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CASE 8: CONVERSION TO AN EHR MESSAGING SYSTEM
Coodwill Health Care Clinic is the clinical arm of Jefferson Healmb Sciroces Ce
scussion Questions
1. Outline the steps that you would take to ensure a successful conversion from the existing call center s
CASE 8: CONVERSION TO AN EHR MESSAGING SYSTEM Coodwill Health Care Clinic is the clinical arm of Jefferson Healmb Sciroces Cemer in a large Southera ciry. The cinjc was founded is the early \( 3950 s \) as a place for faculty physicians to engape in elinical peactice. Over the years the clinic has grown to nine hundred faculty physicians and two thousand employees, with over one million patient visits per yeat. Clinic services ate speead across eleven primary care and speciatiy care units. Each unit coperales somewhat independenty but shares a common medical recort numbering sysem that enables consolidation of alt documentation across units. Paper charts wese used until two years apo, when the clinic adoptid an EHr system. Coodwill Health Care Clinic uses a centralized call center to receive all putieat calls. Patienss call a central swiachboatd to schedule appointments, request medication refills, of speak to anyone in any of the eieven units. Call center staff members are fesponable for tracking all calls to ennure that each is dealt with approptiately. Cuftently the call center bises a customized Lotus Notes system that can be accessed by anyone in the system who needs to process mesugges. Mrsages can be tracked and then ciosed which the appoand filed in the appropriate patients' paper fecords. These notes cannot be accessed via the E.B. Cliaic staff merabers are very confortatile with the curteat Letus Notes system. and it is used routinely by all unias. Information Systems Challenge Goodwill Healh Cate Clinic requires all medication fists and refill information to be kept up-to-date in the EHR. Therefore, the existence of the current Lotus Notes system means that the same information must be documented in two locations - first in the call center note and then in the EHR. This Ieads to duplication of effort and docuraeatation erroex. The potemial for serious error is present. Physicians and other health care providers look in she EHR for the most up-to-date medication information. Althosagh the adoption of the EHR has been fairly successful, not all units use all of the available componeats of the EMR. A coenpunion paper recond is needed for miscellaneous notes, messages, and so forth. All unass are record. ing office visits into the \( \mathrm{EHR} \), but not all have activated the lab results or the prescription writing fealtates. Several units have been experiencing physician resistance to adding mote EHR functions. The EHR system has a messaging component that works similar to a closed e-mail system. Messages caa be sens, seceived, and stored by EH2\$. authenticaled users. Fertineat panieat care messages ate automarically stoeed in the correct patient record. In addition, the EHI messaging sysiem works seamlessly with the presctiption writing module, which inclodes patient safety checks such as allergy checks and drug interactions. The challenge for Coedwill Heallh Care Clinic is to imptement the messaging teature and prescription writing componett (where it as not carrenaly being used) of their currens EHR in the call center and the clinical units, replacing the existing Lotus Notes system and impnowing the quality of the doccumentation, not poly of mindicatice refills but also of all putient-related calis. The langterm goal as to add a fatient portal searture whete putiecats Can schedule appointments, send messoges to their feoriders and refill prescriptions electronically. scussion Questions 1. Outline the steps that you would take to ensure a successful conversion from the existing call center system to the new EHRcompatible system. Defend your response. 2. Who should be involved in the conversion planning and implementation? Discuss the roles of the people on your list and your reasons for selecting them. 3. What are some strategies that you would employ to minimize physicians' and other users' resistance to the conversion? 4. Do you think that making sure all units are running the same EHR functions is a necessary precursor to the conversion to the messaging and prescription writing components? What information would be helpful in making this determination?


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ANSWER 1. Outline the steps that you would take to ensure a successful conversion from the existing call center system to the new EHR-compatible syste
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