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				 Howard J. Anderson, Executive  Editor 
  Health Data Management Magazine, May 2007  
Like the pioneers who  headed West, blazing trails for millions of others to follow, a handful of hospitals  and clinics in the final decades of the 20th century were electronic health  records pioneers. They took the risk of automating clinical information at a  time when many organizations were just taking the first steps toward automating  financial records.  
   
  Many of these same trailblazers are leading the way  toward a new generation of clinical automation decades after they began their  original quests. And their efforts continue to yield many important lessons for  others following in their paths. 
The new goal of these trailblazers:  James Holly, M.D., sums it up as electronic patient management.   
   
  "Electronic  patient records are not the goal," says Holly, CEO at Southeast Texas  Medical Associates, a 28-physician practice in Beaumont. Rather, the goal is to  use clinical data to improve communication with patients while achieving better  treatment results. 
   
  For example, Holly, who has been using an  electronic records system from NextGen Healthcare Information Systems Inc.,  Horsham, Pa., for almost a decade in his clinic, now is using the technology to  create daily progress notes at one hospital where he treats patients. These  notes, organized in a disease management format, provide an "at a  glance" look at all the key factors in the patient's treatment, enabling  others on the medical team to more easily identify appropriate next steps. 
   
  "Very often in  medicine the real benefit is paying attention to the simple things," Holly  observes. 
   
  Rather than wait for  the hospital to take the initiative, the 63-year-old internist designed the  progress note with the help of his technological staff, creating a summary of  hospital activity in what had been just an outpatient record. Because the  hospital is not yet ready to incorporate the automated information, Holly and  two other physicians are creating electronic progress notes and then printing  them out, placing them in paper hospital records, providing a guide for others. 
   
  21st century  innovation  
   
  Across the country,  EHR pioneers are working on a broad range of 21st century clinical automation  projects. Among the most common are:
 
		- Embedding decision  support capabilities, including appropriate alerts, into EHRs.
 
		- Using clinical data  to support research aimed at improving the quality of care and preparing for  pay-for-performance.
 
		- Looking for ways to  increase connectivity so that hospitals and clinics can readily share  life-saving clinical information.
 
		- Supporting the  growth of EHRs at clinics by coordinating these projects through hospitals.
 
		- Phasing in personal  health records that include data entered by patients.
 
		- Adding new  components to EHRs designed to make the data more complete. These include a  broad range of test results, from diagnostic images to electrocardiogram  strips. The military is even taking the step of adding dental records to its  EHR (see related story, page 28).
 
		- Providing easier  access to EHRs at the point of care through wireless networks.
 
   
  But all of these  efforts are destined to fail unless physicians and nurses -those who actually  use the data-are leading the way, executives at pioneering organizations  stress. "My role is to evangelize about this," says James Morrow,  M.D., vice president and CIO at North Fulton Family Medicine in suburban  Atlanta. "My job on this earth is to help people to see that this is not  the impossible task they hear it is." (See related story, page 30.) 
   
  Many EHR pioneers now  are adding medication management or computerized physician order entry systems  that include decision support mechanisms. Some are also building alerts into  their EHRs to remind physicians, for example, that a patient is due for a test. 
   
  At Johns Hopkins  Medicine in Baltimore, which started down the path toward EHRs back in the  1980s, CPOE is still being phased in as part of an effort to reduce medical errors.  In addition, the organization, which is adding CPOE technology from Boca Raton,  Fla.-based Eclipsys Corp. to complement its homegrown EHR, is creating alerts  that tell a physician when new lab test results have been posted to the  electronic chart, says Stephanie Reel, vice president for information services. 
   
  "CPOE is about  helping doctors make better decisions at the point where they place the  order," she says. This goes one step beyond automating clinical data to  actually using the data to influence behavior, she explains. 
   
  The key to making CPOE  and clinical alerts work, Reel adds, is ensuring that doctors design the  systems. "We could never have done this in a million years without  physician leadership," she stresses. "Our doctors are committed to patient  safety, so they are willing to work an amazing amount of extra hours creating  decision support rules to make sure they generate an appropriate number of  alerts." 
   
  Similarly, the  hospital widely acknowledged as the first to implement an electronic records  system back in the 1970s is focusing its efforts on building alerts for  medication management. 
   
  El Camino Hospital in  Mountainview, Calif., formed a committee of physicians, nurses, pharmacists and  I.T. staff to create alerts in its Eclipsys system, says Diana Russell, R.N.,  vice president of patient care services and interim CIO. 
   
  The group is  identifying high-risk patients and then taking steps to create a minimum number  of key alerts to influence treatment decisions. "If there are too many  alerts, it becomes disruptive, and the tendency is to blow by them," she  says. 
   
  Morrow, from North  Fulton, also warns against creating too many "pop up windows" that  ultimately get ignored. In most cases, his practice relies instead on a  "patient manager" function that the doctor can use to seek out  advice. The practice, which uses software from Allscripts Inc., Chicago, also  can flag charts to send out a reminder to the appropriate clinician when a  patient is due for a blood test. 
   
  "Even with an EHR, you still have to be a  physician," Morrow says. "That's the bottom line here."
At one New York City  delivery system, electronic records prevent doctors from even ordering a  medication until they have entered information into the record about that  patient's medication allergies. "It was important that we alert the  physician to first ask about allergies," says Maricar Barrameda, CIO at  Generations+/Northern Manhattan Health Network. Every physician on staff now  uses the CPOE system, a component of software from Misys Healthcare Systems,  Raleigh, N.C. 
   
  But when it comes to  CPOE, timing is everything, cautions Ed Ewen, M.D., director of clinical  informatics at Christiana Care Health System, Wilmington, Del. The two-hospital  delivery system began using inpatient clinical information systems, primarily  from Cerner Corp., Kansas City, Mo., back in 1995, and outpatient systems, from  Waukesha, Wis.-based GE Healthcare, in 1997. But it's just now adding CPOE. 
   
  Back in 2000, I was  getting significant resistance to CPOE from the medical staff," Ewen says.  "Today, the attitudes have changed dramatically. Doctors are much more  comfortable using computers. Back in 2000, physicians didn't accept as a matter  of course that they'd be using computers in their daily lives. The pendulum has  swung completely." 
   
  Christiana will start  with electronic medication administration this summer, and then add full-blown  CPOE next year once it builds 300 order sets. 
   
  Ewen says a big reason  for today's acceptance of CPOE as well as EHRs is the recent emergence of hospitalists-physicians  who specialize in treating only hospitalized patients. Because hospitalists at  Christiana generate the vast majority of medication and test orders, the  efforts to roll out electronic ordering can focus primarily on meeting their needs,  he adds. 
   
  Support for research  
   
  In addition to paving  the way for electronic order entry and clinical alerts, a robust EHR can  support meaningful clinical research. 
   
  For example, Mid  Carolina Cardiology, which has used records software from GEMMS, Indianapolis,  since 1998, is involved in more than 35 clinical trials of new drugs. This  would prove impossible without the data generated by the EHR, says Steve  McAdams, M.D., CEO at the Charlotte, N.C.-based practice, which has 31  physicians. 
   
  The cardiology group  has augmented its EHR with a specialized data warehouse from MDdatacor,  Alpharetta, Ga. The warehouse for transcribed records facilitates queries for  research. Using the technology, a doctor can ask the system to display all  heart attack patients with specific test results and then check those patients'  electronic records to make sure they've seen the appropriate specialist,  McAdams explains. 
   
  Similarly, the data  warehouse and EHR come into play when determining which patients best fit the  specific requirements of a particular clinical trial. 
   
  These type of  benchmarking and quality-improvement efforts are the precursor of full-blown  pay-for-performance mechanisms that all the major payers will adopt in the  years ahead, McAdams says. These new payment approaches will require that  doctors document that they are delivering care that achieves good results-and  this is impossible without a robust EHR, he argues. 
   
  One pioneering EHR  adopter is using its software to help launch its own version of  pay-for-performance. 
   
  Trinity Mother Frances  Health System, Tyler, Texas, has had an outpatient EHR at its 210-physician  clinic for about 10 years. Today, it's using the system, from GE, to track 10  clinical parameters, for such factors as whether doctors are ordering mammograms  when appropriate or complying with immunization schedules. A portion of  physicians' compensation is tied to whether they are following these  parameters, says Thomas Hargrove, M.D., medical director of informatics. This  method enables the clinic to ensure that clinical best practices are followed,  improving the quality of care, he contends. 
   
  Building connections  
   
  For many pioneers, an  initial effort to automate records in one setting- whether a hospital or  clinic-is being expanded to include multiple settings. 
   
  "Connectivity is  the next step; we have to go beyond 'electrified' paper," Morrow says.  Every hospital should be able to electronically deliver to physicians on Monday  morning all the details of their patients who were treated in the emergency department  over the weekend, he says. 
   
  This step alone would  eliminate hundreds of redundant tests ordered because the tests conducted in  the ER typically are unavailable to the primary care doctors. "If we could  eliminate these redundant tests, we could save enough to feed Somalia for a  year," he says. 
   
  One of the  trailblazers in the arena of connectivity is Ochsner Health System in New  Orleans. In the wake of Hurricane Katrina, the organization has grown to six  hospitals through the acquisition of several shuttered facilities. Now it faces  the challenge of tying them together for the exchange of data. 
   
  Ochsner, which  developed its own EHR back in the 1980s, now makes electronic records available  enterprisewide at 4,500 workstations. Unlike local facilities that still relied  on paper records, all of Ochsner's electronic patient records were readily  available following the devastating hurricane, says Lynn Witherspoon, M.D.,  assistant vice president and CIO. 
   
  Now it's casting a  broader net, gradually making its clinical information available via the  Internet to primary care physicians around the state who refer patients to  Ochsner, and ultimately linking up the community hospitals it recently  acquired. "We are embarked on this community mission because things aren't  happening very fast here; it's been very difficult after Katrina,"  Witherspoon says. 
   
  In addition to its own  aggressive networking efforts, Ochsner is one of several participants in a  broader post-Katrina effort to build a robust regional health information  organization to facilitate the sharing of data. 
   
  In another  connectivity effort, McAdams, the cardiologist from North Carolina, is  beginning work on developing a portal to enable primary care physicians to send  his practice the latest data on their patients' treatment as well as their  insurance coverage. He hopes to enable the interoperability within a year. 
   
  At Christiana Care, software from MEDecision, Wayne, Pa.,  enables the hospital to access electronic health records that track care  delivered at multiple sites in the community. 
These clinical  summaries are built primarily upon claims data collected by Blue Cross/Blue  Shield of Delaware, which paid for the software. The record of diagnoses and  procedures has proven particularly valuable in hospital emergency departments,  where it helps to avoid redundant tests, says Ewen, the director of clinical  informatics. 
   
  Ewen is hopeful that  this is a small step toward a more comprehensive RHIO initiative involving all  area hospitals and clinics. 
Some hospitals and  integrated delivery systems, including Christiana, that implemented EHRs a  decade or more ago see group practice settings as their final frontier for  automation. 
   
  The delivery system  has rolled out outpatient electronic records to about 20 practices where its  employed physicians work. It expects to spread EHRs to all its employed  physicians within the next 12 to 18 months, ultimately adding electronic  prescribing as well, Ewen says. This will prove vital to creation of a broader  RHIO, he contends. 
   
  Across the country,  hospitals are beginning to invest in EHRs for referring physicians as a result  of the relaxation of the Stark regulations, which had largely restricted such  I.T. investments. 
   
  Personal health  records  
   
  For some health care  organizations, the creation of a patient-controlled personal health record,  which the patient helps create by inputting their own information, is an  important long-term goal. "The PHR is not a subset of the EHR. They are  intersecting circles,"  
   
  Ewen contends. While each may contain some of the  same information, each also contains exclusive data as well. 
   
  Ewen argues that PHRs  will give physicians a chance to collaborate much more closely with their  patients, especially those who have chronic diseases. "For example, for a  diabetic, rather than entering their blood sugar diary on paper and then  remembering to bring it into their doctor's office, they can enter the  information into the PHR daily, and the physician can review the results before  the next visit," he explains. 
   
  Also, the physician  can "publish" recent lab test results to the patient-accessible PHR  so that it's available via the Internet to other caregivers if, for example,  the patient gets ill while traveling, he adds. 
   
  Generations+/Northern  Manhattan Health Network, which serves some of the poorest communities in the  city, is in the early stages of researching how it might provide its patients  with improved online access to information about their care. 
   
  As an important first  step, the organization is surveying hospitalized patients and others in the  community to determine if they have access to the Internet at home or at a  local library or school, says Barrameda, the CIO. If Internet access is  sufficiently widespread, the organization will consider creating a patient  portal where personal health records could reside. 
   
  In addition to  branching out into personal health records, some pioneering organizations are  broadening the scope of information in their EHRs. 
   
  For example, El Camino  Hospital is acquiring a new radiology information system and picture archiving  and communication system to achieve its goal of including diagnostic images in  its EHRs, says Russell, the interim CIO. 
   
  Similarly, Mid  Carolina Cardiology is integrating a variety of cardiac diagnostic tests,  including ultrasound, into its EHR. Reports generated through a PACS will  automatically be populated in the EHR as well, he adds. 
   
  Meanwhile, Johns  Hopkins just added images of electrocardiogram strips to its electronic  records. "I never would have thought that would be a priority for our  physicians," says Reel, the CIO. "But the non-cardiologists wanted to  look at the strip so they could have a more informed conversation with their  patients." 
   
  To make certain that  complete clinical information is available at the point of care, many pioneers  have installed wireless networks in their facilities. These enable doctors and  nurses to use portable computers to access the data when and where they need  it. 
   
  For example, wireless  access to data is pervasive throughout the massive Johns Hopkins delivery  system, an essential component in ensuring widespread use, Reel says. 
   
  Mid Carolina  Cardiology went wireless back in 1999 at all five of its clinics. This was  necessary, McAdams says, because a majority of the cardiologists wanted to use  tablet computers in their exam rooms or their offices as needed. "We  didn't want to have a desktop PC in every room," he says. 
   
  El Camino, considered  the nation's first organization with an EHR, has a wireless network with 1,700  users. Caregivers access the electronic records system with tablet computers or  computers mounted on mobile carts. 
   
  They also use  hands-free voice communication devices from Vocera Communications, Cupertino,  Calif. And technology from Sensitron Inc., San Mateo, Calif., enables the  transmission of vital signs from monitors over the wireless network directly  into the records system. 
   
  "This all makes the information more immediately  available to other caregivers," says Russell, the interim CIO. 
 Adding Dental Records  To The Mix 
   
  Sometimes, medical records aren't enough. The Department of Defense has  concluded that a complete electronic health record should include dental  records as well.  
   
  The military is  beginning to roll out a dental records component of its broader AHLTA  electronic health record. 
   
  "We don't want to  send people into combat zones unless their dental care is up to speed,"  says Col. Bart Harmon, M.D., U.S. Army chief medical information officer, who  works within the office of the assistant secretary of defense for health  affairs. As a result, the military wants to include complete dental records in  its EHRs to provide clear documentation that all dental care issues have been  addressed. 
   
  The Department of  Defense is using the same core components of its outpatient electronic health  record system for the dental records, but it's building some new functionality  to accommodate the special needs of dentistry, Harmon explains. 
   
The military also is in the early stages of incorporating  eyeglass orders into its AHLTA system. "We need to make sure those going  into a combat zone have two pairs of glasses and protective eyewear before they  deploy," the colonel says. "We need that information in the file  electronically so that if their glasses get destroyed, we can ship them new  ones quickly." 
Moving forward, Harmon  says, the Department of Defense will coordinate clinical automation for the  full continuum of care at the military's medical facilities as well as those of  the U.S. Department of Veterans Affairs, Harmon explains. 
   
  The AHLTA clinical  data repository already includes electronic clinical records for more than 8.9  million beneficiaries. The systems integrator on the military's electronic  health records projects is Northrop Grumman Corp., Los Angeles. 
   
  Back To Basics: Get  Physicians Involved  
   
  EHR pioneers offer  simple advice to those launching a major clinical automation effort: get the  physicians involved early and often. 
   
  "Take the time to  listen to what the physicians and nurses are saying," advises Stephanie  Reel, vice president for information services at Johns Hopkins Medicine,  Baltimore. "For so many years, I.T. people thought they knew what to do.  That's why we didn't make as much progress as we could have." 
   
  Rather than focusing  on winning physician buy-in, Reel urges CIOs to strive for physician ownership  of any clinical automation project. 
   
  Lynn Witherspoon,  M.D., assistant vice president and CIO at Oschner Health System in New Orleans,  says it all comes down to addressing physicians' specific needs. 
   
  "The organization  needs to have a dedicated clinical support team that will ensure that anything  impeding a physician from doing their job is addressed, with experts who will  come to their offices and help them work through any problems," he says.  "It's more about understanding what physicians do than asking them to  select a product." 
   
  At Trinity Mother  Frances Health System in Tyler, Texas, executives determined that an  incremental approach to automating clinical information would help build physician  support over the long haul. Trinity started its journey with an ambulatory  records system, and now is adding various components on the inpatient side  before launching a full-fledged hospital EHR later this year. 
   
  "We found that  physicians who are somewhat standoffish about technology, once they get their  appetite whetted, start asking for more," says Thomas Hargrove, M.D.,  medical director of informatics. 
   
  James Holly, M.D., CEO  of Southeast Texas Medical Associates, Beaumont, says physicians learn by example.  "How do I persuade other physicians to use our new electronic progress  notes? I'm doing it myself. I've proven to my peers that this can be done.  
   
  I  demonstrate improvement in quality of care. So now they'll do it too." 
   
  Provider organizations  need to take a team approach to any major I.T. initiative, involving physicians  and nurses on the team that designs new workflows, establishes templates, and  develops strategies, says Maricar Barrameda, CIO at Generations+/Mahattan  Health Network in New York. "A nurse or a doctor can be trained to be  technical; it's hard to train a technician to be a doctor," she says. 
   
  Sidebar 
   
  Helpful Hints From A  Pioneering Physician  
   
  A physician who has  been using an electronic health records system for nearly a decade offers s ome  practical tips for group practices implementing clinical software. 
   
  Steve McAdams, M.D.,  CEO of Mid Carolina Cardiology, Charlotte, N.C., provides the following advice:
   
  - Create a very well  thought out plan for how to make the transition from the paper to the  electronic world. The North Carolina practice formed a diverse committee to  define all the necessary data in an EHR.
 
  - Make sure to hire a  true expert to design your network. Be sure to enter a contract with a  specialist who has experience handling similar projects.
 
  - Carefully follow the  hardware specifications that the EHR vendor provides. McAdams warns that some  software will not work well on certain hardware.
 
  - Be aware that data  storage needs will be "far greater than you can imagine," McAdams says.  "We need terabytes a year; we didn't think about that at first," he  explains. The cardiology practice has to keep certain sophisticated diagnostic  test results on file for 10 years or more.
 
 -  Make sure you have a disaster recovery system in place  before anyone begins using the EHR. At first, McAdams' practice relied only on  storing backup tapes offsite. But as it automated vast amounts of data, it  invested in backup storage at an offsite data warehouse. "Most medical  groups don't plan that in their budget like a bank would," he adds.
 
   
  
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