Section 1.2 Assess Organizational Readiness Assessment for EHR and HIE This survey assesses your organization’s readiness to plan for implementing an electronic health record (EHR), health information exchange (HIE) and other health information technology (HIT). Time needed: 8 hours Suggested other tools: NA How to Use There are several ways you may use of this tool. You may distribute it to members of your leadership team in advance of a meeting where you will discuss its results. You may bring it to a leadership team meeting to discuss HIT readiness. Or you may choose to have a facilitator use it to rate your leadership team’s meeting after a group discussion. The more honest you can be with your assessment, the more likely you will have a smooth transition to HIT. the total number of checks made in each column. If there are many checks in the “not yet prepared” column, use the description in the other columns as guides to further preparation. Readiness Area Readiness Component Not Yet Prepared Moderately Prepared Highly Prepared Culture of Organization EHR and HIE is viewed as… only a requirement of government, insurers, or competitive environment. primarily a project to achieve workflow efficiencies. a clinical transformation to improve quality and cost of care The EHR and HIE related planning process includes… the administrator primarily driving project a few individuals who have a need to know. all staff and others as applicable and is participatory. Therapist involvement in the EHR and HIE process… is not feasible. primarily occurs by a stakeholder representative. is active, where several therapists are engaged in planning and decision making. The executive team… relies on EHR or HIE vendor to provide planning guidance. delegates full responsibility for EHR and HIE to a specific person or team. devotes substantial time to planning for clinical transformation with EHR and HIE. Staff… have not yet been told about EHR and HIE planning. have been given general information about EHR and HIE planning, but generally have little idea how it will impact their work. have been included in communications about the EHR and HIE, including some specific activities.
Client (or their family) involvement in the EHR and HIE process… is not appropriate or feasible. is acknowledged from the perspective that clients will ultimately need to be introduced to EHR and HIE once used at the point of care. is planned and clients are expected to be active partners in EHR and HIE use. Leadership and Management Leadership… believes EHR and HIE are necessary, but is divided as to how to communicate why and when to pursue. has studied the pros and cons of implementing an EHR and HIE and can make an argument for why benefits outweigh understands the benefits of EHR and HIE and sets a clear and consistent vision for how EHR and HIE supports efficiency and quality improvement goals. Level of planning for successful EHR and HIE… has not been discussed. is recognized, but has not been formally addressed. is understood and commitment to success is demonstrated. Quality and efficiency through EHR and HIE… have been discussed, but there are no specific goals for improvement with EHR and HIE. is recognized, but not defined in a measurable way nor connected with EHR and HIE. is documented, and specific goals are clearly connected with EHR and HIE. Operations Other information technology… is used for financial purposes. has been used for organizational operations, such as resource scheduling. has been used to support some clinical information gathering Standard reports for management, quality improvement, etc... have not been defined or documented. have been partially defined but have not been documented. have been defined, documented and requirements included in the product evaluation process. Staffing needs for EHR and HIE implementation and use… have not been analyzed. are generally understood, but a staffing plan has not been developed. have been documented, detailing current and proposed needs. Workflow and Process Improvement Current and proposed EHR and processes, are… not developed. generally expected to change and there is a focus on general improvement efforts, but specific information workflow and process mapping has not been initiated. understood to change, effort has been directed to fixing current broken processes, and there is good acceptance of need for standardization.