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Making your EHR run better = leverage.	
On your mark, get set… STOP!	
Your EHR vendor: The best optimization partner.	
First, a GAP analysis. Then what?	
Meaningful Use: Another chance to optimize.	
Optimize your practice management system, too.	
Built-in optimization: Use the latest software releases available.	
Ten reasons to choose NextGen Healthcare
EHR and PM solutions.	
1
2
3
4
5
EHR Insider’s Guide
The Secrets of
Optimizing your EHR
6
7
8
lev·er·age [lev-er-ij]
•	 Increased means of accomplishing a purpose
•	 The use of a small investment to gain a very high return
•	 To use a quality or advantage to obtain a desired result
Making your EHR run better = leverage
Yes. That’s what EHR optimization is all about.
Creating leverage for your practice to be all it can be
for your patients, your staff, and you!
It’s not that hard. This eBook summarizes best practices
for fine-tuning your EHR system. 
Question:
Are your physicians or staff satisfied with your EHR?
Or are they frustrated and struggling?
Answer:
EHR optimization can help staff go from
“like” to “love” your EHR...
...And can eliminate root causes of frustration
and struggles with your EHR.
How should you begin your EHR
optimization process? Read on.
?
Optimize your EHR to enhance patient care.
Your patients will appreciate your efforts to optimize your EHR. When you’re working
optimally with your EHR you navigate faster and easier with your system… and you can
focus more on your patient.
It’s just that simple. You spend less time on
the screen and more time with your eyes and
ears on the patient. Better patient interaction
can result.
You’ll be better able to pick up important
nuances of what patients say… and how they
say it. With an optimized EHR, you’re less likely
to miss your patient’s body language when they
ask questions or state reasons for their visit.
On your mark,
get set, STOP!
OK. With the important “why” question answered,
let’s get on with “how.”The very first step? Stop.
Yes, stop… and look around.
Look at every aspect of your
practice. Every part of every
workflow that involves using
your EHR system.
•	 Know the workflow(s) of
every person in your office
that touches the EHR –
.	Inputs
.	 Reviews and checks
.	Documentation
.	Reports
.	 Data sharing (with patients
and/or HIEs)
.	 Claims submission process
.	 Data back-up
.	 Data analysis
.	 Practice performance
measurement
.	 Integration with your
practice management
[PM] software (full? partial?
workflow implications?)
.	 Performance and role of 3rd
party interfaces in your EHR
and PM system(s)
•	 How much of your
administrative workflow
(PM system) integrates
with your EHR?
•	 Who does what tasks related
to your system(s)?
•	 How can (or should) each staff
member’s work style and/or
preferences be incorporated
or adjusted for the most
effective use of your EHR?
Actual vs. potential
performance.
In other words: Conduct a
workflow analysis – a “GAP
Analysis.”
It’s the best way to identify “gaps” between the optimal
use of your software resources and your current work-
flows and system usage patterns.
Include everyone.
Understand every step and stage of all staff workflows
inside your office – physicians, nursing staff, medical
assistants, clinicians, etc., as those workflows relate to
patient flow and back-end medical coding and billing.
•	 It’s the only way to truly uncover how to
	 optimize your EHR.
•	 It’s the only way to leverage the performance
	 already built into your EHR.
•	 And it’s the only way you can communicate your 		
	 optimization needs back to your EHR vendor.
What does my EHR
vendor have to do with
optimizing my EHR?
Everything.
Because they know your system
better than you do. So after they
know your specific objectives
for leveraging your EHR, they
can get you there much faster
(than on your own).
You may not need much help.
Or, you may need a lot. It doesn’t
matter. Just be sure to involve
your EHR vendor because they
are expert at getting the most
from their own system.
Take full
advantage
of your
software
features in
the most
efficient way
possible.
Partner
with your
EHR vendor.
What’s Next?
After the GAP Analysis?
Every EHR optimization process will be unique to every practice or facility.
It will depend on your clinical and administrative workflows, patient
populations, culture of your practice, and the goals and objectives you
have for your practice.
So what’s next, after the GAP analysis? Step-by-step alterations and
improvements in how you and your staff input, share, report, and back up
your clinical and administrative data using your EHR system.
Are you or
your staff
using “work-
arounds”
instead of
solving root
cause work
flow issues?
EHR Optimization:
Not a one-time deal!
1
These are all
reasons why
EHR system
optimization
is continuous.
This is ongoing. Once you start,
don’t stop. Once you get the hang
of it, you’ll realize that fine-tuning
your EHR system is ongoing.
It has to be. Consider how fast and how much the healthcare
landscape changes every year. For example, part of system
optimization includes incorporating or adjusting workflows to
stay in regulatory compliance or to attest for Meaningful Use (MU)
incentive revenue. Or maybe your practice is expanding
(or contracting) or you’re managing staff turnover.
It’s not just about
“how to fill out the screen.”
2
It’s about walking your staff members (providers, clinical
support staff, administrative staff) through the tasks they
perform each day with a focus on how to minimize the
number of touches needed to accomplish each task.
Or how to accomplish new tasks, or alter existing ones,
using features of your EHR system that no one on your
staff was aware of.
You might ask: “Can I accomplish this training within
normal business hours?” The answer is: “Not very well.”
Schedule some of this training in addition to your normal
office hours. Or don’t schedule patients for a few blocks
of time each month – especially in the beginning.
The overtime costs, or the loss in productivity, will help
increase your long-term return on investment (ROI)
from your technology system.
Personalize and
recognize differences.
3
One size does not fit all. Just like there’s 10 different
ways to accomplish the same task using word processing
software, so, too, does your EHR offer many different ways
to accomplish the same task.
Particularly with physicians, don’t try to force them to
use the EHR all the same way. Physicians have different
preferences and clinical work styles that a robust EHR
can accommodate.
Honor physician preferences as you work through EHR
optimization cycles; you can do both.
“Superusers” in your
practice can help others
use the system better.
Anticipate stress
and extra effort.
4
EHR vendors develop system functionalities that can make various data
capture and sharing tasks easier, but to say that EHR optimization “is easy”
isn’t accurate.
Worth it? Yes. Easy? Not the right word, although the process of continuous
optimization does get easier with time and experience.
Do it again. And again. And again.
EHR optimization is an iterative process. The myriad functions and features
of your system will bring new efficiencies to your practice. But it’s not realistic
to expect those improvements to happen all at once, during the first few
months of your EHR optimization process.
If you and your staff adopt a “long-haul” mindset, EHR optimization can
become second nature.
It’s about
realizing
the fullest
potential
of your
software.
One-on-one checkups
every six months.
5
Many practices make it a point to schedule one-on-one
EHR optimization sessions with each staff member twice
a year or even four times a year, in addition to ongoing
optimization activity.
This extra one-on-one face time gives you a chance to
really ferret out concerns or constraints that individual
staff members may have that might not come to light in
day-to-day activities and workflows.
Set goal dates for
using more advanced
EHR features.
Transitioning from
MU1 to MU2?
Optimize for MU2!
MU2
Congratulations if you’ve attested for MU Stage 1 (MU1).
The reporting period for MU Stage 2 (MU2) begins January
1, 2014. It’s a built-in opportunity to fine-tune your EHR.
The requirements for structured data capture and
reporting are more stringent for MU2. Now is a good time
to evaluate how your workflows may need to change in
order to achieve MU2.
NextGen®
Ambulatory EHR 5.8 is ONC-HIT 2014-Edition
Certified* as a complete EHR. Our EHR 5.8 and our
Knowledge Base Model (KBM) 8.3 platforms are ICD-10
and MU2-ready.
We’re ready when you are.
Eligible providers pursuing MU2 must upgrade
to ONC-HIT 2014-Edition certified software,
effective January 1, 2014.
While you’re at it…
“optimize your patients”
with patient portal.
More and more practices are ramping up patient
portal technology as part of their EHR optimization
process. Makes sense. Particularly if you’re pursuing
MU incentive revenue.
Having digital, two-way communication with your patient
population is a natural extension of optimizing your EHR.
And patients like the new options and convenience of
using a patient portal to connect with your practice.
The technology is a
productivity booster
for both the patient
and your practice.
Optimize your
practice management
system, too.
When you optimize your
practice management
(PM) system, you use its
reporting capabilities to
gain insight into the overall
performance of your practice.
You identify opportunities to
increase revenue.
Practices that use an integrated EHR and PM
platform can leverage similar reporting functionalities in
their EHR to gauge the effectiveness of clinical protocols
and even measure the productivity of physicians.
You scale the reporting functions on your EHR
and PM system to suit your clinical and administrative
performance objectives.
An EHR and PM system that’s not fully integrated
hinders optimum, overall system performance.
Use the latest software releases
from your EHR vendor.
When you use the most current version(s) of software
offered by your EHR vendor you automatically position
your practice for optimum use of your software.
The newest software versions fix previously
identified problems.
The new features vendors develop for their latest
releases can help your practice get more from your EHR.
The primary driver for new versions of software is to
provide users with the most streamlined workflows and
ease-of-use as possible.
Achieve the highest possible
productivity while increasing
patient care quality.
Ten Reasons to choose
NextGen Healthcare
EHR solutions.
10
Our entire product
suite, including EHR
and PM, is integrated
for a complete solution
Provides the foundation
you need to meet quality
goals such as MU, PCMH,
ACO, and more
NextGen®
Ambulatory EHR 5.8
is ONC HIT 2014
Edition certified*
Delivers a strong,
proven ROI via better
cash flow, streamlined
reimbursements,
and more
Developed with the
patient in mind to
help you deliver
quality care
4
5
1
2
3
Comes with a proven
optimization methodology
designed to fit your
specific needs
Scalable to any
practice size,
specialty, or role—
and can be
personalized to
each user
Countless physicians
have quicklyadopted
and embraced our user-
fr iendly design
Comes with 24/7
support via a
100% U.S.-based
support team
Content and
functionality
developed by
physicians
for physicians
6
7
9
8
10
NextGen Healthcare is a strategic partner,
not just a vendor. We’re ready to partner
with you to help you meet your evolving goals,
including getting the best and most from your
NextGen Healthcare solutions.
Copyright © 2013 NextGen Healthcare Information Systems, LLC.
All rights reserved. NextGen is a registered trademark of QSI
Management, LLC, an affiliate of NextGen Healthcare Information
Systems, LLC. All other names and marks are the property of their
respective owners. Patent Pending.
Take the next step.
Contact us at 855-510-6398.		
Or visit EHResults@NextGen.com
*For complete ONC-HIT product certification
information on NextGen Healthcare products
please visit cchit.org
EDU22-9/13

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eBook - EHR Insider's Guide - The Secrets of Optimizing your EHR

  • 1. Making your EHR run better = leverage. On your mark, get set… STOP! Your EHR vendor: The best optimization partner. First, a GAP analysis. Then what? Meaningful Use: Another chance to optimize. Optimize your practice management system, too. Built-in optimization: Use the latest software releases available. Ten reasons to choose NextGen Healthcare EHR and PM solutions. 1 2 3 4 5 EHR Insider’s Guide The Secrets of Optimizing your EHR 6 7 8
  • 2. lev·er·age [lev-er-ij] • Increased means of accomplishing a purpose • The use of a small investment to gain a very high return • To use a quality or advantage to obtain a desired result
  • 3. Making your EHR run better = leverage Yes. That’s what EHR optimization is all about. Creating leverage for your practice to be all it can be for your patients, your staff, and you! It’s not that hard. This eBook summarizes best practices for fine-tuning your EHR system. 
  • 4. Question: Are your physicians or staff satisfied with your EHR? Or are they frustrated and struggling? Answer: EHR optimization can help staff go from “like” to “love” your EHR... ...And can eliminate root causes of frustration and struggles with your EHR. How should you begin your EHR optimization process? Read on. ?
  • 5. Optimize your EHR to enhance patient care. Your patients will appreciate your efforts to optimize your EHR. When you’re working optimally with your EHR you navigate faster and easier with your system… and you can focus more on your patient. It’s just that simple. You spend less time on the screen and more time with your eyes and ears on the patient. Better patient interaction can result. You’ll be better able to pick up important nuances of what patients say… and how they say it. With an optimized EHR, you’re less likely to miss your patient’s body language when they ask questions or state reasons for their visit.
  • 6. On your mark, get set, STOP!
  • 7. OK. With the important “why” question answered, let’s get on with “how.”The very first step? Stop. Yes, stop… and look around. Look at every aspect of your practice. Every part of every workflow that involves using your EHR system. • Know the workflow(s) of every person in your office that touches the EHR – . Inputs . Reviews and checks . Documentation . Reports . Data sharing (with patients and/or HIEs) . Claims submission process . Data back-up . Data analysis . Practice performance measurement . Integration with your practice management [PM] software (full? partial? workflow implications?) . Performance and role of 3rd party interfaces in your EHR and PM system(s) • How much of your administrative workflow (PM system) integrates with your EHR? • Who does what tasks related to your system(s)? • How can (or should) each staff member’s work style and/or preferences be incorporated or adjusted for the most effective use of your EHR?
  • 9. In other words: Conduct a workflow analysis – a “GAP Analysis.” It’s the best way to identify “gaps” between the optimal use of your software resources and your current work- flows and system usage patterns. Include everyone. Understand every step and stage of all staff workflows inside your office – physicians, nursing staff, medical assistants, clinicians, etc., as those workflows relate to patient flow and back-end medical coding and billing. • It’s the only way to truly uncover how to optimize your EHR. • It’s the only way to leverage the performance already built into your EHR. • And it’s the only way you can communicate your optimization needs back to your EHR vendor.
  • 10. What does my EHR vendor have to do with optimizing my EHR? Everything.
  • 11. Because they know your system better than you do. So after they know your specific objectives for leveraging your EHR, they can get you there much faster (than on your own). You may not need much help. Or, you may need a lot. It doesn’t matter. Just be sure to involve your EHR vendor because they are expert at getting the most from their own system. Take full advantage of your software features in the most efficient way possible. Partner with your EHR vendor.
  • 12. What’s Next? After the GAP Analysis?
  • 13. Every EHR optimization process will be unique to every practice or facility. It will depend on your clinical and administrative workflows, patient populations, culture of your practice, and the goals and objectives you have for your practice. So what’s next, after the GAP analysis? Step-by-step alterations and improvements in how you and your staff input, share, report, and back up your clinical and administrative data using your EHR system. Are you or your staff using “work- arounds” instead of solving root cause work flow issues?
  • 14. EHR Optimization: Not a one-time deal! 1
  • 15. These are all reasons why EHR system optimization is continuous. This is ongoing. Once you start, don’t stop. Once you get the hang of it, you’ll realize that fine-tuning your EHR system is ongoing. It has to be. Consider how fast and how much the healthcare landscape changes every year. For example, part of system optimization includes incorporating or adjusting workflows to stay in regulatory compliance or to attest for Meaningful Use (MU) incentive revenue. Or maybe your practice is expanding (or contracting) or you’re managing staff turnover.
  • 16. It’s not just about “how to fill out the screen.” 2
  • 17. It’s about walking your staff members (providers, clinical support staff, administrative staff) through the tasks they perform each day with a focus on how to minimize the number of touches needed to accomplish each task. Or how to accomplish new tasks, or alter existing ones, using features of your EHR system that no one on your staff was aware of. You might ask: “Can I accomplish this training within normal business hours?” The answer is: “Not very well.” Schedule some of this training in addition to your normal office hours. Or don’t schedule patients for a few blocks of time each month – especially in the beginning. The overtime costs, or the loss in productivity, will help increase your long-term return on investment (ROI) from your technology system.
  • 19. One size does not fit all. Just like there’s 10 different ways to accomplish the same task using word processing software, so, too, does your EHR offer many different ways to accomplish the same task. Particularly with physicians, don’t try to force them to use the EHR all the same way. Physicians have different preferences and clinical work styles that a robust EHR can accommodate. Honor physician preferences as you work through EHR optimization cycles; you can do both. “Superusers” in your practice can help others use the system better.
  • 21. EHR vendors develop system functionalities that can make various data capture and sharing tasks easier, but to say that EHR optimization “is easy” isn’t accurate. Worth it? Yes. Easy? Not the right word, although the process of continuous optimization does get easier with time and experience. Do it again. And again. And again. EHR optimization is an iterative process. The myriad functions and features of your system will bring new efficiencies to your practice. But it’s not realistic to expect those improvements to happen all at once, during the first few months of your EHR optimization process. If you and your staff adopt a “long-haul” mindset, EHR optimization can become second nature. It’s about realizing the fullest potential of your software.
  • 23. Many practices make it a point to schedule one-on-one EHR optimization sessions with each staff member twice a year or even four times a year, in addition to ongoing optimization activity. This extra one-on-one face time gives you a chance to really ferret out concerns or constraints that individual staff members may have that might not come to light in day-to-day activities and workflows. Set goal dates for using more advanced EHR features.
  • 24. Transitioning from MU1 to MU2? Optimize for MU2! MU2
  • 25. Congratulations if you’ve attested for MU Stage 1 (MU1). The reporting period for MU Stage 2 (MU2) begins January 1, 2014. It’s a built-in opportunity to fine-tune your EHR. The requirements for structured data capture and reporting are more stringent for MU2. Now is a good time to evaluate how your workflows may need to change in order to achieve MU2. NextGen® Ambulatory EHR 5.8 is ONC-HIT 2014-Edition Certified* as a complete EHR. Our EHR 5.8 and our Knowledge Base Model (KBM) 8.3 platforms are ICD-10 and MU2-ready. We’re ready when you are. Eligible providers pursuing MU2 must upgrade to ONC-HIT 2014-Edition certified software, effective January 1, 2014.
  • 26. While you’re at it… “optimize your patients” with patient portal.
  • 27. More and more practices are ramping up patient portal technology as part of their EHR optimization process. Makes sense. Particularly if you’re pursuing MU incentive revenue. Having digital, two-way communication with your patient population is a natural extension of optimizing your EHR. And patients like the new options and convenience of using a patient portal to connect with your practice. The technology is a productivity booster for both the patient and your practice.
  • 29. When you optimize your practice management (PM) system, you use its reporting capabilities to gain insight into the overall performance of your practice. You identify opportunities to increase revenue. Practices that use an integrated EHR and PM platform can leverage similar reporting functionalities in their EHR to gauge the effectiveness of clinical protocols and even measure the productivity of physicians. You scale the reporting functions on your EHR and PM system to suit your clinical and administrative performance objectives. An EHR and PM system that’s not fully integrated hinders optimum, overall system performance.
  • 30. Use the latest software releases from your EHR vendor.
  • 31. When you use the most current version(s) of software offered by your EHR vendor you automatically position your practice for optimum use of your software. The newest software versions fix previously identified problems. The new features vendors develop for their latest releases can help your practice get more from your EHR. The primary driver for new versions of software is to provide users with the most streamlined workflows and ease-of-use as possible. Achieve the highest possible productivity while increasing patient care quality.
  • 32. Ten Reasons to choose NextGen Healthcare EHR solutions. 10
  • 33. Our entire product suite, including EHR and PM, is integrated for a complete solution Provides the foundation you need to meet quality goals such as MU, PCMH, ACO, and more NextGen® Ambulatory EHR 5.8 is ONC HIT 2014 Edition certified* Delivers a strong, proven ROI via better cash flow, streamlined reimbursements, and more Developed with the patient in mind to help you deliver quality care 4 5 1 2 3
  • 34. Comes with a proven optimization methodology designed to fit your specific needs Scalable to any practice size, specialty, or role— and can be personalized to each user Countless physicians have quicklyadopted and embraced our user- fr iendly design Comes with 24/7 support via a 100% U.S.-based support team Content and functionality developed by physicians for physicians 6 7 9 8 10
  • 35. NextGen Healthcare is a strategic partner, not just a vendor. We’re ready to partner with you to help you meet your evolving goals, including getting the best and most from your NextGen Healthcare solutions.
  • 36. Copyright © 2013 NextGen Healthcare Information Systems, LLC. All rights reserved. NextGen is a registered trademark of QSI Management, LLC, an affiliate of NextGen Healthcare Information Systems, LLC. All other names and marks are the property of their respective owners. Patent Pending. Take the next step. Contact us at 855-510-6398. Or visit EHResults@NextGen.com *For complete ONC-HIT product certification information on NextGen Healthcare products please visit cchit.org EDU22-9/13