Electronic Medical Records and Electronic Health Records (EMR / EHR) are complex beasts of software that can completely redefine the way physicians, nurses, pharmacists, and other clinicians / providers practice medicine.
This list of tips come in at many different points within your EMR / EHR adoption. Some tips are best used when you are looking to purchase an EMR, others are best post EMR deployment.
We are slowly linking additional documents on each topic. Please come back later and see the more detailed information. If you have other tips you think should be included, please be welcome to comment or submit.
These tips are broken into 5 sections: Support, Quality, Finance, Safety, Efficiency. All five areas are critical to a successful EMR deployment, with none of the 5 really being more critical over another. The 101 tips following are in no particular order.
| # | Tips & Qs | Support | More Info |
|---|---|---|---|
| 101 | Trust, but verify | Remember that vendors are trying to make a sale, and salesman, even if well intentioned, rarely have quality clinical experience in multiple areas. You will hear many things, but make certain to verify the answers to your questions in a written process. | |
| 100 | Ask about the learning curve | Every application, no matter how simple, has a learning curve. That curve can be very large if you are adopting your first EMR, and may still be significant even if you are on your tenth (let's hope not) EMR. If the vendor says "super easy" than make sure they show it to you. | |
| 99 | Ask what platforms are supported | You don't want to adopt a brand new product that is created for yesterday's technology. Can you get the EMR on your Blackberry or iPhone? Can you get to it from the web? | |
| 98 | Look for long life and long term support | Once you have an EMR, you will want to stick with it long term. You don't want to redesign your clinical practices any more than you have to. Make certain the product you want will have a serviced life of at least 5 years and hopefully considerably more. | |
| 97 | How will your teams be educated on the EMR / EHR? | When adopting a new EMR everyone in the medical facility will need training. Nurses, registration, physicians, etc will all need to understand their aspect of the EMR. The question to ask the vendor is "how will this training be done?". Different people will learn different ways. It is best to have multiple ways to connect, i.e. hands on classes, 1-1 training, virtual sessions, webcasts, etc. | |
| 96 | Ensure audit logs are easy to get to and are comprehensive | The last thing you need is to get a court order asking for electronic discovery just because you can't get the proper usage audit logs. This is oddly a failing with many EMR manufacturers. They often have security added as a second thought. | |
| 95 | Background check the vendor's support team | Every vendor will say they have wonderful support. Ask the vendor for some references and give them a call. Also, call some folks that you were NOT given as a reference. Ask what they think of the support they received. | |
| 94 | Ask how the vendor ensures disaster recovery and business continuity | Hurricanes, earthquakes, tornadoes, fat fingering, and crazy people that like hacking things are just a few of the everyday issues that we continually run into. We need to ensure that clinical data is safe no matter the event that takes place. Make the vendor describe their process, and then prove it! | |
| 93 | TRY to use a vendor that actually has standards in their system | I say "TRY" because it is actually difficult to find sometimes. Many vendors use proprietary databases and languages to write their software. This means that getting support from the wider community is a pain. You will often be stuck with high cost consulting fees to get something changed or updated. Look for standards driven software (SQL, C#, Java, etc). Your life will be easier. | |
| 92 | Google "product name + support forum" | You want to make certain there is a community to support you. The vendor is nice, but having real world people that actually use the product is better. The vendor's core business is software development, not care delivery. You will want to find people that actually understand your business model. | |
| 91 | Google "product name + Twitter / Facebook / etc... | If the vendor isn't engaging social media, then you will want to scrutinize them closer. They may be missing engagement opportunities with the medical community, they also may still be stuck in 1984. Either way, it is not a good sign. | |
| 90 | How does the vendor prioritize issues? | Make sure the vendor can tell the difference between what is "nice to have", "necessary to fix", and "OMG HELP!!" | |
| 89 | Evaluate your overall support needs | Are you a clinic that works 7am-5pm? Do you have weekends open? Are you a hospital that needs 24x7 on site support? You will want to evaluate your complete support needs before committing to any contracts. | |
| 88 | Make sure you have solid control, and a backup plan, for user access | Nothing is more irritating than bringing in a new staff member and having them sit around for a week while you wait for someone to create an ID so they can use the EMR. Make certain you have a solid plan locally to handle new staff. Don't rely simply on calling the vendor. | |
| 87 | Have a defined Service Level Agreement | SLAs are a bit different than your standard contracts. They will define the precise expectation for support. If you want to be 99.99999% of the time, you will need to tell the vendor. Just don't be surprised at the price tag. | |
| 86 | Define a local Service Center before going live with the EMR | Most people think of the "Service Center" as the Help Desk. However, in a clinical environment, a service center is a much more robust group. They include application analysts and often informatics and clinical staff specifically for the purpose of handling EMR issues. Have this group setup and performing before going live on the EMR. This will help your adoption immensely. | |
| 85 | Test, retest, and test the network and wireless | Once you go live with an EMR or EHR, your providers will have very little patience for slow or spotty network coverage. Make sure the infrastructure is solid before building and deploying applications. | |
| 84 | Have ONE number to call | Don't try the age old "if you have an EMR problem press 1, if you have some other problem, press 2". NO! This simply doesn't work. Every single problem will be an "EMR problem". Give people one number to call and let the support staff do the triage. They can figure out whether the issue is an EMR issue or a PC issue, etc. Remember the support team's core customer are care givers, not IT folks. | |
| 83 | Remember who the support team's customers are | Many caregivers have never had to use computers in their daily practice. These are highly educated, very knowledgeable people, but they won't have much experience in EMR process or tools. You will need to take time with them and be patient. | |
| 82 | Have a communication strategy for when things go wrong | Technology inevitably breaks, or gets a virus, or needs to be rebooted, or some other nasty thing. Make sure you have a tool (NOT EMAIL) for communication and a way to make certain everyone gets notified. Also, don't be afraid to over communicate. | |
| 81 | Make all of your planning very public within your organization | If you want an environment that is easier to support, make certain your stakeholders completely buy into the process and the project. Making your planning public is a good way to keep stakeholders engaged, and is a good way to find difficulties between specialties or supporting teams. | |
| 80 | Make certain the leader of your project's support team is a physician | Simply, IT is IT, they are not caregivers. You don't need to have a physician be the Service Center manager, but you do need a physician to be the face and driver of the overall change. This will help adoption and create a bridge between your IT folks and the clinical folks. IT and clinicians speak different languages, we have to be aware of that difference and attempt to mitigate it whenever possible. | |
| 79-60 Quality Tips |
| # | Tips & Qs | Quality | More Info |
|---|---|---|---|
| 79 | Evaluate the Process FIRST! | Remember the mantra, CRAP PROCESS + TECHNOLOGY = FAST CRAP! | |
| 78 | Make certain reporting is easy and flexible. | Quality reporting is essential for so many things. You need to report everything from meaningful use, to state medicaid, to specific chronic disease guidelines. Make certain you can run your own reports without having to get the vendor on the phone all the time. You don't want to spend the time, or the money having to call them constantly. | |
| 77 | Find out which Enterprise Content Management (ECM) systems integrate to the EMR. | Let's face it. We really wish the EMR actually made us paperless, but it just isn't true. Patients have all sorts of paper, as will the clinic or hospital, even with an EMR. You will need to know which ECM systems are available to close that gap and make paper available in the EMR. | |
| 76 | Do site visits | Get some references and put some feet on the ground. You will want to look at other site's implementation of the EMR product to ensure what you THINK you know is accurate. Ask the tough questions. | |
| 75 | Find out how easy it is to do process improvement | If you are a LEAN shop you will be excited about the process improvement options an EMR can have on a practice. The problem is that most EMR systems aren't horribly flexible. You may have to work with the vendor to see how well you can manage the screens and work flows. | |
| 74 | Predictive analytics are a huge benefit | Everyone wants to know what volumes are going to like like next year. How many encounters will I have? How many admissions? If the analytics are built straight into the EMR you will have a much easier time trying to estimate the costs and resources necessary for the upcoming years. This improves your ability to do strategic planning, and should lower your costs from 3rd party applications or consultants. | |
| 73 | Automatic trending with graphing is a huge help | Clinicians have trends they need to pay attention to. Whether it is a single patient's coumadin dosages or a population of patients diabetic interactions, those trend numbers can be invaluable. Try to find a system that generates the trends instead of just dumping out data points. | |
| 72 | Evaluate process flows that come directly from the application | You have already evaluated YOUR process first (#79), but you will also need to evaluate the EMR vendor's hard coded processes. Make certain you can live with them before signing a contract. | |
| 71 | Are we integrating or interfacing | The overall smooth transition of patient information throughout your practice is a must. There are subtle differences between integration and interfacing. You will want to understand the difference and understand what it means to the clinical data. | |
| 70 | Hard coded work flows CAN be your friend | Many vendors try to add flexibility to their application by giving you many open text fields. The problem is that you can't do quality control on that type of field. Additionally, it makes reporting near impossible. Hard coded work flows can be useful, but they are even MORE useful if you can pick whether they are hard coded or not. | |
| 69 | Social Media integration - the way business is done today | Many sites haven't realized the benefits of social media yet. Many are still afraid of SM. However, this is the way of business in the 21st Century. SM integration can be a huge advantage for your organization, especially if you are in a situation where you have to be concerned about market share. | |
| 68 | Determine how the EMR vendor encourages innovation | This question may get a lot of babbling and deep breaths from the vendors. Few of them like to give access to their customers to actually change code or enhance the system. But if you intend on innovating, your application needs to be able to support you. | |
| 67 | Determine how innovation is actually put into the practice | Encouraging innovation is a little different than actually performing with it. Once the vendor explains how they encourage innovation, you will want to know how you can actually use it. Often the answer is "it will be in the next release". You will have to decide if that is good enough. | |
| 66 | Is the patient portal comprehensive | Thanks to the ARRA Meaningful Use dollars, the question of "do you have a patient portal" is going away. Now it is much more of a question of "what can the patient get to?" Just seeing labs and refilling prescriptions won't be enough in the long term. | |
| 65 | Don't forget LEAN and Six-Sigma | I have put two or three tips around these topics, but I want to call them out specifically. Efficiency and Quality go hand in hand for this tip. Don't forget to embrace LEAN and Six-Sigma and push the vendor on how they embrace it too. | |
| 64 | Remember the EMR is not the end-all, be-all of quality | The EMR is a tool. Nothing more, nothing less. And like any other tool, it is only as good as the people that use it and manage it. Make sure to continue to partner with your community and regional health leaders to ensure your EMR is put to full use. | |
| 63 | Ensure the product has expandability for other service lines | If you have no intention of ever adding services, you can ignore this item. Otherwise, make sure that new specialties or clinic programs can be handled by the product. | |
| 62 | What are the reporting skill sets necessary | Reporting can differ greatly from system to system. It may be done in a very simple front end that anyone could learn to use, or it may be done in a cryptic proprietary language that only a half dozen people on the planet can speak. If it is the second, reporting will be slower and much more expense. | |
| 61 | Don't be afraid of low cost or open source products | Quality does not = expense. Several very high quality systems are low or no upfront costs. That being said, make sure the support structure is strong. | |
| 60 | Reporting, reporting, reporting, reports | Most of the aspects of quality and quality improvement will circle your ability to easily get data out of the EMR. Reports are necessary everywhere, not only for you, but for all the agencies and public health areas that govern your practice. | |
| 101-80 Support Tips | 59-40 Financial Tips : Coming July 13, 2010 |
| # | Tips / Questions | Efficiency | More Info |
|---|---|---|---|
| 19 | Know how customizable the clinical work flows are! | This is the key to being efficient with your EMR! Work flow within the EMR needs to be able to adapt to you, instead of you adapting to it. You have been in your clinical practice a long time, you know what works and what doesn't. Don't let your tool tell you how to do your business. | |
| 18 | How easy is it to customize the system overall? | This is very similar to the last tip, but expanded beyond clinical work flows. Your system will need to change and adapt to the future. Whether that be medical home, ICD-10, ACOs, or whatever, you need to know that your EMR can change with your practice. If it doesn't, you will be forced to look for a new application and that isn't cheap or easy. | |
| 17 | Know work flow can be hard coded to ensure compliance. | Hard coded work flow is essential to both safety and efficiency. Hard coded work flow really helps efficiency by creating a repeatable and recurring process that has less variation for the caregiver. The downside is that the caregiver can lose some flexibility. | |
| 16 | Ensure easy access to the system via multiple mediums. | No one has invented the perfect clinical device platform yet (even thought many think the iPad is close). Ensure your EMR can be available via iPhone, Droid, Web, VPN from home, and other ways to ensure that clinicians can use the system in whatever way is most convenient for them. | |
| 15 | Avoid multiple sign-ins if possible. | If your EMR has lots of sign-ins, or you need to access third-party applications (like PACS) that require its own sign on, you need to think about a Single Sign On (SSO) application. These types of applications can use your Windows logon and associate it to all of your other applications. They can often do patient lookups and other efficiency tasks when necessary. | |
| 14 | Make sure security is solid, but not prohibitive. | Security of the EMR should be paramount, but it shouldn't create a hassle to use the system. Evaluate things like "tap and go", biometric sign ons, and RFID cards. These simple sign on technologies and make your interaction with the EMR much easier while still keeping patient information secure. | |
| 13 | PDSA - Use it! | Plan - Do - Study - Act, if you want to create a smooth running EMR, than you need to continuously reevaluate the processes and flow of the system. Don't settle, always look for ways to improve. | |
| 12 | LEAN | The major component of LEAN is to identify ways to reduce waste within a system (not to treat patients like cars like some people believe). LEAN helps you to evaluate your practice and determine ways to improve. If something is wasteful, than why do it? | |
| 11 | Buy MORE printers | Yes, you read that right. Everyone thinks that getting an EMR will decrease your printing. Not so! Printing will often triple once you move to an EMR. Paper forms that you used to buy in bulk are now printed. Scripts are now printed, etc. You will be surprised by how much paper you use. My advice is to talk to your local HP rep and figure out which printers will work best for you. | |
| 10 | Build performance dashboards, not just quality dashboards | Health Care folks don't always think in the terms of dashboards, but JCAHO, Baldrige, and others have been trying to turn that thinking. Performance dashboards help to create an open and transparent environment. Not only for the clinicians, but for the support organizations as well. | |
| 9 | Flexibility with physician devices is important, but you still need to standardize | As much as you need to be flexible with devices, you will also need to standardize wherever possible. For instance, if you are going to offer Droid as a supported platform, limit the support to as few specific phones or tablets as you can. Standardization will speed deployment, support, and decrease the overall learning curve for new users. | |
| 8 | Do time studies | Actually perform time studies, don't just rub the belly and pat the head. There are many things that can make you more efficient in the EMR world, but if you don't have the data to back it up, then how do you know for certain? A perfect example is printers in the exam room. Many providers feel that printers in the exam rooms will make them more efficient, but without a time study, it is difficult to know if in your specific situation if that is true or not. You could be missing out on a huge physician time saver, or you may sink a lot of money into a pointless solution. Do the study and find out. | |
| 7 | Make sure IT shadows the clinicians | IT knows IT. Clinicians know medicine. Both groups need to come together to create an efficient environment. More than just having a collaborative steering committee, shadowing allows IT to actually see the work of the clinicians in the real world. | |
| 6 | Use predicative analytics | Predictive analytics are old hat in most industries. However, health care hasn't put PA in a real forefront of the clinical practice. If you want your physicians (especially in a ED / UC) to be able to prepare for trends due to environment or time, make sure to have PA built into your EMR and easily available for all providers. | |
| 5 | Automatic trending helps all over the place | Whether it is an INR result of a growth chart, make sure your EMR is able to auto graph and build graphs easily when providers want to use new or different views. | |
| 4 | Keep training over and over | Training should not be an entrance to the EMR and disappear until the next upgrade. Training should be ongoing and comprehensive to include new learnings and advanced procedures. As providers get comfortable with the system, they will learn new and faster ways to work through the EMR. Make sure your providers have a connection to each other so they can share their experiences and a way to teach their personal advancements to their peers. | |
| 3 | Infrastructure is key to performance | Infrastructure is not shiny, it is not the EMR. That being said, if your infrastructure is sub-par, your EMR performance will be sub-par. Make certain that networks, servers, SANs, and end user PCs are up to speed. Any weak link in the infrastructure chain can massively slow down your overall EMR. | |
| 2 | Quit pulling charts as soon as possible | One of the few places that a physician will actually feel a savings in time from the EMR is through patient histories. Patient histories should be in the EMR so that providers don't have to bring them up from HIM/HIS archives. A quick click and a search will be much more effective for the physician or provider. | |
| 1 | Crap process + Technology = Fast Crap | Build the process first, and the EMR second. | |
| Have some other tips in mind or other information to link up? Submit your Tips! |
















