Glossary of EHR Workflow Management Systems Terminology: Process-Aware HIT

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Glossary of EMR / EHR Workflow Terminology

Phrase Definition Medical Example
Work Item Task to perform Vitals signs awaiting performance during a patient encounter
Workflow/ Process Definition Description of a process detailed enough to drive EMR / EHR behavior. van der Aalst refers to this as a formal process model, that is, one that can executed. Get the Patient, Take Vitals and a Chief Complaint, Review Allergies, Review Medications, Review of Systems, Examination Screen, Evaluation and Management, Billing Approval
Worklist List of tasks to perform A nurse’s To-Do list
Case Particular application of a EMR / EHR workflow management system / business process management suite A particular patient’s encounter managed by EMR / EHR workflow management system /business process management system
Process Order (though not necessarily sequence) of tasks to be performed and resource requirements A Well Child pediatric visit
Resource Something that accomplishes tasks (often a user) A physician, nurse, technician
Role Set of related skills accomplished by a resource The role of nurse or physician
Routing Types of routing include sequential, parallel, conditional, or iterative task execution Routing a recording to a transcriptionist and the report back to the physician
Task Unit of work carried out by a resource Obtain vital signs
Trigger An event that changes a work item into an activity Starting to accomplish the task of responding to a phone message by selecting a To-Do list item
Workflow A process and its cases, resources, and triggers The tasks and people involved in accomplishing a patient encounter
Workflow/ Process Definition Editor User application or interface for creating workflow/ process definitions An ordered picklist or flowchart diagram representing Get the Patient, Take Vitals and a Chief Complaint, Review Allergies, Review Medications, Review of Systems, Examination Screen, Evaluation and Management, Billing Approval
Activity Performance of a task Obtain vital signs within a patient encounter

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Take me to the beginning blog post in this series! EHR Workflow Management Systems: Essentials, History, Healthcare (Written In 2004!).

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