Going Through Beta to Achieve Delta

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Implementing an electronic medical record (EMR) solution

By Barbara C. Robbins, RN, MBA


Alpha, Beta, Pilot and Production describe phases of software development, availability and delivery avenues. It is helpful to understand these phases when implementing new technology, particularly electronic medical records (EMRs) to impact the
greatest change, or Delta. Today’s health information management (HIM) professionals seeking to implement EMRs can leverage additional functionality and greater acceptance of the application by further understanding the unique aspects of each of these development phases.

The approach to applying the right phase of EMR technology and requirement enhancements may delay the project, but it can also establish increased clinician buy-in and problem solving in the work process. And when implemented in a deliberate process, an integrated EMR with a single patient database can turn short-term benefits into a process for achieving the long-term goals of increasing productivity, process efficiency and positioning the health care business and clinical practice with competitive advantage.

All technology frontrunners agree on the value of implementing an EMR. What do health care providers experience in working toward contributing to enhancements in production technology and implementing the technology? Should decision-makers consider alpha software or apply beta software; or wait for pilot and do nothing about working toward Delta in the interim? Maybe the Production delivery is best for your health care facility? The answer: It depends.

Guidelines for Implementing an EMR
Before examining the phases of development more closely, it is helpful to learn more about approaching EMR implementation with a rigorous process. The following illustrates an anecdotal approach in EMR implementation to achieve Delta in work process:

1. Identify the need and benefit of an EMR.
2. Accept and agree on requirements for an integrated system and establish a sense of expedience that change must occur.
3. Coordinate with administration to solve recognized challenges or there will be no buy-in to adopt EMR.
4. Include clinicians that must adopt the EMR in the problem-solving process.
5. Communicate the strategic imperative to implement an EMR. Without full compliance, the benefits of an EMR cannot be fully recognized.
6. Realize that the process of change will involve some discomfort.
7. Understand that the development of technology is fast and the absorption rate and adoption rate can be slow.
8. Continue to make progress. Achieving Delta is never the Omega (or end), but rather is the first step in continual improvement to work process.

Alpha Development
Alpha technology is applied specifically in the health care facility for two reasons. The first and most common reason is that the software needs further development before the quality-testing phase begins. Aspects of the EMR may not be fully developed to apply in the patient treatment process in a considered “clinically safe” manner. Additionally, applied use in the “real world” and other input must be gathered. The EMR will have specific components that need “field testing” to provide additional feedback to the software engineers. Involving different levels of clinicians in the process of applying the EMR with a practice database of sample treatments yields significant feedback and requirements for development that subsequently result in quality testing.

The second reason to apply alpha technology is that staff with production software may want to become familiar with soon-to-be-released enhancements before applying the upgraded version facility-wide. Alpha testing of an EMR application is usually very limited because resources are drained from the developer to educate, communicate, support and work conjointly with the clinicians. There often is no added monetary responsibility by the customer other than to provide a separate server and abide by system requirements in which the alpha EMR “lives.” The clinicians and HIM professionals provide the needed additional requirements to achieve the next phase in the EMR development. Alpha software becomes Beta software when it can be fully tested in-house and the requirements have approached the end of the development process and have passed quality control standards.

Beta Implementation
The Beta EMR can be applied in a clinical environment with the technology carrying out patient treatments and documentation. A health care facility with Beta software is usually a long-term customer that needs the enhanced version as opposed to continuing with “work arounds.” Some Beta customers applying the software may be new to the application, but in so much “pain” with their work process that expectations of the beta software application are a welcome relief. Beta software is best described as a solution that delivers clinically safe treatments with software, but that may present challenges or “hiccups.” This type of facility has a goal to implement a new and enhanced solution, but may not always have confidence in their decision to work through Beta to achieve their absolute Delta. Achieving Delta signals the ultimate change in managing patient information and delivering patient treatments.

While implementing Beta software brings significant rewards, challenges may also arise. Some administrators and clinicians may be uncomfortable with the uncertainty associated with Beta software, however most facilities frequently volunteer and prefer Beta software. Why would they favor Beta software? These facilities are the technology “front runners”—early adaptors and involved leaders—that drive application use and enhancements forward to significantly improve the software for Pilot and Production releases.

Implementing Beta Software
Each facility must develop a unique action plan and methodical approach to implementing a Beta EMR. The goal is to overcome challenges to benefit from the successes in applying EMR. Going back to the process steps outlined previously, the first step in a successful implementation is the consideration of what needs to change in the current system. If no change is needed, no change will occur. One must identify what is good in the change process, what is bad, and realistically, what is ugly.

The action plan must also include a system configuration to align with the desired process. If the facility has a previous system(s), the data will need to be converted. Before implementation takes place, thorough training must occur, including an education of how the software applies to the process flow. After implementation, evaluate and perform problem-solving analyses to determine effectiveness; often, reconfiguration of the system and retraining must take place. A plan should always include additional time and resources than originally projected to ensure implementation occurs with the highest possible degree of success.

Pilot and Production in Facilities
Pilot and Production are readily identified terms that signal release for rollout and widespread distribution of a new product. The complex arena of patient treatment delivery and information systems accentuates the need (and capability) to streamline process efficiencies, comply with regulations, and enhance treatment delivery and information management accuracies. An information system that captures treatment delivery and patient documentation technology is able to provide truly integrated clinical and administrative patient management information solutions through a single patient database, leading to a total solution and process change.

Achieving Delta
The world of technology developers and health care providers working together to streamline the patient treatment aspects and documentation with efficiency and accuracy is still evolving. One may wonder why health care software, in use for more than 30 years, still must evolve. The reason is that health care practices are always changing, striving for better ways to deliver patient care, contain costs and work more effectively and efficiently.

Unequivocally, the development of technology is fast, but the adoption rate is slow in comparison. Nevertheless, the sum of the parts will always be greater than the whole—and implementing Beta software is the first step in affecting diligent changes to impact the practice. For HIM professionals, Delta is not the end. Each incremental change can help forward the practice toward the end goals.


Barbara Robbins works with health care facilities to increase clinician productivity and enhance patient treatment delivery through applied electronic patient record technology. She currently works as the manager of market development at IMPAC Medical Systems Inc., Mountain View, CA, and can be reached at brobbins@impac.com.
 
Julie DeSantis
Public Relations Manager
IMPAC Medical Systems, Inc.
650-623-8883
pr@impac.com
http://www.impac.com

 
©2003 IMPAC Medical Systems, Inc.

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