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WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A CLINICAL DATA CONVERSION May 8, 2015

WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

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Page 1: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

WHAT TO EXPECT WHEN CONVERTING:

A WALK THROUGH A CLINICAL DATA

CONVERSIONMay 8, 2015

Page 2: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

SLIDE HEADLINE Solving for Today. Preparing for Tomorrow.

Your phone has been automatically muted. Please usethe Q&A panel to ask questions during the presentation!

Page 3: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

TODAY’S PRESENTERS

Mark Hanrahan

• Conversion Clinical Analyst

• Galen Certified - Allscripts TouchWorks EHR | V11 Note | MU 2

• Lead TouchWorks EHR Consultant

Erin Michaud

• Lead Conversion Clinical Analyst

• Certified in Epic Willow (Pharmacy)

• Epic EHR Consultant

Elise Brault

• Conversion Clinical Analyst

• Galen Certified - Allscripts TouchWorks EHR | Advanced Order & Results | V11 Note

• Lead TouchWorks EHR Consultant

Page 4: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Introduction: Clinical Data Conversion

What is a clinical data conversion?

Process of extracting clinical data from one

system and loading the data into another system

The system the data is extracted from is referred

to as the “source” or “legacy” system

The system the data is loaded into is referred to

as the “target” or “new” system

Page 5: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Introduction: Clinical Data Conversion

Why do healthcare organizations go through

conversion?

• Consolidation

• Changing EMRs

Page 6: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Introduction: Clinical Data Conversion

Galen’s Conversion Team

• Technical Analyst

o Extracts, GalenETL, Loading

• Clinical Analyst

o Project Management, Clinical Mapping,

Testing/Validation

Page 7: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Introduction: Clinical Data Conversion

Client Conversion Team

• Decision Maker

• Technical Resourceso System Access, Point of Contact for Interfaces

• Clinical Resourceso Clinical Mapping Validation, Testing/Validation

Page 8: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

CLINICAL DATA CONVERSIONS

Phase 1: Project Design

Phase 2: Extraction and Data

Evaluation

Phase 3: Data Mapping

Phase 4: Testing and Validation

Phase 5: Conversion Go-Live

Phase 6: Support and Gap Loads

Page 9: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 1: PROJECT DESIGN

Actions

• Kick-Off Meeting

• Scoping Decisions and Sign-off

• Project Plan

• Initiating Access

Page 10: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 1: PROJECT DESIGN

Considerations

• Scoping

• Timeline

• Resources

• Access and Technical Requirements

Page 11: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 2: EXTRACTION & DATA EVALUATION

Actions• Data extraction from source and target systems

• Data Analysis

• Mapping Workbook Creation and Configuration

Page 12: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 2: EXTRACTION & DATA

EVALUATION

Considerations

• Example Decisions Around Converting the Data

o Required immunization dates

o Using a default provider

o Note statuses

o Putting data in comment fields

Page 13: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 3: DATA MAPPING

Actions• Map each data element in

scope

• Encounters

• Departments/Sites

• Providers

• PCPs

• Lab and Imaging

Results

• Transcriptions

• Note Status

• Scanned Documents

• Problems

• Problem Status

• Medications

• Route

• Admin Units

• Allergies

• Allergy Reactions

• Vitals

• Immunizations

• Routes

• Site

• Manufacturer

Page 14: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 3: DATA MAPPING

Considerations

• Review and Sign-off

• Resource Allocation

• Exclusion of Specific

Data Types

• Ways to Reduce Mapping Time

• Automate Mapping

• Limit Scope by Usage

• Decisions Around New Build

Page 15: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 4: TESTING & VALIDATION

Actions

• Unit Testing

• Small Scale Testing

• Large Scale Testing

• Full Scale Testing

Page 16: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Phase 4: TESTING & VALIDATION

Considerations

• Testing Environment

• Testing Resources

• Validation Technique

• Coordination and Logistics

• Consolidation of Issues

Page 17: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

PHASE 5: CONVERSION GO LIVE

Actions

Go Live Checklist

Finalize Import Files

Communication Plan

Timeline

Page 18: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

PHASE 5: CONVERSION GO LIVE

Considerations

• Information gathering/decisions

Page 19: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

PHASE 5: CONVERSION GO LIVE

Considerations

• Information gathering/decisions

• Training materials /training

Page 20: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

PHASE 5: CONVERSION GO LIVE

Considerations

• Information gathering/decisions

• Training materials /training

• Timing of test import files

Page 21: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

PHASE 5: CONVERSION GO LIVE

Considerations

• Information gathering/decisions

• Training materials /training

• Timing of test import files

• Interfaces

Page 22: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

PHASE 5: CONVERSION GO LIVE

Considerations

• Information gathering/decisions

• Training materials /training

• Timing of test import files

• Interfaces

• Dependencies

Page 23: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

SLIDE HEADLINE

Confidential © 2014 Galen Healthcare Solutions

Solving for Today. Preparing for Tomorrow.

GO LIVE CHECKLIST…the start

Page 24: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

SLIDE HEADLINE

Confidential © 2014 Galen Healthcare Solutions

GO LIVE CHECKLIST…the rest

Solving for Today. Preparing for Tomorrow.

Page 25: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

SLIDE HEADLINE

• Go-Live Support

• Issue Resolution

• Gap Loads

Confidential © 2014 Galen Healthcare Solutions

PHASE 6: SUPPORT & GAP LOADS

Solving for Today. Preparing for Tomorrow.

• Actions

Page 26: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

SLIDE HEADLINE

• Decision List

• Issues List

• Final Mapping

Documents

Confidential © 2014 Galen Healthcare Solutions

PHASE 6: SUPPORT & GAP LOADS

Solving for Today. Preparing for Tomorrow.

• Considerations

Page 27: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

SLIDE HEADLINE

Confidential © 2014 Galen Healthcare Solutions

DATA CONVERSIONS…

Solving for Today. Preparing for Tomorrow.

Page 28: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

Confidential © 2014 Galen Healthcare Solutions

SOLVING FOR TODAY. PREPARING FOR TOMORROW.

Thank you for joining us today.

For additional assistance contact us through our website at

www.galenhealthcare.com

Page 29: WHAT TO EXPECT WHEN CONVERTING: A WALK THROUGH A … · Introduction: Clinical Data Conversion Client Conversion Team •Decision Maker •Technical Resources o System Access, Point

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