2 part HCM

Action Plan Objectives:

· 1. Consult with EMR system vendors about critical specifications, available options, and related costs.

· 2. Consult with physicians in the practice about their specific wants and needs in an EMR system.

· 3. Define a decision-making protocol for choosing an EMR system and vendor.

· 4. Establish and apply criteria for evaluating system options available from vendors.

· 5. Invite proposals/presentations from vendors.

· 6. Analyze and discuss options.

· 7. Select system and vendor.

· 8. Negotiate with vendor for purchase of system and related services.

Action Plan Metrics:

· Signed system and services purchase agreement within six months.

· Initial system cost not to exceed $650,000; annual service contract cost not to exceed $90,000.

· Physician involvement in decision-making process—75 percent.

Specific Implementation Activities:

· 1. Consult vendors (weeks 1–4)

· Identify relevant vendors (IT staff) Request detailed information on products (IT staff)

· 2. Consult physicians (weeks 5–7)

· Initial meeting with physicians (IT manager, business manager, physician leaders, all physicians)

· Provide list of potential system capabilities (IT staff)

· Conduct written survey of physician wants and needs (IT and business staff)

· Second meeting with physicians to discuss system options and capabilities (IT manager, all physicians)

· 3. Define decision-making protocol (weeks 6–7)

· Draft decision-making protocol (IT and business staff)

· Discuss with physician and business leadership (IT and business staff, business and physician leaders)

· Finalize and approve decision-making protocol (business and physician leaders)

· 4. Establish criteria (weeks 8–9)

· Using information from vendor and physician meetings, draft criteria (IT and business staff)

· Discuss with physician and business leadership (IT and business managers, physician leaders)

· Finalize and approve decision-making protocol (business and physician leaders)

· 5. Vendor proposals/presentations (weeks 10–14)

· Invite vendors to make proposals/presentations (IT staff)

· Schedule presentations at the practice offices (IT staff, physician leaders)

· Debrief and critique the presentations (IT and business staff, all physicians)

· 6. Analyze options (weeks 15–16)

· Prepare summary sheet on the systems and vendors (IT and business staff)

· Narrow the number of systems and vendors to a few (IT and business managers)

· 7. Select system and vendor (week 17)

· Final meeting with physician and business leaders to make final decision (IT and business managers, physician leaders)

· 8. Vendor negotiations (weeks 18–22)

· Initiate negotiations with selected vendor for chosen system (IT and business managers, legal counsel)

· Complete negotiations and sign purchase and service agreements (IT and business managers, legal counsel)