Jean Jacobs, an HIM professional, leading a team to implement a multi-clinic and hospital EHR system. They currently have some IT systems but not a full-fledged EHR system. Refer to an extensive description of the case here.

Part 1.A

You are a member of Jean’s team. One task that Jean delegated to you is to map the current process for patient referrals. Consider the process of referring a patient from one physician to another. For example, a patient may be referred by a primary care physician (PCP) to a cardiologist if the PCP suspects heart disease in the patient and wants the patient to be further evaluated by the cardiologist.

Even though TUHC has some clinical information systems, your research found out that most of the patient referral process is paper-based. Design and construct a workflow chart for referring a patient (from the primary care physician) to a cardiologist, (a) before using the EHR (“before redesign”) and (b) using an EHR (“after redesign”). You can see an example of such workflow charts in the readings section, which are reproduced below. Construct the workflow charts with and without EHRs for this process.

Workflow Redesign Templates, Provided By The National Learning Consortium, Developed by HITRCPreview the document
Deering, Kleeberg, Wivoda, “Redesigning Workflow: A Crucial Component of EHRs.”Preview the document, Guide to flow chart symbols from basic to advanced. Nov. 2019. URL:
The above references are resources for your use. You are only required to construct two workflow charts for the patient referral process (from the PCP to a Cardiologist) — one for the process when EHR is not used and one when EHR is used.

If you are unable to use Visio or LucidChart to construct the workflow charts, please draw it using Microsoft Word or Microsoft PowerPoint.

The following video explains how to draw flowcharts using Microsoft PowerPoint:

How to Create Beautiful PowerPoint Flowchart (PowerPoint Tutorial) (Links to an external site.)
How to Create Beautiful PowerPoint Flowchart (PowerPoint Tutorial)

The following video explains how to draw flowcharts using Microsoft Word:

Creating a Simple Flowchart in Microsoft Word. (Links to an external site.)
Creating a Simple Flowchart in Microsoft Word.

In a word document, address the following questions (Approximate length: 400 words):

(1) By using EHRs, which steps in the “before EHR” process diagram are transformed most (e.g. eliminated or significantly changed etc.) in terms of efficiency and resources by the use of EHRs.

(2) Consider three different stakeholders: Physician, Nurse, Administrative Staff. Describe how their work changes due to EHRs in the context of the patient referral process.

Part 1.B

Jean Jacobs is interested in understanding how other organizations are using healthcare information systems effectively. She gave you a number of case studies of organizations that won HIMSS Davies Award for utilizing healthcare IT effectively in their organizations.

The two case studies that she asked you to read and research are the following (reproduced from the readings section):

EHRs and Clinical Value Case Study: UC Davis Health System ‐ Davies Enterprise Award WinnerPreview the document
EHRs and Medication Errors Case Study: Ontario Shores Centre for Mental Health SciencesPreview the document
You need to prepare a report for Jean Jacobs on the above case studies. In about 600 words, address the following questions:

(1) What specific technologies/systems of healthcare IT does each organization — UC Davis Health System and Ontario Shores Center — have used?

(2) Which processes were improved by healthcare IT at each of these organizations?

(3) What were the benefits of healthcare IT as reported in these case studies? Identify the benefits, if any, in quality improvements and financial improvements.

(4) What were the similarities and differences in terms of utilizing healthcare IT at these organizations?

What Should you Submit?

Submit your response for grading. Keep a copy for yourself in case something happens to the file you turn in.

For part 1.A, submit the process diagram files in Visio or other formats. For part 1.A and part 1.B, submit the written responses in a single Word document with clear sections for each part and identification for each question.