From 2004 to 2006 I gave an annual three-hour tutorial about EHR Workflow Management Systems (WfMSs) at the old TEPR Conference. While some terminology is dated (for example, WfMSs are now called Business Process Management Systems), the concepts are even more relevant today
Here was the conference description.
I’ve been meaning to post the slides for years. Now I have. Here’s the 2004 set. Here’s the 2006 set. To the former I added the original speaker notes. To the later I’ve added material from the original associated proceedings papers and from more recent blog posts, white papers, and proceedings papers.
I chopped the slides into blog posts so I can tweet and solicit comments and conversation. While I prepared the slides I noticed two things. The business process management systems née workflow management systems industry (now case management systems too) galloped along. However, while electronic medical records became electronic health records, and mobile, cloud, and social gained mindshare and marketshare, not as much as changed re incorporation of process-aware information technology.
There are more of the 2006 slides than the 2004 slides. For example, 2004 focussed on EHR workflow management systems in the medical office, but I added material about EHR workflow management systems in hospitals to the 2006 set. Also, I tried to stick as close as possible to the original speaker notes for 2004. So the 2004 slides are a shorter read. To the 2006 set I added lots of material from blog posts, papers, and a book chapter, from intervening years. It’s more current, but also a longer read with more distracting (but interesting!) material along the way. That said, there is some material in the 2004 set that I deemphasized in the 2006 set. So, depending on how interested (and obsessive) you are, review both. I cross-linked the two sets of slides via “Related Links” to make that a bit easier.
I plan to continue to add material to the 2006 slide notes. I’ve got a lot of draft content that either didn’t make it into the original three hour session, or which I’ve written since but not published here or elsewhere. In particular, expect new posts about process-aware technology and patient safety, healthcare workflow-in-the-cloud, context-aware mobile workflow, process mining EHR data, and how social computing and workflow computing increasingly overlap.
These slide notes are necessarily “rougher” than my other occasional blog posts. This is because they’ve often been copied from works in progress, such draft blog posts. I spend less time spell checking. Material is appended together with a bit less usual concern for smooth segue. [And I’ll add bracketed stuff, like this, as ticklers and reminders to consider developing a thought further or finding a relevant Web link.]
If you’d like to be notified when I post this new, but related material, the best way to do so is to follow me on Twitter. If fact, if you already follow me on Twitter, you know I tend to tweet links to posts I’ve written (even links to anchors in specific paragraphs in posts I’ve written) in response to news or tweets about EHRs and workflow from others. I’ve just added some more arrows to my quiver, so to speak. I look forward to conversing with you, here on this blog, or on Twitter at @wareFLO.
TEPR 2004 EHR Workflow Management System Slides
Based on the slide deck used for three-hour tutorial at the 2004 TEPR conference in Fort Lauderdale.
- Slide 1-2: What (Exactly) is EMR EHR Workflow Management? Introduction
- Slide 3: Five EMR EHR Workflow Usability Principles
- Slide 4: Natural Workflow: Five EMR EHR Workflow Usability Principles
- Slide 5: Relevant Workflow: Five EMR EHR Workflow Usability Principles
- Slide 6: Supportive Workflow: Five EMR EHR Workflow Usability Principles
- Slide 7: Consistent Workflow: Five EMR EHR Workflow Usability Principles
- Slide 8: Flexible Workflow: Five EMR EHR Workflow Usability Principles
- Slide 9: Definition of Workflow: Workflow Management Coalition
- Slide 10: Definition of Workflow Management System: Workflow Management Coalition
- Slide 11: EMR EHR Workflow System vs. EMR EHR Workflow Management System
- Slide 12: Cooking Analogy Workflow Reference Model
- Slide 13: Cookbook: Cooking Analogy Workflow Reference Model
- Slide 14: Manual vs Automated Activities: Workflow Reference Model
- Slide 15: Patient Encounter: Workflow Reference Model
- Slide 16: Entering & Reviewing Data, Entering Orders: Workflow Reference Model
- Slide 17: Four Types of EMR EHR Workflow: Time vs Users
- Slide 18: Different Time & Different User: Four Types of EMR EHR Workflow
- Slide 19: Same Time & Different User: Four Types of EMR EHR Workflow
- Slide 20: Different Time & Same User: Four Types of EMR EHR Workflow
- Slide 21: Same Time & Same User: Four Types of EMR EHR Workflow
- Slide 22: EMR EHR Workflow Engine Uses Process Definitions to Reason About…
- Slide 23: EMR EHR Workflow Engine Presents Right Screen & Data & Order Entry Options…
- Slide 24-30: Process Definitions Adapt EMR EHR Screen Presentation to Task Structure
- Slide 31-39: EMR EHR Workflow/Process Editor Authors & Revises EMR EHR Workflow
- Slide 40-41: Example: Deleting Task Changes EMR EHR Workflow Without Reprogramming
- Slide 42-43: Example: More Complex Process Definition “Peds Visit, Well Visit, New”
- Slide 44-45: EMR EHR Practice Survey: Usability, Revenue, Expenses, Time & Quality
- Slide 46: EMR EHR Practice Survey: Overall Usability
- Slide 47: EMR EHR Practice Survey: Effect of Usable Workflow on Revenue
- Slide 48: EMR EHR Practice Survey: Effect of Usable Workflow on Expenses
- Slide 49: EMR EHR Practice Survey: Effect of Usable Workflow on Time & Quality
- Slide 50: EMR EHR Practice Survey: Good Things Increased, Bad Things Decreased
- Slide 51: Why Did Patient Volume Increase? Why Did Encounter Length Decrease?
- Slide 52-58: Fewer Non-Value-Added EMR EHR Activities (animation snapshots)
- Slide 59-65: More Parallel Value-Added EMR EHR Activities (animation snapshots)
- Slide 66: Need Better Real-Time Coordinated EMR EHR Activity Delegation
- Slide 67: EMR EHR Workflow Engine Makes Possible Real-Time Task Tracking & Management
- Slide 68: EMR EHR Workflow Engine Enables Fewer Non-Value-Added Activities
- Slide 69: EMR EHR Workflow Engine Enables More Parallel Value-Added Activities
- Slide 70: EMR EHR Workflow Engine Enables Better Coordinated Activity Delegation
- Slide 71: People Plus Technology: Share, Distribute, Improve
- Slide 72: Patient Charting & Evolution of the EMR EHR
- Slide 73: Paperless Office & Evolution of the EMR EHR
- Slide 74: Workflow Management Systems & Evolution of EMR EHR
- Slide 75: You May Ask Yourself…
- Slide 76: Who or What is the EMR EHR Workflow Engine?
- Slide 77: Who or What is the Workflow Engine? If the Answer is “Who”…
- Slide 78: Who or What is the Workflow Engine? If the Answer is “Who”…Bad!
- Slide 80: Who or What is the Workflow Engine? If the Answer is “What”…Good!
- Slide 81: EMR EHR Workflow Management Systems Do More With Less
TEPR 2006 EHR Workflow Management Systems Slides
Based on the slide deck used for three-hour tutorial at the 2006 TEPR Conference in Baltimore.
- Slide 1-2: Workflow Management Systems: Key to EMR EHR Usability
- Slide 3-10: Some Workflow Definitions – Some Usability Definitions
- Slide 11-14: What Do Experts Say About Healthcare Workflow?
- Slide 15-22: EMR EHR Usability Principles and Workflow: Introduction
- Slide 23-29: EMR EHR Usability Principles and Workflow: Naturalness
- Slide 30-35: EMR EHR Usability Principles and Workflow: Consistency
- Slide 36-41: EMR EHR Usability Principles and Workflow: Relevance
- Slide 42-47: EMR EHR Usability Principles and Workflow: Supportiveness
- Slide 48-55: EMR EHR Usability Principles and Workflow: Flexibility
- Slide 56-58: EMR EHR Usability Principles and Workflow: Conclusion
- Slide 59: Intermission Time, Folks!
- Slide 60-63: Eliminating EMR EHR Non-Value Added Workflow Steps
- Slide 64-66: Parallelizing EMR EHR Value-Added Steps
- Slide 67-71: Doughnut Baking Automation Analogy, Workflow Reference Model, Patient Encounter
- 2006 EHR WfMS Tutorial Slides 72-79: EMR EHR Workflow Survey: Usability, Revenue, Expense, Time & Quality
- Slide 80-81: Why Did Patient Volume Increase? Why Did Encounter Length Decrease?
- Slide 82-89: Hospital EMR/EHR BPM: Usability, Workflow, Analytics
- Slide 90-97: Hospital EMR/EHR BPM: A Case Study
- Slide 98-102: More Workflow Definitions (No Pun Intended) Applied to Patient Encounter
- Slide 103-108: To Be, or Not to Be (the Workflow Engine) That is the Question