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Case Study, Stage 1: Process AnalysisBefore you begin this assignment, be sure you have read the “UMUC Family Clinic CaseStudy” and your Week 1 and Week 2 readings, which discuss Electronic Health Record (EHR)functionality and Process Work±ow Analysis and Mapping.Purpose of this AssignmentThis assignment gives you the opportunity to apply your analysis skills to model a healthcare business process in an ambulatory setting.Modeling the process as it exists (and as itwill exist) will aid in the analysis, selection and implementation of the EHR system for themedical practice.In this assignment, you will develop 2 process maps (AS-IS and TO-BE) forthe patient visit clinical process work±ow. This assignment addresses the following courseoutcome to enable you to:Evaluate the organizational environment in the health care industry to recognize howtechnology solutions enable strategic outcomes.Analyze the ±ow of data and information among disparate health informationsystems to support internal and external business processes.Family Clinic Medical PracticeIn order to apply technology to a process, the process must be thoroughly understood andmodels are used for this purpose.The model also supports business process analysis andredesign when the process is deemed to be ine²cient or ine³ective.In addition, models areused to design the “TO-BE” process that describes the desired end state after thetechnology solution is developed.In analyzing and improving clinical processes, one should consider the following questions:Are administrative processes organized, e²cient, and well documented?Are clinical work±ows e²cient, clearly mapped out, and understood by all sta³?Are data collection and reporting processes well established and documented?For your Stage 1 Project for the Case Study, you will develop model of the patient visitprocess used at the UMUC Family Clinic.You will create a model of that process whichde´nes in detail the steps in the process as they are done today.Then, you will create amodel of the proposed new process, as it will be performed after an EHR system (IT solution)is implemented.AssignmentFor this assignment you will:1.List at least threeobjectives or goals that Dr. Martin has, and brie±y explain how anEHR system can help him with each objective.Note that a minimum of 4 objectivesor goals are needed to earn the full points.2.Next you will model the patient visit process as it is currently performed at the UMUCFamily Clinic; this is the AS-IS Process.Draw a process model to show the majorsteps in the patient’s visit to the UMUC Family Clinic from the time they arrive untilthey leave. This patient is a returning patient, will receive a prescription based onearlier blood test results sent from the laboratory, and his insurance company will bebilled for the visit. You must refer to the AS-IS process as described in the case,11/29/2015IFSM 305 – Stage 1Page | 1

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cover all the current steps and be careful not to oversimplify. The objective here is tocorrectly map the current state of the process, so the improvements oFered by theTO-BE process (Item 3 below) are clear. “Patient enters –> gets prescription –>leaves o±ce (insurance company is billed)” is not a re²ection of the current state.3.Then you will model the way that you expect the new patient visit process to functionafter a technology solution (EHR System) is implemented and the process isimproved; this is the TO-BE Process.NOTE: We are NOT specifying the speciFctechnology in the TO-BE Process.Identifying the speciFc technology will bepart of a later stage assignment.As you develop your models, review the Week 2 readings on processes, process analysis andprocess modeling.You will use ²owchart symbols to indicate process steps, decision points,etc.The ²owchart symbols to be used and examples of how to use them to illustrate thework ²ow can be found in the “³lowchart” lecture.You may use Microsoft Word, Excel orPower Point to develop your process models.If you use another product, it is yourresponsibility to ensure it can be read using the Microsoft O±ce products.Tools for Creating the ModelsThe following are two URL’s that have a more detailed description of ³low Charting and itsuses:http://www.hci.com.au/hcisite2/toolkit/²owchar.htmhttp://asq.org/learn-about-quality/process-analysis-tools/overview/²owchart.htmlTo create a ²ow chart in Word 2007 and 2010:http://www.youtube.com/watch?v=RkN0dekcsmwTo create a ²ow chart or process map in Excel:http://www.youtube.com/watch?v=9_R73RVfHl0To create a ²ow chart in PowerPoint:http://www.youtube.com/watch?v=s8erOL-3BhoSubmityour Stage 1 paper via your Assignment ³older Stage 1 as an attached document(or documents) withyour last name included in the Flename(s) (LASTNAME_Stage1).Note:Your models will be evaluated on whether they are applicable to the patient visitprocess, all major steps in the AS-IS and TO-BE processes are included and correctlymodeled, and they are appropriate to the UMUC ³amily Clinic. Your overall paper will beevaluated on whether or not you correctly incorporated the course concepts from thereadings and addressed all parts of the assignment. If you use external resources, be sureto cite and reference them correctly in APA format.Use the Rubric below to be sure youhave covered all aspects.GRADING RUBRIC:11/29/2015IFSM 305 – Stage 1Page | 2

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