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Research ArticleOriginal Research

Implementing an Electronic Medical Record in a Family Medicine Practice: Communication, Decision Making, and Conflict

Jesse C. Crosson, Christine Stroebel, John G. Scott, Brian Stello and Benjamin F. Crabtree
The Annals of Family Medicine July 2005, 3 (4) 307-311; DOI: https://doi.org/10.1370/afm.326
Jesse C. Crosson
PhD
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Christine Stroebel
MPH
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John G. Scott
MD, PhD
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Brian Stello
MD
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Benjamin F. Crabtree
PhD
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  • EMR Implementation Challenges can be Minimized
    Scott D. Williams
    Published on: 15 November 2005
  • A Commentary on: Implementing an Electronic Medical Record in a Family Medicine Practice
    Michael P. McGrail, Jr. MD, M.P.H.
    Published on: 04 August 2005
  • Leadership, culture and management
    Louis Spikol M.D.
    Published on: 02 August 2005
  • Implementing EMRs: The Good, the Bad and the Ugly
    Joseph E. Scherger
    Published on: 29 July 2005
  • Published on: (15 November 2005)
    Page navigation anchor for EMR Implementation Challenges can be Minimized
    EMR Implementation Challenges can be Minimized
    • Scott D. Williams, Salt Lake City, Utah

    The recent article by Crossen et al. (Implementing an Electronic Medical Record in a Family Medicine Practice: Communication, Decision Making, and Conflict. AFM 3 (4): 307-311) emphasized what can happen when clinics fail to employ basic change management techniques with any major change in their core processes. I would encourage your readers not to draw the conclusion from this article that it was the process of imple...

    Show More

    The recent article by Crossen et al. (Implementing an Electronic Medical Record in a Family Medicine Practice: Communication, Decision Making, and Conflict. AFM 3 (4): 307-311) emphasized what can happen when clinics fail to employ basic change management techniques with any major change in their core processes. I would encourage your readers not to draw the conclusion from this article that it was the process of implementing an EMR rather than the communication and interpersonal problems in the office the authors describe that were primarily responsible for the problems encountered.

    I suspect that this clinic would have run into similar problems had they been undertaking a physical redesign of their space or the evolution to a multispecialty practice. In this case the transition to an electronic medical record (EMR) was the event that exposed underlying weaknesses in their organization. While the authors suggest that the EMR didn’t perform as expected by the staff, they offer no evidence that it didn’t perform as designed or as represented to the practice during the purchasing process.

    As one of four state-based Quality Improvement Organization (QIO) teams that spent the last year piloting CMS’ DOQ-IT project to assist small and medium sized primary care clinics in selecting and installing EMRs, we have developed the following list of elements of success based on our observation of over 100 clinics we’ve worked with.

    1. A physician champion and/or team leader (could be office administrator) who is committed to the project, will listen to team suggestions, seek information from outside sources, take responsibility for final decisions, and move the process forward.

    2. A team that includes representatives from every part of the office and that meets or otherwise communicates and problem-solves regularly.

    3. Clear operational and financial goals (e.g., we want to improve care management, improve the billing process, decrease costs, etc.) that are broadly communicated and guide the EMR selection and implementation process.

    4. A workflow analysis that highlights what processes don't work well and could be improved, which processes do work well and should be preserved, and which processes must change to accommodate the EMR and optimize its potential to achieve the goals as well as improve overall office efficiency and quality.

    5. Plans for altering workflow and choosing an EMR vendor that meets clinic needs.

    6. Multiple vendor demonstrations (at least three) and at least one peer practice site visit without a vendor representative present.

    7. A tightly negotiated and customized EMR contract that defines support (e.g., cost, response time, hardware, software, training, on-going fees, etc.).

    8. An implementation plan that incorporates workflow changes, and hardware and software training for all employees, and a plan for transferring chart data to the new system.

    9. An employee who is responsible for system maintenance, updates/improvements, and continuous training.

    10. Anticipating and understanding that the process will result in a temporary loss of productivity and a work plan that allows for flexibility and adaptation.

    11. The tracking of metrics to evaluate whether operational and financial goals are being met and course correction processes as needed.

    Successfully selecting and implementing an EMR is more time consuming, complex and critical to the work environment than perhaps any other purchasing decision a clinic will make. But just as with complicated medical procedures, if done carefully and following proven practices, the pain can be anticipated and minimized and the outcome can be well worth it.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (4 August 2005)
    Page navigation anchor for A Commentary on: Implementing an Electronic Medical Record in a Family Medicine Practice
    A Commentary on: Implementing an Electronic Medical Record in a Family Medicine Practice
    • Michael P. McGrail, Jr. MD, M.P.H., Mineapolis, USA

    The contribution of this qualitative case study lies in the discussion of the potential for a practice’s cultural, environmental, and conceptual environment to significantly impact an electronic medical record (EMR) implementation. Other recent studies have also discussed challenges achieving desired goals through the effective implementation and application of an EMR. Examples include an inability to achie...

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    The contribution of this qualitative case study lies in the discussion of the potential for a practice’s cultural, environmental, and conceptual environment to significantly impact an electronic medical record (EMR) implementation. Other recent studies have also discussed challenges achieving desired goals through the effective implementation and application of an EMR. Examples include an inability to achieve better population metabolic control despite increased numbers of HbA1c and LDL tests (1), absence of improved documentation of tobacco interventions,(2), and an increased hazard association with the physician-patient interactions (3). In this case, the fact that incorrect assumptions led to the disabling of key built in reminders and tracking systems, and that detrimental tensions resulted from competing EMR visions suggests that a limited view of the potential of an EMR in addition to cultural, communication, decision making, and conflict resolution factors can have significant limiting consequences in the successful implementation and use of an electronic medical record system.

    Other experiences, and published reports (4,5) demonstrate that a well implemented EMR can result in practice benefits with patient communication, data management, and clinic function The results cited in the paper from Crosson and colleagues lends additional substance to our evolving understanding that the acquisition of an EMR is only one step in a transformational journey. A broad vision of an electronic system is required to even grasp what is now already available with an optimal use of electronic systems. Clinic scheduling, registration, patient data acquisition and entry, test ordering, prescribing, medication interaction checks, appropriate best practice alerts, literature searches, and patient access to their own medical record are all currently available through electronic medial record systems. But this is not enough to realize our existing potential for best care. Fundamental redesign of clinic function processes and work flows that most effectively and efficiently compliment the rapidly developing electronic clinical environment is necessary to achieve a level of patient care and experience that accurately reflects our current promise. How we achieve this transformation speaks to the larger message from Jesse Crosson, Christine Stroebel, and their colleagues. It will be the cultures that effectively nurture the required communication, collaboration, decision making, and conflict resolution techniques that will ultimately allow their organizations to reach a new level of excellence. Hardware and soft ware alone will not be sufficient without the fundamental redesign of those medical clinic processes, work flows, communication patterns, decision making structures and cultures that were the product of another age.

    1. O'Connor PJ, Crain AL, Rush WA, Sperl-Hillen JM, Gutenkauf JJ, Duncan JE.: Impact of an electronic medical record on diabetes quality of care. Ann Fam Med. 2005 Jul-Aug;3(4):300-6.

    2. Conroy MB, Majchrzak NE, Silverman CB, Chang Y, Regan S, Schneider LI, Rigotti NA.: Measuring provider adherence to tobacco treatment guidelines: a comparison of electronic medical record review, patient survey, and provider survey. Nicotine Tob Res. 2005 Apr;7 Suppl 1:S35-43.

    3. Singh R, Servoss T, Kalsman M, Fox C, Singh G.: Estimating impacts on safety caused by the introduction of electronic medical records in primary care. Inform Prim Care. 2004;12(4):235-42.

    4. Arar NH, Wen L, McGrath J, Steinbach R, Pugh JA.: Communicating about medications during primary care outpatient visits: the role of electronic medical records. Inform Prim Care. 2005;13(1):13-22.

    5. Garrido T, Jamieson L, Zhou Y, Wiesenthal A, Liang L.: Effect of electronic health records in ambulatory care: retrospective, serial, cross sectional study. BMJ. 2005 Mar 12;330(7491):581.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (2 August 2005)
    Page navigation anchor for Leadership, culture and management
    Leadership, culture and management
    • Louis Spikol M.D., Allentown, Pa.
    • Other Contributors:

    We read your article with great interest and commend you on exploring a tough but vitally important topic. Implementing health information technology in the family physician office sometimes requires a profound change in work process, job responsibilities, and interpersonal relationships. Setting up a family medicine practice in the last half of the 20th century was similar to setting up many other small businesses and...

    Show More

    We read your article with great interest and commend you on exploring a tough but vitally important topic. Implementing health information technology in the family physician office sometimes requires a profound change in work process, job responsibilities, and interpersonal relationships. Setting up a family medicine practice in the last half of the 20th century was similar to setting up many other small businesses and required hard work, business sense, risk tolerance and a good amount of rugged individualism. Unfortunately, this often tended to naturally evolve the practice into a hierarchical power structure, with the founding doctor or doctors at the top of this structure. As your article points out, this type of management structure might not be the best model for the type of change necessary to implement health information technology solutions, and may not be well aligned with the New Model envisioned in the Future of Family Medicine Project.

    In our recent investigations at the AAFP’s Center for Health Information Technology we have observed that practices are capable of implementing the same technology (e.g. one of the popular brands of EHR ) with results varying from wildly successful to moderate failures. It is also our observation that management culture and structure, relationships among staff, leadership styles, and orientation towards teamwork can have a profound effect on outcome. As we solve the technical issues surrounding health information technology, and as these systems become more affordable, leadership and management issues will become paramount. The demographics of family medicine are changing rapidly, with many more physicians being women, a tendency towards both larger groups as well as very small practices, and modified work schedules for many family physicians regardless of gender. Going forward, it’s vitally important, as you have done with this article, to examine how these demographic and sociological changes affect implementation of the New Model of family medicine in which health information technology will play a prominent role.

    With very kind regards,

    Physician Staff at the Center for Health Information Technology David C. Kibbe, MD MBA Louis Spikol, MD Steven Waldren, MD

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
  • Published on: (29 July 2005)
    Page navigation anchor for Implementing EMRs: The Good, the Bad and the Ugly
    Implementing EMRs: The Good, the Bad and the Ugly
    • Joseph E. Scherger, San Diego, CA. USA

    This group of talented qualitative researchers report on the implementation experience of a private family practice with an electronic medical record (EMR). No doubt this story has been repeated many times, and the authors do a nice job of cataloging the pain, especially the communication problems. Talk about a disruptive technology in the extreme!

    I am going through an implementation/conversion right now as...

    Show More

    This group of talented qualitative researchers report on the implementation experience of a private family practice with an electronic medical record (EMR). No doubt this story has been repeated many times, and the authors do a nice job of cataloging the pain, especially the communication problems. Talk about a disruptive technology in the extreme!

    I am going through an implementation/conversion right now as the Universeity of California, San Diego family medicine clinic is converting to the Epic electronic health record (EHR, a more preferred term as the record will have a patient portal and will address the broader realm of health and not just medical practice). So far, we seem to be doing it right. All office providers and staff have six 1.5 hour training sessions and practice time before we will go live. As we go live, our schedules will be a half load for 30 days. Already there is excitement about the expanded functionalities and ease of data acquisition. No doubt there will be problems, but the conversion seems historic. Primitive record keeping will be left behind and we are joining the modern age. There certainly is a financial investment in all this, but that is part of a necessary modernization. The quality improvement benefits are clearly visible.

    These authors might study a group of practices 6 months into the use of a quality electronic health record. How many would want to go back to the "old ways"? Some, but not many, would be my hypothesis. Small private practices cannot just "do this" change without ample training and support. While the reality of the potential pain is there, paper records must be left behind if family medicine is to meet the rapidly emerging new standards of care.

    Competing interests:   None declared

    Show Less
    Competing Interests: None declared.
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The Annals of Family Medicine: 3 (4)
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Implementing an Electronic Medical Record in a Family Medicine Practice: Communication, Decision Making, and Conflict
Jesse C. Crosson, Christine Stroebel, John G. Scott, Brian Stello, Benjamin F. Crabtree
The Annals of Family Medicine Jul 2005, 3 (4) 307-311; DOI: 10.1370/afm.326

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Implementing an Electronic Medical Record in a Family Medicine Practice: Communication, Decision Making, and Conflict
Jesse C. Crosson, Christine Stroebel, John G. Scott, Brian Stello, Benjamin F. Crabtree
The Annals of Family Medicine Jul 2005, 3 (4) 307-311; DOI: 10.1370/afm.326
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