Conversation Ready ICA Steering Meeting May 14, 2013 Presentation by Lauge Sokol-Hessner and Jennie Greene

What is Conversation Ready? Reason for action Challenges Multiple conversations, places, times, providers/staff Paper documents High-stakes information Team Vision – Centralized place – Standard processes to collect, verify and share this data

Core business requirements Advance Care Planning shared mental model Data quality Audit trails Verification processes Transparent, modifiable Accessible from a variety of systems Built for busy users Intuitive, fits existing workflows Facilitates care by supporting Conversations

Linking from OMR profile page Current Proposed

Advance Care Planning Proposed Advance Care Planning Sheet

Current HCP process

Current HCP verification process

Advance Care Planning documents Current – Time/effort on Advance Care Planning documents – But we never “capture” them – Future providers are unaware of their content – Lost value, no shared mental model Ideal – Capture documents – Bring them to users across the spectrum of care

Document management, version control Health care proxy Advance Health Care Directive Other DNR/MOLST Provider/staff initiate capture – Indexing, peripheral vs. central scanning Version control and verification – Push back to provider to finish the process Future verifications as needed

Current Test Results Tracking interface 11 Document/PDF Task assignment Audit trail

12 Current Test Results Tracking interface Action and Status options

Proposed document management interface

Document Action and Status options Task assignment Audit trail

Proposed Advance Care Planning Sheet

Proposed document view interface

Having the Conversation with the right people Current – Patient knows who is important More than just healthcare proxy – No way for providers to capture this information in OMR – Information lost at transitions Ideal – Centralized, modifiable list of important contacts E.g. Care Management page

Proposed Advance Care Planning Sheet

Proposed Other Contacts editing page

Proposed Advance Care Planning Sheet

Identifying OMR notes Current state – OMR notes with free-text titles – Note content not transparent – Future providers unaware of prior conversations – Lost value, no shared mental model Ideal – Standard, systematic way to indicate note content – Minimal/no workflow change

Proposed Advance Care Planning “Problem”

Proposed Advance Care Planning Sheet

Proposed POE Advance Care Planning Communication page

The End. Thanks.