Super User Huddle #1 Orientation

Transcription

1 Super User Huddle #1 Orientation Academics: BJCWC, BJH, SLCH, WashU FPP One patient. One record. January 2018

2 Meeting Agenda Topic Duration (min) Presenter Epic Program Overview 10 Ken Woodward Roles and Responsibilities 10 Randy Grams Role of Super User in End User Training 10 Randy Grams Making the Most of Training 10 Ken Woodward Engagement Timeline and Activities 10 Ken Woodward Questions 5 All

3 Epic Program Overview

4 What is Epic? A single electronic healthcare record system allowing clinicians and staff to document and view patient information in one portal. Improved safety and quality in patient encounters In-Patient Efficient charting and documentation tools Easier registration and scheduling Comprehensive view of patient history Revenue Cycle* One System Ambulatory Enhanced communication tools Information sharing between providers and patients Ancillary Epic s software is patient centered and offers us the best opportunity to realize our vision of enabling BJC & WUSM caregivers to deliver world class care and service to our patients and families. * During our initial go live sequence, BJC Medical Group & Washington University Physicians will implement Epic EHR revenue cycle module.

5 Program Vision and Guiding Principles Program Vision Enable BJC/WUSM caregivers to consistently provide world class care to our patients and service to their families by providing reliable, usable, and integrated clinical information systems. Program Guiding Principles Guiding Principles Vision Do what is best for our patients and their families Focus on safety, clinical outcomes, and our commitment to quality Enhance the patient/family experience and increase patient satisfaction Design workflows in a patient-centered manner, emphasizing care coordination, and continuity Do what is best for our providers Optimize clinician experience, prioritizing the best use of their time Engage practicing providers and frontline clinicians throughout the process to ensure operational success Do what is best for the enterprise Standardize processes, workflows, and content to the fullest extent possible to reduce variations in care and ensure provision of evidence-based care at all times Leverage the Epic foundation system and focus on best practices Weigh decisions against scope, timeline, and budget

6 Program Implementation Approach WE ARE HERE Project Definition Discovery & Planning Adoption & Configuration Testing & Training Post-Live Support & Optimization Long-Term Maintenance & Growth Education & Analysis Implementation Adoption & Transformation GO-LIVE PHASES 0-1 PHASE 2 PHASE 3 PHASE 4 PHASE 5 POST-LIVE Executive education Project planning Interface and systems analysis Project team staffed Project team attends training Finalize project plan Determine project direction and scope Design Sessions with Operations Groups Workflow Reengineering Delivery of Foundation System Adoption and configuration waves with decision makers Interface testing begins Integrated testing using Testing Toolkits End users trained using Training Wheels Go-live readiness assessments and dress rehearsal Go-live support Post-live visits End user surveys Ongoing training Long-term support Rollout to additional sites Upgrades 6

7 Epic Program Go-Live Sequence Projected Timeline Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J Soarian Sequence BJH SLCH Soarian Upgrade (All) MHB/MHE Ambulatory Sequence BJCMG WUP MMG Hospital Sequence BHC/BHHC Pod 1 Pod 2 Academic MHB/MHE Community / BJCMG Go-Live Pilot Site Go-Live Legend Pod 1 Pod 2 Academic Go-Live Memorial Go-Live CH, AMH, BJSPH, PWH MBMC, PHC, MBSH, BJCHCS Facility Hospital Rollouts BHC/BHHC (Pilot Site): Boone Hospital Center and Boone Home Health Care will go-live together Pod 1 (Community Hospitals): Christian Hospital (CH), Alton Memorial Hospital (AMH), Barnes-Jewish St. Peters Hospital (BJSPH), Progress West Hospital (PWH) Pod 2 (Community Hospitals): Missouri Baptist Medical Center (MBMC), Parkland Health Center (PHC), Missouri Baptist Sullivan Hospital (MBSH), BJC Home Care Services (BJCHCS) Academic: Single go-live for Barnes-Jewish Hospital (BJH), Barnes Jewish-West County (BJWCH), and St. Louis Children s Hospital (SLCH) Target Date 08/05/2017 LIVE 12/02/2017 LIVE 02/03/ /02/2018 MHB/MHE: Memorial Hospital Belleville and Memorial Hospital East Q Ambulatory Rollouts Facility BJCMG: BJC Medical Group go-live for all practices WUP: Washington University Physicians go-live -all FPP sites Last Updated December 6, 2017 Target Date 06/03/2017 LIVE 06/02/2018 MMG: Memorial Medical Group Q

8 Overview of Super User Program 8

9 Go-Live Support: Importance of Super Users Command Center Support Credentialed Trainers Pay It Forward/Pay It Back Contract Support Super Users The Foundation for Go-Live Success 4

10 Super User Overview The Super User Program provides a formalized network of embedded leaders who will serve as champions of Epic, support user adoption, and solicit feedback to maximize implementation success through the proactive engagement of end users. The Importance of Super Users Most familiar with department specific workflows Help lead change and increase staff acceptance Shared accountability for success of the program Early engagement creates excitement Helps increase user adoption and shorten learning curve Faster response time for issue resolution Increases staff satisfaction Knowledge stays with the department 10

11 Super User Activities Activities Participate in Super User kickoff and huddle meetings Attend all Epic training defined for their role Support training classrooms Participate in dress rehearsals and pre go-live activates Review just-in-time training material prior to go-live Provide floor support on assigned unit during go-live (out of the count) Identify staff who may require additional training or support 11

12 Areas of Support in the Practice We break down support in to three core areas. Front Desk/Administrative/Billing/Ancillary Clinical Non Providers/Techs/Pharmacists Providers When we provide Super User support we are attempting to assign a support resource to one of these three areas. Additional Epic Support Resources will be provided by both HCI Group and Epic Corporation. These expert resources are often able to support all three areas within a Unit, Service, or Practice. 12

13 Support Types During Go-Live: End Users Super Users HCI & Epic ATEs End User has an issue with Epic. Seeks out a Super User first or if unavailable an HCI ATE for Support Super User is the workflow expert for the department. If issue not resolved seek out HCI ATE. HCI ATE Support will attempt to resolve the issue. Either the SU or HCI Support will submit a ticket to the Command Center. * The term ATE is a support resource working to support end users At the Elbow. ** HCI is the Vendor Selected to Provide Additional Epic Support. *** Epic Corporation is also sending expert ATE resources to assist. 13

14 Two Types of Super Users Out of Staffing Super User Usually with 5 or more people on a team, 1 employee from the area is nominated and dedicated to being Super. In Staffing Super User Usually with small teams (1-3 people), 1 individual could be made super but will remain in staffing during go-live. An HCI (External Epic Support Vendor) ATE will be there to provide primary support. Super User will support if available but will be the ongoing support for their team after go-live. 14

15 Role of Super User

16 Super User Role and Responsibilities Provide courteous, calm and reassuring support to end users during shift Frontline support and frontline representative for Epic in your department Reduce fear and anxiety Epic is a tool, it does not replace thinking and judgment Patient safety and good nursing practice must prevail Answer questions and provide workflow assistance Consult with HCI Epic Support if unable to resolve end user concerns Attend meetings as instructed Identify trends and communicate with support leadership Communicate, Review and Post Go-live Updates in department Document Enhancement suggestions and review with Floor Support Wear at all times your Epic project shirt and ID badge for easy identification

17 Role of Super User in End User Training Classroom Assistant As part of your development, Super Users are asked to support an average of hours of Epic end user application training class as a classroom assistant for their peers. Super users are assistants to the credentialed trainers and do not teach classes on their own. As a Classroom Assistant you will help end users navigate through the system and answer end users questions in preparation for supporting end users during go-live. This will take place during the 10 weeks of Epic End User Training.

18 Timeframe Go-Live Support 2-4 weeks post go-live, with diminishing responsibilities as incidences decrease. Scheduling The go-live schedule is built for 3 weeks. After 2 weeks, Super Users will be notified if the schedule will change. The go-live schedule will be managed by HCI and the HIP Command Center. Super Users will be accountable for monitoring and complying with their support schedule. Anticipated commitment A dedicated Super User must be released from all other responsibilities while performing the role of Super User. There may be some non-dedicated staff that will continue performing regular job duties and function as a Super User as time allows. 18

19 Making the most of Training

20 Making the Best of Training Super User training is the opportunity to receive education and experience with Epic. The Super User Training program will ensure each Super User is prepared to effectively support end users, escalate open issues, and communicate fixes (tip sheets) with your support area. Super Users receive the same application training as end users with the added experience of supporting end users as a classroom assistant. There are additional Super User training Huddles in the months leading up to go-live that will prepare each super user for the change management process and what processes to follow during go-live. Tips Be an active participant Build on your personal experience Learn what you need to know and work to fill skill gaps Practice, use, retain Build a solid plan for backon-the-job implementation. Be active. Listen actively to others. Be positive. Be on time, and be prepared It is critical that every super user attends and gets the most out of each training event.

21 Super User Training Super User Training: February 26 th March 23 rd Super User training takes place three weeks before end user training Super Users will receive classroom training for their super user role Based on the role, some Super User training may have additional classroom time End User Training: March 19 th June 1 st Super Users will provide classroom support in end user classes Super Users will be expected to Answer questions with clinical context Write down questions Help with exercises Get stragglers back on track Call the helpdesk with issues 21

22 Just in Time: Final Training Material Super User training classes are held early in the training process. It is common that build changes have taken place during end user training timeframe. All Super Users will be provide updated training material if the build has changed for the role they are supporting.

23 Timeline and Activities 23

24 Timeline of Events Kick off Orientation, Huddle #1 Huddle # 2: Change Management Super User Training End User Training/Classroom Assistant January 24 th, 29 th February 1 st 27 th February 26 th March 23 rd March 19 th June 1 st Participate in dress rehearsal TBD (Week of May 14 th ) Huddle # 3: Orientation for Go-Live TBD (Week of May 21 st ) Just-in-time training material TBD (Week of May 21 st ) Main Go-Live Support*** June 2 nd 23 rd *** Some service areas and programs will have At the Elbow go-live support before and after the main go-live event.

25 Role Commitment Super User Onboarding The Super User role requires a commitment to all of the following activities. Accommodations should be made to adjust scheduled responsibilities. All efforts will be made to provide advance notice of meetings and scheduled responsibilities. Super User Activity Onboarding and Meetings Super User Training End User Training Pre Go-Live Preparation Activities Go-Live Support Post Go-Live Support and Optimization Estimated Hours Required 5 hours over 5 months hours over 2 weeks 16+ hours over 10 weeks Up to 5 hours over 2 weeks 120 hours over 3-4 weeks TBD * Hours are approximate 25

26 Appendix

27 Super User: Huddles Huddle #1: Super User Orientation. (1 hour) This will be a WebEx meeting so no one has to travel and we will record the session and plan to make it available for anyone that misses the meeting. Huddle #2: Change Management. (2 hours) Huddle 2 will be conducted by BJC s change management team. The goal will be to help prepare the SU for how to manage the various reactions they may encounter while helping staff adopt the new workflows and system. This will be an in-person meeting so you will need to determine the best locations and times to attend these meetings. Huddle #3: Command Center Preparation: (2 hours) This meeting will also be in-person as this is the last meeting before go-live and SU will be receiving all the instructions on how/where to report for work and how to communicate with the command center. This will be a very full agenda with lots of information. It will be important for each SU to get their questions answered and leave the meeting confident in what they need to do.