Care Management Session Descriptions 2009

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MONDAY August 3 1:00pm- 2:30pm 1:00pm- 2:30pm 3:45pm 3:45pm Grand Ballroom V & VI Care Management Roadmap (target audience is Affinity, QCPR and Pharmacy clients) This session will provide an overview of the Advanced Clinical Documentation project (QCPR template based documentation) as well as a review of design concepts from development. In addition participants will take part in an open discussion and provide feedback. QCPR Product Management Team, QuadraMed Kent A, B, C Harnessing the Power of Partnership and Technology Integration to Optimize the Nursing Budget and Centralized Staffing Processes (target audience is AcuityPlus clients) Ms. Barton will discuss the importance of measuring patient workload to manage nursing productivity and resources. The roles and responsibilities of nursing, finance and HR in implementing an acuity-based nursing budget with a centralized staffing approach will be addressed. The discussion will include the use of technology and the benefits of system integration as well as challenges and solutions to overcome those challenges. Nancy Barton, Northeast Georgia Medical Center Affinity Data Conversions & Interfaces for QCPR (target audience is Affinity clients) This session focuses on the standard conversions for both patient and master file data that have been developed to help minimize the conversion effort from Affinity clinicals to QCPR. We will discuss the standard interfaces that will be implemented between Affinity and QCPR. We will also talk about additional interface enhancements and conversions that are either in development or on our roadmap. Wyvonne Johnson, MS, NRCC, SC Chemistry, Manager Technical Services, QuadraMed Leslie Crabtree, Manager, Product Integration, QuadraMed Rollover Principles/QCPR DB Maintenance (target audience is QCPR clients) This session covers rollovers and the upgrade process and describes the various types of rollovers, the major steps involved and concepts behind those steps. We will also focus on loading new releases, database maintenance and how it applies to rollovers. You will learn how to prepare your facility for these activities. Cynthia Dorsett, Technical Support Analyst, QuadraMed

3:45pm Essex C West Park Healthcare Centre s Systematic Approach to Improving Allergy Documentation in the Electronic Patient Record (target audience is Affinity, Pharmacy and QCPR clients) Learners will be informed of the challenges that West Park Healthcare Centre faced regarding timely allergy documentation in the Electronic Patient Record, the issues/barriers that were identified, and how these were addressed to improve documentation Candice Newell, Senior Project Analyst, Shared Information Management Services (SIMS), West Park Healthcare Centre Debra Hamilton, BSc, PMP, Senior Project Manager, Shared Information Management Services (SIMS), West Park Healthcare Centre 3:45pm 4:00pm- 5:30pm 4:00pm- 5:30pm Kent A, B, C The Realities of Staffing Legislation (target audience is AcuityPlus clients) Ms. August will review enacted legislation in the U.S. requiring the use of an acuity system and other legislation that affects staffing practices and care models. Ms. Wood will discuss the status of proposed legislation that requires the use of a written staffing plan and/or the use of an acuity system. Discussions will also address the impact of various legislation on staffing and patient care outcomes with input from those who have first hand experience. Joanne August, Heather Wood, QuadraMed Preparing for Your Affinity to QCPR Implementation (target audience is Affinity and Pharmacy clients) This session will prepare you for the migration from Affinity to QCPR. You will learn how to prepare your organization for the change, and how to ready your implementation team. We will walk through the Implementation Methodology step by step so that you know what to expect throughout the project. Susan Vickery, Dava Zavodnick, Santina Allen, QuadraMed Multidisciplinary Initial Patient Assessment (target audience is QCPR clients) West Park Health Care center is implementing a multidisciplinary initial patient assessment electronically within Quadramed CPR. While many sites implement assessments using the assessment functionality along with the visit and patient historic assessment categories in CPR, unconventionally we decided to utilize the result documentation functionality and use data element dependencies (DEDs). This approach allowed us to create complex, highly clinically relevant screens that are easy for clinicians to navigate. We were also able to pull information forward from previous documentation using more complex criteria than would be possible with assessment data elements alone. Gordon Chong-Kit, West Park Healthcare Centre Christopher Kebbel, West Park Healthcare Centre

4:00pm- 5:30pm TUESDAY August 4 11:30am 11:30am 11:30am Kent A, B, C AcuityPlus: The Common and Not So Common (target audience is AcuityPlus clients) Ms. August and Ms. Bertrand will lead the group through some fun and engaging activities during which participants will get to know each other and identify some of the common and not so common utilizations of the AcuityPlus System. Ms. Shuford will describe the responsibilities of a User Group Board Member and candidates to represent PFS on the next Board will be introduced. Maryann Bertrand, QuadraMed Joanne August, QuadraMed Affinity M8 Product Release (target audience is Affinity clients) Affinity M8 is a major release with many clinical enhancements. This presentation will review enhancements and the set up required to use full functionality of the Affinity clinical applications. Patricia Dilley, RN BSN BC, QuadraMed Advanced Clinical Documentation Focus Group (target audience is Affinity, Pharmacy and QCPR clients) QCPR Product Management Team, QuadraMed Harboring the Power of Partnership: Collaboration for Product Growth (target audience is AcuityPlus clients) This session will review what s new with AcuityPlus from both a software and methodology perspective, with a focus on client participation. Additionally, the client ballot process for selecting system enhancements will be reviewed. Mr. Colbert will review the current and recent workload measurement methodology development projects. Mr. Colbert will also review the current research projects involving the workload measurement methodologies, staffing and patient outcomes. Ms. Wood will describe recent and future enhancements to the AcuityPlus software. Additionally, Ms. Wood will review the client ballot process for selecting system enhancements 1 1:45pm Heather Wood, RN, MBA, Product Manager, QuadraMed Kenneth Colbert, MS, QuadraMed Senior Research Analyst, QuadraMed Support Town Hall & Best Practices (target audience is Affinity, Pharmacy and QCPR clients) This session will first cover an overview of QuadraMed s Support services including previous year s achievements and current initiatives as well as results from our annual support survey. Clients are encouraged to provide feedback and suggestions to improve support efforts. The session then will introduce some of the many support tools available to our clients including the Client Support Portal, Self-service module, Solutions Database and Client Support Manual. Joe Taraszkiewicz BS, RT(R), Director, QuadraMed Client Support

1 1:45pm 1 1:45pm QCPR Using the Patient s Problem List for Care Planning (target audience is Affinity and QCPR clients) Each learner will list the four applications within QCPR used to create a care plan. The learners will write 3 advantages of Problem List Oriented Care Plans within QCPR. The learners will define the concept of Problem List oriented care planning. Barbara Hillock, QuadraMed Essex C The Therapeutic Nursing Plan: A Professional Standard (target audience is Affinity and QCPR clients) Objectives: 1. The learner will identify the difference between a therapeutic nursing plan and a nursing care plan 2. The learner will identify the two components of the therapeutic nursing plan 3. The learner will name two advantages of the electronic version of the TNP Content: TNP: progress note in the client s file bringing together nurses decisions related to the client s clinical follow-up NCP: planning tool which may vary in both form and implementation from one clinical setting to another reporting assessment findings: the client s priority problems and needs accounting for clinical follow-up: nursing directives ability to regroup each problem with the directives accountability for all entries rapid and easy access for all health workers 1 1:45pm 2:00pm- 4:00pm Ginette Montpetit, RN, BScN, Nursing analyst QCPR, CSSS Jardins Roussilon Harnessing Power through SIGs and Sharing (target audience is AcuityPlus clients) Ms. Wood will identify the existing SIGs, discuss the objectives, describe the structure and organization, and how they impact product direction. Ms. August will provide a summary of the SIG activity to date and discuss some of the future initiatives. Mr. Colbert will share tools that aid in data application, analysis and utilization. Heather Wood, Joanne August, Ken Colbert, QuadraMed Taking the Plunge Affinity Clinicals to QCPR: A Nursing/ORM Adventure (target audience is Affinity and Pharmacy clients) Discussion of transition from Affinity clinicals (Patient Charting) to QCPR for all clinical areas. Description of ORM and Nursing Team structure; methodology and approach to database building processes; mitigation of risks, training plans, and technology enhancements. Major areas of focus will be Nursing, Rehabilitation Services, Respiratory Care, Case Coordination and Nutrition Services. Sibley

2:00pm- 4:00pm 2:00pm- 4:00pm 2:00pm- 4:00pm Streamlining Nursing Assessments (target audience is Affinity and QCPR clients) Discuss Development of Streamlined Nursing Assessments 1. Describe the process Princeton Healthcare system used for the development of content of individual unit assessments 2. Describe the use and definitions of Normal assessment values. 3. Describe the use and determination of which fields would be required for the assessment to be complete. Present the changes to the nursing assessment that were implemented 1. Demonstrate the nursing workflow with new assessments Discuss and Illustrate the pros and cons of defaulting in normal values into the assessment 1. Examples of nursing assessment that illustrate the benefits of the streamlined nursing assessment. 2. Examples of documentation error resulting from defaulting in normal values. 3. Changes implanted to help prevent errors. Dawn Mcgowan, RN, Clinical Informatics Nurse, Princeton Healthcare System Jennifer Thomaszewski, RN, CCRN, Clinical Informatics Registered Nurse, Princeton Healthcare System Karen Reach, University Medical Center at Princeton, Clinical Systems Analyst, Princeton HealthCare Systems Essex C Implementing BCMA (target audience is Affinity, Pharmacy and QCPR clients) If you are considering implementing Bar Code Medication Administration, this session is a must see. BCMA is a change that impacts Admissions, Pharmacy, Nursing and IT. QuadraMed will share expertise and outline key considerations and processes for your organization as a whole to guide the successful implementation of BCMA. Dava Jo Zavodnick, Sr. Project Manager, QuadraMed Santina Allen, QuadraMed Susan P. Vickery, Sr. Project Manager, QuadraMed Hot Topics Redux (target audience is AcuityPlus clients) Due to last year s positive response, the hot topics session has been expanded for User Group 2009. Listen to and participate in the discussion of selected topics as client presenters share their experiences and expertise. Carol Gunther, RN, Clinical Director 2E, Eisenhower Medical Center Veronica Carr, RN, MSN, Administrative Director Nursing Informatics, Shands Teaching Hospital and Clinics Ruth Plumb, Sharp Healthcare Kenneth Colbert, MS, Senior Research Analyst, QuadraMed Yolanda Vargas, RN, MSN, BSN, Senior Consultant, QuadraMed

WEDNESDAY August 5 11:45am 11:45am 11:45am Essex C The Road to Successful BCMA Implementation: A Process Overview (target audience is Affinity, Pharmacy and QCPR clients) QuadraMed s Barcode Medication Administration (BCMA) system was successfully implemented in the Respiratory Department of Seton Medical Center in Daly City, CA. In this presentation, we chronicle the introduction of an integrated medication documentation and delivery system in a 357-bed acute community hospital. We detail the logistics involved with planning, construction, and staff training of an advanced barcode system within the respiratory department of a major hospital. Lessons learned will facilitate future implementation of a barcode system across multiple disciplines in a hospital setting to reduce medication error and improve patient safety. Grace Liao, Pharm. D., Daughters of Charity Health Systems (Seton Medical Center) Kim Schmidt, RN, Daughters of Charity Health Systems (Saint Louise Regional Hospital) Monte Schachner, RRT, Daughters of Charity Health Systems (Seton Medical Center) Meaningful Use What Will it Mean and How Will I Get There? (target audience is Affinity, Pharmacy and QCPR clients) Review of current proposals for defining meaningful use. Discussion of the impact to QCPR sites at varying stages of implementation, and description of the services available from QuadraMed to assist our clients in demonstration of meaningful use. Linda Baum, QuadraMed University Health Network's Medication Report Suite (target audience is Affinity, Pharmacy and QCPR clients) Medication Ordering and administration is a powerful part of Quadramed CPR. University Health Network implemented inpatient Medication Order Entry/Medication Administration Record (MOE/MAR) in two acute care facilities, in multiple care settings including ICU. Clinicians found that while the built in CPR functionality offered many different views of medication information, it was still difficult to get a comprehensive view of a patients medication on a single level. In response we developed a series of HTML and printable reports to present the users with a clinically view reminiscent of the paper MAR. They are divided into event (dose) centric, order centric and procedure centric views. We also developed a report for system downtime. Christopher Kebbel, University Health Network

11:45am 1:30pm- 2:30pm 1:30pm- 2:30pm 4:45pm Panel Discussion: AcuityPlus Data Utilization and Management (target audience is AcuityPlus clients) During this session the panel members will describe their organization and their role in managing the use of the AcuityPlus system within it. They will highlight the importance of an RN in the role and relate how the position is justified within their respective organizations. The speakers will also describe the challenges related to how various system components are established and maintained; how relevant information is communicated up and down within the organization; techniques for promoting system visibility and managing staff orientation and on-going system education. Additional discussion will focus on opportunities for system utilization related to organizational structure. Candy Douglass, Charleston Area Medical Center Ruth Plumb, Sharp Healthcare Yolanda Jennissen, Mayo Clinic Clinician Practice Council (target audience is Affinity, Pharmacy and QCPR clients) Cindy Bolton, Kingston General Hospital QCPR Team, QuadraMed Never Events Should Never Happen (target audience is AcuityPlus and QCPR clients) This year, as part of the rules for determining how hospitals would be paid in 2009, CMS responded to concerns that hospitals were being reimbursed higher DRGs for some complications that were actually acquired in the hospital. Consequently CMS issued its Final Rule that applied to inpatient Medicare services for the 2009 fiscal year, starting October 1, 2008. This session was designed to assist hospitals in looking at the prevalence of Hospital Acquired Conditions (HAC) using national data sets, understand how to capture and analyze the historical data and access current exposure and identify process improvement initiatives. Virginia Marcus, Senior Product Manager, QuadraMed Joanne August, RN, MS, Manager, QuadraMed Heather Wood, RN, MBA, Product Manager, QuadraMed Clinician Practice Council (cont.) (target audience is Affinity, Pharmacy and QCPR clients) Cindy Bolton, Kingston General Hospital QCPR Team, QuadraMed

4:45pm AcuityPlus Inpatient Methodology: Rewards, Challenges and Impact (target audience is AcuityPlus clients) This session will review the rewards, challenges and impact of implementing the AcuityPlus Inpatient Methodology.Mr. Colbert will review the AcuityPlus Inpatient methodology and highlight development goals and differences from the PFS/WM-Inpatient methodology. Ms. August will review the procedural component of the methodology. Ms. August will also discuss procedure implementation options, workload impact and report utilization. Ms. Polentini will review AcuityPlus-Inpatient data highlighting the differences observed compared to the PFS/WM-Inpatient methodology. Ms. Polentini will also discuss ongoing issues and concerns with the AcuityPlus-Inpatient Methodology and future enhancement considerations and plans. Kenneth Colbert, MS, Senior Research Analyst, QuadraMed Joanne August, RN, MS, Manager, QuadraMed Anna Polentini, RN-BC, MSN, Senior Consultant, QuadraMed