CHECKING TASK CONFIGURATIONS FOR COMPLETENESS
By Mary Mleczko
Some clinicians will need to be able to chart on the same orderables – example RNs and RTs often chart
on the same medications. This requires some careful “big picture” thinking across a number of
configurations parameters. To get the right users to the right tasks we must have all of the following configured
correctly: Security, Task roles, Task Performance Policies.
The following will provide some guidelines and a framework of questions to walk through in order make sure
your bases are covered when checking your task configurations for completeness.
1. Team up with someone who understands the inner workings of the department or a subject matter expert. It
is very important to enlist the aid of another pair of eyes because it is hard to “proof read” your
own work. Provide the answer to the following questions to your helper. Reading these questions ‘out
loud’ to someone who is listening often helps to uncover oversights.
2. List your Task Lists and list any user in any department or anywhere who would ever have reason to chart
on the orderables:
Consider
-If the patient is in another department will anyone in that department need to chart on any of the orderables?
-Does any other department ever cover for a department on holidays, meal times, weekends, nights, short staffing?
-If yes, who, when, and where?
3. Review the Task Role Type Dictionary
-Is there a task role defined for each of the task list users?
4. Review your Task Performance Policy
-In order to allow a user to chart on more than one task list you must assign them to the Performance Policy.
-Is there a check for every user (Task Role) who will need to chart on these orderables?
-Note: Security is required to view and use the task list but users must also be assigned a task role, security
alone is not enough.
5. Review the Performance Policies on your orderables
-Do the parameters chosen in the assigned Performance Policies meet the needs of this orderable?
-Most of your orderables will fall under one policy but sometimes there are odd ball items/specialties that
might require some more thought.
"WHAT IS THE KEY TO HAVING A SUCCESSFUL ELECTRONIC ORDER ENTRY ROLE OUT?"
By Donna Robinson
A Major Metropolitan Hospital successfully implemented the Eclipsys electronic order entry system on
inpatient units. The key to this successful implementation was clinician involvement.
Attendings, Fellows, Nurses, NP’s and PA’s met numerous times with the POE Group to create their
current inpatient paper workflows for their lab, radiology, pharmacy, and nursing orders. Once the current
workflows were finalized, smaller groups were created to develop the electronic order entry workflows. These
groups included a subset of clinicians, one or two POE Analysts and specific Ancillary Departments (lab,
radiology, pharmacy etc). These new workflows were presented to the larger group and subsequently were approved.
Following the workflow completion, creation of order sets followed. Fellows, NP’s and PA’s worked
one on one with a POE Analyst to create their Service Specific order sets. These order sets were reviewed and
approved by pharmacy and the Chief/Chairman of the specific Service. The next step was User Acceptance Testing.
This was where specific scenarios were created based on the Service and order sets were tested. Fellows, nurses
and pharmacists met in one room and tested every order set. Modifications were made to the order sets based on
feedback given by the clinicians. The final step was training. Attendings and Fellows scheduled time to have
one-on-one training with a POE Trainer or Analyst. Nurses and NP’s had 8 hours of classroom training
which included workflow review, hands on order entry, order review and requisition review. Numerous nurses were
Super-Users and assisted with the implementations on other floors. This complex but necessary process led to
successful implementations on all inpatient units.
"What is the key to having a successful Electronic Order Entry Role Out?" Clinician
involvement!