Epic@Jeff - Monthly Project Update
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Transcript of Epic@Jeff - Monthly Project Update
FY’16 FY’17
Key ActivitiesQ1
July- Sept
Q2
Oct- Dec
Q3
Jan-Mar
Q4
Apr-June
Q1
July- Sept
Q2
Oct- Dec
Q3
Jan-Mar
Q4
Apr-June
Project Kick-Off/ Site Visit 6/23-25
Workflow Validations 6/26- 10/8
Hardware Walkthroughs 10/12 4/1
Wave 1 (Ambulatory) Build Complete for Testing 10/12 4/8
Wave 1 Testing 5/2 10/28
Wave 1 Training 9/12 11/25
Wave 1 Go-Live 11/26
Wave 2 (Inpatient) Build Complete for Testing 10/12 5/20
Wave 2 Testing 6/13 2/17
Parallel Revenue Cycle Testing 7/18 2/25
Wave 2 Training 1/23-3/31
Wave 2 Go-Live 4/1
Optimization 5/1
High-level Project Timeline by Fiscal Year Quarter
We are here
Past 30 Days (December 2015)• Key Accomplishments/Deliverables:
• December: Ambulatory and Inpatient system build bucket 1 (out of 6) complete
• December 18: Specialty Validation Session Wave 1 completed
• December 31: Super User draft by department complete
• Concerns Encountered/Next Steps:
• Operational support needs/considerations for successful Ambulatory and Inpatient Go-Lives
• 3 critical operational staffing milestones:
1. Super Users (Recruitment and Engagement)
2. Training (Required for all End Users before accessing the Epic system)
3. Go-Lives (Ambulatory and Inpatient)
• Your responsibility is to plan for careful management of resources – including finances, staffing levels and time - in preparation for and during these activities.
• Lessons Learned for next 60 days:
• Continue to communicate expectations and timelines for Go-Live readiness
Next 60 Days (January – February 2016)
• Key Milestones/ Deliverables
• January- February: Hardware Walkthroughs continue to assess current devices and clinical tools
• January: Super User planning, recruitment by managers begins
• January 4- January 29: Specialty Validation Session 2
• February 26: Ambulatory and Inpatient system build bucket 2 (out of 6) complete
• What You Can Expect:
• SME Workgroups to continue meeting in small teams to focus on specific content with the Project Team (Application Specific, Clinical Content, Integrated Areas, Clinical & Access/Revenue Readiness)
• Communication regarding key project milestones and their anticipated operational impact, enabling managers to plan well in advance
• What We Need From You:
• Review your Super User, upstaffing, and backfill needs and begin planning for the FY’17 budget
• Support SMEs participating in workgroups. This is an essential process during the System Build Phase
• Notify the Epic Project Team of any operational changes that might affect workflows (current or future)
Operational Staffing Milestones for Management Planning
• Super User Recruitment :
• Recruitment begins January 11, 2016 and ends April 1, 2016
• Training for Jefferson Staff and Providers:
• All End Users will be required to attend training before they will be granted access to the new
system
• Specific number of training hours will vary by End User role and occur between the offered dates
below
• Wave 1 (Ambulatory) Training Courses Offered:
• Super User Training 09/12/16 – 10/2/16
• End User Training 10/03/16 – 11/25/16
• Wave 2 (Inpatient) Training Courses Offered:
• Super User Training 01/16/17 – 01/29/17
• End User Training 01/30/17 – 03/31/17
• Go-Lives:
• Wave 1 (Ambulatory sites): November 26, 2016
• Super User Support: 11/26/16-12/23/16
• Wave 2 (Inpatient): April 1, 2017
• Super User Support: 4/1/17-4/29/17
Super Users- Overview
• Comprised of Jefferson operational and clinical staff who will be selected by managers• Recruitment for both Waves begins January 11, 2016 and ends April 1, 2017
• Wave 1 more than 500 Super Users
• Wave 2 more than 1300 Super Users
• Given additional training and responsibilities in preparation for Go-Live- Serve as Epic@Jeff Project Team extension
• Provide support for Trainers as “assistants” during in-classroom End User training
• First line of defense for troubleshooting and managing workflow issues in real time for frontline staff
• Provide ‘at-the-elbow’ support (i.e., bedside, clinic, workstation) for End Users during and 4-weeks post Go-Live
Why Super Users?
• There are four primary ways organizations implementing
Epic typically rely on Super Users to be successful:
1. Change Management and End User Adoption
2. Implementation Activity Support
3. Go-Live Support
4. Long-Term Support
Super Users- Time Commitment Responsibility Commitment Details
Super User Training 2-4 hours Kick-off Meeting, 1-2 hrs Intro to Role, 1-2 hrs Art of being a Super User
Super User Meetings 1-2 hours Pre go-live meetings
End User Training for
Super Users (occurs 3
weeks before end user
training)
12-28 hours Depending on specialty and application
End User Training Support 12-28 hours At least 1 full round of classes per role, time dependent on application
Usability Testing
(as needed)
Up to 8 hours Variable testing meetings over 3 month period
Super User Refresher (pre
go-live)
1-2 hours Pre go-live preparation
Go-live Support Duration of Super
User work shift
(variable by role)
• Occurs weeks 1-4 post go-live (including day of go-live):
Wave 1 (Ambulatory sites): 11/26/16-12/23/16
Wave 2 (Inpatient): 4/1/17-4/29/17
• Dedicated support shifts during the go-live period
• Super User shifts are not in addition to a clinical assignment or
operational responsibilities. During the Super User shift, the
individual ONLY providers Super User support for the unit/
department.
• Most Super Users will not be 100% support for the full 4 weeks
(individuals will also need to work some clinical shifts to be able to
learn as an end use)
Super Users- FAQs
• How are we determining the number of Super Users each work area needs?
• Epic provides ratios for each application and roles as a guideline
• In total, we plan to identify more than 1,800 Super Users (Wave 1- 500, Wave 2- 1,300). Specific numbers
by location have been provided by the Epic@Jeff Project Team
• Why are being asked to identify so many Super Users?
• Best practice to develop internal proficiency with our own resources (pays for itself in the long run)
• Epic customers confirm this role is a priority for successful implementations
• Are the Super Users from my work area going to be sent to other work areas to help?
• No, the priority of each Super User to assist their co-workers and colleagues within their own work area.
However we will have some Super Users that float to locations as needed and will be assigned as such.
• Can Super Users get clinical assignments or operational responsibilities while serving as a Super User?
• No, Super Users are dedicated support during their shifts – they will not take on a clinical/ operational
responsibility in addition to supporting end users during go-live
• Is there any monetary reimbursement for being a Super User?
• There is no additional reimbursement to Super Users in addition to regular hourly/salaried rates
• How will departments budget for their Super Users?
• Finance Dept will provide a worksheet to accompany the FY’17 budgeting process. There will be a
dedicated area to allocate resources for Super Users, Upstaffing, and Backfill
Key Contact Information
• Ambulatory: Leslie Kinkler, 5-2465
• Ancillary: Renee Marino, 5-9042
• Reporting & Analytics: Brian Glynn, 5-2442
• Access & Revenue: Joe Galdi, 5-2306
• Training: Jennifer Cappetta, 5-2286
• Technology: Jordan Wise, 3-9458
• Inpatient: Mark Laspada, 5-2438
• Implementation: Greg Kim, 3-9428
• Executive Project Director: Dennis R. Delisle, 5-7165
Questions and comments are always welcome at: [email protected]
For news and information, visit Jefferson.edu/Epic
Milestone Description Purpose Timeline SME and/ or Operational Commitment:
Hardware
Walkthroughs
A literal walkthrough of
the Ambulatory Practices
and the IP departments by
Project Team
To document the
workstation placement,
area layout, access needs,
equipment deficits,
infrastructure concerns,
etc.
10/12/15 – 04/01/16 • One (1) manager level person (SME) to touch base with prior
to, and possibly during, the walkthrough
• Estimated 1 to 4 hours of time in the department and time
for the SME’s involvement (time will vary based on the size
and operational complexity of the department)
• Note: the department will be contacted in advance to
identify the Project Team’s key contact during the visit and
schedule an appropriate, least intrusive time for the
walkthrough of the area
Specialty
Validation
Sessions
Meeting between Subject
Matter Experts, from a
specific Ambulatory area
of practice, and the
Project Team
To validate content and/or
the intended Epic
workflows for their area
Round 1: 11/23/15 –12/18/15
Round 2: 01/04/16 – 2/5/16
Round 3: 02/01/16 – 3/4/16
Round 4: 02/29/16 – 4/1/16
Round 5: 03/28/16 – 4/28/16
• The number of SMEs involved will vary based on Specialty
• 2 hours per week are estimated to be required of each SME
System Build
Wave 1
(Ambulatory) &
Wave 2
(Inpatient)
Actual creation of the Epic
records by the Project
Team
To translate all validated
workflows, orders, lists,
documentation, dx tests,
schedules, etc. from
validation sessions into the
Epic EHR
Wave 1: 10/12/15 – 07/22/16
Wave 2: 10/12/15 – 09/30/16
• Hundreds of SMEs will be involved in the Build process.
Contributions range from a minimal touch base for
clarification purposes only to gathering and sharing
department data to review and validation of the final Build
• Required hours vary by session
Super User
Program
Super Users will serve as
an extension to the
Epic@Jeff Project Team.
The Super User role will be
comprised of operational
and clinical staff who have
additional training and
responsibilities in
preparation for Go-Live.
Provide “at-the-elbow”
support (i.e. at the
bedside, clinic,
workstation) during and
post Go-Live. They are the
first line of defense for
troubleshooting and
managing any Epic
workflow issues in real
time for frontline staff.
• Recruitment begins January
2016
Super User Training:
• Wave 1: 09/12/16 – 10/2/16
• Wave 2: 01/16/17 – 1/29/17
Go-live Support:
• Wave 1: 11/26/16 – 12/23/16
• Wave 2: 04/01/17 – 04/28/17
• Go-Live Support: At-the-elbow with end users for 2 to 4
weeks after Go-live
• Total number of hours will be determined based on the
Super User’s area of coverage (final schedule based on
number of end users, super users available and hours of
operation)
• Total number of days and hours of commitment will be
dependent on the success of end user adoption and
proficiency in the Super User’s area
Data
Conversions
Electronic transfer of
specific items from
previous systems into Epic
EHR completed by Project
Team, and validated by
Operations
To capture unique data
elements from legacy
system files that will be
needed for future patient
care
Wave 1: 10/03/16 - 11/26/16
Wave 2: 02/06/17 - 04/01/17
• Approximately 3-5 hours are required depending on each
SMEs area(s) of expertise, authority for approval and
quantity / type of data each will be assigned to review
Milestone Description Purpose Timeline SME and/ or Operational Commitment:
Parallel Revenue
Cycle Testing
A simultaneous test of old and new
systems for confirmation of
revenue capture, completed by
Operations and Application teams
To ensure the effectiveness
of the Revenue strategy and
build
Wave 1: 07/18/16 - 09/23/16
Wave 2: 10/31/16 - 02/17/17
• Approximately 4-6 hours for test data entry and
result validation
Training All End Users will be required to
attend training before they will be
granted access to the new
Epic@Jeff system
Ensure staff are adequately
trained to use the system in
order to return to normal
operating levels as soon as
possible
Wave 1: 10/03/16 – 11/25/16
Wave 2: 01/30/17 – 03/31/17
• Specific number of training hours will vary by
End User role
• Classroom Training Times: Provider 8-12 hrs,
Support Staff 4-20 hrs
End User Testing Coordinated testing of the Epic
build by Operational resources
To ensure, from end user
perspectives, that the design
reflects intent, validation
points, and intended usage
Wave 1: 09/05/16 - 09/30/16
Wave 2: 01/09/17 - 02/10/17
• 4 to 16 hours for test data entry and result
validation
Technical Dress
Rehearsals
Application and technical teams
complete integrated technology
and application test of the
availability, access, hardware,
connectivity, and printing build in
the “live” environment
To ensure that the
technology and device design
integrates and performs as
designed
Wave 1: 10/17/16 – 11/25/16
Wave 2: 02/20/17 – 03/31/17
• 1 area specific manager level resource to touch
base with prior to, and possibly during, the
rehearsal
Go-live Readiness
Assessments
Meetings with Operations and
Project team that are scheduled
30, 60, 90, and 120 days prior to
Go-Live
Strategically scheduled to
assess readiness before Go-
Live
Wave 1: 09/01/16, 09/29/16 and
10/27/16
Wave 2: 01/05/17, 02/02/17, and
03/02/17
• 4 to 16 hours of preparation for session report
outs
• Three, 1 day sessions will review readiness for
Go-live requiring 4 to 8 hours for Operational
representatives
Cutover Activities Preloading of specific information
into the Epic system by application
and operations resources
Information is needed for
clinical patient care, to
maintain previously
scheduled appts, to maintain
established workflows like
provider schedules,
treatment plans, etc.
Wave 1: 11/14/16 – 11/25/16
Wave 2: 03/20/17 – 03/31/17
• 4 to 16 hours dependent on quantity of data,
number of interfaced systems / Operations
owned 3rd Party systems, and vendor staff
Go-Lives Official date that we turn on the
new system
Established date allows for
proper timing and sequencing
of events that are needed for
successful implementation
and function
Wave 1 Go-Live: November 26, 2016
Wave 2 Go-Live: April 1, 2017
• EVERYONE!!