Check in• Copay collection• Scheduling
– Provider and clinical staff• Follow along as they see patients
Optimization
• Shadowing– Lab & Diagnostic Imaging
• Test ordering• Compendium management• In house testing• Results management• Outstanding test management• Authorizations
– Referrals & Authorizations• Incoming• Outgoing
Optimization
• Shadowing– Meaningful Use
• Documenting for the MAQ Dashboard• Mapping
– Check Out• Visit Summary• Next appointment scheduling
– Billing• Charges• Claims submission• Claims follow up
Optimization
– Billing• Statements• Accounts Management• Collections (in house)
Optimization
• Workflow analysis– Evaluation of why processes exist• Does it do something significant• Is it a slip back to a previous (more comfortable
process)?
Optimization
• Written Report– Individual observations and suggestion
• Quick, click saving suggestions, may be made during shadowing
– Practice wide observations and suggestions• System wide processes• Suggested changes• Suggested priority of changes with rationale
Optimization
• Observations and suggestions– Addressed with administration
• Not all process changes are workable within a given practice• Alternatives discussed and evaluated
Optimization
• Plan for Implementing changes– Desired changes prioritized by administration– Determination is made for what kind of help is needed or
wanted– Time frames defined and changes are rolled out
Optimization
Are we there yet?
EMR is a journey not a destination….
707 SW Washington Street Suite 1200 • Portland OR 97205 • Phone 503.943.2500 • Fax: 503.943.2501 Email: [email protected] • www.ochin.org
Contact Information
SalesLaurie Coleman 503.943.2554
OCHIN Practice Services• 877.263.6780• [email protected]
Ingrid Bongers • 877.263.6781• [email protected]