THE ROAD TO EPIC - 2016 State of the Program for Providers - Epic1.org

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THE ROAD TO EPIC - 2016 State of the Program for Providers - Epic1.org
THE ROAD TO EPIC

2016 State of the Program for Providers
THE ROAD TO EPIC - 2016 State of the Program for Providers - Epic1.org
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

                           EPIC FOR PROVIDERS: 2016
        During 2016, the Epic Program Team transitioned from building to testing our Epic system.
        Hours of designing, with future state workflows in mind, have transitioned into extensive
        testing to ensure large and small components of the system work as intended prior to use.
        The team has also begun focusing its efforts on the first two go-lives: BJC Medical Group
        (June 1, 2017) and Boone Hospital Center (Aug. 5, 2017). These go-lives will set the stage
        and provide lessons for the remaining hospitals and Washington University faculty in late
        2017 and 2018.

        The implementation is being governed by a set of guiding principles to ensure that we are
        standardizing processes, workflows, and content. We will make use of the Epic foundation
        system, a version that is pre-populated with settings, sample reports, and other content
        built upon the experiences of other organizations with similar characteristics. Ultimately,
        our Epic implementation will emphasize care coordination and continuity across the BJC-
        WUSM enterprise.

                       PROGRAM GUIDING PRINCIPLES
        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 clinicians…
            •   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

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THE ROAD TO EPIC - 2016 State of the Program for Providers - Epic1.org
THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

   Projected Timeline

                  Hospital Rollout Dates                              Ambulatory Rollout Dates

                      Facility                   Target Date                 Facility                 Target Date
    BHC/BHHC (Pilot Site): Boone Hospital        08/05/2017    BJCMG: BJC Medical Group               06/01/2017
    Center and Boone Home Health Care will                     go-live for all practices
    go-live together
                                                               FPP: Faculty Practice Plan go-live -   06/02/2018
    Pod 1 (Community Hospitals): Christian       12/02/2017    all FPP sites
    Hospital (CH), Alton Memorial Hospital
    (AMH), Barnes-Jewish St. Peters Hospital                   MMG: Memorial Medical Group            Q4 2018
    (BJSPH), Progress West Hospital (PWH)

    Pod 2 (Community Hospitals): Missouri        02/03/2018
    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   06/02/2018
    Hospital (BJH), Barnes- Jewish West County
    (BJWCH), and St. Louis Children’s Hospital
    (SLCH)

    MHB/MHE: Memorial Hospital Belleville        Q4 2018
    and Memorial Hospital East

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

                                PROGRAM UPDATES
    In 2016, the HIP team made significant progress against key areas of the Epic implementation.
    Areas of significance to BJC providers include: the Clinical Content that will be incorporated into
    the version of Epic customized for BJC and WUSM, training that will enable providers to work
    efficiently on day one, and site engagement which focuses on how each hospital will
    successfully implement the Epic system. These three areas are detailed in this section.

    Clinical Content Build
    The HIP team is building the tools needed for the daily care of patients by our providers. These
    tools can include order sets in both the inpatient and ambulatory environments, documentation
    tools (daily progress notes, procedural notes, etc.), and other templates to assist in admitting,
    rounding on, and discharging patients in the inpatient setting or within an office visit in the
    outpatient setting.

    Inpatient Order Set Build
          The inpatient order set team, in conjunction with a dedicated group of BJC and WUSM
          physicians, has been working to develop the core inpatient order sets for use within Epic. The
          team has held in-person review sessions for three out of five “waves” (or groupings by
          specialty) of order sets and has been using an online platform called Induct
          (https://BJCEpic.Induct.NO) to allow for synchronous review or self-review when providers
          cannot attend an in-person review session. The inpatient order set team is responsible for
          building order sets across 89 specialties and sub-specialties and completed 51 specialties in
          the first three waves as well as all core order sets for both adult and pediatrics.

          2016
          • Number of Order Sets Reviewed: 296
          • Number of Provider Attendees: 277
          • Number of Comments through Induct: 692

          Looking Ahead
          The inpatient team has two more waves of order sets to build and review with BJC providers.
          The review sessions will be scheduled for early 2017 and will cover approximately forty
          additional specialties and 175 unique order sets. The team will also be focusing on the
          development of a set of standardized discharge order sets.

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

   Clinical Content Build, Cont.
   Ambulatory Content Build

        2016
        The Epic Ambulatory team has been working across 2016 to build out the clinical content that
        will be incorporated into Epic for use by ambulatory providers. The team kicked off ambulatory
        content review sessions in October which will run through February 2017. These sessions
        focus attention on writing notes and placing orders in the ambulatory setting, basic office
        workflows, and other clinical content that is being incorporated into the outpatient module of
        Epic. To-date the team has held 38 content review sessions and had approximately 430
        attendees.
        The schedule of content review sessions is maintained on the HIP program website –
        www.HIPepicinfo.org.

        Looking Ahead
        As the ambulatory team continues its work, they will continue a focus on collaborating with
        the inpatient build teams and working with BJCMG providers to have a successful go-live in
        2017.

   Inpatient Provider Documentation

        2016
        The Core Inpatient Provider Documentation team is a key part of the Epic Program, and
        includes representatives, selected by their department/division chairs, from both the academic
        and community hospitals. This team is responsible for building Inpatient Provider
        Documentation and has been working to develop a core group of notes (H&P, Progress, Consult,
        Procedure, and Discharge Summary notes) that will meet the diverse and complex needs of
        patients, as well as billing and compliance requirements. To date, there have been 15 two-hour
        core meetings. In addition, notes for 46 specialties are ready for go-live; 25 are in progress and
        27 are not started (of 98 specialty areas). All are scheduled to be ready for go live by the end of
        April 2017.

        Looking Ahead
        Inpatient Provider Documentation build continues with the primary focus of completing
        services at Boone. Road Shows are scheduled for the remaining facilities across February and
        April, and will highlight the clinical documentation process.

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

   Epic Training
         Training is critical to the successful implementation of Epic at BJC and WUSM. The HIP team
         has a dedicated group of specialists working towards an efficient and effective training
         program. A number of decisions were made in 2016 that impact Provider training:
              1. Training will be a combination of eLearning segments and classroom sessions.
              2. Providers who are currently using, or have used Epic at other organizations, will have
                 the opportunity to test out of the eLearnings with a score of at least 80% on the
                 eLearning assessments
              3. Classroom training will be mandatory for all providers
              4. After attending classroom training, providers will be required to attend a
                 Personalization Lab to complete the following activities:
                      1. An End User Proficiency Assessment, which requires a score of 80% to receive
                         formal logon credentials
                      2. Activation of logon credentials
                      3. Configuration of “Preference Lists” and Order Sets to each provider’s specific
                         needs
   Provider Educators
         BJC and WUSM are utilizing Epic’s “Specialists Training Specialists” model for the classroom
         portion of the Epic Training. This model will mean:
                 • Providers will deliver training to other providers in their specialty or a related field
                 • Specialty experts will answer workflow questions more effectively during training
                 • Specialists will be referred to as Provider Educators and may consist of: attending
                    physicians, residents, fellows, mid-level clinicians, RNs, or non-clinicians with a deep
                    understanding of specialty workflows
                 • Provider Educators will be supported by credentialed Epic trainers in the classroom
         The training team kicked of the Specialists Training Specialists program by successfully
         recruiting 28 Provider Educators for BJCMG and 31 for Boone. Recruitment for Pod 1 Hospitals
         will begin in early 2017.

   Training in 2017
         2017 will mean training and preparedness for go-live. The training team is currently developing
         the content that will be used for BJCMG and Boone Provider training, which kicks off in April
         and June, respectively.

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

    Site Engagement
         As Epic is implemented across all facilities, selected clinicians and departmental staff have
         been brought together to form Site Engagement Teams (SETs) with the objective of
         empowering a strong force of change for every go-live site.

    Roles & Responsibilities
         The SET is a group of individuals selected from across each facility who shoulder enhanced
         responsibilities for the Epic Program implementation at their local site level. The SET is
         designed to facilitate decision making for that site, ensure that communication and resources
         filter throughout the facility, and participate in select adoption activities. Members also serve
         as a sounding board back to the Epic Program if there are concerns or opportunities for
         improvement in Epic Program engagement with the site.

         The formation and launch of site engagement teams began in June 2016. Teams immediately
         began supporting critical program activities and played important roles in coordinating and
         supporting operational readiness activities including Roadshow Events and the Epic Super User
         Program.

    Site Engagement in 2017

         Site Engagement Teams will continue to engage with system users and strengthen site
         readiness throughout 2017. As the Epic go-live timeline approaches, Site Engagement Teams
         will support and engage in the following activities:

          •    Upcoming Roadshows at Missouri            •     Selection of Super Users across all
               Baptist Medical Center, Parkland                facilities -- At go-live Super Users will
               Health Center, Missouri Baptist                 be assigned various shifts within
               Sullivan Hospital, and on the                   their floor or unit and help
               Academic Campus                                 colleagues troubleshoot any issues
          •    Operational Change Analysis: A                  that may arise
               program to understand and validate        •     Specific preparation in the six
               the operational changes that will               months before go-live
               occur with Epic future-state              •     Go-live support
               workflows

         Site Engagement Teams are tasked with regularly sharing feedback they receive from staff to
         HIP leadership and act as the voice of the site.

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

   Program Decisions
       This section describes a few of the key program decisions that have been
       made in 2016. Below is the governance structure that provides clinical
       feedback as the program team develops the Epic software.

   Decision Making: Governance Structure
         Physicians and clinicians across BJC and WUSM are involved in every step of the decision
         making process for the Epic program. Jim Crane, MD; Vicky Fraser, MD; Regis O’Keefe, MD; and
         Clay Dunagan, MD; are members of the Health Information Partners (HIP) Board. Eleven
         clinicians serve as Clinical Champions for the program. Additionally, there are 35 clinicians
         currently serving on the Provider Advisory Council and a large number of specialists and
         subspecialists involved in the clinical content build. To support efficient and effective decision-
         making, decisions are triaged in the following way:
              • Detailed decisions (~65%): Made at the project team or operations group level with
                the input of specialty-specific physician content experts (SMEs)
              • Mid-level decisions (~25%): Brought to the Provider Advisory Council, Clinical
                Champions, and Executive Steering Committee
              • High-level decisions (~10%): Brought to the HIP Board for final approval

        Clinical Champions:
              • Sam Bhayani, MD (Co-Chair)                   • Paul Hmiel, MD
              • Terry Bryant                                 • John Krettek, MD
              • Rick Chole, MD                               • Kevin O’Bryan, MD
              • Geoff Cislo, MD                              • Michele Thomas, MD
              • Marianne Fournie                             • Keith Woeltje, MD (Co-Chair)
              • Ann Hagedorn, MD

         Provider Advisory Council Clinical Members: Sam Bhayani, Jeffery Blatnik, Robin Blount,
         Mitch Botney, Terry Bryant, Rick Chole, Geoff Cislo, Jim Crane, Don Delwood, Clay Dunagan,
         Marianne Fournie, Charles Goldfarb, Peggy Gordin, Richard Griffey, Ann Hagedorn, Dan
         Helsten, Paul Hmiel, John Krettek, John Lynch, Tim Mislan, David Molter, Vamsi Narra, Kevin
         O’Bryan, Regis O’Keefe, Felipe Orellana, Doug Pogue, Matt Powell, Sebastian Rueckert, Jill
         Skyles, Michele Thomas, Stuart Sweet, Justin Vader, Anitha Vijayan, Chad Witt, Keith Woeltje,
         Nadia Zia

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

   Program Decisions (Cont.)
   Category: Data Conversion
       These data conversion decisions were made in 2015. As the project has refined the approach, the
       decisions were revisited and confirmed, or modified as needed.

       Sample decisions:               Current legacy EMR systems will be accessible at least six months post
                                       Epic go-live, with exception to certain specialty systems
                                       Clinical Desktop will remain available at least through 2020 for
                                       viewing
                                       Historical data will be archived and accessible to clinicians and
                                       physicians

       Who will be impacted?           All facilities

       Tell me more about the          The following chart outlines the data that will be converted from
       decision…                       Touchworks, NextGen, ClinDesk, Horizon Clinicals and MPF into Epic:

                                               Data Elements                     HIP (BJC/WUSM) Conversion Scope
                                                  Patient Info             All

                                                   Encounter               Starting 1/1/07

                                                   Lab Result              Starting 1/1/13

                                               Rad & Diagnostics           Starting 1/1/13

                                                        Notes              Starting 1/1/13
                                                   Allergies               All active allergies
                                                   Problems                All active NextGen problems

                                                        Meds               Recent 18 months in NextGen

                                                        Vitals             Starting 1/1/13 for Adults, All vitals for Pediatrics

                                         Immunizations/Vaccinations        All

                                        History: Family, Medical, Social   All Active
                                                   & Surgical

                Provider Impacts
                The project team’s main objective is to make Day 1 a smooth transition for providers.
                The team is working to bring all relevant and necessary information into Epic, without
                making the new system cumbersome. Historical data that is not brought forward will be
                readily available to clinicians through the legacy system. Training will be provided on how
                to view historical information.
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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

  Program Decisions (Cont.)
  Category: Provider Documentation

     Sample decisions:              The structure for Provider Note Entry will follow the SOAP format –
                                    Subjective, Objective, Assessment, and Plan.

                                    SmartTools will be an option across all note types

                                    NoteWriter will be an option for History & Physicals, Progress
                                    Notes, Anesthesia Pre-op and Post-op, ED Notes, Procedure Notes,
                                    and Ambulatory Note types
                                    Providers will be responsible for maintaining the Problem List

                                    Inpatient dictation will only be allowed where currently utilized in
                                    the system with the goal of moving away from dictation in all areas

                                    In the ambulatory setting, dictation will be available, and will be up
                                    to physician employers on whether or not to continue utilization

     Who will be impacted?          All facilities

     Tell me more about the         The provider documentation team worked with the Clinical
     decision…                      Champions, Provider Advisory Council, and Epic experts to design the
                                    optimal note process for providers across BJC. The decisions that
                                    were made will standardize the note process across the system.
                                    Providers will have the opportunity to further customize their own
                                    notes during the Personalization Labs that are a required part of
                                    training.

              Provider Impacts
              Provider documentation will be new and improved throughout Epic. SmartTools,
              NoteWriter, and other Epic features are designed to improve clinician workflows and
              efficiency. The inpatient and ambulatory teams have been building out note templates
              across all specialties, keeping them streamlined and standardized so that they can be
              available to all practitioners. During training, providers will be taught how to use the
              different Epic tools that are available and will be given the opportunity during
              Personalization Labs to customize the note templates to their specific needs.

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

  Program Decisions (Cont.)
  Category: Allergies

     Sample decisions:              In the ambulatory setting, Epic will require allergies to be reviewed
                                    every 6 months prior to ordering a medication

                                    In the inpatient setting, Epic will require allergies to be reviewed
                                    prior to ordering a medication. It will only be required once per
                                    encounter
                                    It will be required to document reaction and severity (reaction will
                                    default to an appropriate base level of severity based on reaction
                                    type). Reaction type will not be required
                                    95% of allergens from the current system will be mapped and
                                    imported discretely into Epic. The 5% of unmapped allergies will
                                    require reconciliation by a clinician before they are added into Epic
     Who will be impacted?          All facilities

     Tell me more about the         The pharmacy team worked with the Clinical Champions and
     decision…                      Provider Advisory Council to determine which allergy information is
                                    most critical to patient safety while keeping in mind the time
                                    commitment within the provider workflow. The goal of the team was
                                    to standardize the required fields across the system.

              Provider Impacts
              Some initial upfront work will be required from providers to reconcile the allergy fields
              from the old system into the new. This upfront work will be minimal and will result in a up-
              to-date and accurate list of allergies for all current patients.

              The timeframe decisions for ambulatory and inpatient allergy reviews were made after
              consulting peer-facilities and understanding what made the most sense between factoring
              in patient safety and minimizing the impact to provider workflows.

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

    2016 Frequently Asked Questions
    When will I get access to the system?

       •     You will receive access to Epic after completing all training requirements including the End
             User Proficiency Assessment (EUPA) and Personalization Lab.

    If I am already using Epic at another hospital do I still need to complete training?

       •     Yes. All providers must complete the in-person training and personalization labs before
             being granted access to the system. Providers who have used Epic at other facilities will be
             able to test out of the eLearning portion of training. Because Epic will be customized for
             the BJC and WUSM environment, it is important to attend the in-person training and
             personalization labs to understand the differences and become familiar with the BJC and
             WUSM instance of Epic.

    Where and when will training take place?

       •    Training will be held at or near the following facilities:
               •    Boone Hospital Center
               •    Missouri Baptist Sullivan Hospital
               •    Parkland Health Center (Farmington)
       •    St. Louis Metro area* training will be held at the following locations:
               •    BJC Learning Institute (Eager and Hanley Roads)
               •    Mid-Campus Center (Washington University Medical Center)
               •    Eric P. Newman Education Center (Washington University Medical Center)
               •    Washington University Medical Center Campus Bookstore (Washington University
                    Medical Center)
       •    Training decisions for Memorial East and Memorial Belleville Hospitals are still pending

       *For purposes of the Epic training the St. Louis Metro area includes the following facilities:
               •     Alton Memorial Hospital              •     Barnes-Jewish West County
               •     Christian Hospital                         Hospital
               •     Barnes-Jewish St. Peters             •     St. Louis Children’s Hospital
                     Hospital                             •     Barnes-Jewish Hospital
               •     Progress West Hospital               •     Washington University
               •     Missouri Baptist Medical                   Physicians
                     Center

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

    2016 Frequently Asked Questions, Cont.
    Now that we’re on Epic, will I be able to access patient information from SSM or
    Mercy?

       •    No direct access to the Epic systems at SSM or Mercy will be available. The Epic system will
            be specifically configured for BJC and WUSM. We will be utilizing Epic’s Care Everywhere
            functionality, which allows doctors and nurses to electronically exchange patient medical
            information between different institutions.

    Will the infrastructure at BJC be able to support the new system?

       •    Yes. We are currently undergoing a complete infrastructure rebuild across BJC and WUSM.
            The project is taking a phased approach to be prepared for each facilities’ go-live. The HIP
            team is also working closely with the Epic Data Management services to ensure that the
            new system will be supported.

    Can I bring my SmartText over from what I am using today?

       •    No, we cannot bring it over automatically, but we can try to re-create it in SmartPhrases
            during Personalization Labs.

    Can I have my own templates?

       •    Yes, you can modify an existing template and save it as a SmartPhrase.

       If you have questions about the Epic implementation please reach out to epicprogram@bjc.org.

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THE ROAD TO EPIC | 2016 STATE OF THE PROGRAM FOR PROVIDERS

    Additional Information
    Informational Videos
         Provider Leadership was recently featured in video clips about the Epic implementation. The
         three videos can be found here:
         Provider Impact                   Epic Education                  Patient Impact

    Program Website
         The Epic Program team maintains a website with recent information on clinical content
         updates, upcoming events, FAQs, and much more. Please take the time to look it over and
         reach out to the program team with any questions.
         Website: www.HIPepicinfo.org
         Email: epicprogram@bjc.org
         Induct Order Set Platform: https://BJCEpic.Induct.NO

    Thank You
    We Wouldn’t Be Here Without Your Support
         Sincere thanks to everyone who has been involved in the HIP Epic Program. Whether as a
         member of an Operations Group, serving as a Subject Matter Expert, attending a roadshow, or
         simply reading the monthly provider newsletter we are encouraged by your support.

         We are approaching our first go-live in 2017. We have a lot to undertake between now and
         then and the next year will require continued focus on our program’s guiding principles and
         continued engagement from our entire community. We greatly appreciate the efforts that
         have been made and the candid feedback we have received. Your engagement is critical in
         development and implementation of the Epic Program.

         We look forward to adhering to our mission statement: Improving patient care through
         exceptional technology.

         Sincerely,
         Keith Woeltje, MD, Vice President, Chief Medical Information Officer, BJC
         Sam Bhayani, MD, Chief Medical Officer, WUSM Faculty Practice Plan

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