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Putting the I.T. in Caritas
Following up on the organization's recent Stage 6 accomplishment, Caritas Christi Health Care shares its strategic approach to installing MEDITECH's Advanced Clinicals throughout its six facilities, and stresses the importance of thorough, organization-wide preparation and teamwork.
(11/4/2010)
Implementing Advanced Clinical software enterprise-wide, at six different hospitals, requires top-notch organizational skills, extensive preparation, and interdisciplinary collaboration. So when the executive team at Caritas Christi Health Care (Boston, MA) chose to install MEDITECH's Physician Care Manager (PCM) and Patient Care and Patient Safety (PCS) applications back in 2006, they had the foresight to create an I.T. project management team with strong clinical representation.
As it turned out, this I.T. project management team--responsible for both planning and executing the PCM and PCS implementations throughout the organization--was key to Caritas Christi's success.
"Thanks to the team's expertise and dedication, we were able to implement MEDITECH's Advanced Clinical solutions at all of our hospitals in just three years," says Todd Rothenhaus, MD, FACEP, senior vice president and CIO at Caritas Christi.
Charting the Course
As one of their first orders of business, Caritas' project management team created application-specific implementation charters, as well as a charter for the I.T. infrastructure changes needed to accommodate them. To help keep the implementations on track, the team created PCM and PCS timelines--with projected go-LIVE dates--for each site.
Because of the project's size, Caritas also designated local governance committees to manage the implementations, train users, and handle the go-LIVE. Since the project management team was appointed to oversee all the installs, the organization selected I.T. analysts, nurses, physicians, and pharmacists from each Caritas location to comprise the committees.
"We felt it was important to get clinicians at the individual hospitals involved from the beginning," says Mary O'Brien, director of information systems and the project management team.
"We really wanted them to accept ownership of the project, and we knew that getting their input on standardization, workflow adjustments, and process changes would help us to build a system that best meets their needs."
Laying the Groundwork
With the local governance committees assembled, O'Brien and her team hosted a project kick-off meeting in February 2007, during which they reviewed the hospitals' charters and implementation timelines.
"We used the kick-off meeting as an opportunity to stress the importance of meeting projected go-LIVE dates," says O'Brien. "Right up front, we were very clear with the governance committees about our expectations."
Starting with PCS and Bedside Verification (BV), the project management team prepared for their first implementation at Norwood Hospital (Norwood, MA). They met with Norwood's governance committee twice a week for several months to analyze workflows, determine how to transition processes, and devise strategies for training clinician end users.
According to O'Brien, the team's thorough planning helped to smooth the way for a more efficient implementation. And, since the preparation had such a positive impact at Norwood, they made sure they followed the same steps when preparing for the installs at the other five hospitals.
Collaborating Across the Care Team
With a solid plan in place, the project management team was ready to begin building and installing PCS at Norwood. Susan Adams, senior project manager, and Lauren Josie, advanced clinical applications manager, assembled a group of local nurses to lead the PCS build. These nurses worked with pharmacists, medical staff, and departmental clinicians throughout the implementation and go-LIVE, to ensure they were considering every aspect of care during the build.
Meanwhile, the Pharmacy staff worked closely with the nurses on Norwood's governance committee and the nurses leading the PCS build, to automate and streamline medication administration and barcode scanning processes. To make sure the Pharmacy staff was familiar with nursing's perspective, the nurses met with them regularly to provide training on BV and the electronic Medication Administration Record (eMAR).
"When we went LIVE at Norwood, we learned PCS affected not just the nurses, but the entire care team," says Adams. "We quickly figured out we had to consider every department in our planning and training."
Josie adds that, as her team applied all the lessons learned at Norwood to the next implementation, their confidence steadily grew: "Each installation went better than the previous one, as we got more proficient."
Clearing the Path to CPOE
As the other five Caritas hospitals implemented PCS, Karen Hughes, lead clinical analyst on the project management team, led the medical staff through their PCM and CPOE builds. She selected physician champions at each location and met with them regularly to develop strategies to help their colleagues adapt to the new system. The physician champions also met with other care team members, to understand how the new physician workflows would impact their disciplines and to work through potential issues.
"We actually required the physician champions to develop a new PCM workflow before we even started the implementation," says Hughes. "This mandate forced the champions to really think about what was going to change and find solutions to any problems, before we rolled it out to the entire medical staff."
Next, Dorcas Rushton, Caritas Christi's Pharmacy systems analyst, collaborated with the physician champions to build the order sets. "We understood how critical it was to get the content right from the beginning, to make the ordering process as error-proof as possible," says Rushton. "We also made sure to coordinate training with the physicians early on, to help them through the transition from paper to electronic ordering."
The team helped ease the transition to CPOE even further by using existing paper order sets during the go-LIVE. Hughes felt it would be less of a learning curve if the physicians already recognized the order sets, focusing instead on the new ordering process. "Once we built the paper sets in the system, we showed physicians the electronic versions and helped them to work through the new process," says Hughes. "During implementation, we tweaked some of the order sets to suit clinician usage, and then reevaluated them once more when we went LIVE."
Working Hard, and Smart
The Caritas project management team attributes their success to intensive preparation and a smart rollout strategy; they never missed a projected go-LIVE date by more than a week. Norwood Hospital--the site of their first implementation--went LIVE with PCS and BV in the summer of 2008. Their final site, Holy Family Hospital (Methuen, MA), went LIVE in early 2010.
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