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Resources


View Resources by implementation Topic:

Plan Project

Facts about Joint Commission Accreditation Standards
Updated: July 31, 2012
Topics: Project Management, Quality Improvement, Evaluation
Source: Joint Commission

This web page provides information about Joint Commission standards as the basis of an objective evaluation process that can help health care organizations measure, assess, and improve performance.

How to Implement EHRs, Readiness Assessment
Updated: September 2013
Topics: Project Planning
Source: Office of the National Coordinator for Health Information Technology

This web page on step 1 of a 5-step process for EHR implementation provides guidance on readiness assessment and goal setting in EHR project planning.

How to Implement EHRs, Sample Goals and Objectives for EHR Implementation
Topics: EHR Project Planning, Goals and Objectives
Source: Office of the National Coordinator for Health Information Technology

This web page on step 2 of a 5-step process for EHR implementation provides a link to sample goals and objectives for use in project planning.

Health IT Project Management 101: How to Avoid a Failure
Updated: June 12, 2013
Topics: Project Planning, Management
Source: Health Resources and Services Administration

This webinar focuses on the basic concepts and knowledge areas of project management as they apply to a health IT implementation.

How to Improve
Updated: December 4, 2012
Topics: Project Planning, Management, Quality Improvement, Website
Source: Institute for Health Care Improvement

This web page contains a resource on how to improve by using the Plan-Do-Study-Act model.

Tips for Preventing Scope Creep and Cost Over Runs When Implementing an Health IT System
Updated: 2012-02-01 00:00:00
Topics: EHR Project Planning, Management
Source: Health Resources and Services Administration

This webinar presents suggestions for managing EHR projects so that they stay within the planned scope and budget.

Electronic Health Record (EHR) Incentive Program
Updated: February 2012
Topics: Quality Improvement, Meaningful Use, Federal Regulations
Source: Center for Medicare and Medicaid Services

This webpage answers FAQs in 10 different topic areas, including Meaningful Use and Clinical Quality measures.

EHRs Fix Everything and 9 Other Myths
Updated: March 2007
Topics: EHR Project Planning, Management
Source: American Academy of Family Physicians

"This article offers suggestions for dealing with 10 common misconceptions that lead physicians off course on the EHR journey."

Performance Management and Quality Improvement
Topics: Project Planning, Management, Quality Improvement
Source: Centers for Disease Control and Prevention

This web page contains a list of organizations that offer planning tools for performance management and quality improvement in health care delivery. It provides organizational links and other helpful performance management resources.

How to Implement EHRs, Plan Your Approach
Topics: EHR Project Planning, Management
Source: Office of the National Coordinator for Health Information Technology

This webpage on step 2 of a 5-step process for EHR implementation provides detailed guidance on developing a plan.

Primer on Change Management in EHR Implementation
Topics: EHR Project Planning, Management
Source: Office of the National Coordinator for Health Information Technology

The Office of the National Coordinator for Health IT webpage contains this link to a tool on change management that offers detailed guidance about management methods throughout the EHR implementation lifecycle.

Adapt Workflow

Why Care About Workflow?
Topics: Workflow
Source: Agency for Healthcare Research and Quality

This presentation discusses four major reasons to care about workflow, illustrated by many quotes from provider organizations who have gone through a health IT initiative.

What Is Workflow Redesign? Why Is It Important?
Topics: Workflow Analysis, Workflow Redesign
Source: Office of the National Coordinator for Health Information Technology

This FAQ page answers the questions "What is workflow redesign? Why is it important?" and links to other areas of HealthIT.gov that are relevant to workflow.

What Important Workflow Redesign Areas Should We Consider?
Topics: Workflow Analysis, Workflow Redesign
Source: Office of the National Coordinator for Health Information Technology

This FAQ page answers the question "What important workflow redesign areas should we consider?" and links to other areas of HealthIT.gov that are relevant to workflow.

Workflow Analysis: EHR Deployment Techniques
Updated: January 2011
Topics: Workflow Analysis, Workflow Redesign
Source: California Healthcare Foundation

This issue brief explores the stages of workflow analysis, process mapping, and process redesign. It uses examples from California Networks for EHR Adoption grantees to illustrate the value of these tasks and how to approach them.

Workflow Process Mapping for EHR Implementation
Updated: 2012-07-01
Topics: Workflow Analysis, Workflow Redesign
Source: Office of the National Coordinator for Health Information Technology

These guidelines help healthcare providers assess and map their “AS IS” workflows (how workflows currently exist) and plan their “TO BE” workflows (how workflows can be optimized).

Workflow Assessment for Health IT Toolkit
Topics: Workflow Analysis, Workflow Redesign
Source: Agency for Healthcare Research and Quality

This online toolkit provides information and presentations about workflow, research on workflow, examples and summaries of others' experiences with workflow adaptation, and a variety of tools to help providers assess and adapt their own workflows to include health IT.

How Do I Evaluate Workflow?
Topics: Workflow Analysis
Source: Agency for Healthcare Research and Quality

Part of the Workflow Adaptation for Health IT toolkit, this presentation describes how to flow chart a workflow in order to understand it, improve it, and adapt it for health IT. It includes guidance on conducting staff interviews and observations.

What Are Some Tips for Approaching Workflow Redesign?
Topics: Workflow Redesign
Source: Office of the National Coordinator for Health Information Technology

This FAQ page answers the question "What are some tips for approaching workflow redesign?" and links to other areas of HealthIT.gov that are relevant to workflow.

How Will EHRs Affect My Workflow?
Topics: Workflow Redesign
Source: Office of the National Coordinator for Health Information Technology

This FAQ page answers the question "How will EHRs affect my workflow?" and links to other areas of HealthIT.gov that are relevant to workflow.

Plan Budget & Secure Funding

Budgeting for HIT
Updated: March 20, 2009
Topics: Budgeting Fundamentals
Source: Health Resources and Services Administration

This webinar explains details of budgeting for health IT projects, including such issues as what to include and how to avoid pitfalls.

How Much Is This Going To Cost Me?
Topics: Cost of Health IT Projects
Source: Office of the National Coordinator for Health Information Technology

This FAQ provides an overview of cost ranges for implementing an EHR.

5 Hidden Costs of EHR Systems
Updated: August 17, 2012
Topics: Cost of Health IT Projects
Source: Health Care Tech Review

This webpage describes elements of a health IT project budget to help providers obtain a realistic estimate of costs.

Medicare EHR Incentive Program
Topics: Incentives
Source: Centers for Medicare and Medicaid Services

This web page is part of a comprehensive discussion of Medicare Regulations and Guidance. It describes incentive payments available to eligible professionals, eligible hospitals, and critical access hospitals as they adopt, implement, upgrade, or demonstrate Meaningful Use of certified EHR technology.

Contact List for State Medicare Incentive Programs
Topics: Incentives, State, Medicaid
Source: Centers for Medicare and Medicaid Services

This webpage lists States participating in the state Medicaid incentive program, and provides contacts, program launch dates, and other information.

Meaningful Use 101 for the Safety Net Community
Updated: July 23, 2010
Topics: Incentives, Meaningful Use
Source: Health Resources and Services Administration

This webinar discusses Medicare and Medicaid incentive payments for the Meaningful Use of certified EHR technology. The first speaker discusses how safety net providers can adopt, implement, upgrade, or demonstrate meaningful use of certified EHR technology. The second speaker covers the CMS EHR incentive programs and how the safety net community comply with the program.

Find Open Grant Opportunities
Topics: Funding sources
Source: Grants.gov

This website contains comprehensive information for identifying and applying for Federal Grants.

Agency for Health Care Research and Quality Grants
Topics: Funding sources
Source: Agency for Health Care Research and Quality

This link connects with information about grant funding opportunities at the Agency for Health Care Research and Quality.

Centers for Medicare and Medicaid Service Grants
Topics: Funding sources
Source: Centers for Medicare and Medicaid Services

This is the website of the Centers for Medicare and Medicaid Service sand include a section on funding provided by the agency.

Health Resources and Services Administration Grants
Topics: Funding sources
Source: Health Resources and Services Administration

This link to the Health Resources and Services Administration' includes information about grant funding by the agency.

State Information Exchange Cooperative Agreement Program
Topics: Funding sources
Source: Office of the National Coordinator for Health Information Technology

This website provides information about the State Information Exchange Cooperative Agreement Program, a Federally-funded initiative that supports State programs to develop health IT exchanges. It provides a list of funded States with award amounts, recent updates, and resources.

Funding by Topic
Topics: Funding sources
Source: Health Resources and Services Administration, Rural Assistance Center

This web page contains a selected and regularly updated list of funding opportunities available to safety net providers.

Identifying Funding Sources: Foundation Directory Online
Topics: Funding sources
Source: Foundation Center

This is a subscription service that provides access to information about 10,000 charitable organizations that provide funding. It is searchable by key word, geographic area, and a variety of other variables.

Computers: How Much Will That EMR System Really Cost?
Topics: Budgeting Fundamentals
Source: American Academy of Family Physicians

By searching on the American Academy of Family Physicians home page, you can view an article entitled "Computers: How Much Will That EMR System Really Cost?" that contains a link to a helpful budget template. You will be able to view the template, but a password is required to use it.

How to Apply For A Grant
Topics: Funding Process
Source: Health Resources and Services Administration

This website provides a group of resources and a video that will assist safety net providers in responding to Health Resources and Services Administration grant announcements.

Build Workforce

EHR Adoption/Planning
Topics: Management, Role of Communication
Source: Centers for Medicare and Medicaid Services, DOQ-IT University

This is a module on planning and project management within a course on EHR implementation that covers basics on the role of communication in the process. It offers links to a sample project plan, a communication planning template, and a sample communication plan.

Must Have Qualities of an EHR Project Manager
Updated: July 3, 2010
Topics: Leadership
Source: Health IT Exchange, Meaningful Health Care Informatics Blog

This post on the Meaningful Health Care Informatics blog outlines what to look for in an internal manager for EHR projects.

Physician Champion
Topics: Leadership
Source: Centers for Medicare and Medicaid Services, DOQ-IT University

Part of a training course on change management that outlines the importance of having a physician champions for EHR projects and describes their role.

Choosing EHR Super Users
Updated: February 14, 2013
Topics: Leadership
Source: Prognosis Health Information Systems

This blog post explains the characteristics of an EHR super user.

Health IT Workforce Training Programs for the Safety Net Community
Updated: April 1, 2011
Topics: Staff Training
Source: Health Resources and Services Administration

This webinar features three expert speakers who discuss health IT workforce challenges such as training, development, and retention of the workforce, as well as present solutions.

Health IT Workforce Development Program
Topics: Staff Training
Source: Office of the National Coordinator for Health Information Technology

A section of the HealthIT.gov website that offers competency models and learning resources. It also discusses the Curriculum Development Centers Program that provided funding to institutions of higher education to support health IT curriculum development. Finally, it describes two programs that support training a new workforce of skilled health IT professionals: the Community College Consortia Program and Program Assistance for University Based Training.

Change Management in EHR Implementation
Updated: April 30, 2013
Topics: Change Management
Source: Office of the National Coordinator for Health Information Technology

This primer is intended to aid providers and health IT implementers with change management in an EHR implementation project. It synthesizes the strategies and principles proposed by John Kotter, one of the leading experts in planning organizational change using a structured change management approach.

EHR Implementation with Minimal Practice Disruption in Primary Care Settings
Updated: November 2012
Topics: Change Management
Source: Office of the National Coordinator for Health Information Technology, Washington & Idaho Regional Extension Center

This document describes important implementation errors that result in financial loss, practice disruption, and patient safety issues. It also discusses how these errors pertain to leadership, workflow, provider engagement, training, data interfaces, and the user interface. It describe the errors in detail and recommends specific strategies that primary care practices of all sizes can use to minimize the risk of practice disruption and the associated costs. The information comes from the experiences of the Washington Idaho Regional Extension Center.

Managing Change: An Overview
Updated: July 2000
Topics: Change Management
Source: Journal of the American Medical Informatics Association

Effective leadership can sharply reduce the resistance to change—including to new technologies—to achieve a more rapid and productive introduction of informatics technology. This paper looks at four major areas—why information system failures occur, the core theories supporting change management, the practical applications of change management, and the change management efforts in informatics.

EHR Adoption/Culture Change Process and Tools
Topics: Change Management
Source: Centers for Medicare and Medicaid Services, DOQ-IT University

This module on culture change in a course on EHR implementation discusses the role of communication in the change process.

Continuous Quality Improvement (CQI) Strategies to Optimize Your Practice
Updated: April 30, 2013
Topics: Quality Improvement
Source: Office of the National Coordinator for Health Information Technology

This primer introduces concepts, strategies, and techniques an organization can use to design an effective clinical quality improvement strategy for EHR implementation, achieve Meaningful Use of the system, and improve the quality and safety of patient care.

Rapid Implementation of an Electronic Health Record in an Academic Setting
Topics: Workforce Training
Source: Journal of Healthcare Information Management

One of the sources of resistance to the implementation of EHRs is that it often takes years to roll out a fully functional system. The George Washington University Medical Faculty Associates (MFA) has set a new standard for rapid EHR implementation by bringing 99 physicians and 130 residents and interns live in less than 30 days in a complex academic setting.MFA leveraged a rapid implementation process based on study of previous successful implementations. The rollout plan incorporated aggressive hands-on education, in person and virtual training modules for self-review, and a leadership triad of physicians, administrators, and information technology experts.

Key Roles in Implementing a Certified, Complete EHR
Updated: June 28, 2013
Topics: Workforce Development
Source: Health Resources and Services Administration

This video describes the key roles in an EHR implementation project and their responsibilities.

Key Roles in Maintaining and Optimizing a Certified, Complete EHR
Updated: June 28, 2013
Topics: Workforce Development
Source: Health Resources and Services Administration

This video describes the key roles and responsibilities in a project to optimize an EHR.

Communications Management
Topics: Communication
Source: Department of Health and Human Services

The purpose of this document is to provide guidance on the practice of Communications Management and to describe the requirements, best practices, activities, and key terms related to these requirements. Includes information on developing a communication management plan.

Computer Skills Evaluation and Assessment
Topics: Workforce Training
Source: Centers for Medicare and Medicaid Services, DOQ-IT University

This is a computer skills assessment for staff included in a host of tools to assist in EHR implementation.

Training Courses Provided by the Indian Health Service
Topics: Workforce Training
Source: Indian Health Service

This page contains information and links to training courses on EHRs offered by the Indian Health Service.

What Training Resources Are Available for Electronic Health Record Implementation?
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This FAQ lists Federal training materials, training tips, and educational opportunities, as well as describes Regional Extension Centers that can help with training needs.

How Should I Train My Staff?
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This FAQ describes three training strategies: super user training, role-based training, and process-based training.

Designing an Effective Training
Updated: June 2005
Topics: Workforce Training
Source: American Health Information Management Association

This article explores the experience of Jane Dowd, who served as chief learning officer at Evanston Northwestern Healthcare in Illinois. She breaks down the process of building an EHR educational program into five steps: needs assessment and analysis, design, and development, implementation, and evaluation.

Training Strategies: EHR Deployment Techniques
Updated: June 2010
Topics: Workforce Training
Source: California Healthcare Foundation

This issue brief explores some approaches to training supported by the experience of the California Networks for EHR Adoption grantees.

Sample Training Plan
Topics: Workforce Training
Source: Stratis Health

This chapter of a larger health IT toolkit helps identify special considerations related to implementing training for EHRs and other health IT. It describes the type of training that may be necessary, and provides a table to record who needs what training and to track that each person has been trained accordingly.

Health IT Foundations for Rural Health Clinics & Community Health Centers
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This 8-week, 40-hour Health IT training program is designed for clinical and non-clinical staff in varied roles at rural health clinics and community health centers. The training focuses on the skills and knowledge needed to advance health IT initiatives and meet Meaningful Use criteria. Though originally designed as online, cohort-based (a group that begins and completes training together), and instructor-led, the program can be adapted for any instructional format.

Health IT Foundations for IT Professionals in Healthcare Organizations
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This 8-week, 40-hour program, based largely on materials developed by the Office of the National Coordinator for Health IT, is designed to introduce IT staff to core principles and best practices in health IT. Participants are introduced to terminology, installation, and maintenance of Health Management Information Systems (HMIS). The program covers workflow process analysis and redesign, quality improvement, HIT project management, HIT leadership, and methodologies to engage stakeholders within and external to participants’ organizational units.

Health IT Foundations for Physician Practices
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This health information technology training program was designed for physician practices to help equip them to meet Meaningful Use criteria and to increase staff capacity for the design, configuration, use, and maintenance of EHR systems. The content is derived primarily from the national Health IT curriculum developed by the Office of the National Coordinator for Health Information Technology. This 40-hour, 8-week course covers varied health IT-related topics such as clinical decision support, workflow analysis and redesign, change management, teamwork, and project management.

Health IT Foundations for Clinicians
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This training program is designed to introduce to clinicians to the core principles and best practices of clinical informatics and health IT. In this 40-hour, 8-week course, participants are introduced to health IT history, terminology, technology, data standards, workflow and design issues in health-related settings. The program covers the use of information and the design of processes and systems that improve health information interactions. Participants also receive an overview of design methodologies and human factors necessary to engage stakeholders within and external to their organizational units.

Health IT Foundations for IT Professionals Certificate Program
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This Health Information Technology certificate program is composed of three courses, each 11-12 weeks in length. They include Healthcare Fundamentals (55 hours), Health IT Data Standards (55 hours), and Health IT Application (55 hours). The purpose of the program is to provide experienced IT professionals with the knowledge and skills they need to transition to a healthcare environment. Successful participants typically also have some higher education experience.

Health Informatics 101
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This 40-hour, 8-week, online training program was designed to provide both clinical and non-clinical staff with a common foundation in Health IT to advance health informatics in large healthcare organizations. The training program will enhance competencies in health information technology, particularly for the design, configuration, use, and maintenance of informatics interventions that improve health care delivery.

Health Informatics Fundamentals for Public Health Staff
Topics: Workforce Training
Source: Office of the National Coordinator for Health Information Technology

This 10-week, 40-hour course was developed to enhance the capabilities of public health professionals and informaticians in their efforts to receive and integrate data from clinical information systems for use in public health settings. Participants are introduced to terminology, technology, data standards, messaging standards, technology and workflow issues in clinical and public health settings. In addition, participants are given an overview of design methodologies to engage stakeholders within and external to their organizations. Participants complete required readings, activities and a quiz for each module. The course was designed for hybrid delivery, with some online coursework complemented by iTV-supported, real-time classroom-based discussions. This course assumes practical skills with a personal computer and some domain experience in public health or other health-related settings.

West Texas Area Health Education Center
Topics: Workforce Training
Source: Health Resources and Services Administration

This is a profile of West Texas Area Health Education Center, a successful HRSA grantee that is an incubator for a well-trained health IT workforce ready to go to work for the largely rural region's health care providers.

Colorado Community Managed Care Network
Topics: Workforce Training
Source: Health Resources and Services Administration

A profile of Colorado Community Managed Care Network, a successful HRSA grantee that has achieved meaningful use due to its mission focus, extensive training in teamwork, effective communication, and project planning and management.

Collaborate

What kinds of Services do Regional Extension Centers Provide?
Topics: Organizations to collaborate with
Source: Office of the National Coordinator for Health Information Technology

This FAQ describes Regional Extension Center grants.

Regional Extension Centers
Topics: Organizations to collaborate with
Source: Office of the National Coordinator for Health Information Technology

This web page contains a listing of REC locations and functions.

Beacon Community Program
Topics: Organizations to collaborate with
Source: Office of the National Coordinator for Health Information Technology

This webpage describes the Beacon Community grant program and individual grantee projects.

State Health Information Exchange
Topics: Organizations to collaborate with
Source: Office of the National Coordinator for Health Information Technology

This website provides information about the State Information Exchange Cooperative Agreement Program, a Federally-funded initiative that supports State programs to develop health IT exchanges. It provides a list of funded States with award amounts, recent updates, and resources.

Health Information Exchange: Getting Started with HIE
Topics: Health Information Exchange
Source: Office of the National Coordinator for Health Information Technology

This fact sheet discusses how to get started with exchange of health information.

Step 5: Achieve Meaningful Use Stage 2
Topics: Meaningful Use
Source: Office of the National Coordinator for Health Information Technology

This web page describes how to achieve Meaningful Use of health IT.

CPRS Demo
Topics: Open Source Software
Source: Veterans Administration

This website provides a demonstration of the open source VA system.

Resource and Patient Management System
Topics: Open Source Software
Source: Indian Health Service

This web page presents a demonstration of the IHS Resource and Patient Management System.

Interoperability Portfolio: Direct Project
Topics: Direct Messaging
Source: Office of the National Coordinator for Health Information Technology

This web page contains a discussion of direct messaging, a method of exchanging health information.

Certified HIT Product List
Topics: Certified EHRs
Source: Office of the National Coordinator for Health Information Technology

This web page contains a list of vendors for EHRs certified by the Office of the National Coordinator for Health Information Technology.

Select a Certified EHR

Certified HIT Product List
Topics: Certified EHRs
Source: Office of the National Coordinator for Health Information Technology

This web page contains a list of vendors for EHRs certified by the Office of the National Coordinator for Health Information Technology.

What is Software as a Service?
Topics: System Types
Source: Office of the National Coordinator for Health Information Technology

This web page discusses two options for operating an EHR, including application service provider (ASP) and software as a service (SaaS).

The Open Source Initiative
Topics: System Types
Source: Open Source Initiative

This website discusses the options for use of open source software, an alternative to vendor-provided, commercial EHRs.

The Use of Open Source Electronic Health Records within the Federal Safety Net
Updated: 2013-05-07
Topics: System Types
Source: BMJ Group

This online reprint of a journal article contains results of a study entitled, "Use of Open Source EHRs Within the Federal Safety Net. " From an article by Jason C Goldwater, Nancy J Kwon, Ashley Nathanson, Alison E Muckle, Alexa Brown, Kerri Cornejo.

Step 3: Select or Upgrade to a Certified EHR
Topics: Vendor Selection, Vendor Evaluation, Vendor Contracting
Source: Office of the National Coordinator for Health Information Technology

This web page offers a comprehensive discussion of certified EHR selection with links to group of valuable tools, including Contracting Guidelines and Checklist for Electronic Health Record (EHR) Vendor Selection, EHR Demonstration Scenario, Evaluation, and Vendor Questions, Reference Checking For EHR Vendors Worksheet, Request for Proposal (RFP) Template for HIT, Vendor Evaluation Matrix Tool, Vendor Meaningful Use Compare Tool, and Vendor Pricing Template.

Step 5: Achieve Meaningful Use Stage 2
Topics: Meaningful Use
Source: Office of the National Coordinator for Health Information Technology

This web page provides a summary of Meaningful Use requirements that must be met by clinical decision support capabilities of a certified EHR.

EHR Selection Toolkit for Community Health Centers
Updated: 2007-10-01
Topics: Vendor Selection
Source: California Health Care Foundation

This toolkit discusses special safety net provider requirements and links to tools for EHR Selection.

Implement System

How to Manage Your EHR Implementation
Topics: Process Management
Source: American Academy of Family Practice

This web page provides a helpful timeline for the necessary implementation tasks.

Lessons from the Field on EHR Implementation with Minimal Practice Disruption in Primary Care Settings
Topics: Process Management
Source: Office of the National Coordinator for Health Information Technology

This web page discusses five keys to success and provides a case study on EHR implementation.

What is Clinical Decision Support?
Topics: Clinical Decision Support
Source: Office of the National Coordinator for Health Information Technology

This webpage describes the  role of clinical decision support in quality improvement.

CDS Collaborative Home Page
Topics: Clinical Decision Support
Source: CDS Collaborative for Performamce Improvement

This web page provides information about the an organization called CDS-PI Collaborative, which supports improvements in clinical decision support design and use.  

Step 5: Achieve Meaningful Use Stage 2: Clinical Decision Support Rule
Topics: Clinical Decision Support
Source: Office of the National Coordinator for Health Information Technology

This web page discusses the  clinical decision support requirements for Meaningful Use Stages 1 and 2.

Step 5: Achieve Meaningful Use
Topics: Clinical Decision Support
Source: Office of the National Coordinator for Health Information Technology

This web page reviews the  clinical decision support rule for Meaningful Use Stages 1 and 2.

Lessons from the Field: EHR Implementation with Minimal Practice Disruption in Primary Care Setting
Topics: Process management
Source: Office of the National Coordinator for Health Information Technology

This website contains a link to a helpful case study from the Washington & Idaho Regional Extension Center (WIREC) on experiences and lessons of EHR implementation.

Plan for Successful CDS Development, Design, and Deployment
Updated: 2011
Topics: Clinical decision support
Source: Healthcare Information and Management Systems Society

This "How-To" guide contains a Plan for Successful CDS Development, Design, and Deployment.

U.S. Preventive Task Force Recommendations
Topics: Clinical decision support
Source: Agency for Healthcare Research and Quality

The Electronic Preventive Services Selector (ePSS)can help primary care clinicians choose screening, counseling, and preventive medication services to add to their EHR.

Pediatric Rules and Reminders
Topics: Clinical decision support
Source: Office of the National Coordinator for Health Information Technology

This web page reviews Pediatric Rules and Reminders and provides examples of the use of reminders in clinical decision support.

Workflow Assessment for Health IT Toolkit
Topics: Workflow Adaptation
Source: Agency for Healthcare Research and Quality

This toolkit provides a link to a tool for workflow assessment with a comprehensive discussion of the implementation process and a number of useful tools for specific tasks.

Electronic Health Record Deployment Techniques
Updated: January 2011
Topics: Training in EHR Implementation
Source: California Healthcare Foundation

This web page discusses training as part of EHR implementation. Other topics are chart abstraction, clinical documentation, and workflow.

Step 4: Conduct Training & Implement an EHR System
Topics: EHR System Testing
Source: Office of the National Coordinator for Health Information Technology

This web page discusses training and EHR implementation and contains a link to a helpful system test plan.

Migrating Old Records to Your EHR
Topics: Chart Migration and Entry of Old Records into EHR
Source: Office of the National Coordinator for Health Information Technology

This web page contains tips for  migrating old paper records into an EHR.

Ensure Privacy & Security

The Privacy Rule
Topics: Privacy Rule
Source: Department of Health and Human Services, Office for Civil Rights

This website describes requirements of the HIPAA privacy rule, including complete texts of regulations and modifications, as well as explanatory text.

Personal Health Records and the HIPAA Privacy Rule
Topics: Privacy Rule
Source: Department of Health and Human Services, Office for Civil Rights

This document contains a comprehensive discussion of Personal Health Records and the HIPAA Privacy Rule, including information about types of protected information, use and disclosure requirements, individual rights, business associates' responsibilities, types of information not subject to privacy rules, and more.

Health Information Privacy
Topics: Privacy Rule
Source: Department of Health and Human Services, Office for Civil Rights

This introductory webpage provides access to tools relating to health information privacy, including rules relating to breaches and the Patient Safety and Quality Improvement Act of 2005 (PSQIA).

Guidance Regarding Methods for De-identification of Protected Health Information in Accordance with the Health Insurance Portability and Accountability Act (HIPAA) Privacy Rule
Topics: Privacy, De-Identification of Health Information
Source: Department of Health and Human Services, Office for Civil Rights

This website provides information about de-identification of protected health information. It explains procedures and answers questions regarding the two methods that can be used to satisfy the Privacy Rule’s de-identification standard: Expert Determination and Safe Harbor1.

Breach Notification Rule
Topics: Privacy, Breach Notification
Source: Department of Health and Human Services, Office for Civil Rights

This website provides a description of procedures for breach notification linked to an introductory web page on health information privacy.

Health Information Privacy and Security: A 10 Step Plan
Topics: Privacy, Security, Meaningful Use
Source: Office of the National Coordinator for Health Information Technology

This website contains introductory text on privacy and security, including a 10-step process for preparation, risk analysis, and risk management. It links to a helpful handbook providing detailed guidance on compliance in the Guide to Privacy and Security of Health Information, Chapter 2, Privacy, Security and Meaningful Use.

Guidance on Risk Analysis
Topics: Security Safeguards
Source: Department of Health and Human Services, Office for Civil Rights

This web site contains links to a series of guidance documents and FAQs that will assist organizations in identifying and implementing the most effective and appropriate administrative, physical, and technical safeguards to protect health information.

Security 101 for Covered Entities
Topics: Security Safeguards, Physical and Technical
Source: Centers for Medicare and Medicaid Services

This website contains a series of seven CMS guidance documents  that include Security 101 for Covered Entities; Security Standards--Administrative Safeguards; Security Standards--Physical Safeguards; Security Standards--Technical Safeguards; Security Standards--Organizational Policies and Procedures and Documentation Requirements; Basics of Risk Analysis and Risk Management; and Implementation for Small Providers.

Health Insurance Accountability and Portability Act of 1966
Updated: 2012
Topics: Security Compliance
Source: University of California, Office of the President

This fact sheet explains Security Rule compliance to assist campus and medical center directors and managers.

HIPAA Security Rule
Topics: Security Regulations
Source: National Institute of Standards

This web page contains links to a Resource Guide for Implementing the Health Insurance Portability and Accountability Act (HIPAA) Security Rule.

Privacy & Security Training Games
Topics: Security Safeguards, Physical and Technical
Source: Office of the National Coordinator for Health Information Technology

This site features a game, entitled "Cybersecure: Your Medical Practice" that requires users to respond to privacy and security challenges often faced in a typical small medical practice. Users choosing the right response earn points and see their virtual medical practices flourish. But users making the wrong security decisions can hurt their virtual practices.

Electronic Health Records: Privacy and Security
Updated: April 28, 2012
Topics: HIPAA Rights
Source: Department of Health and Human Services, Office for Civil Rights

This video for patients explains the HIPAA Privacy and Security Rule.

Your Health Information, Your Rights
Updated: May 28, 2012
Topics: HIPAA Rights
Source: Department of Health and Human Services, Office for Civil Rights

This video for patients explains individual rights under the HIPAA Privacy and Security Rule.

How To File a Complaint
Updated: February 16, 2012
Topics: HIPAA Complaint Procedure
Source: Department of Health and Human Services, Office for Civil Rights

This web page instructs individuals about how to  request an HHS Office for Civil Rights investigation of possible disclosure of their protected heath information.

Evaluate & Optimize

Continuous Quality Improvement Primer
Updated: April 30, 2013
Topics: Quality Measurement, Quality Improvement, Outcome Measures
Source: Office of the National Coordinator for Health Information Technology

This primer introduces CQI concepts, strategies, and techniques an organization can use to design an effective CQI strategy for EHR implementation, achieve Meaningful Use of the system, and ultimately improve the quality and safety of patient care.

HHS Measure Inventory
Topics: Quality Measurement, Quality Improvement, Outcome Measures
Source: Agency for Healthcare Research and Quality

The HHS Measure Inventory is a separate repository of measures currently being used by the agencies of the U.S. Department of Health and Human Services for quality measurement, improvement, and reporting.

HRSA Clinical Quality & Performance Measures Toolkit
Topics: Quality Measurement, Quality Improvement, Outcome Measures
Source: Health Resources and Services Administration

This toolkit provides objective educational tools and resources to assist an organization in its quality improvement (QI) efforts. It contains proven strategies and techniques to effectively support an organization's new or existing QI program. The tools included are for implementing data collection and performance measurement techniques, and the organizations that integrated these tools into QI programs effectively improved their deliveries of care.

Healthcare Effectiveness Data and Information Set (HEDIS)
Updated: 2013
Topics: Quality Measurement, Quality Improvement, Outcome Measures
Source: National Committee for Quality Assessment

The Healthcare Effectiveness Data and Information Set (HEDIS) is a tool used by more than 90 percent of America's health plans to measure performance on important dimensions of care and service. Altogether, HEDIS consists of 75 measures across 8 domains of care. Because so many plans collect HEDIS data, and because the measures are so specifically defined, HEDIS makes it possible to compare the performance of health plans on an "apples-to-apples" basis.

Bridges to Excellence Program
Topics: Quality Measurement, Quality Improvement, Outcome Measures
Source: Healthcare Incentives Improvement Institute

This website describes a program to measure the quality of care delivered in provider practices and recognize providers. The site describes standards for provider recognition that cover all major chronic conditions, plus office systems – and a real Medical Home measurement scheme. Physicians, nurse practitioners and physician assistants who meet the performance benchmarks can earn a range of incentives, sometimes including substantial cash payouts.

National Quality Forum Measures, Reports & Tools
Topics: Quality Measurement, Quality Improvement, Outcome Measures
Source: National Quality Forum

This website offers information and tools based on national consensus standards for measuring and publicly reporting on performance.

Upgrading and Optimizing an Electronic Health Record System for Safety Net Providers
Updated: January 18, 2013
Topics: Upgrading, EHR, Safety Net Providers
Source: Health Resources and Services Administration

This webinar addresses the need to upgrade or optimize an EHR after implementation. It features safety net providers from rural inpatient and health center settings who have successfully upgraded or optimized their EHR system. Presenters offer insights on how to enhance clinical workflow, improve productivity, and manage organizational change.

Using Data for Evidence-Based Quality Improvement
Updated: July 27, 2012
Topics: Quality Measurement, Quality Improvement, Outcome Measures
Source: Health Resources and Services Administration

As discussed in this webinar, because EHRs, data warehouses, and registries are critical components in quality improvement efforts, it is important to maximize their functionality and generate quality measures that provide meaningful feedback to safety net providers and their practice teams. Presenters focus broadly on quality improvement and provide useful tips on obtaining data from EHRs and using it to drive quality improvement and implement practice changes.

Demonstrating a Program's Worth: A Primer on Evaluation
Topics: Evaluation Methods
Source: Centers for Disease Control and Prevention

This handbook describes three methods of conducting qualitative research: personal interviews, focus groups, and participant observation. It presents advantages and disadvantages of each.

Certification Programs & Policy
Topics: EHR Certification
Source: Office of the National Coordinator for Health Information Technology

This website lists products certified by the Office of the National Coordinator for Health IT to meet Federal standards. It details the criteria and standards used in the certification process, and describes certification programs.

Formative Evaluation: A Critical Component in EHR
Updated: May 2008
Topics: Evaluation Methods
Source: Journal of the American Medical Informatics Association

This article by Julie McGowan, Caitlin Cusack, and Erik Poon summarizes results of an evaluation of HRSA grantee EHR implementation efforts that point to the importance of evaluation in realizing the goals of health IT.

Implementation
Topics: Evaluation Methods
Source: The AHRQ National Resource Center for Health IT

This health IT evaluation toolkit describes ways to address evaluation early, prioritize what to evaluate, and learn how to do it. It helps project teams think through the process of developing an evaluation plan for their project. Section I outlines a step-by-step process for a team to determine what the goals of a given project are, what is important to their stakeholders, what needs to be measured to satisfy those stakeholders, what is truly feasible to measure, and how to measure those items. Section II includes a list of measures that are often employed in health IT projects. Each of the provided tables includes a list of possible measures, suggestions on data sources that can be leveraged for each measure, cost considerations, potential pitfalls and general notes. Section III contains some examples of a variety of implementation projects.

Transforming Quality, Safety, and Efficiency--Health IT Survey Compendium Exit Disclaimer
Topics: Performance Measurement
Source: Agency for Healthcare Research and Quality

Because developing and validating surveys can be difficult, time-consuming, and costly, this website provides access to surveys that have been developed and validated by others.

Health Center Patient Satisfaction Survey
Topics: Performance Measurement
Source: Health Resources and Services Administration

The Patient Satisfaction Survey is a short, easily administered questionnaire that provides health centers with information and insight into their patients' view of the services they provide. Health centers can use survey results to design and track quality improvement over time, as well as compare themselves to other health centers. The survey form is available in English and Spanish.

Patient Satisfaction Survey for Critical Access Hospitals
Topics: Performance Measurement
Source: Health Resources and Services Administration; Mountain States Group, Inc.

This handbook contains guidance on conducing a patient satisfaction survey, including general information and templates for the survey design and implementation as well as reporting results.

Post-EHR Implementation Survey of Providers
Topics: Performance Measurement
Source: New York City Department of Health and Mental Hygiene, in collaboration with Columbia University

This survey instrument is designed for use after EHR implementation to measure perceptions of providers.

Best Practices Transforming Quality, Safety, and Efficiency
Topics: Performance Measurement
Source: Agency for Healthcare Research and Quality

This survey asks providers about their knowledge of hypertension management and how the EMR can help with that in terms of evidence-based guidelines. It offers a good set of questions concerning the impact of a medical record system on health care practices, particularly as it relates to chronic disease management.

Provider Survey
Topics: Performance Measurement
Source: Agency for Healthcare Research and Quality

This survey instrument contains questions useful in learning current provider practices, expectations, and technology skills and in gathering baseline data.

PCIP Evaluation Provider Survey
Topics: Performance Measurement
Source: Primary Care Information Project, Division of Health Care Access and Improvement, New York City Department of Health and Mental Hygiene

The survey instrument for providers who have not yet gone live on an EHR system investigates the unique challenges, barriers, and successes associated with implementation of an EHR. It contains questions useful in learning current provider practices, expectations, and technology skills and in gathering baseline data.

Conducting an In-depth Interview
Topics: Performance Measurement
Source: University of Florida, Electronic Data Information Source

This handbook contains general guidance on conducting in-depth interviews.

Data Collection Methods for Program Evaluation: Focus Groups
Topics: Performance Measurement
Source: Centers for Disease Control and Prevention

This brief is about focus groups as a data collection method for evaluation. It includes a basic overview of focus groups; when to use them; how to plan and conduct them; and their advantages and disadvantages.

General Guidelines for Focus Groups
Topics: Performance Measurement
Source: Purdue University

This set of FAQs about focus groups provides tips for writing effective questions.

Guidelines for Conducting a Focus Group
Topics: Performance Measurement
Source: State of Utah, Eliot & Associates

This guide to conducting a focus group contains information on: defining a focus group; designing focus group questions; recruiting and preparing for participants; conducting the focus group; and analyzing the data.

Collecting Evaluation Data: Direct Observation
Topics: Performance Measurement
Source: University of Wisconsin, Extension Division

This handbook provides guidance on training observers and options for collecting observational data.

Using Excel for Analyzing Survey Questionnaires
Topics: Evaluation Data Analysis
Source: University of Wisconsin, Extension Division

This handbook offers guidance on using Excel to enter and analyze survey data.

Design a Survey and Evaluate the Data using Microsoft Office Excel
Topics: Evaluation Data Analysis
Source: Microsoft, Inc.

This website provides guidance for using Excel to analyze survey data.

Analyzing Qualitative Data for Evaluation
Updated: April 1, 2009
Topics: Evaluation Data Analysis
Source: Centers for Disease Control and Prevention

This brief discusses methods for analyzing qualitative data. It includes an overview of qualitative data; how to plan for qualitative data analysis; how to analyze qualitative data; and the advantages and disadvantages of qualitative data.

Analyzing Observational Data
Updated: April 1, 2009
Topics: Evaluation Data Analysis
Source: Instructional Assessment Resources

This website on methods for conducting research has a useful discussion of analyzing observational data.

Upgrading and Optimizing an Electronic Health Record System for Safety Net Provider
Updated: January 18, 2013
Topics: EHR Optimization
Source: Health Resources and Services Administration

This webinar covers  the need to upgrade or optimize an EHR after implementation. It features safety net providers from rural inpatient and health center settings who have successfully upgraded or optimized their EHR systems. The presenters offer insights on how to enhance clinical workflow, improve productivity, and manage organizational change.

Using Data for Evidence-Based Quality Improvement
Updated: July 27, 2012
Topics: EHR Optimization
Source: Health Resources and Services Administration

This presentation focuses on the importance of EHRs, data warehouses, and registries as critical components to quality improvement efforts . If used properly to maximize their functionality, it’s possible to generate quality measures that provide timely, understandable, comprehensive, clinically valid, and meaningful feedback to safety net providers and their practice teams. This information is critical for informing a quality improvement strategy. Presenters provide useful tips on obtaining data from EHRs, as well as using this information to drive quality improvement and implement practice changes.