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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.
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
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

              息2010 Healthcare Information and Management Systems Society
FORMS!!!

  息2010 Healthcare Information and Management Systems Society
ENTER
        Paperless Forms
  Electronic Forms / eForms /
       Automated Forms
     Forms Processing Systems
                  or
Electronic Forms Management Systems
            息2010 Healthcare Information and Management Systems Society
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
              息2010 Healthcare Information and Management Systems Society
eForms

 By now, the many advantages of
  eForms over analog / paper forms
  are obvious.




           息2010 Healthcare Information and Management Systems Society
Todays Healthcare Organization
 Despite the advantages of eForms and
  the implementation of healthcare
  organization information systems,
  mounds of analog, paper forms still exist.




               息2010 Healthcare Information and Management Systems Society
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.
              息2010 Healthcare Information and Management Systems Society
Making the Transition
 View eForms Strategically

  include eForms as part of the
   healthcare organizations IT
   Strategic Plan.



            息2010 Healthcare Information and Management Systems Society
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
              息2010 Healthcare Information and Management Systems Society
Making the Transition
 Its an Ongoing Process

 It requires good Project
  Management skills



         息2010 Healthcare Information and Management Systems Society
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
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

                 息2010 Healthcare Information and Management Systems Society
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.




               息2010 Healthcare Information and Management Systems Society
Avoiding the Pitfalls
   eForm Features / Functions

       Incorporate eForm authentication,
        authorization, timed logouts, and
        audits for documentation
        compliance.


                  息2010 Healthcare Information and Management Systems Society
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
                    息2010 Healthcare Information and Management Systems Society
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.
             息2010 Healthcare Information and Management Systems Society
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.

              息2010 Healthcare Information and Management Systems Society
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?


             息2010 Healthcare Information and Management Systems Society
Avoiding the Pitfalls
 eForm Features / Functions
  Incorporate multiple file types
   (Word, PDF, HTML, XML) into the
   eForms



           息2010 Healthcare Information and Management Systems Society
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
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
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

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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 息2010 Healthcare Information and Management Systems Society
  • 4. FORMS!!! 息2010 Healthcare Information and Management Systems Society
  • 5. ENTER Paperless Forms Electronic Forms / eForms / Automated Forms Forms Processing Systems or Electronic Forms Management Systems 息2010 Healthcare Information and Management Systems Society
  • 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 息2010 Healthcare Information and Management Systems Society
  • 7. eForms By now, the many advantages of eForms over analog / paper forms are obvious. 息2010 Healthcare Information and Management Systems Society
  • 8. Todays Healthcare Organization Despite the advantages of eForms and the implementation of healthcare organization information systems, mounds of analog, paper forms still exist. 息2010 Healthcare Information and Management Systems Society
  • 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. 息2010 Healthcare Information and Management Systems Society
  • 10. Making the Transition View eForms Strategically include eForms as part of the healthcare organizations IT Strategic Plan. 息2010 Healthcare Information and Management Systems Society
  • 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 息2010 Healthcare Information and Management Systems Society
  • 12. Making the Transition Its an Ongoing Process It requires good Project Management skills 息2010 Healthcare Information and Management Systems Society
  • 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 息2010 Healthcare Information and Management Systems Society
  • 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. 息2010 Healthcare Information and Management Systems Society
  • 16. Avoiding the Pitfalls eForm Features / Functions Incorporate eForm authentication, authorization, timed logouts, and audits for documentation compliance. 息2010 Healthcare Information and Management Systems Society
  • 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 息2010 Healthcare Information and Management Systems Society
  • 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. 息2010 Healthcare Information and Management Systems Society
  • 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. 息2010 Healthcare Information and Management Systems Society
  • 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? 息2010 Healthcare Information and Management Systems Society
  • 21. Avoiding the Pitfalls eForm Features / Functions Incorporate multiple file types (Word, PDF, HTML, XML) into the eForms 息2010 Healthcare Information and Management Systems Society
  • 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