MS Informatics e-Portfolio
Competency B
Evaluate, manage, and develop electronic records programs and applications in a specific organizational setting
Introduction
Records are the lifeblood of an organization: records serve as evidence of an organization’s “events, transactions, contracts, correspondence, policies, decisions, procedures, operations, personnel files, and financial statements” (Sebastian-Coleman, 2018, Location No. 1349). When records come to mind many often think of large rows of file cabinets, storing many files, with each file containing even more documents. While the physical storage of records plays a significant role in many organizations, there is an increasingly large focus on storing electronic records. Electronic records have gained popularity over physical records due to several advantages like cost savings, facility space optimization, reducing the negative environmental impact of physical records, increased record stewardship (i.e. seeing who created the records and what version they are), and increased sharing and accessibility (PowerDMS, 2020). Though electronic records do not take up as much space as traditional physical records, the need for electronic records management cannot be understated.
The focus of Competency B is directed to satisfying the demands required for electronic records management. There are several layers to electronic records management, as described by the competency: electronic records programs and applications, which are designed by organizations to meet their electronic records management needs, must make sense for the business environment, need to be properly planned out, need to be tested to ensure their effectiveness, and need to be properly managed after implementation. Understanding the business environment is a critical component to the overall design of the electronic records management program; for instance, one business environment may be more regulated than another and this will have an effect on the overall design of the program (i.e. a business operating in a regulated industry, such as healthcare, will need to adjust its program in accordance with HIPAA). After evaluating the business environment, organizations can move on with the planning stage of their electronic records program: the planning stage involves putting together a design based on business requirements. The next step involved with the electronic records program is evaluation. Evaluation must come from the users of the program, and often involves trial-and-error testing, gathering feedback, and iterating upon past designs. Once the electronic records program design satisfies the needs of the users, based on the results of the evaluation, the program can finally be put to use. Management is necessary to keep the program running: some on-going activities that are in this stage usually involve processing records through their agreed upon retention cycle, user education, etc.
Discussion
During the informatics program, I was first introduced to electronic records in my first class INFM 200. In INFM 200, I had a brief introduction on the importance of electronic records and the role they play in organizations. As I progressed through the program, I got a more in-depth look into the topic of electronic records program and management in my INFM 206 and INFM 210 class where I got to explore this topic in the context of the healthcare industry. In both INFM 206 and 210, I was exposed to opportunities to demonstrate my knowledge of electronic records programs that satisfy Competency B.
Evidence
In this section, I submit two examples that demonstrate my understanding of Competency B: the two examples include my INFM 206 culminating project presentation, which is based on a hypothetical data and records management program plan at Genex Services, and a briefing assignment for INFM 210, which features an evaluation of an open source Electronic Health Records System (EHR) called OpenMRS. As mentioned in the previous sections, Competency B is centered around electronic records programs and applications, it is particularly focused on the methodology behind the creation of these programs and applications (e.g. develop, evaluate, and manage) and integrating this into a specific organizational context. Both of the assignments from INFM 206 and 210 are focused towards electronic records in the healthcare industry, which fulfills the specific organizational context found in Competency B. Additionally, both examples exhibit aspects of Competency B like discussing the methodology that is used to create electronic records programs and applications.
In my first example, the INFM 206 culminating project presentation, I demonstrated Competency B by creating a data and records management plan for Genex Services. As for some context about the organization, Genex Services works in the healthcare industry and provides services, like managed care, for workers compensation. The audience of the presentation that I was aiming to reach was Genex’s upper management, so my focus here was to explain concepts, such as the importance of a data management and records program and the process of how to put the program together at a high-level. In the initial part of the presentation, I highlighted the importance and reasons why Genex should implement a data management and records program. After discussing the reasoning behind the program implementation, I elaborated on the different steps Genex needs to take in order to put the program in place by illustrating what needs to be done in each piece of the data management cycle (e.g. plan, design and enable, create/obtain, store/maintain, use, enhance, and dispose of). This portion of the project corresponds to Competency B by discussing the requirements needed to effectively develop an electronic records program and tailor it to a specific industry. The next steps I took in my presentation, following my discussion around program implementation, was to talk about some of the potential issues that users could face during implementation with potential solutions and the long term maintenance plan for the program. Similar to the information examined in the section pertaining to steps for program implementation, the sections around possible implementation issues and long-term maintenance are consistent to the electronic records program and application evaluation and management components of Competency B.
In my second example, I introduce my INFM 210 briefing assignment where I evaluated an Electronic Health Records System (EHR) called OpenMRS. In this assignment, I analyzed the OpenMRS EHR from the perspective of a healthcare organization looking to find software used to store patient medical records. An EHR, according to HealthIT.gov (2019), is “a digital version of a patient’s paper chart…. an EHR system is built to go beyond standard clinical data collected in a provider’s office and can be inclusive of a broader view of a patient’s care” (para. 1). EHRs are designed to “[c]ontain a patient’s medical history, diagnoses, medications, treatment plans, immunization dates, allergies, radiology images, and laboratory and test results,” help automate processes with tools to aid clinicians in medical decision making, and are created with information exchange in mind so the records can be appropriately shared with other authorized medical providers or entities involved in the patient’s care (HealthIT.gov, 2019, para. 2 & 3).
While it’s true that healthcare organizations used physical records to store patient charts for many decades, nowadays EHR usage is pretty much universal across the industry, in the United States, following The Health Information Technology for Economic and Clinical Health (HITECH) Act. The decision to choose a particular EHR system is a big step for healthcare organizations in their overall plans to improve their electronic records programs in accordance with industry standards. In this assignment, I assessed the pros and cons of using OpenMRS, based on my experiences testing out the software and examining it based on organizational needs.
In the first part of the assignment, I discussed my overall impressions that pertain to the user interface and usability of OpenMRS to see if it would be intuitive for use for end users like clinicians. In the second part, I weighed out the pros and cons of OpenMRS by analyzing its features and saw if it meets my organizations business needs. In the last part of the assignment, I investigated OpenMRS to see if it meets the criteria for Meaningful Use as defined by the HITECH act, in order for the EHR system to be useable by the organization, it needed to meet the key criteria. Throughout these three sections in my review, I discovered that OpenMRS offered many benefits like being intuitive and affordable to use, but I discovered that it was not compliant to industry standards in the U.S. (e.g. not HIPAA compliant and did not meet certain critical key criteria in Meaningful Use out-of-the-box). This assignment helped me demonstrate Competency B in practice because, it helped me to focus in on considering the design and evaluate aspects that are needed to create useful electronic records programs and applications in a particular organizational setting (e.g. deciding on and implementing an EHR system in an organization operating in healthcare industry).
INFM 206 Culminating Project Presentation
INFM 210 EHR Review Brief
Conclusion
In both of these examples that demonstrate Competency B, I was exposed to the process that many organizations use when they plan out and implement electronic records management programs. Since both of these projects were focused towards the healthcare industry, I needed to learn about some of the regulatory requirements, like HIPAA, and how they influence record handling behavior. In both of these projects, I learned valuable real-world skills such as how to communicate complex concepts and simplify them so they can be understood by a non-technical audience such as a managing body of an organization. I also learned how to critically review a software product and make a decision on whether it should be used by an organization by analyzing its pros and cons against the business environment it will be applied in.
References
HealthIT.gov. (2019, September 10). Frequently asked questions: What is an electronic health record EHR. https://www.healthit.gov/faq/what-electronic-health-record-ehr
PowerDMS. (2020, December 22). 5 Reasons to use electronic records vs. paper records. https://www.powerdms.com/policy-learning-center/five-reasons-to-use-electronic-records-vs.-paper-records
Sebastian-Coleman, L. (2018). Navigating the labyrinth: An executive guide to data management [Kindle edition]. Technics Publications. Retrieved from Amazon.com