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The Wave
Krystal Murphy, Banner Clinical Informatics
Daniel Jones, Adoption Project Manager
Courtney Hitzhusen, Learning Architect
Banner Learning and Adoption
3
Objectives
• Learners will be able to summarize coaching and
training timelines
• Learners will be able to summarize core
communication between Cerner and Banner
• Learners will be able to summarize our keys to
success
4
5
Solutions
• Front Office
• Scheduling
• Registration
• Insurance Eligibility
• Automated Messaging for Appointment Reminders
• Photo ID and Insurance Card Scanning
• Clinical
• CPOE and Provider Documentation
• Electronic Prescriptions
• Dragon
• Clinical Documentation and eForms Directory
• Message Center (aka Provider Inbox)
• Health Maintenance
• Reference Lab Interface w/ Sonora Quest
• Referral Management
• Patient Portal including Secure patient messaging, results,
appointments, and patient care summary
6
Implementations 2015 and 2016
0
200
400
600
800
1000
1200
Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Providers (Actual)
Providers (Projected)
Clinics
7
Workflow Analysis
Current State
Workflow
Development
Future State Fort Testing
8
Fort Testing
• Hands on specialty specific
Mock Golive used to test:
• Workflow
• Specialty Build
• Takes place 2 weeks prior to
Go-live onsite at the clinic
• Includes
• Clinic Staff
• Clinical Informatics
• Learning / Adoption
• Build team
9
Workflows & Tipsheets
10
Training Prep
Localization Class Matrix
Train
Domain
Training
Manager
Engagement
11
Training Prep
Localization Class Matrix
Train
Domain
Training
Manager
Engagement
12
Localization
13
Training Prep
Localization Class Matrix
Train
Domain
Training
Manager
Engagement
14
Class Matrix
15
Training Prep
Localization Class Matrix
Train
Domain
Training
Manager
Engagement
16
Train Domain
17
Training Prep
Localization Class Matrix
Train
Domain
Training
Manager
Engagement
18
Surveys
8.1/9
19
Training
• Waves 1-6
• 2,563 End Users Trained2015
• Waves 7-13
• 2,236 End Users Trained2016
• 4,799 End Users Trained
Total
20
Training Prep
Localization Class Matrix
Train
Domain
Training
Manager
Engagement
21
Manager Engagement
22
Clinic Leader Readiness
• Pre-Conversion
• Post-Conversion
Timeline
• Clinic Preparations
Checklist
23
Clinic Leader Readiness
24
Clinic Leader Readiness
• Pre-Conversion
• Post-Conversion
Timeline
• Clinic Preparations
Checklist
25
26
Coaching
Education
Pre-Conversion
Coaching
Conversion
Coaching
Optimization
Coaching
Lessons
Learned
Communication
27
Coaching
Education
Pre-Conversion
Coaching
Conversion
Coaching
Optimization
Coaching
Lessons
Learned
Communication
28
Education
Town Hall
Night before conversion Review important or wave specific items
Orientation
Project Specifics Domain Demos Attendance Policy
Open Labs
Optional session for coaches in office on
Fridays
Lead by the trainers
29
30
Coaching
Education
Pre-Conversion
Coaching
Conversion
Coaching
Optimization
Coaching
Lessons
Learned
Communication
31
Pre-Conversion
Timeline
• First week – Front office preparation
• Second week – CPM go-live with transition to back office preparation
• Third week – Completing checklist and provider 1:1s
Checklist and
Tracking
• Pre-Conversion Checklist
• Pre-Conversion Tracking
Provider 1:1s
• Two hours dedicated to the provider
• Configure preferences and favorites
32
Pre-Conversion - Checklist
33
Pre-Conversion - Tracking
34
Pre-Conversion
Timeline
• First week – Front office preparation
• Second week – CPM go-live with transition to back office preparation
• Third week – Completing checklist and provider 1:1s
Checklist and
Tracking
• Pre-Conversion Checklist
• Pre-Conversion Tracking
Provider 1:1s
• Two hours dedicated to the provider
• Configure preferences and favorites
35
Coaching
Education
Pre-Conversion
Coaching
Conversion
Coaching
Optimization
Coaching
Lessons
Learned
Communication
36
Conversion Coaching
Leadership
Rounding
Resource
Center
Support
Partnership
37
Coaching
Education
Pre-Conversion
Coaching
Conversion
Coaching
Optimization
Coaching
Lessons
Learned
Communication
38
Optimization Coaching
Timeline Eleven weeks
from go-live
Four weeks of
optimization
Hybrid
Approach
Kick Off Call
Post
Conversion
Checklist
Targeted
Coaching
Utilizing
Advance
Reporting
Send issues
to Clinical
Informatics
Report on
provider
metrics
Results
ROI of
targeted
providers
39
Optimization Coaching
Timeline Eleven weeks
from go-live
Four weeks of
optimization
Hybrid
Approach
Kick Off Call
Post
Conversion
Checklist
Targeted
Coaching
Utilizing
Advance
Reporting
Send issues
to Clinical
Informatics
Report on
provider
metrics
Results
ROI of
targeted
providers
40
Optimization Checklist
41
Optimization Coaching
Timeline Eleven weeks
from go-live
Four weeks of
optimization
Hybrid
Approach
Kick Off Call
Post
Conversion
Checklist
Targeted
Coaching
Utilizing
Advance
Reporting
Send issues
to Clinical
Informatics
Report on
provider
metrics
Results
ROI of
targeted
providers
42
Optimization Data
43
Optimization Coaching
Timeline Eleven weeks
from go-live
Four weeks of
optimization
Hybrid
Approach
Kick Off Call
Post
Conversion
Checklist
Targeted
Coaching
Utilizing
Advance
Reporting
Send issues
to Clinical
Informatics
Report on
provider
metrics
Results
ROI of
targeted
providers
44
Optimization Coaching
Timeline Eleven weeks
from go-live
Four weeks of
optimization
Hybrid
Approach
Kick Off Call
Post
Conversion
Checklist
Targeted
Coaching
Utilizing
Advance
Reporting
Send issues
to Clinical
Informatics
Report on
provider
metrics
Results
ROI of
targeted
providers
45
Optimization Results
46
Coaching
Education
Pre-Conversion
Coaching
Conversion
Coaching
Optimization
Coaching
Lessons
Learned
Communication
47
Lessons Learned - Coaching
Education
Orientation
length
Structured
agendas
Pre-conversion
Standardize and
track the
progress
Set expectations
Conversion
Clear
Communication
Confirm hours,
locations, and
assignments
Optimization
Block provider
time
Set expectations
48
Coaching
Education
Pre-Conversion
Coaching
Conversion
Coaching
Optimization
Coaching
Lessons
Learned
Communication
49
Coaching Communication
Welcome Email
• Project Email
• Team Lead Email
• Orientation Email
Daily Update
Clinic Daily Update
50
Coaching Communication
Welcome Email
• Project Email
• Team Lead Email
• Orientation Email
Daily Update
Clinic Daily Update
51
Daily Update
52
Coaching Communication
Welcome Email
• Project Email
• Team Lead Email
• Orientation Email
Daily Update
Clinic Daily Update
53
Clinic Daily Update
54
Banner Leadership
55
Specialty Workgroups
Primary
Care
Women’s
Health
Cross
Venue Pediatrics
Specialty
Revenue
Cycle
56
Banner Newsletter
57
Mobile App
58
Bi-Weekly Training & Adoption Update
59
Survey the Environment
60
Lessons Learned
• Communication
• Coaching & Training Education
• Train Domain Strategy
• Continued Education
• Leadership Involvement
61

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Notas do Editor

  1. Training will be conducted in a train environment that is a copy of the real system. Not all functionality will be exactly what you will see in the real system. We will cover core workflows in class but specialty workflows will be covered in the clinics through on-the-job training with adoption coaches before go-live. Post-training scenarios and the train environment will be available to all users once training is completed. In addition to having conversations early on with clinic managers over what to expect we also conduct a Clinic Leader Readiness Workshop which Krystal will go into more detail about