The document discusses transitioning from paper to digital forms in healthcare. It outlines learning objectives around selecting a forms processing system and deploying digital forms. Key points include viewing electronic forms strategically and as part of an organization's IT plan, selecting a system that allows for easy form design and data integration, and avoiding applications that are not connected to other data systems or require blanket signatures.
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Himss11 E Session 際際滷s Forms Deborah Kohn
1. PAPERLESS FORMS IN HEALTHCARE:
MAKING THE TRANSITION
AVOIDING THE PITFALLS
Deborah Kohn, MPH, RHIA, FACHE, CPHIMS, FHIMSS
DISCLAIMER: The views and opinions expressed in this presentation are those of the author and do not necessarily represent official policy or position of HIMSS.
2. Conflict of Interest Disclosure
Deborah Kohn, MPH, RHIA, FACHE, CPHIMS, FHIMSS
Has no real or apparent
conflicts of interest to report.
息2010 Healthcare Information and Management Systems Society
3. LEARNING OBJECTIVES
Transition from analog to digital the
hundreds of forms with which healthcare
professionals have to work on a daily
basis
Successfully select or use a Forms
Processing system or application
Define and deploy digital forms
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4. FORMS!!!
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5. ENTER
Paperless Forms
Electronic Forms / eForms /
Automated Forms
Forms Processing Systems
or
Electronic Forms Management Systems
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6. eForms
eForm data capture / data
collection systems or applications
embedded in:
Clinical Information Systems /
Electronic Health Record Systems /
Electronic Financial Record Systems
External Websites / Internal
Intranets / Portals (i.e., web-based
content) systems
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7. eForms
By now, the many advantages of
eForms over analog / paper forms
are obvious.
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8. Todays Healthcare Organization
Despite the advantages of eForms and
the implementation of healthcare
organization information systems,
mounds of analog, paper forms still exist.
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9. Todays Healthcare Organization
Within a healthcare
organizations governance
structure, the Forms Committee
probably is the most
unappealing (B-O-R-I-N-G),
and the task at hand probably
is the most thankless.
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10. Making the Transition
View eForms Strategically
include eForms as part of the
healthcare organizations IT
Strategic Plan.
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11. Making the Transition
either as an EHR / EFR
component technology / system, such as
a PACS or a Coding - Grouper system
or as an EHR / EFR
bridge technology, such as document
imaging technology or film digitizing
technology
and as a component of the
organizations web-based initiatives
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12. Making the Transition
Its an Ongoing Process
It requires good Project
Management skills
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13. Avoiding the Pitfalls
When selecting a Forms
Processing system or application:
eForm design
ease of use, drag / drop objects onto a form template,
predefined fill-in fields (SSN, birth date, current date)
eForm reuse
Import / Export of XML schema / .docx
files
eForm template customization
息2010 Healthcare Information and Management Systems Society
14. Avoiding the Pitfalls
When selecting a Forms
Processing system or application:
Data integration
Database lookups
Key in name, and then other fields are populated from
database
eForm routing, workflow, predefined
work queues
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15. Avoiding the Pitfalls
When selecting a Forms
Processing system or application:
eForm management
Ensuring that only the latest eForm versions
are circulating
eForm repository for storing, searching, etc.
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16. Avoiding the Pitfalls
eForm Features / Functions
Incorporate eForm authentication,
authorization, timed logouts, and
audits for documentation
compliance.
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17. Avoiding the Pitfalls
eForm Features / Functions
Utilize existing and accepted
standards for eSignatures ensuring
the same legal weight as a signed,
paper form.
PINs/Passwords, ePens, Trusted
Certificates, Biometrics
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18. Avoiding the Pitfalls
eForm Features / Functions
Offer electronic acknowledgement
for eForms that are successfully
submitted.
This is what you documented, ordered
or requested. Do you agree?
Here are the calculated totals and / or
confirmation numbers.
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19. Avoiding the Pitfalls
eForm Features / Functions
Increase eForm intelligence and
reduce key entry with direct
feedback.
Typically, this requires Java scripts /
Active X controls to calculate field
results and validate entries.
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20. Avoiding the Pitfalls
eForm Features / Functions
Validate rule enforcement BEFORE
clicking on SUBMIT
Does the system allow the eForm
designer to easily embed rules and
data relationships into the form?
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21. Avoiding the Pitfalls
eForm Features / Functions
Incorporate multiple file types
(Word, PDF, HTML, XML) into the
eForms
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22. Avoiding the Pitfalls
Either look for applications that
are not disconnected from your
other data capture / data
collection systems
Or consider applications / systems
that can be easily integrated into
your existing information systems.
息2010 Healthcare Information and Management Systems Society
23. Avoiding the Pitfalls
Look for applications that
incorporate eForm version /
revision control.
Watch for applications that do not
require authors to review all
documentation prior to eSigning
(i.e., allowing for blanket
signatures).
息2010 Healthcare Information and Management Systems Society
24. Deborah Kohn, MPH, RHIA, FACHE, CPHIMS, FHIMSS
Principal
Dak Systems Consulting
650.345.9900
dkohn@daksystcons.com
www.daksystemsconsulting.com
息2010 Healthcare Information and Management Systems Society