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Research ArticleOriginal Research

Optimization of Electronic Health Record Usability Through a Department-Led Quality Improvement Process

Adam M. Franks, Charles Clements, Tammy Bannister, Adrienne Mays-Kingston, Ashley Beaty, Alperen Korkmaz, John A. Parker and Stephen M. Petrany
The Annals of Family Medicine March 2024, 22 (2) 81-88; DOI: https://doi.org/10.1370/afm.3073
Adam M. Franks
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MD
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  • For correspondence: franks1@marshall.edu
Charles Clements
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MD
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Tammy Bannister
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MD
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Adrienne Mays-Kingston
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MD
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Ashley Beaty
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MSN, RN-BC
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Alperen Korkmaz
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MEd
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John A. Parker Jr
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MD
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Stephen M. Petrany
Department of Family and Community Health, Joan C. Edwards School of Medicine, Marshall University, Huntington, West Virginia
MD
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Article Figures & Data

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    Figure 1.

    Flow diagram of departmental EHR optimization process.

    EHR = electronic health record; IT = information technology.

  • Figure 2.
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    Figure 2.
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    Figure 2.
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    Figure 2.

    Longitudinal assessment of charges, payments, and visits in and around the time of the digital optimization project.

    EHR = electronic health record.

    Note: Data represented as a ratio of the monthly rate compared with the average monthly level of function prior to COVID-19 with 95% CIs (solid lines) and mean level (dotted line). Shaded areas represent shifts in baseline by Taylor’s change point analysis.

Tables

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    Table 1.

    Departmental EHR Optimization Process

    Preimplementation
    Empowerment from the department chair
        Set expectations for outcomes
        Freed adequate time from participants’ schedule
        Mandated participation in the dissemination process
    Created a vision
    Mission statement: Due to issues beyond our control, the EHR is here to stay. We, as a department, will move past the inertia of helplessness and improve the EHR by either molding it into a tool for our purposes or becoming agile enough to accommodate its imperfections. This will be accomplished through the following:
        Identifying imperfections in the way the EHR allows patient care
        Creating practical solutions to optimize physician workflow
        Allowing transparency of our innovation to the department and beyond
    Designating an individual to facilitate the project
    Engaging organizational IT resources
    Implementation
    Create multidisciplinary work groups for target areas in workflow
    Work GroupsComposition of Work Groups by Rolesa
    AdiminstratorsCare CoordinatorsFacultyITNursesResidentsPharmacyFront Desk StaffSocial Worker
    Care coordination013111101
    Communication003121010
    Front desk113111010
    Medications004111100
    Notes004111000
    Nursing003131000
    Orders/referrals014121111
    Revenue213101010
    Meet Monthly
        Hourly standing monthly meetings for each work group for 4 months
        Project lead attended all meetings to provide inter-group insights
        Facilitated discussions sought to understand every facet of the workflow
        Optimizations created to optimize patient safety
        Changes were implemented immediately upon group consensus
        Assignments (testing and developing workflows) were carried out by work group members between meetings
        New issues were brought to the attention of work group chairs between meetings
    Dissemination
    Departmental dissemination meetings
        Mandatory
        Virtual format
        Participants utilized a dual screen computer format to allow for simultaneous experimentation
        Role-specific meetings (nurses, patient service representatives, and clinicians)
        IT staff also attended
    Individualized favorite order sets and templates
    Disseminated to new hires
    Institutional dissemination
        Real-time improvements shared with all departments
        Process presented at the institution’s annual Quality Improvement and Safety Conference
    • EHR = electronic health record; IT = information technology.

    • ↵a This table shows the number of individuals in each work group by role. Some served on more than 1 work group.

    • View popup
    Table 2.

    Optimization Breakdown by Work Group and Improvement Type

    Work GroupOverall No. (%)Accommodationsa No. (%)Creationsb No. (%)Discoveriesa No. (%)Modificationsd No. (%)By IT Total No. (%)By Dept. Total No. (%)
    All groups124 (100)43 (34.7)13 (10.5)54 (43.5)14 (11.3)27 (21.8)97 (78.2)
    Care coordination12 (9.7)5 (41.7)3 (25.0)3 (25.0)1 (8.3)4 (33.3)8 (66.7)
    Communication20 (16.1)4 (20.0)4 (20.0)9 (45.0)3 (15.0)7 (35.0)13 (65.0)
    Front desk30 (24.2)21 (70.0)2 (6.7)7 (23.3)0 (0.0)2 (6.7)28 (93.3)
    Medications8 (6.5)3 (37.5)0 (0.0)4 (50.0)1 (12.5)1 (12.5)7 (87.5)
    Notes17 (13.7)0 (0.0)1 (5.9)15 (88.2)1 (5.9)2 (11.8)15 (88.2)
    Nursing21 (16.9)15 (71.4)1 (4.8)5 (23.8)0 (0.0)1 (4.8)20 (95.2)
    Orders/referrals27 (21.8)3 (11.1)2 (7.4)16 (59.3)6 (22.2)8 (29.6)19 (70.4)
    Revenue18 (14.5)6 (33.3)4 (22.2)5 (27.8)3 (16.7)7 (38.9)11 (61.1)
    • Dept = department; IT = information technology.

    • Note: Duplicate optimizations were included in work group numbers if they independently originated in more than 1 group. The all groups row and overall column show numbers and percentages with duplicates eliminated.

    • ↵a Accommodations and discoveries are adjustments made by the department outside of the EHR.

    • ↵b Creations are workflows added to the EHR by IT.

    • c Discoveries are workflows found by the department already in the EHR.

    • ↵d Modifications are workflows changed in the EHR by IT.

    • View popup
    Table 3.

    Examples of Optimizations

    Accommodationsa
    • Adjusted phone triage, removing the burden of all incoming calls going to the front desk

    • Changed rooming and documentation workflow

    • Standardized process for scanning documents into the EHR

    • Modified scheduling workflow to EHR capabilities

    Creationsb
    • Created a way to connect multiple printers for specific clinicians

    • Generated a function for attending billing attestations on resident notes

    • Developed a unified method for interdepartmental referrals

    • Designed an algorithm for attribution of patients to primary care clinicians

    • Created functions that closed the loop for completion of quality measures

    Discoveriesc
    • Uncovered functionality of a resource tab for quality measures

    • Identified filters for monitoring referrals, listing patients by site, and searching documents

    • Became aware of how to create prefabricated tests and laboratory orders

    • Discovered functionality for clinicians to view data when creating notes during patient visits

    • Found capability to extend search ranges for vital signs, laboratory, and test results

    Modificationsd
    • Extended time that unsaved data remains in system

    • Developed a connection to state immunization database

    • Added a permanent and adjustable code status icon to the patient information screen

    • Updated department-specific favorite lists for medications, labs, and tests for efficiency

    • Eliminated redundant edit lists for outgoing billing

    • EHR = electronic health record; IT = information technology.

    • ↵a Accommodations are workflow adjustments made by the department outside of the EHR.

    • ↵b Creations are workflows added to the EHR by IT.

    • ↵c Discoveries are workflows found by the department already in the EHR.

    • ↵d Modifications are workflows changed in the EHR by IT.

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The Annals of Family Medicine: 22 (2)
The Annals of Family Medicine: 22 (2)
Vol. 22, Issue 2
March/April 2024
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Optimization of Electronic Health Record Usability Through a Department-Led Quality Improvement Process
Adam M. Franks, Charles Clements, Tammy Bannister, Adrienne Mays-Kingston, Ashley Beaty, Alperen Korkmaz, John A. Parker, Stephen M. Petrany
The Annals of Family Medicine Mar 2024, 22 (2) 81-88; DOI: 10.1370/afm.3073

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Optimization of Electronic Health Record Usability Through a Department-Led Quality Improvement Process
Adam M. Franks, Charles Clements, Tammy Bannister, Adrienne Mays-Kingston, Ashley Beaty, Alperen Korkmaz, John A. Parker, Stephen M. Petrany
The Annals of Family Medicine Mar 2024, 22 (2) 81-88; DOI: 10.1370/afm.3073
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