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How to get Started

Integrating Information Systems
for Disease Management

A Step-by-Step Approach to CliniPro® Implementation

By Melissa Freels, NuMedics, Inc.

Acknowledgements: Stephanie Bamford, RN, UniMed;
Marty Bohm, NuMedics, Inc.; Jeff Brewer, NuMedics, Inc.

Healthcare providers will spend as much as $39.5 billion on information technology by 2008, according to new research by Datamonitor. 1 Care providers and payers in the United States and Canada are accelerating their spending on IT, largely driven by national initiatives toward electronic medical record adoption, said Jocelyn Young, who authored the report Technology Opportunities in the North American Healthcare Market.

The adoption of a new system – whether it’s an electronic medical record program or billing process software package – is a major project. Thomas Reed, president of the consulting and project management firm Vision Forward, likens the prospect of converting a healthcare organization from a paper medical record to an electronic system to construction projects like the Hoover Dam (which, by the way, took five years to build).3

Comments like that, however, aren’t meant to scare healthcare organizations away from adopting new technologies – they’re actually intended to prepare healthcare professionals. Despite Reed’s analogy, he agrees that electronic medical records have a “revolutionizing effect” on the industry. The key to achieving this effect is a thorough strategic plan for implementation – beginning with an understanding of why automation is necessary and ending with a procedural blueprint to follow after the new system is installed.

With the help of our current CliniPro users, NuMedics has established this guide, which includes a detailed list of considerations to make implementing our innovative diabetes management system a little easier.

1“Healthcare providers will spend as much as $39.5 billion on information technology by 2008..." <http://www.healthcareitnews.com/story.cms?id=4242>, Bernie Monegain, Editor, January, 6, 2006.

2“A Look Behind the Rapid Growth in Healthcare IS.” Sheldon I. Dorenfest, Healthcare Informatics, <http://www.healthcare-informatics.com/issues/1997/06_97/doren.htm>, June 1997.

3“Dam It! How to Harness EMR Power.” Thomas Reed, Healthcare Informatics, <http://www.healthcare-informatics.com/issues/1997/04_97/dam.htm>, April 1997.

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Setting Your Goals and Preparing a Budget

The first step is to outline your organization’s goals. What do you want to accomplish by implementing an information system like CliniPro?

One of the most common objectives, according to TechWeb’s Tom Dellecave, is to simultaneously cut costs and improve care. “The introduction of managed-care plans, which predetermine what providers can charge, and capitated plans, which cover individuals at set rates, have redefined the way healthcare providers and suppliers make money,” he writes. “Technology will be key to maintaining profitability.”4

Coinciding with the desire to streamline operations through increased profitability and efficiency is the need to have information at your fingertips. A patient’s healthcare concerns are immediate – they can’t wait. With medical data like lab and exam results available directly from the desktop, medical professionals can make informed decisions faster.

No matter what your goals and expectations may be, maintaining a realistic “vision” is the key to success. So what’s realistic? Perhaps our summary of the four essential capabilities outlined by Dorenfest5 (and, according to him, generally agreed upon throughout the healthcare industry) provides a good reference point.

A Realistic Vision

  • Automated systems should allow healthcare professionals to serve all episodes of care from any workstation within the organization. With CliniPro, for example, the care provider or support staff can schedule a patient’s next visit or collect any data (lab and exam results, for instance) at the point of care from anywhere in the clinic, whether in the front office or exam room.
  • Automation should allow immediate access to the entire patient database and all healthcare records from any workstation in the clinic.
  • Information technology should organize and analyze data in a variety of ways – just as CliniPro presents blood glucose results in several different formats – to better serve care providers making clinical or business decisions.
  • Information systems should provide an electronic medical chart that will effectively replace the paper chart.

Just as important as defining your goals and expectations, is the task of preparing a budget. Financial considerations will vary from clinic to clinic, but any organization implementing a new information system should keep the following expenses in mind:

  • Software costs, including any complementary programs such as a Windows® operating system and an office productivity suite.
  • Network hardware costs, including server, workstations, modems, printers, etc.
  • Additional personnel costs, including temporary data entry help and IS support.
  • Training costs, including basic Windows training from local organizations.

Note: NuMedics also provides hardware and service recommendations, which may be helpful in preparing your clinic’s budget.

4“Healthcare providers will spend as much as $39.5 billion on information technology by 2008, according to new research by Datamonitor. http://www.healthcareitnews.com/story.cms?id=4242>, Bernie Monegain, Editor,January, 6, 2006.

5“A Look Behind the Rapid Growth in Healthcare IS.” Sheldon I. Dorenfest, Healthcare Informatics,
<http://www.healthcare-informatics.com/issues/1997/06_97/doren.htm>, June 1997.

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Creating Your Step-by-Step Plan

Once you’ve tailored your goals and expectations to your healthcare organization’s abilities, it’s time to establish a step-by-step plan that is just as realistic. One tip, mentioned in Thomas Reed’s Healthcare Informatics article, is to take it slow: “A common mistake is to try to go too far, too fast. Don’t expect to prepare for the technology at the same rate as the supplier can install it.”6

A demo version of the information system software is a good place to start when designing a strategic plan for implementation. Viewing a system’s full capabilities and deciding which modules serve your current and future goals is imperative. (Which features will you implement today? Which features will you implement in six months?) NuMedics, for instance, provides a comprehensive presentation of CliniPro, with a walk-through of the software’s features; we also offer an evaluation copy of the diabetes management package, allowing healthcare professionals to get a hands-on, interactive demonstration of the program.

Preparation for CliniPro – or any other information system – is a detailed process that includes the following considerations and steps:

Prior to System Installation:

  • Appoint a Project Manager to oversee implementation
  • Select a Program Administrator to maintain the system
  • Develop an implementation schedule (Which features will be implemented first?)
  • Allocate financial and personnel resources for implementation
  • Create job descriptions for implementation phase and actual system use
  • Create a blueprint indicating each workstation and outline the workflow process
  • Appoint IS staff (internal or external)
  • Determine how the existing database will be transferred to CliniPro
  • Set a date for CliniPro installation
  • Evaluate the staff’s computer literacy and plan for training

After System Installation:

  • The Program Administrator enters NuAdmin data (user information, default data)
  • Convert the database or manually enter patient data
  • Provide CliniPro and basic computer training
  • Begin using CliniPro in daily operations

6 “Dam It! How to Harness EMR Power.” Thomas Reed, Healthcare Informatics,
<http://www.healthcare-informatics.com/issues/1997/04_97/dam.htm>, April 1997.

NuMedics has developed a more detailed outline of the steps listed above. Anyone considering the purchase of a CliniPro system can request a copy of the workbook from the NuMedics sales team.

Anyone interested in exploring CliniPro further or receiving more information about this diabetes management software should contact NuMedics at:

Marketing Communications
Phone: (503) 296-1360
Contact Kazi Ahmed

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