EMR Training Classes

EMR Implementation Training Designed for Nurse Managers

Allow us to walk your Clinical EMR Project Team through the maze.

In addition to supporting the Rural Hospitals and the EMR Computer Software companies with our services, Susie Cook, RN Healthcare Consulting offers Clinical EMR Training classes.

It is an important goal of this organization to reach out and provide the wealth of information encompassed within the Six (6) Phase:  Clinical EMR Methodology to all the nursing clinical managers, staff nurses, pharmacy and other key figures involved with the EMR project at small community and Critical Access Hospitals.

To accomplish this goal, our organization has structured one and two day classes. 

Who should attend?

  • Directors of Nursing
  • Clinical department managers
  • Registered nurses and LPN’s involved in the EMR Project planning and execution.
  • Pharmacy Directors, Managers and Techs

A detailed review of any or all of the six phases of the Clinical EMR Methodology are offered.  The training classes are offered at your hospital or state Hospital Associations.

Six (6) Phase:  Clinical EMR Methodology

Two Day Training Class

This two-day training class reviews all six phases of the Clinical EMR Methodology.  The information provided will supply clinical managers and their staff with the necessary tools and knowledge base to develop a Clinical EMR Project Plan for their EMR system implementation.

The training class includes the criteria included in the one-day classes below.

One-day Training Classes

Phase 1:  Plan & Scope

This one-day training class prepares the clinical team for strategic planning of the EMR Implementation Project.

The first phase establishes the foundation for an EMR Project. The goal is to bring the clinical managers up to date with the EMR/EHR Adoption process.

General information regarding the process is reviewed. A list of IT language and acronyms is also provided so the team can get a basic understanding of the IT world.

Strategic planning is defined and the creation of a Clinical EMR Project Plan is outlined. The seven (7) critical elements recommended to include in the Clinical EMR Project Plan are introduced. The elements are:

  1. Clinical EMR Project Team,
  2. Change Management,
  3. Communication,
  4. Compliance,
  5. Work Flows,
  6. Policy & Procedures,
  7. Suggested Tracking Tools.

A major portion of Phase 1 examines the critical elements and suggestions are provided on ways to incorporate the elements into every phase of the project.

The scope process of the EMR project is evaluated. A description of the vendor demos, site visits, and vendor selection is given to the clinical team that will participate in the selection process. An overview of Phase 2 is reviewed and a summary of issues, concerns, and lessons learned from Phase 1 is evaluated.

Phase 2:  Build & Design

A one-day training class prepares the clinical management team to work with the IT Project Team during the customization of clinical Documentation, Physician Orders, and Pharmacy for all clinical departments of the hospital.

The Clinical EMR Project Plan is prepared and executed in Phase 2.  The following components are reviewed and outlined which include:  planning and preparation for the Build & Design; incorporation of the seven (7) critical elements into the plan; developing a Clinical EMR Project Team and distinguish the roles and responsibilities; utilization of the vendor templates; customization of Documentation, Physician orders (for all clinical departments); Interventions for Nursing, Respiratory, and Physical Therapy (for all clinical departments); Reporting Requirements, Discharge Planning, Patient Education and Scheduling (for all clinical departments); Preparation Lists  and details of a Pharmacy build with compliance issues and customization;  roles and responsibilities of a Remote Pharmacist; e-prescribing; Vendor testing of the Build & Design of Documentation, Physician orders and Pharmacy; suggested Tracking Tools; and Issues, concerns, and lessons learned from Phase 2.

Phase 3:  Policy & Procedures

A one-day training class introducing Phase 3 of the Clinical EMR Methodology.  In Phase 3 of the methodology, clinical Policy & Procedures (P&P’s) from a variety of clinical settings are reviewed. A Policy & Procedure Impact Analysis is described.  The changes in the clinical workflow from the EMR system are discussed and how this affects the clinical department’s Policy & Procedures.

Examples of Specific EMR P&P’s for any vendor software’s workflow are provided as well as an example list of clinical P&P’s that are affected by an EMR implementation. The seven (7) critical elements are discussed, with emphasis on communication, compliance, Work Flows, and P&P’s.  Tracking tools are suggested to assist with staying organized in keeping track of the tremendous amount of policies that will require revision or new policies written. Issues, concerns, and lessons learned are also presented. *(Generalized Policy and Procedure templates are available for purchase.) 

Phase 4:  Training

A one-day training class reviewing the training phase of the Clinical EMR Methodology.  In Phase 4, planning and scheduling for the EMR training of employees and physicians is outlined.  The seven (7) critical elements are reviewed, which are extremely important in this phase.  We also describe the different methods of training for the individual types of learners.  Tracking tools are suggested and issues, concerns, and lessons learned from Phase 4 are reviewed.

Phase 5:  Implementation “Go Live”  and Phase 6:  Exit & Maintenance

A one-day class covering two phases of the Clinical EMR Methodology.  Phase 5 of the methodology is the implementation or “Go Live” of the EMR system.  A choice of implementing the entire system at one time or going live in phases, is determined by the hospital.  We will demonstrate the “Go Live” of three (3) functionalities of the EMR system. (All three will apply to ANY clinical department in the hospital.)

The three functionalities are:  Documentation (all disciplines); Physician Orders (includes everything ordered per physician except Pharmacy items); and Pharmacy.  Planning and preparation is outlined for each “Go Live” with General Preparation Lists and Specific Preparation Lists provided.

The seven (7) critical elements are addressed in detail and each element is examined. For the three “Go Lives”, suggestions are given on: Change Management; Communication Methods; Compliance Rules & Regulations; Work Flow; Policy & Procedures; and Tracking Tools.

Roles and responsibilities are defined for the Clinical EMR Project Team and the vendor’s IT Team.  Helpful information is shared for scheduling staff for all three “Go Lives”.  A description of the first day of each implementation is illustrated and a list of facts and variables provided.  An analysis of each Post-“Go Live” is accompanied with a review of Issues, concerns, and lessons learned for all three implementations.

Phase 6 addresses the exit interview with the vendor; resolving all issues; support; and maintenance for the EMR system.

Please contact us for additional information:  scook@susiecookhc.com



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