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Upgrades	
  	
  
Wednesday,	
  December	
  11,	
  2013	
  

Disclaimer:	
  Nothing	
  that	
  we	
  are	
  sharing	
  is	
  intended	
  as	
  legally	
  binding	
  or	
  prescrip7ve	
  advice.	
  This	
  
presenta7on	
  is	
  a	
  synthesis	
  of	
  publically	
  available	
  informa7on	
  and	
  best	
  prac7ces.	
  
 	
  	
  	
  Agenda	
  
•  Introduc.ons	
  	
  
•  Upgrades	
  	
  
–  NextGen	
  5.8	
  	
  
–  KBM	
  8.3	
  

•  What’s	
  next?	
  	
  
•  Q&A	
  
 	
  	
  	
  Survey	
  
•  What	
  is	
  the	
  one	
  thing	
  you	
  want	
  to	
  take	
  away	
  
from	
  this	
  webinar?	
  
 	
  	
  	
  Why	
  it	
  makes	
  sense	
  to	
  upgrade	
  
•  ONC-­‐2014	
  Edi.on	
  Cer.fied	
  
•  ICD-­‐10/SNOMED	
  and	
  Meaningful	
  Use	
  Stage	
  2	
  
(MU	
  2)	
  ready	
  
•  Prerequisite	
  for	
  KBM	
  8.3	
  upgrade	
  
 	
  	
  	
  How	
  do	
  you	
  stack	
  up?	
  
5.7	
  
Easy	
  upgrade	
  	
  

–	
  sit	
  pre^y	
  	
  

5.6	
  
to	
  later	
  version	
  is	
  easier	
  –	
  sit	
  
pre^y	
  	
  	
  

5.5	
  
to	
  later	
  version	
  is	
  a	
  HUGE	
  upgrade	
  –	
  RUN	
  	
  	
  
 	
  	
  	
  Some	
  of	
  the	
  biggest	
  changes	
  
•  PIN	
  is	
  gone!	
  	
  
•  Performance,	
  especially	
  around	
  database	
  
table	
  indexing	
  	
  
•  New	
  diagnosis	
  module	
  
•  Changes	
  in	
  the	
  Medica.on	
  Module	
  	
  
•  New	
  features	
  in	
  template	
  editor	
  
•  Improved	
  Medica.on	
  Reconcilia.on	
  
•  Advanced	
  Audit	
  is	
  required	
  
 	
  	
  	
  What	
  should/shouldn’t	
  be	
  turned	
  on	
  
•  Hold	
  off	
  on	
  ICD10	
  mapping	
  
•  Turn	
  on	
  HCC	
  indicator	
  in	
  problem/diagnosis	
  module	
  
•  Leave	
  off	
  all	
  the	
  extra	
  pa.ent	
  educa.on	
  choices	
  for	
  
ini.al	
  roll	
  out	
  
–  Stay	
  with	
  Healthwise	
  and	
  then	
  add	
  external	
  sources	
  later.	
  

•  Discuss	
  Prescribing	
  Delegates	
  at	
  length	
  
–  Recommend	
  leaving	
  off,	
  unless	
  workflow	
  requires	
  the	
  
feature	
  

•  Leave	
  off	
  pa.ent	
  informa.on	
  bar	
  un.l	
  8.3	
  
•  Review	
  BBP	
  enhancements	
  
 	
  	
  	
  Poll	
  
•  Do	
  you	
  plan	
  to	
  do	
  your	
  upgrade	
  in-­‐house?	
  
–  Yes	
  
–  No	
  
 	
  	
  	
  KBM	
  8.3	
  Upgrade	
  
•  NextGen	
  users	
  on	
  KBM	
  version	
  8.1	
  or	
  earlier	
  
or	
  non-­‐KBM	
  version	
  must	
  upgrade	
  
•  ICD-­‐10	
  and	
  Meaningful	
  Use	
  (MU)	
  Stage	
  1	
  and	
  
Stage	
  2-­‐compliant	
  
•  Time,	
  cost,	
  and	
  effort	
  for	
  upgrade	
  predicated	
  
on	
  current	
  KBM	
  version	
  
•  Scope	
  of	
  conversion	
  based	
  on	
  level	
  of	
  
customiza.on,	
  data	
  mapping,	
  and	
  workflow	
  
changes	
  
 	
  	
  	
  Where	
  are	
  you	
  in	
  the	
  KBM	
  zone?	
  
Outright	
  scary	
  

Pre-­‐KBM	
  
Custom	
  

Repent	
  earthly	
  sins	
  
Migrate	
  to	
  North	
  Korea	
  

Pre<y	
  bad	
  

Doable	
  

Op?mal	
  

7.6	
  
7.7	
  
7.8	
  

7.9	
  
8.0	
  

8.1	
  

Drop	
  other	
  HIT	
  projects	
  
Determine	
  upgrade	
  
plan	
  

Get	
  8.3	
  BTU	
  
Test	
  8.3	
  BTU	
  

Get	
  8.3	
  BTU	
  
Test	
  8.3	
  BTU	
  
 	
  	
  	
  Some	
  of	
  the	
  biggest	
  changes	
  
ICD-­‐10	
  and	
  MU2	
  compliant	
  
Founda.on	
  Template	
  Set	
  
Choice	
  of	
  plan	
  details	
  
Family	
  history	
  
Health	
  promo.on	
  
Real-­‐.me	
  Clinical	
  Quality	
  Measure	
  (CQM)	
  
check	
  
•  Immuniza.on	
  module	
  
• 
• 
• 
• 
• 
• 
 	
  	
  	
  Poll	
  –	
  Will	
  You	
  Be	
  Preserving	
  Your	
  
	
  	
  	
  	
  Customiza.ons?	
  
•  Yes	
  
•  No	
  
•  No	
  Customiza.ons	
  
 	
  	
  	
  Do	
  you	
  have	
  the	
  right	
  hardware?	
  
• 
• 
• 
• 
• 
• 

Windows	
  Opera.ng	
  System	
  
Windows	
  worksta.ons	
  
Server	
  size	
  
Development	
  environment	
  
SQL	
  Server	
  
Separate	
  SQL	
  server	
  for	
  reports,	
  HQM,	
  and	
  
Advanced	
  Audit	
  
 	
  	
  	
  Op.mal	
  Project	
  Plan	
  
•  Developing	
  a	
  plan	
  for	
  2014	
  is	
  impera.ve	
  
 	
  	
  	
  A	
  step	
  in	
  the	
  right	
  direc.on	
  

Iden.fy	
  
core	
  team	
  

Create	
  
project	
  
plan	
  and	
  
assign	
  tasks	
  

Workflow	
  	
  
and	
  gap	
  
analyses	
  

Training	
  
and	
  tes.ng	
  

Apply	
  
upgrade	
  
and	
  go	
  live	
  	
  
 	
  	
  	
  Project	
  considera.ons	
  
Resources	
  

Risk	
  
Management	
  

Goals,	
  
Milestones,	
  
and	
  Timelines	
  

Tasks	
  

Budget	
  
 	
  	
  	
  Project	
  considera.ons	
  -­‐	
  con7nued	
  

Impact	
  analysis	
  

Integra.on	
  

Communica.on	
  
 	
  	
  What’s	
  Next?	
  

December	
  18,	
  
2013	
  –	
  ICD-­‐10	
  

January	
  8,	
  
2014	
  –	
  
Meaningful	
  
Use	
  1	
  

January	
  15,	
  
2014	
  –	
  
Meaningful	
  
Use	
  2	
  

January	
  22,	
  
2014	
  –	
  
Pa.ent-­‐
Centered	
  
Medical	
  
Home	
  
(PCMH)	
  

January	
  29,	
  
2014	
  –	
  
Accountable	
  
Care	
  
Organiza.ons	
  
(ACOs)	
  
 	
  	
  	
  Q&A	
  
dan.holleran@quirkhealthcare.com	
  
tamina.vahidy@quirkhealthcare.com	
  

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Quirk Healthcare: Upgrades

  • 1. Upgrades     Wednesday,  December  11,  2013   Disclaimer:  Nothing  that  we  are  sharing  is  intended  as  legally  binding  or  prescrip7ve  advice.  This   presenta7on  is  a  synthesis  of  publically  available  informa7on  and  best  prac7ces.  
  • 2.        Agenda   •  Introduc.ons     •  Upgrades     –  NextGen  5.8     –  KBM  8.3   •  What’s  next?     •  Q&A  
  • 3.        Survey   •  What  is  the  one  thing  you  want  to  take  away   from  this  webinar?  
  • 4.        Why  it  makes  sense  to  upgrade   •  ONC-­‐2014  Edi.on  Cer.fied   •  ICD-­‐10/SNOMED  and  Meaningful  Use  Stage  2   (MU  2)  ready   •  Prerequisite  for  KBM  8.3  upgrade  
  • 5.        How  do  you  stack  up?   5.7   Easy  upgrade     –  sit  pre^y     5.6   to  later  version  is  easier  –  sit   pre^y       5.5   to  later  version  is  a  HUGE  upgrade  –  RUN      
  • 6.        Some  of  the  biggest  changes   •  PIN  is  gone!     •  Performance,  especially  around  database   table  indexing     •  New  diagnosis  module   •  Changes  in  the  Medica.on  Module     •  New  features  in  template  editor   •  Improved  Medica.on  Reconcilia.on   •  Advanced  Audit  is  required  
  • 7.        What  should/shouldn’t  be  turned  on   •  Hold  off  on  ICD10  mapping   •  Turn  on  HCC  indicator  in  problem/diagnosis  module   •  Leave  off  all  the  extra  pa.ent  educa.on  choices  for   ini.al  roll  out   –  Stay  with  Healthwise  and  then  add  external  sources  later.   •  Discuss  Prescribing  Delegates  at  length   –  Recommend  leaving  off,  unless  workflow  requires  the   feature   •  Leave  off  pa.ent  informa.on  bar  un.l  8.3   •  Review  BBP  enhancements  
  • 8.        Poll   •  Do  you  plan  to  do  your  upgrade  in-­‐house?   –  Yes   –  No  
  • 9.        KBM  8.3  Upgrade   •  NextGen  users  on  KBM  version  8.1  or  earlier   or  non-­‐KBM  version  must  upgrade   •  ICD-­‐10  and  Meaningful  Use  (MU)  Stage  1  and   Stage  2-­‐compliant   •  Time,  cost,  and  effort  for  upgrade  predicated   on  current  KBM  version   •  Scope  of  conversion  based  on  level  of   customiza.on,  data  mapping,  and  workflow   changes  
  • 10.        Where  are  you  in  the  KBM  zone?   Outright  scary   Pre-­‐KBM   Custom   Repent  earthly  sins   Migrate  to  North  Korea   Pre<y  bad   Doable   Op?mal   7.6   7.7   7.8   7.9   8.0   8.1   Drop  other  HIT  projects   Determine  upgrade   plan   Get  8.3  BTU   Test  8.3  BTU   Get  8.3  BTU   Test  8.3  BTU  
  • 11.        Some  of  the  biggest  changes   ICD-­‐10  and  MU2  compliant   Founda.on  Template  Set   Choice  of  plan  details   Family  history   Health  promo.on   Real-­‐.me  Clinical  Quality  Measure  (CQM)   check   •  Immuniza.on  module   •  •  •  •  •  • 
  • 12.        Poll  –  Will  You  Be  Preserving  Your          Customiza.ons?   •  Yes   •  No   •  No  Customiza.ons  
  • 13.        Do  you  have  the  right  hardware?   •  •  •  •  •  •  Windows  Opera.ng  System   Windows  worksta.ons   Server  size   Development  environment   SQL  Server   Separate  SQL  server  for  reports,  HQM,  and   Advanced  Audit  
  • 14.        Op.mal  Project  Plan   •  Developing  a  plan  for  2014  is  impera.ve  
  • 15.        A  step  in  the  right  direc.on   Iden.fy   core  team   Create   project   plan  and   assign  tasks   Workflow     and  gap   analyses   Training   and  tes.ng   Apply   upgrade   and  go  live    
  • 16.        Project  considera.ons   Resources   Risk   Management   Goals,   Milestones,   and  Timelines   Tasks   Budget  
  • 17.        Project  considera.ons  -­‐  con7nued   Impact  analysis   Integra.on   Communica.on  
  • 18.      What’s  Next?   December  18,   2013  –  ICD-­‐10   January  8,   2014  –   Meaningful   Use  1   January  15,   2014  –   Meaningful   Use  2   January  22,   2014  –   Pa.ent-­‐ Centered   Medical   Home   (PCMH)   January  29,   2014  –   Accountable   Care   Organiza.ons   (ACOs)  
  • 19.        Q&A   dan.holleran@quirkhealthcare.com   tamina.vahidy@quirkhealthcare.com