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Organizational Strategy to
Address Staff Competency
and Physician Satisfaction

Davin Lundquist, M.D.
Chief Medical Information Officer
Dignity Health Medical Foundation




                                    1
“Better to remain
silent and be thought a
fool than to speak and
remove all doubt.”



                   - Abraham Lincoln
                                       2
Dignity Health (formerly Catholic Healthcare West)
                             • 5th Largest Hospital Provider
                               in the Nation
                             • 60,000 caregivers and staff
                               across 17 states
                             • Founded in 1986 and
                               headquartered in San
                               Francisco
                             • 1200 Employed Physicians
                             • 10-12,000 Affiliated
                               Physicians


                                                               3
Outline
•   My Informatics Journey
•   DH Medical Foundation Story
•   New Organizational Strategy
•   Technologies Deployed and/or Envisioned
•   Lessons Learned



                                              4
5
Family Medicine Residency
Naval Hospital in Bremerton, Washington
                                          6
Microsoft Access Database
       “EMR Lite”
                            7
Microsoft Access Database
                            8
Microsoft Access Database
                            9
Naval Ambulatory Care Clinic
    Ventura, California
                               10
Navy EMR
           11
Navy EMR
           12
Ranks #1 in Obesity

    Mississippi
                      13
Magee General Hospital
                         14
Centers for Family Health
   Ventura, California

                            15
“Cut the Cord” to Paper Charts

                                 16
On day 1, there were No Charts

                                 17
• 550+ Physicians
• 10 Medical Groups
• Multi-specialty


                      18
19
• Upgrade from v10 to v11 in Summer 2011
• Felt more like a downgrade



                                           20
“I had some eyeglasses.
I was walking down the
street when suddenly
the prescription ran
out.“


                   - Stephen Wright
                                      21
Root Cause Analysis
• Following the v10 – v11 upgrade, all sites participated in a Root
  Cause Analysis (RCA) exercise to understand what went wrong
  and take those ‘lessons learned’ and apply them to ensure the
  current environment, future releases and upgrades are
  successful.
• The ultimate goal of this exercise was to provide better patient
  care, provider and staff satisfaction.
• One of the causes that was identified was our Organizational
  structure was not equipped to meet the demands of the
  upgrade process



                                                                     22
Diginty Health                               Dignity Health
        Medical Foundation                             IT Connectivity


                                 IT
                               Manager




                           Help
                           Desk                           Software
  Learning
                             &                            Analysts
    And
                          Clinical                            &
Development
                        Application                    Implementation
 (Training)
                         Support                          Support
                           Team




                                  Dell Field Service
                                        Team
                                    (Hardware)



                                                                         23
Took a trip to Sharp

                       24
President & CEO
                                                    Chief Medical
                                                 Information Officer
                                                                                      EHR Operations

                                                       Director                                                        Director
 Physician                                       Clinical Informatics                                              Physician Clinic IT
  Practice         Health
Integration     Information



                                                                                       Executive        Executive
  Executive      Executive        Executive Director,            Executive                               Director         Executive
                                                                                        Director
  Director,      Director,             Greater Bay               Director,                           Stockton, Grass      Director,
                                                                                      Bakersfield,
 Sacramento     Woodland                  Area                   Ventura                                  Valley         North State
                                                                                        Merced



    Clinical       Clinical              Clinical                         Clinical                          Clinical
  Informatics    Informatics           Informatics                      Informatics                       Informatics
    Manager        Manager               Manager                          Manager                           Manager



    Clinical       Clinical               Clinical                        Clinical                           Clinical
    Support        Suppor                 Support                         Support                            Support
   Specialist     Specialist             Specialist                      Specialist                         Specialist


    Clinical       Clinical               Clinical                        Clinical                           Clinical
    Support        Support                Support                         Support                            Support
   Specialist     Specialist             Specialist                      Specialist                         Specialist


    Clinical       Clinical                                                                                  Clinical
    Support        Support                                                                                   Support
   Specialist     Specialist                                                                                Specialist


    Clinical       Clinical
    Support        Support
   Specialist     Specialist




                                                                                                                                         25
Clinical Informatics Managers
Clinical Support Specialists

• First line of defense
• At the elbow
• Single source of truth




                                26
Chief Information                   Chief Medical
                          Officer (EVP)                     Officer (EVP)




                                                             Chief Medical
                          Vice President
                                                          Information Officer
                          IT Connectivity
                                                                 (VP)




                       Director               Director             Director
    Director
                      Community              HIE & Data      Patient Engagement
Physician Clinic IT
                      Physician IT          Management           & Telehealth




                                                                                  27
Vice President
                                                            IT Connectivity



      Director                                                 Director               Finance
Clinical Informatics                                       Physician Clinic IT




                              Customer
  Physician                                                 Implementation                                     Integration
Informaticist                Experience                                                                      Solutions Manager
                                                            Solutions Manager
                          Solutions Manager




 Service        AMB System      Production                                                        Process
                                              QA/Testing        Compendium        Project                      Integration        Project
 Delivery         Support        Control                                                        Improvemen
                                               Manager            Manager        Managers                       Manager          Managers
 Manager         Manager         Manager                                                          Manager



SERVICE         SYSTEM         ACQUISITION/     QUALITY         COMPENDIUM       ALLSCRIPTS                    DEVELOPMENT
DESK            SUPPORT        EXPANSION        TEAM            TEAM                                           TEAM
TEAM            TEAM           TEAM
                                                                                 ICD-10 PM                     SUPPORT
                               OPTIMIZATION
                                                                                                               TEAM
                               TEAM
                                                                                 CLINIC IT
                                                                                 PROJECTS




                                                                                                                                            28
“The first half of our
lives is ruined by our
parents, and the second
half by our children.“



                   - Clarence Darrow
                                       29
Measure Progress
• Goal is to Improve:
 –Support Staff Competency
 –End-user Competency
 –Physician Satisfaction
 –Upgrade experience

• Our ability to measure was and still is lacking

                                                    30
Help Desk
            31
32
Help Desk Ticket
                   33
Dashboard of Incidents
                         34
New Workflow for handling Tickets
                                    35
Dashboard of Incidents
                         36
Areas of Emphasis
• Team Learning and   •   Implementation
  Growth              •   ICD-10
• Service Delivery    •   Integration
• Process             •   Budget
  Improvement             Performance
• Service Metrics
• Optimization
                                           37
Direct Surveys Of
    Physician
   Satisfaction

                    38
Better results
                 39
Survey Rationale

• Baseline analysis of MMG provider perceptions
  of the Allscripts EMR, quality
  reporting, training, and other issues.
• Identify gaps in workflows, training, and
  reporting.
• Support prioritization of efforts to fill identified
  gaps.

                                                         40
Survey Background
•Idea took shape on February 11, 2013
•Development of instrument February 11-18, 2013
•Published online to four different groups on February 19, 2013
  – Primary Care
  – Medical Specialists
  – Surgical Specialists
  – Hospitalist

•Survey closed March 4, 2013



                                                                  41
Example of actual survey
                           42
Example of results as shown in SurveyMonkey
                                              43
Example of results to a Question
                                   44
Survey Response
                             Total Responses   Scratch Off %

Primary Care                       76                 71.1%


Medical Specialties                38                 63.2%


Surgical Specialties               29                 65.5%


Hospitalists                       7                  57.1%


Total                             150                 67.3%


                                                               45
“My Doctor gave me six
months to live, but
when I couldn’t pay the
bill he gave me six more
months.“


                    - Walter Matthau
                                       46
Integration Detectives
• 50+ interface requests outstanding a year ago
• Business use case validation implemented
• 22 unique requests survived that process
 – 6 needed EMPI, we could not create an interface
 – 3 were found in discussions with the orgs they were not needed
 – 4 put on hold per the organization
• 9 unique interfaces remained
 – 6 are completed or in flight (represent large number of initial requests)
 – 3 are very low priority and impact very small number of providers



                                                                               47
Upgraded Upgrades
• Allscripts v11.2.3 in June 2012
 – Robust testing process
 – Smaller instance in So Cal used as “pilot”
 – Fewest errors seen by Allscripts for this version to
   date
• 3 Successful Hotfix upgrades
• Plan for upgrade to v11.4 for all instances by Calendar
  year end


                                                            48
Other Technologies
• MD Tracker
• WebTop
• Physician Portal




                     49
MD Tracker Doctor List
                         50
Doctor Profile
                 51
Notes from Rounding
                      52
WebTop – Single Sign-on – Physician Portal
My Home   My Clinic   My Patients                 My Community        My Support




                            Avatar
                            CHW Indicator Database
                            CareConnect
                            CareConnect Application (Remote Access)
                            Event Reporting System
                            MIDAS+ Live Application
                            MIDAS+ Live Web Site
                            Zynx
My Home                             My Clinic              My Patients   My Community   My Support




Oncology Free Events

Cancer Center Calendar (PDF): See a montly schedule of our free
classes and support groups.
Cancer Center Ongoing Events (PDF): See a list of cancer center
events and programs.
My Home   My Clinic   My Patients   My Community   My Support
My Home   My Clinic   My Patients   My Community   My Support
My Home   My Clinic   My Patients   My Community   My Support



!
“We must not cease
from exploration and the
end of all our exploring
will be to arrive where
we began and to know
the place for the first
time.”


                     - T.S. Elliott
                                      59
Questions???
The Choluteca Bridge in Honduras
                                   61
After Hurricane Mitch hit in 1998

                                    62

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iHT2 Health IT Summit San Francisco 2013 - Davin Lundquist, MD, CMIO, Dignity Health Medical Foundation, Case Study: "Leveraging technology to build an organizational strategy fostering staff competency & physician satisfaction"

  • 1. Organizational Strategy to Address Staff Competency and Physician Satisfaction Davin Lundquist, M.D. Chief Medical Information Officer Dignity Health Medical Foundation 1
  • 2. “Better to remain silent and be thought a fool than to speak and remove all doubt.” - Abraham Lincoln 2
  • 3. Dignity Health (formerly Catholic Healthcare West) • 5th Largest Hospital Provider in the Nation • 60,000 caregivers and staff across 17 states • Founded in 1986 and headquartered in San Francisco • 1200 Employed Physicians • 10-12,000 Affiliated Physicians 3
  • 4. Outline • My Informatics Journey • DH Medical Foundation Story • New Organizational Strategy • Technologies Deployed and/or Envisioned • Lessons Learned 4
  • 5. 5
  • 6. Family Medicine Residency Naval Hospital in Bremerton, Washington 6
  • 7. Microsoft Access Database “EMR Lite” 7
  • 10. Naval Ambulatory Care Clinic Ventura, California 10
  • 11. Navy EMR 11
  • 12. Navy EMR 12
  • 13. Ranks #1 in Obesity Mississippi 13
  • 15. Centers for Family Health Ventura, California 15
  • 16. “Cut the Cord” to Paper Charts 16
  • 17. On day 1, there were No Charts 17
  • 18. • 550+ Physicians • 10 Medical Groups • Multi-specialty 18
  • 19. 19
  • 20. • Upgrade from v10 to v11 in Summer 2011 • Felt more like a downgrade 20
  • 21. “I had some eyeglasses. I was walking down the street when suddenly the prescription ran out.“ - Stephen Wright 21
  • 22. Root Cause Analysis • Following the v10 – v11 upgrade, all sites participated in a Root Cause Analysis (RCA) exercise to understand what went wrong and take those ‘lessons learned’ and apply them to ensure the current environment, future releases and upgrades are successful. • The ultimate goal of this exercise was to provide better patient care, provider and staff satisfaction. • One of the causes that was identified was our Organizational structure was not equipped to meet the demands of the upgrade process 22
  • 23. Diginty Health Dignity Health Medical Foundation IT Connectivity IT Manager Help Desk Software Learning & Analysts And Clinical & Development Application Implementation (Training) Support Support Team Dell Field Service Team (Hardware) 23
  • 24. Took a trip to Sharp 24
  • 25. President & CEO Chief Medical Information Officer EHR Operations Director Director Physician Clinical Informatics Physician Clinic IT Practice Health Integration Information Executive Executive Executive Executive Executive Director, Executive Director Executive Director Director, Director, Greater Bay Director, Stockton, Grass Director, Bakersfield, Sacramento Woodland Area Ventura Valley North State Merced Clinical Clinical Clinical Clinical Clinical Informatics Informatics Informatics Informatics Informatics Manager Manager Manager Manager Manager Clinical Clinical Clinical Clinical Clinical Support Suppor Support Support Support Specialist Specialist Specialist Specialist Specialist Clinical Clinical Clinical Clinical Clinical Support Support Support Support Support Specialist Specialist Specialist Specialist Specialist Clinical Clinical Clinical Support Support Support Specialist Specialist Specialist Clinical Clinical Support Support Specialist Specialist 25
  • 26. Clinical Informatics Managers Clinical Support Specialists • First line of defense • At the elbow • Single source of truth 26
  • 27. Chief Information Chief Medical Officer (EVP) Officer (EVP) Chief Medical Vice President Information Officer IT Connectivity (VP) Director Director Director Director Community HIE & Data Patient Engagement Physician Clinic IT Physician IT Management & Telehealth 27
  • 28. Vice President IT Connectivity Director Director Finance Clinical Informatics Physician Clinic IT Customer Physician Implementation Integration Informaticist Experience Solutions Manager Solutions Manager Solutions Manager Service AMB System Production Process QA/Testing Compendium Project Integration Project Delivery Support Control Improvemen Manager Manager Managers Manager Managers Manager Manager Manager Manager SERVICE SYSTEM ACQUISITION/ QUALITY COMPENDIUM ALLSCRIPTS DEVELOPMENT DESK SUPPORT EXPANSION TEAM TEAM TEAM TEAM TEAM TEAM ICD-10 PM SUPPORT OPTIMIZATION TEAM TEAM CLINIC IT PROJECTS 28
  • 29. “The first half of our lives is ruined by our parents, and the second half by our children.“ - Clarence Darrow 29
  • 30. Measure Progress • Goal is to Improve: –Support Staff Competency –End-user Competency –Physician Satisfaction –Upgrade experience • Our ability to measure was and still is lacking 30
  • 31. Help Desk 31
  • 32. 32
  • 35. New Workflow for handling Tickets 35
  • 37. Areas of Emphasis • Team Learning and • Implementation Growth • ICD-10 • Service Delivery • Integration • Process • Budget Improvement Performance • Service Metrics • Optimization 37
  • 38. Direct Surveys Of Physician Satisfaction 38
  • 40. Survey Rationale • Baseline analysis of MMG provider perceptions of the Allscripts EMR, quality reporting, training, and other issues. • Identify gaps in workflows, training, and reporting. • Support prioritization of efforts to fill identified gaps. 40
  • 41. Survey Background •Idea took shape on February 11, 2013 •Development of instrument February 11-18, 2013 •Published online to four different groups on February 19, 2013 – Primary Care – Medical Specialists – Surgical Specialists – Hospitalist •Survey closed March 4, 2013 41
  • 42. Example of actual survey 42
  • 43. Example of results as shown in SurveyMonkey 43
  • 44. Example of results to a Question 44
  • 45. Survey Response Total Responses Scratch Off % Primary Care 76 71.1% Medical Specialties 38 63.2% Surgical Specialties 29 65.5% Hospitalists 7 57.1% Total 150 67.3% 45
  • 46. “My Doctor gave me six months to live, but when I couldn’t pay the bill he gave me six more months.“ - Walter Matthau 46
  • 47. Integration Detectives • 50+ interface requests outstanding a year ago • Business use case validation implemented • 22 unique requests survived that process – 6 needed EMPI, we could not create an interface – 3 were found in discussions with the orgs they were not needed – 4 put on hold per the organization • 9 unique interfaces remained – 6 are completed or in flight (represent large number of initial requests) – 3 are very low priority and impact very small number of providers 47
  • 48. Upgraded Upgrades • Allscripts v11.2.3 in June 2012 – Robust testing process – Smaller instance in So Cal used as “pilot” – Fewest errors seen by Allscripts for this version to date • 3 Successful Hotfix upgrades • Plan for upgrade to v11.4 for all instances by Calendar year end 48
  • 49. Other Technologies • MD Tracker • WebTop • Physician Portal 49
  • 50. MD Tracker Doctor List 50
  • 53. WebTop – Single Sign-on – Physician Portal
  • 54. My Home My Clinic My Patients My Community My Support Avatar CHW Indicator Database CareConnect CareConnect Application (Remote Access) Event Reporting System MIDAS+ Live Application MIDAS+ Live Web Site Zynx
  • 55. My Home My Clinic My Patients My Community My Support Oncology Free Events Cancer Center Calendar (PDF): See a montly schedule of our free classes and support groups. Cancer Center Ongoing Events (PDF): See a list of cancer center events and programs.
  • 56. My Home My Clinic My Patients My Community My Support
  • 57. My Home My Clinic My Patients My Community My Support
  • 58. My Home My Clinic My Patients My Community My Support !
  • 59. “We must not cease from exploration and the end of all our exploring will be to arrive where we began and to know the place for the first time.” - T.S. Elliott 59
  • 61. The Choluteca Bridge in Honduras 61
  • 62. After Hurricane Mitch hit in 1998 62