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2

The Wave

Krystal Murphy, Banner Clinical Informatics Daniel Jones, Adoption Project ManagerCourtney Hitzhusen, Learning Architect

Banner Learning and Adoption

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Objectives

• Learners will be able to summarize coaching and training timelines

• Learners will be able to summarize core communication between Cerner and Banner

• Learners will be able to summarize our keys to success

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6

Solutions

• Front Office• Scheduling• Registration• Insurance Eligibility• Automated Messaging for Appointment Reminders• Photo ID and Insurance Card Scanning

• Clinical• CPOE and Provider Documentation• Electronic Prescriptions• Dragon• Clinical Documentation and eForms Directory• Message Center (aka Provider Inbox)• Health Maintenance• Reference Lab Interface w/ Sonora Quest• Referral Management• Patient Portal including Secure patient messaging, results, appointments, and

patient care summary

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Implementations 2015 and 2016

Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct0

200

400

600

800

1000

1200

Providers (Actual)Providers (Projected)Clinics

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Workflow Analysis

Current State

Workflow Developme

ntFuture State Fort Testing

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Fort Testing

• Hands on specialty specific Mock Golive used to test:• Workflow• Specialty Build

• Takes place 2 weeks prior to Go-live onsite at the clinic• Includes

• Clinic Staff• Clinical Informatics • Learning / Adoption• Build team

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Workflows & Tipsheets

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Training Prep

Localization

Class Matrix

Train Domain

TrainingManager

Engagement

12

Training Prep

Localization Class Matrix

Train Domain

TrainingManager

Engagement

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Localization

14

Training Prep

Localization

Class Matrix

Train Domain

TrainingManager

Engagement

15

Class Matrix

16

Training Prep

Localization

Class Matrix

Train Domain

TrainingManager

Engagement

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Train Domain

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Training Prep

Localization

Class Matrix

Train Domain

TrainingManager

Engagement

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Surveys

8.1/9

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Training

• Waves 1-6• 2,563 End Users

Trained2015

• Waves 7-13• 2,236 End Users

Trained2016

• 4,799 End Users TrainedTotal

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Training Prep

Localization

Class Matrix

Train Domain

TrainingManager

Engagement

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Manager Engagement

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Clinic Leader Readiness

• Pre-Conversion• Post-Conversion

Timeline

• Clinic Preparations

Checklist

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Clinic Leader Readiness

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Clinic Leader Readiness

• Pre-Conversion• Post-Conversion

Timeline

• Clinic Preparations

Checklist

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Coaching

Education Pre-Conversion Coaching

Conversion Coaching

Optimization Coaching

Lessons Learned

Communication

28

Coaching

Education Pre-Conversion Coaching

Conversion Coaching

Optimization Coaching

Lessons Learned

Communication

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Education

Town Hall

Night before conversion Review important or wave specific items

OrientationProject Specifics Domain Demos Attendance Policy

Open LabsOptional session for coaches in office

on Fridays Lead by the trainers

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What’s the most important phase of a

conversion?

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Coaching

Education Pre-Conversion Coaching

Conversion Coaching

Optimization Coaching

Lessons Learned

Communication

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Pre-Conversion

Timeline• First week – Front office preparation• Second week – CPM go-live with transition to back office preparation• Third week – Completing checklist and provider 1:1s

Checklist and Tracking

• Pre-Conversion Checklist• Pre-Conversion Tracking

Provider 1:1s• Two hours dedicated to the provider• Configure preferences and favorites

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Pre-Conversion - Checklist

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Pre-Conversion - Tracking

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Pre-Conversion

Timeline• First week – Front office preparation• Second week – CPM go-live with transition to back office preparation• Third week – Completing checklist and provider 1:1s

Checklist and Tracking

• Pre-Conversion Checklist• Pre-Conversion Tracking

Provider 1:1s• Two hours dedicated to the provider• Configure preferences and favorites

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Coaching

Education Pre-Conversion Coaching

Conversion Coaching

Optimization Coaching

Lessons Learned

Communication

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Conversion Coaching

Leadership Rounding

Resource Center

Support Partnership

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Coaching

Education Pre-Conversion Coaching

Conversion Coaching

Optimization Coaching

Lessons Learned

Communication

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Optimization Coaching

TimelineEleven

weeks from go-live

Four weeks of

optimization

Hybrid Approac

hKick Off Call

Post Conversion Checklist

Targeted Coaching Utilizing Advance

Reporting

Send issues to Clinical

Informatics

Report on provider metrics

ResultsROI of

targeted providers

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Optimization Coaching

TimelineEleven

weeks from go-live

Four weeks of

optimization

Hybrid Approac

hKick Off Call

Post Conversion Checklist

Targeted Coaching Utilizing Advance

Reporting

Send issues to Clinical

Informatics

Report on provider metrics

ResultsROI of

targeted providers

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Optimization Checklist

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Optimization Coaching

TimelineEleven

weeks from go-live

Four weeks of

optimization

Hybrid Approac

hKick Off Call

Post Conversion Checklist

Targeted Coaching Utilizing Advance

Reporting

Send issues to Clinical

Informatics

Report on provider metrics

ResultsROI of

targeted providers

43

Optimization Data

44

Optimization Coaching

TimelineEleven

weeks from go-live

Four weeks of

optimization

Hybrid Approac

hKick Off Call

Post Conversion Checklist

Targeted Coaching Utilizing Advance

Reporting

Send issues to Clinical

Informatics

Report on provider metrics

ResultsROI of

targeted providers

45

Optimization Coaching

TimelineEleven

weeks from go-live

Four weeks of

optimization

Hybrid Approac

hKick Off Call

Post Conversion Checklist

Targeted Coaching Utilizing Advance

Reporting

Send issues to Clinical

Informatics

Report on provider metrics

ResultsROI of

targeted providers

46

Optimization Results

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Coaching

Education Pre-Conversion Coaching

Conversion Coaching

Optimization Coaching

Lessons Learned

Communication

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Lessons Learned - Coaching

Education

Orientation length

Structured agendas

Pre-conversion

Standardize and track the

progress

Set expectations

Conversion

Clear Communicatio

n

Confirm hours, locations, and assignments

Optimization

Block provider time

Set expectations

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Coaching

Education Pre-Conversion Coaching

Conversion Coaching

Optimization Coaching

Lessons Learned

Communication

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Coaching Communication

Welcome Email• Project Email• Team Lead Email• Orientation Email

Daily Update

Clinic Daily Update

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Coaching Communication

Welcome Email• Project Email• Team Lead Email• Orientation Email

Daily Update

Clinic Daily Update

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Daily Update

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Coaching Communication

Welcome Email• Project Email• Team Lead Email• Orientation Email

Daily Update

Clinic Daily Update

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Clinic Daily Update

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Banner Leadership

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Specialty Workgroups

Primary Care

Women’s Health

Cross Venue

Pediatrics

Specialty

Revenue Cycle

57

Banner Newsletter

58

Mobile App

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Bi-Weekly Training & Adoption Update

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Survey the Environment

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Lessons Learned

• Communication • Coaching & Training Education• Train Domain Strategy• Continued Education• Leadership Involvement

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Questions?