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Filling Gaps in Your Epic Implementation JUNE 2014 Midwest Informatics, LLC Connecting the Docs SM Introduction Epic makes wonderful software, but they are happy to tell you that they don't do everything. If you only implement Epic, there will be gaps in your implementation and your operations. Talk to any Epic rep and they are happy to admit that: “we’re not a (hardware or imaging or forms) company." Epic IS a software company and they are a juggernaut in the electronic health records (EHR) industry who has earned their place at the front of the pack. But if you want to fully automate your workflows and someday be truly paperless, you will need a few other strategic partners / vendors. Depending on who you pick, the quality of your patient information and your revenue opportunities are at risk. This paper examines what Epic doesn't handle, or doesn't handle well, and will help you determine the best vendors to fill the gaps in your Epic implementation, so you can maximize your quality of care and your revenue opportunities. The 3 ‘Extras’ You will Need - Vendors to help you with: E-FORMS DOCUMENT MANAGEMENT E-SIGNATURES/CONSENTS The product/capability gaps that Epic doesn't handle well (or at all) can be categorized broadly as: e-Forms, Document Management, and Consent Management. Hardware is also something Epic doesn’t help you with, but that is not addressed in this analysis. The 3 areas above, though, are problematic. Epic doesn't handle eForms, Consent Management, or Document Management (not well or not at all). The e-Forms gap is easy to understand and fairly easy to close with the right vendor. Epic, like all EHRs, is essentially a medical forms, expert system, and workflow engine. Epic's database stores the patient information captured during an encounter or hospital stay in Epic’s patient database. Epic's internal expert system, technically a Clinical Decision Support System (CDSS), examines the information collected and triggers an on-screen message if there is a patient safety issue, e.g. a drug allergy. The CDSS will also make recommendation based on Evidence-Based Medicine guideline, so the doctor is always aware of the best-practice treatment for a given patient’s diagnosis, history, and the medications currently being taken. The gap in this process occurs when doctors have to use paper forms and the patient’s data is not available to the CDSS, reporting system, etc. This is a fairly common situation. When you 'go live' with Epic, you always have to make choices about which forms you build into your system before you "go live" and which forms will remain on paper. The theory is that for those less commonly used forms, you can just fill out the paper form, scan it into Epic, and build it into Epic when you have more time. In my experience, there will always be something more pressing - a bug to fix, a new clinic or department to get live, an upgrade, etc. So those less frequently forms rarely, if ever, get built into Epic. Epic resources are often so stretched that many forms are not built into Epic – instead, the paper form is scanned in later. After making well over 100 hundred phone calls to HIM Directors and after dozens of conversations with Epic customers and Epic experts, every organization faces this problem. The common solution is to just use the paper form and scan it into Epic later. Everyone admits that this solution is a problem in itself. That’s better than not having the information in the system at all, the logic goes, but if the form is filled out on paper and simply scanned into Epic, there is the inherent risk of hand-writing errors, lost documents, and forms scanned into wrong EMR location. For optimal patient care and for the sake of your bottom line, it should be everyone's goal to unleash the full power of their EHR. Which means you need discrete data. Organizations need to constantly push for improved automation and move in that direction whenever you can. The table on the following page demonstrates the continuum of automation with regard to medical forms, patient data collection, and the end-state of each stage: AUTOMATION COLLECTION STAGE METHOD Pen & Paper Paper Form with handwritten data entries. TRANSMISSION METHOD Scanned into Epic (or OnBase, then Epic). ENDSTATE Automated & Pen-Free e-Form: pick lists, dropdowns, keyboard entry. Imported into Epic or OnBase, then Epic. Directly imported, no data, no handwriting errors. Automated & Integrated e-Form+: pick lists, dropdowns, keyboard entry. Exported to PDF or HL7. Mapped & imported into patient record. Discrete data in patient electronic record. Scanned Image, no data, handwriting errors. Clearly, a step in the right direction would be to eliminate the handwriting and the errors that accompany it. The Automated & PenFree method entails collecting data on an e-Form, where the user accesses the form online and completes it using drop-down lists and enters data using a keyboard. Third-party technology exists to capture data electronically and eliminate scanning. e-Form solutions supplement the EMR and improve the flow of patient information. The benefits to the hospital are reducing human error and preventing delays in care by having quicker access to archived documents. The final stage, Automated & Integrated, would be to export the data collected on the e-Form and upload it into the EHR. e-Forms Vendors - at a glance Most of the vendors listed in this market are actually EHRs themselves, e.g. Epic, Cerner, McKesson, CPSI, and Medhost. FormFast, the leading e-Forms vendor with approximately 15% of the overall market, specializes in e-Forms products and has a full suite of products and functionality. RECOMMENDATION: FormFast ability to interface with Epic and populate e-Forms with patient data, and their ability to capture data on e-Forms through drop-down lists and checklists are the most advanced in the market. From a vendor recommendation standpoint, it is wise to select a vendor that you are sure will be around for the next 5-10 years or more. FormFast has been in business for over 20 years and is the market leader with hundreds of e-Forms customers and the most mature product line. For these reasons, FormFast is the best e-Forms vendor on the market today. Enterprise Content Management Vendors Enterprise Content Management, once called document management in simpler times, extends the simple capture and storage of documents to managing digital data from almost any source and storage of these pieces of content in hundreds of different formats. This flexibility and ability to handle complex data allows ECM systems to be the one-stop-shop in your enterprise for capturing, transforming, and storing healthcare data, business forms, and financial data. Epic provides a very simple document and image capture tool called the "Media Manager" which allows you to scan documents or capture photos or other images and store them directly in the patient's electronic record. If you need more than that, Epic will (again) be happy to tell you that "we're not an imaging or document management company". Along those lines, if you ask them "then who is, who do you recommend?" they will tell you that they don't recommend any 3rd party vendors, but they will be tell you who "some of our other customers are using." Hyland's OnBase will appear on that list 10 times more often than anyone else. The reason, Epic will tell you, is that Hyland and Epic have been working together for some time and have developed a tight integration between OnBase and Epic. Having implemented OnBase alongside of Epic on several occasions, I can personally attest to this seamless integration. Users logged into Epic might never know if or when they are actually using OnBase, which is great for healthcare professionals who just want to get the job done as quickly and simply as possible. ECM Vendors - at a glance Other than this integration with Epic, OnBase, as well as Perceptive and other leading ECM vendors are fairly equivalent in terms of scanning medical records or financial documents. But OnBase also offers enough extra capabilities that make OnBase a must-have in my view for any hospital or multispecialty ambulatory practice. An example of OnBase's value-add features and functionality in a healthcare implementation is best exhibited by OnBase's "sweep" capability, which allows you to gather patient files stored on external systems, e.g. GE Muse Cardiology servers, and copy those patient files (EKG results, strips, etc.) into the patient's Epic record automatically. This feature is invaluable replacement for building a custom HL7 interface between Epic and Muse, for example, which saves you significant interface development time and money. RECOMMENDATION: In the HIMSS Analytics database, OnBase is the market leader for products that are not full-fledged EHRs like McKesson, Cerner or Meditech. But, as mentioned, OnBase is the dominant ECM being deployed alongside Epic. In our research, 80% of Epic customers interviewed use Hyland's OnBase. If you are looking for the best integration with Epic, OnBase's superior features make it the best-of-breed in that space. e-Signatures & Consent Management HIMSS Analytics does not collect vendor data on the e-Signature or Consent Capture/Management markets. The data from the research group would indicate, however, that ~73% of these customers collect e-signatures on paper and then send that paper to the HIM department to be scanned into Epic (usually using OnBase for the scanning). Only 6.7% have a custom form and method for capturing signatures, and 20% use a combination of OnBase and Topaz signature pads to capture physical signatures. Epic can only capture one (1) signature per document - treating minors requires patients and parent signatures Epic, natively, only supports 1 signature per document, due to the way Epic stores signatures as annotations. Many consent forms, however, require more than one signature, e.g. for patients who are minors, which requires a consent/signature from the minor and a consent/signature from a parent or guardian. There are workarounds to the 1 signature limitation, but workarounds require ongoing, manual labor which can be a costly and error-prone themselves. This situation limits use of the Media Manager for consent capture to a paper and pencil process where a paper consent form is used and both signatures are hand-written and then the paper consent form is sent to Medical Records/HIM for scanning. This is the same process for OnBase or Media Manager scanning of paper signature. e-Signature Vendors - at a glance A better way to capture physical signatures might be to use FormFast's e-signature product with or without OnBase. FormFast's products allow you to gather any number of consents at the bedside or in the ER or anywhere else. FormFast typically recommends use of signature pads at registration with a secondary monitor to display their e-forms or a mobile tablet for bedside consent. This combination allows maximum flexibility in where it is used. FormFast's ability to customize e-forms, i.e. consent forms, also allows for easy tailoring by the customer if these forms change. RECOMMENDATION: FormFast e-signature products are best known to their Meditech customers, which number in the hundreds, or to their McKesson customers. But FormFast would work just as well with Epic or other EHRs and the consent forms themselves are easily modified with FormFast tools. For these reasons, FormFast e-signature products are the recommended solution for consent capture and other esignature needs for Epic customers, as well as the Meditech, McKesson or other EHR customers they serve today. SUMMARY Market leadership, history, and company stability are important considerations in the volatile healthcare IT vendor market these days. It is also wise to look for vendors with strengths in complementary areas so you can get the most bang for your buck. FormFast's 20-year company history and stability make it a safe bet. Hyland's OnBase is another product that provides a superior product to their healthcare niche and whose product can also be used in financial / business settings too. Epic is the clear leader in the EHR market and with $1.8B in revenue last year, are in no danger of going out of business anytime soon. These factors taken together, the best mix of vendors to fully automate healthcare delivery today is Epic for EHR, Hyland's OnBase for ECM, and FormFast for consent capture/e-Signature and e-Form needs. About Us About Midwest Informatics (MI) MI combines state-of-the-art informatics technologies and Lean methods to deliver solutions healthcare providers can use and advice you can trust. MI specializes in healthcare project and program management, research, EHR/Epic implementations, strategic planning, organizational development / organizational change consulting, health information exchange, and making healthcare and your organization more Agile and innovative. About FormFast FormFast is the leading provider of process automation Solutions for hospitals. Our comprehensive set of technologies, including eForms, eSignature, workflow, and ECM, integrate with existing systems to add functionality and streamline slow, outdated practices enterprise-wide. More than 1000 hospitals around the world rely on FormFast to help them make the transition from manual tasks to fully automated processes. About Hyland Onbase by Hyland is one of the most flexible and comprehensive ECM products on the market today. OnBase empowers users to grow their solutions as needs change and business evolves. It is tailored for departments, but comprehensive for the enterprise, designed to give you what you need today and evolve with you over time. Midwest Informatics, LLC tel : 636.484.0470 FormFast tel : 800.218.3512 Hyland tel : 888.495.2638 © 2014 Midwest Informatics, LLC