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Fundamentals of Health Workflow Process Analysis and Redesign Process Analysis Lecture a This material Comp10_Unit5a was developed by Duke University, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number IU24OC

Process Analysis Learning Objectives 2 1.Describe the purpose of Process Analysis (Lecture a) 2.Describe skills and knowledge necessary for Process Analysis (Lecture a) 3.Perform a process analysis for a given clinic scenario (Lecture a & b) 4.Given results of a process analysis, draft a summary report (Lecture b) 5.Given results of a process analysis, identify desired electronic medical record functionality (Lecture b) Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Analysis Topics - Lecture a Objectives of Process Analysis Relevant concepts for process analysis Steps for process analysis Starting with process inventory and diagrams For each process, listing -Variations applicable to the clinic -Exceptions And Reporting findings 3 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Improving Individual Performance “You can only elevate individual performance by elevating that of the entire system.” - W. Edwards Deming (Deming, 1982) 4 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Definitions Definitions: Process Process Analysis Process Improvement 5 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Series of actions or operations conducing to an end Continuous operation or treatment 6 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Analysis Understanding process elements and the relationships between them As well as identification of opportunities for improvement 7 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Improvement Making changes to a process to make it better in some way 8 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Analysis Skills At ease with data and data system concepts At ease with clinical workflow concepts Able to communicate such concepts Able to identify problem areas 9 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Framework for Process Analysis Form an objective picture of the process, process variations and exceptions Translate this information into a list of Electronic Medical Record (EMR) functions needed at a clinic 10 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Steps for Process Analysis Start with process inventory and diagrams –Context diagram showing clinic functions –Flowchart for each process For each process, list –Variations applicable to the clinic –Exceptions Report findings –Major observations –EHR functionality necessary to support clinic functions –Opportunities for improvement 11 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Inventory Identification of main clinic processes Analyst works with clinic leadership to identify high priority processes Selected processes are analyzed –Some can’t be improved –Some the gain is too small –Some can be improved, but by means other than use of health IT 12 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Practice Functions 13 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a Office visits Lab tests Other Diagnostic tests (depends on specialty) New patientExisting patient Billing Procedures Write prescriptions Disease management Medical Practice Referrals / consults

Practice Process List Patient check-in Patient visit Prescriptions Assimilating received documentation Labs Other Diagnostic Tests Referral / consult Disease Management Billing 14 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Inventory List of the main processes used by a practice Specifies common variations and exceptions 15 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Variations and Exceptions Variations: processes used by the clinic Exceptions: errors or common odd things that occur during the process 16 Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Analysis Summary – Lecture a 17 Understand relevant concepts and steps for process analysis, starting with process inventory and diagrams Understand the concepts of variations and exceptions for each process listing and know how to report findings Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a

Process Analysis References– Lecture a References Analysis. (n.d.). In Merriam-Webster Online Dictionary. Retrieved February 27, 2012 from webster.com/dictionary/ webster.com/dictionary/ Deming, W. E. (1982). Out of Crisis. Cambridge, MA: MIT Press. Procedure. (n.d.). In American Society of Quality Glossary. Retrieved February 27, 2012 from Process. (n.d.). In Merriam-Webster Online Dictionary. Retrieved February 27, 2012 from webster.com/dictionary/ Images Slide 4: FDA. (n.d.). W. Edwards Deming. Retrieved February 27, 2012, from Slide 13: Practice Functions. Nahm, M., Duke University, Health IT Workforce Curriculum Version 3.0/Spring 2012 Fundamentals of Health Workflow Process Analysis & Redesign Process Analysis Lecture a