Report - Drummond Group
Transcription
Report - Drummond Group
Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 ONC HIT Certification Program Test Results Summary for 2014 Edition EHR Certification Part 1: Product and Developer Information 1.1 Certified Product Information Product Name: WritePad EHR Product Version: 9.0 Domain: Ambulatory Test Type: Complete EHR 1.2 Developer/Vendor Information Developer/Vendor Name: Addison Health Systems, Inc. Address: 4823 Broadway St. Addison, TX 75001 Website: http://www.writepad.com Email: [email protected] Phone: 1-800-496-2001 Developer/Vendor Contact: [email protected] Page 1 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 Part 2: ONC-Authorized Certification Body Information 2.1 ONC-Authorized Certification Body Information ONC-ACB Name: Drummond Group Address: 13359 North Hwy 183, Ste B-406-238, Austin, TX 78750 Website: www.drummondgroup.com Email: [email protected] Phone: 817-294-7339 ONC-ACB Contact: Bill Smith This test results summary is approved for public release by the following ONC-Authorized Certification Body Representative: Bill Smith ONC-ACB Authorized Representative Certification Committee Chair Function/Title 2/6/2015 Signature and Date 2.2 Gap Certification The following identifies criterion or criteria certified via gap certification §170.314 x (a)(1) (a)(17) x (d)(5) x (a)(6) (b)(5)* x (d)(6) x (a)(7) (d)(1) x (d)(8) x (d)(9) x (f)(1) *Gap certification allowed for Inpatient setting only No gap certification Page 2 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 2.3 Inherited Certification The following identifies criterion or criteria certified via inherited certification §170.314 (a)(1) (a)(14) (c)(3) (f)(1) (a)(2) (a)(15) (d)(1) (f)(2) (a)(3) (a)(16) Inpt. only (d)(2) (f)(3) (a)(4) (a)(17) Inpt. only (d)(3) (f)(4) Inpt. only (a)(5) (b)(1) (d)(4) (a)(6) (b)(2) (d)(5) (f)(5) Optional & Amb. only (a)(7) (b)(3) (d)(6) (a)(8) (b)(4) (d)(7) (f)(6) Optional & Amb. only (a)(9) (b)(5) (d)(8) (g)(1) (a)(10) (b)(6) Inpt. only (d)(9) Optional (g)(2) (a)(11) (b)(7) (e)(1) (g)(3) (a)(12) (c)(1) (e)(2) Amb. only (g)(4) (a)(13) (c)(2) (e)(3) Amb. only x No inherited certification Page 3 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 Part 3: NVLAP-Accredited Testing Laboratory Information Report Number: JPD-110414-2146 Test Date(s): 4/9/2014, 5/2/2014, 6/12/2014, 10/28/2014, 11/4/2014 3.1 NVLAP-Accredited Testing Laboratory Information ATL Name: Drummond Group EHR Test Lab Accreditation Number: NVLAP Lab Code 200979-0 Address: 13359 North Hwy 183, Ste B-406-238, Austin, TX 78750 Website: www.drummondgroup.com Email: [email protected] Phone: 512-335-5606 ATL Contact: Beth Morrow For more information on scope of accreditation, please reference NVLAP Lab Code 200979-0. Part 3 of this test results summary is approved for public release by the following Accredited Testing Laboratory Representative: Jim Dow ATL Authorized Representative Signature and Date Test Proctor Function/Title Portland OR Location Where Test Conducted 2/6/2015 3.2 Test Information 3.2.1 Additional Software Relied Upon for Certification Additional Software Applicable Criteria DrFirst Rcopia a.2, a.8, a.10, b.3 Microsoft Excel a.14 Functionality provided by Additional Software ePrescribing Exporting No additional software required Page 4 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 3.2.2 Test Tools Version Test Tool Cypress x x 2.4.1 ePrescribing Validation Tool 1.0.4 HL7 CDA Cancer Registry Reporting Validation Tool 1.0.3 HL7 v2 Electronic Laboratory Reporting (ELR) Validation Tool 1.8 x HL7 v2 Immunization Information System (IIS) Reporting Validation Tool 1.8 x HL7 v2 Laboratory Results Interface (LRI) Validation Tool 1.7 x HL7 v2 Syndromic Surveillance Reporting Validation Tool 1.7 x Transport Testing Tool 179 x Direct Certificate Discovery Tool 3.0.2 No test tools required 3.2.3 Test Data Alteration (customization) to the test data was necessary and is described in Appendix [insert appendix letter] No alteration (customization) to the test data was necessary 3.2.4 Standards 3.2.4.1 Multiple Standards Permitted The following identifies the standard(s) that has been successfully tested where more than one standard is permitted Criterion # Standard Successfully Tested x (a)(8)(ii)(A)(2) x (a)(13) §170.204(b)(1) HL7 Version 3 Implementation Guide: URL-Based Implementations of the Context-Aware Information Retrieval (Infobutton) Domain §170.207(a)(3) IHTSDO SNOMED CT® International Release July 2012 and US Extension to SNOMED CT® March 2012 Release §170.204(b)(2) HL7 Version 3 Implementation Guide: Context-Aware Knowledge Retrieval (Infobutton) Service-Oriented Architecture Implementation Guide §170.207(j) HL7 Version 3 Standard: Clinical Genomics; Pedigree Page 5 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 Criterion # Standard Successfully Tested x (a)(15)(i) (a)(16)(ii) §170.204(b)(1) HL7 Version 3 Implementation Guide: URL-Based Implementations of the Context-Aware Information Retrieval (Infobutton) Domain §170.210(g) §170. 210(g) Network Time Protocol Version 4 (RFC 5905) The code set specified at 45 CFR 162.1002(c)(2) (ICD-10CM) for the indicated conditions §170.207(i) (b)(7)(i) HL7 Version 3 Implementation Guide: Context-Aware Knowledge Retrieval (Infobutton) Service-Oriented Architecture Implementation Guide Network Time Protocol Version 3 (RFC 1305) §170.207(i) (b)(2)(i)(A) §170.204(b)(2) The code set specified at 45 CFR 162.1002(c)(2) (ICD-10CM) for the indicated conditions x §170.207(a)(3) IHTSDO SNOMED CT® International Release July 2012 and US Extension to SNOMED CT® March 2012 Release x §170.207(a)(3) IHTSDO SNOMED CT® International Release July 2012 and US Extension to SNOMED CT® March 2012 Release Annex A of the FIPS Publication 140-2 (e)(1)(i) [list encryption and hashing algorithms] AES SHA1 (e)(1)(ii)(A)(2) §170.210(g) Network Time Protocol Version 3 (RFC 1305) x §170. 210(g) Network Time Protocol Version 4 (RFC 5905) Annex A of the FIPS Publication 140-2 (e)(3)(ii) [list encryption and hashing algorithms] AES SHA1 x Common MU Data Set (15) §170.207(a)(3) IHTSDO SNOMED CT® International Release July 2012 and US Extension to SNOMED CT® March 2012 Release §170.207(b)(2) The code set specified at 45 CFR 162.1002(a)(5) (HCPCS and CPT-4) None of the criteria and corresponding standards listed above are applicable 3.2.4.2 Newer Versions of Standards Page 6 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 The following identifies the newer version of a minimum standard(s) that has been successfully tested Newer Version Applicable Criteria No newer version of a minimum standard was tested 3.2.5 Optional Functionality Criterion # Optional Functionality Successfully Tested (a)(4)(iii) Plot and display growth charts (b)(1)(i)(B) Receive summary care record using the standards specified at §170.202(a) and (b) (Direct and XDM Validation) (b)(1)(i)(C) Receive summary care record using the standards specified at §170.202(b) and (c) (SOAP Protocols) (b)(2)(ii)(B) Transmit health information to a Third Party using the standards specified at §170.202(a) and (b) (Direct and XDM Validation) (b)(2)(ii)(C) Transmit health information to a Third Party using the standards specified at §170.202(b) and (c) (SOAP Protocols) (f)(3) Ambulatory setting only – Create syndrome-based public health surveillance information for transmission using the standard specified at §170.205(d)(3) (urgent care visit scenario) Common MU Data Set (15) Express Procedures according to the standard specified at §170.207(b)(3) (45 CFR162.1002(a)(4): Code on Dental Procedures and Nomenclature) Common MU Data Set (15) Express Procedures according to the standard specified at §170.207(b)(4) (45 CFR162.1002(c)(3): ICD-10-PCS) x No optional functionality tested Page 7 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 3.2.6 2014 Edition Certification Criteria* Successfully Tested Criteria # Version TP** TD*** Criteria # Version TP TD (c)(3) 1.6 (d)(1) 1.2 (a)(1) 1.2 x (a)(2) 1.2 x (a)(3) 1.2 1.4 x (d)(2) 1.5 x (a)(4) 1.4 1.3 x (d)(3) 1.3 x (a)(5) 1.4 1.3 x (d)(4) 1.3 (a)(6) 1.3 1.4 (d)(5) 1.2 (a)(7) 1.3 1.3 (d)(6) 1.2 x (a)(8) 1.2 (d)(7) 1.2 x (a)(9) 1.3 1.3 (d)(8) 1.2 x (a)(10) 1.2 1.4 (d)(9) Optional 1.2 x (a)(11) 1.3 x (e)(1) 1.8 1.5 x (a)(12) 1.3 x (e)(2) Amb. only 1.2 1.6 x (a)(13) 1.2 x (e)(3) Amb. only 1.3 x (a)(14) 1.2 (f)(1) 1.2 1.2 x (a)(15) 1.5 x (f)(2) 1.3 1.7.1 (a)(16) Inpt. only 1.3 x (f)(3) 1.3 1.7 (a)(17) Inpt. only 1.2 (f)(4) Inpt. only 1.3 1.7 x (b)(1) 1.7 1.4 x (b)(2) 1.4 1.6 (f)(5) Optional & Amb. only 1.2 1.2 x (b)(3) 1.4 1.2 x (b)(4) 1.3 1.4 (f)(6) Optional & Amb. only 1.3 1.0.3 x (b)(5) 1.4 1.7 (g)(1) 1.7 1.9 (b)(6) Inpt. only 1.3 1.7 x (g)(2) 1.7 1.9 x (b)(7) 1.4 1.6 x (g)(3) 1.3 x (c)(1) 1.6 1.6 x (g)(4) 1.2 x (c)(2) 1.6 1.6 1.5 x x 1.2 1.6 No criteria tested *For a list of the 2014 Edition Certification Criteria, please reference http://www.healthit.gov/certification (navigation: 2014 Edition Test Method) **Indicates the version number for the Test Procedure (TP) ***Indicates the version number for the Test Data (TD) Page 8 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 3.2.7 2014 Clinical Quality Measures* Type of Clinical Quality Measures Successfully Tested: Ambulatory x Inpatient No CQMs tested *For a list of the 2014 Clinical Quality Measures, please reference http://www.cms.gov (navigation: 2014 Clinical Quality Measures) CMS ID Version CMS ID x 2 v3 x 22 v2 117 x 50 v2 122 x x 90 Ambulatory CQMs Version CMS ID v3 Version CMS ID 136 155 137 x 138 Version x v2 156 v2 157 52 123 139 158 56 124 140 159 61 125 141 160 62 126 142 161 64 127 143 163 128 144 164 129 145 x 165 v2 x 166 v3 65 v3 66 x 68 v3 130 146 x 69 v2 131 147 167 74 132 148 169 75 133 149 177 77 134 153 179 82 135 154 182 CMS ID Version CMS ID Inpatient CQMs Version CMS ID Version CMS ID 9 71 107 172 26 72 108 178 30 73 109 185 31 91 110 188 32 100 111 190 53 102 113 55 104 114 60 105 171 Version Page 9 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 3.2.8 Automated Numerator Recording and Measure Calculation 3.2.8.1 Automated Numerator Recording Automated Numerator Recording Successfully Tested (a)(1) (a)(9) (a)(16) (b)(6) (a)(3) (a)(11) (a)(17) (e)(1) (a)(4) (a)(12) (b)(2) (e)(2) (a)(5) (a)(13) (b)(3) (e)(3) (a)(6) (a)(14) (b)(4) (a)(7) (a)(15) (b)(5) x Automated Numerator Recording was not tested 3.2.8.2 Automated Measure Calculation Automated Measure Calculation Successfully Tested x (a)(1) x (a)(9) (a)(16) (b)(6) x (a)(3) x (a)(11) (a)(17) x (e)(1) x (a)(4) x (a)(12) x (b)(2) x (e)(2) x (a)(5) x (a)(13) x (b)(3) x (e)(3) x (a)(6) x (a)(14) x (b)(4) x (a)(7) x (a)(15) x (b)(5) Automated Measure Calculation was not tested 3.2.9 Attestation Attestation Forms (as applicable) Appendix x Safety-Enhanced Design* A x Quality Management System** B x Privacy and Security C *Required if any of the following were tested: (a)(1), (a)(2), (a)(6), (a)(7), (a)(8), (a)(16), (b)(3), (b)(4) **Required for every EHR product 3.3 Appendices Attached below. Page 10 of 11 Test Results Summary for 2014 Edition EHR Certification Version EHR-Test-144 Rev 01-Nov-2014 Test Results Summary Change History Test Report ID Description of Change Date 2014 Edition Test Report Summary Page 11 of 11 USER CENTER DESIGN REPORT – TEST REPORT UPDATE This test report was updated in December 2015 to satisfy User Center Design Report specifications by ONC. The new Test Report ID is amended as follows: “Part 3: NVLAP-Accredited Testing Laboratory Information: Report Number” plus the suffix “_Dec2015”. APPENDIX A – SAFETEY ENHANCED DESIGN 1 EHR Usability Test Report of WritePad EHR v.9 Report based on ISO/IEC 25062:2006 Common Industry Format for Usability Test Reports WritePad EHR v9 Date of Usability Test: 12/16/14-12-23-14 Date of Report: 12/29/14 Report Prepared By: Ryan Lord TABLE OF CONTENTS Table of Contents TABLE OF CONTENTS ............................................................................................................................................ 1 Executive Summary............................................................................................................................................... 3 CPOE Tasks .................................................................................................................................................... 4 Drug-Drug/Drug-Allergy Interaction Tasks ................................................................................................... 4 Medication List Tasks .................................................................................................................................... 5 Medication Allergy List Tasks ........................................................................................................................ 5 Electronic Prescribing Tasks .......................................................................................................................... 5 Clinical Information Reconciliation Tasks ..................................................................................................... 5 Clinical Decision Support Tasks ..................................................................................................................... 5 Major Findings .................................................................................................................................................. 6 Areas for Improvement..................................................................................................................................... 6 Introduction .......................................................................................................................................................... 6 Method ................................................................................................................................................................. 6 Participants ....................................................................................................................................................... 6 Study Design ..................................................................................................................................................... 7 Tasks ................................................................................................................................................................. 7 Procedures ........................................................................................................................................................ 8 Test Location ..................................................................................................................................................... 8 2 Test Environment.............................................................................................................................................. 8 Test Forms and Tools ........................................................................................................................................ 9 Participant Instructions..................................................................................................................................... 9 Usability Metrics ............................................................................................................................................... 9 Data Scoring ........................................................................................................................................................ 11 Results ................................................................................................................................................................. 13 Data Analysis and Reporting ........................................................................................................................... 13 CPOE Tasks .................................................................................................................................................. 13 Drug-Drug/Drug-Allergy Interaction Tasks ................................................................................................. 13 Medication List Tasks .................................................................................................................................. 13 Medication Allergy List Tasks ...................................................................................................................... 14 Electronic Prescribing Tasks ........................................................................................................................ 14 Clinical Information Reconciliation Tasks ................................................................................................... 14 Clinical Decision Support Tasks ................................................................................................................... 14 Effectiveness ....................................................................................................................................................... 15 Efficiency ............................................................................................................................................................. 15 Satisfaction ......................................................................................................................................................... 15 Major Findings .................................................................................................................................................... 15 Areas for Improvement....................................................................................................................................... 15 Appendices ......................................................................................................................................................... 15 Participant Demographics............................................................................................................................... 15 Informed Consent ........................................................................................................................................... 16 Moderator’s Guide.......................................................................................................................................... 16 Checklist ...................................................................................................................................................... 16 Orientation.................................................................................................................................................. 17 Task 1: Create an electronic prescription. .................................................................................................. 17 Task 2: View Drug-Drug Allergy Alert.......................................................................................................... 18 Task 3: Record Medication Order ............................................................................................................... 18 Task 4: Record Medication Allergy ............................................................................................................. 19 Task 5: Record Medication List ................................................................................................................... 20 Task 6: Change Medication Order .............................................................................................................. 20 Task 7: Change Medication List .................................................................................................................. 21 Task 8: Change Medication Allergy ............................................................................................................. 22 Task 9: Access Medication Order ................................................................................................................ 22 3 Task 10: Access Medication List .................................................................................................................. 23 Task 11: Access Allergy List ......................................................................................................................... 24 Task 12: Adjust Severity Level of Drug-Drug Interactions........................................................................... 24 Task 13: Record Radiology/Imaging Order ................................................................................................. 25 Task 14: Record Lab Order .......................................................................................................................... 26 Task 15: Change Lab Order ......................................................................................................................... 26 Task 16: Change Radiology/Imaging order ................................................................................................. 27 Task 17: Access Radiology/Imaging Order .................................................................................................. 27 Task 18: Access Lab Order .......................................................................................................................... 28 Task 19: Clinical Decision Support – Problem List ...................................................................................... 29 Task 20: Clinical Decision Support – Medication List .................................................................................. 29 Task 21: Clinical Decision Support – Allergy List ......................................................................................... 30 Task 22: Clinical Decision Support – Demographics ................................................................................... 31 Task 23: Clinical Decision Support – Lab Tests............................................................................................ 31 Task 24: Clinical Decision Support – Vital Signs .......................................................................................... 32 Task 25: Clinical Decision Support – Locate Reference Information .......................................................... 33 Task 26: Adjust Clinical Decision Support Settings ..................................................................................... 33 Task 27: Clinical Information Reconciliation – Medication List .................................................................. 34 Task 28: Clinical Information Reconciliation – Allergy List.......................................................................... 35 Task 29: Clinical Information Reconciliation – Problem List ....................................................................... 36 Executive Summary A usability test of WritePad EHR v9, an ambulatory electronic health record, was conducted between 12/9/2014 and 12/23/2014. The purpose of this test was to test and validate the usability of the current user interface, and provide evidence of usability in the EHR Under Test (EHRUT). During the usability test, 5 healthcare providers matching the target demographic criteria served as participants and used the EHRUT in simulated, but representative tasks. This study collected performance data on 29 tasks typically conducted on an EHR in these major categories: CPOE Drug-drug and Drug-allergy interaction checks Electronic prescribing Medication lists Allergy Lists 4 Clinical information reconciliation Clinical decision support During the 90 minute one-on-one usability test, each participate was greeted by the administrator and asked to review and sign an informed consent/release (Appendix 3) and instructed they could withdraw at any time. Participants had prior experience with the EHR and received brief instruction prior to completing each task. The administrator instructed participants to complete a series of tasks (one at a time) using the EHRUT. During the testing, the administrator timed the test and recorded user data electronically. The administrator did not give the participant assistance in how to complete the task. Participant screens and audio were recorded for subsequent analysis. The following types of data were collected for each participant: Number of tasks successfully completed within the allotted time without assistance Time to complete the tasks Number and types of errors Path deviations Participant verbalizations Participant ratings of the system All participant data was de-identified – no correspondence could be made from the identity of the participant to the data collected. Following the conclusion of the testing, participants were asked to complete a post-test questionnaire. Various recommended metrics, in accordance with the examples set forth in the NIST Guide to the Processes Approach for Improving the Usability of Electronic Health Records, were used to evaluate the usability of the EHRUT. Following is a summary of the performance and rating data collected on the EHRUT. CPOE Tasks N Task Success Task Time Path Deviations Observed Errors # % Succeeded Mean SD Mean SD Record Medication Order 5 100.0 47.2 19.8 1 0 0.0 4.2 1.3 Change Medication Order 5 100.0 25.2 11.1 0 0 0.0 5 0.0 Access Medication Order 5 100.0 6.0 2.0 0 0 0.0 5 0.0 Record Laboratory Order 5 100.0 11.2 3.3 1 0 0.0 4.4 1.3 Change Laboratory Order 5 100.0 12.0 3.4 0 0 0.0 5 0.0 Access Laboratory Order 5 100.0 2.6 1.7 0 0 0.0 5 0.0 Record Radiology/imaging Order Change Radiology/imaging Order Access Radiology/imaging Order 5 80.0 13.3 2.6 0 0.2 0.4 4.6 0.9 5 100.0 12.0 2.8 0 0 0.0 5 0.0 5 100.0 2.6 1.7 0 0 0.0 5 0.0 Path Deviations Observed Errors Mean SD Rating Drug-Drug/Drug-Allergy Interaction Tasks N Task Success # % Succeeded Task Time Mean SD Mean Rating SD Mean SD 5 Create drug-drug and drug-allergy interventions prior to CPOE completion Adjustment of severity level of drug-drug interventions 5 100.0 44.0 12.3 0 0 0.0 5 0.0 5 100.0 60.0 18.1 0 0.2 0.4 5 0.0 N Task Success Errors # % Succeeded Path Deviations Observed Mean SD Mean SD Record Medication List 5 100.0 47.2 20.7 1 0 0.0 4.2 0.8 Change Medication List 5 100.0 25.2 12.4 0 0 0.0 4.8 0.5 Access Medication List 5 100.0 6 2.3 0 0 0.0 5 0.0 Path Deviations Observed Errors Mean SD Mean SD Medication List Tasks Task Time Mean SD Rating Medication Allergy List Tasks N Task Success # % Succeeded Task Time Mean SD Rating Record Allergy List 5 100.0 45.4 10.3 0 0 0.0 4.6 1 Change Allergy List 5 100.0 21 2.9 0 0 0.0 4.8 1 Access Allergy List 5 100.0 6 1.9 0 0 0.0 5 0 Path Deviations Observed Errors Mean SD Mean SD 1 0.8 0.8 3 1.6 Path Deviations Observed Errors Mean SD Mean SD Electronic Prescribing Tasks Create Electronic Prescription N Task Success # % Succeeded 5 60.0 Task Time Mean 216.3 SD 181.7 Rating Clinical Information Reconciliation Tasks Reconcile patient’s active medication list with another source Reconcile patient’s active problem list with another source Reconcile patient’s active medication allergy list with another source N Task Success Task Time # % Succeeded 5 100.0 49.6 27.1 0 0.2 0.4 3.8 0.4 5 100.0 34.6 10.9 0 0.4 0.5 4.2 0.4 5 100.0 29.2 6.7 1 0 0.0 4.2 0.4 Path Deviations Observed Errors Mean SD Mean SD 0 0 0 5 0 Mean SD Rating Clinical Decision Support Tasks Problem List Interventions N Task Success # % Succeeded 5 100.0 Task Time Mean 3.8 SD 0.8 Rating 6 Medication List Interventions Medication Allergy List Interventions Demographics Interventions Lab Tests and Results Interventions 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 3.8 0.8 0 0 0 5 0 Vital Signs Interventions Identify User Diagnostic and Therapeutic Reference Information Configuration of CDS interventions by user 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 25.2 15.5 0 0 0 5 0 2 100.0 49 5.7 1 0 0 3.5 0.7 Major Findings Users’ ratings for WritePad EHR v9 fall in the range of systems considered “easy to use.” All users were able to complete every task successfully, except as noted below. Areas for Improvement Users that were unfamiliar with the web interface provided to electronically prescribe failed to send prescriptions after creating them. Changing this interface is outside of the scope of WritePad EHR, but additional training materials should be provided when users implement the system. The New/Edit/Delete buttons in the Orders interface should be more obvious to users, or extraneous interface elements – such as the empty order window – should be removed until one of these buttons is clicked or an existing order selected. A more directed, wizard-style interface should be considered for modifying the Clinical Decision Support parameters. Introduction The EHRUT tested for this study was WritePad EHR v9, an ambulatory EHR designed to present medical information to healthcare providers in ambulatory settings that focus on physical medicine and rehabilitation. The EHRUT consists of a client/server application that is installed either in-house at a clinic or via a hosted remote desktop environment. The usability tested attempted to represent realistic exercises and conditions. The purpose of this study was to test and validate the usability of the current user interface, and provide evidence of usability in the EHR Under Test (EHRUT). To this end, measures of effectiveness, efficiency and user satisfaction, such the time required to complete typical user tasks, were captured during the usability testing. Method Participants A total of 5 participants were tested on the EHRUT. Participants in the test were chiropractors and pain management doctors. Participants were recruited from existing users of the EHR, but had no direct 7 connection to the development or organization producing the EHRUT. Participants were not from the testing or supplier organization. Participants were given brief instruction on the tasks they were expected to perform similar to those end users would have received. For the test purposes, end users of the EHRUT were identified that represented a sample of the EHR user base. Participant names were replaced with IDs so that individual data could not be tied back to identities. Five participants were recruited and all were present for the study. Participants were scheduled for 90 minute sessions to complete the tasks, with each user receiving brief training on the task at hand prior to testing. This testing was similar to the training each end user would receive for these tasks. Study Design Overall, the objective of this test was to uncover areas where the application performed well – that is, effectively, efficiently, and with satisfaction – and areas where the application failed to meet the needs of the participants. The data from this test may serve as a baseline for future tests with an updated version of the same EHR and/or comparison with other EHRs provided the same tasks are used. In short, this testing serves as both a means to record or benchmark current usability, but also to identify areas where improvements must be made. During the usability test, participants interacted with WritePad EHR v9. Each participant used the same system that was provided online, and was provided with the same instructions. The system was evaluated for effectiveness, efficiency and satisfaction as defined by measures collected and analyzed for each participant: Number of tasks successfully completed within the allotted time without assistance Time to complete the tasks Number and types of errors Path deviations Participant verbalizations Participant ratings of the system Additional information about the various measures can be found in Section 3.9 on Usability Metrics. Tasks A number of tasks were constructed that would be realistic and representative of the kinds of activities a user might do with this EHR, including: CPOE o Recording, changing, and accessing medication orders o Recording, changing, and accessing lab orders o Recording, changing, and accessing radiology/imaging orders Drug-drug and Drug-allergy interaction checks o Interaction with drug-drug and drug-allergy interventions o Adjustment of the severity level of drug-drug and drug-allergy interventions Electronic prescribing o Creating an electronic prescription Medication lists o Recording, changing, and accessing medication lists Allergy Lists 8 o Recording, changing, and accessing allergy lists Clinical information reconciliation o Reconciling a patient’s active medication list with another source o Reconciling a patient’s active allergy list with another source o Reconciling a patient’s active problem list with another source Clinical decision support o Problem list interventions o Medication list interventions o Allergy list interventions o Demographics interventions o Lab tests and results interventions o Identifying reference information o Configuration of the clinical decision support system. Procedures Participants were instructed to connect to the remote testing system after their identity was verified. Participants were then assigned a participant ID. Each participant then reviewed and signed an informed consent and release form. The test administrator monitored the test and provided the instructions as well as the tasks. Additionally the administrator monitored task times, obtained post task rating data, and took notes on participant comments as well as tracking errors and path deviations. Recordings were made to assist with data collection. Participants were instructed to perform the tasks (see specific instructions below): As quickly as possible making as few errors and deviations as possible. Without assistance; after instructions were provided, the administrator was not allowed to give further help on the task other than clarification. Without using a think aloud technique. Participants received a copy of each task. Timing began once the administrator finished reading the task. The task time was stopped once the participant indicated they had successfully completed the task. Scoring is discussed below in Section 3.9. Following the session, the administrator conducted a post-test interview and thanked each individual for their participation. Participants’ information, task success rate, time, errors, deviations, responses, and comments were recorded into a spreadsheet. Test Location Tests were conducted remotely on a controlled system, a typical deployment for WritePad EHR v9 end users. This setup allowed for control of user data and system speed. Participants were instructed to set aside a time they would be undisturbed for the test, and each confirmed that this was the case. Test Environment The EHRUT would typically be used in a healthcare office or facility. In this instance, the testing was conducted by allowing users to interact with a computer that they typically use in such a setting. All users 9 were connected to the same instance of a remote, cloud-based deployment. For testing, users connected to a system running Windows Server 2008 R2 using a mouse and keyboard when interacting with the EHRUT. Test Forms and Tools During the usability test, various documents and instruments were used, including: 1. Informed Consent 2. Moderator’s Guide 3. Post-Test Questionnaire Examples of these documents can be found in Appendices 3-5, respectively. The Moderator’s Guide was devised so as to be able to capture required data. The participant’s interaction with the EHRUT was captured and recorded digitally with screen capture software running on the test machine. Verbal comments were captured using audio recording software. Participant Instructions The administrator reads the following instructions aloud to the each participant (also see the full moderator’s guide in Appendix [B4]): Thank you for participating in this study. Your input is very important. Our session today will last about 90 minutes. During that time you will use an instance of an electronic health record. I will ask you to complete a few tasks using this system and answer some questions. You should complete the tasks as quickly as possible making as few errors as possible. Please try to complete the tasks on your own following the instructions very closely. Please note that we are not testing you, we are testing the system, therefore if you have difficulty all this means is that something needs to be improved in the system. I will be here in case you need specific help, but I am not able to instruct you or provide help in how to use the application during the tasks. Overall, we are interested in how easy the system is to use, what in it would be useful to you, and how we could improve it. All feedback is important, so please be honest with your opinions. The session will be recorded, but all information that you provide will be kept confidential and your name will not be associated with your comments at any time. Should you feel it necessary you are able to withdraw at any time during the testing. For each task, I will read the description to you and say “Begin.” At that point, please perform the task and say “Done” once you believe you have successfully completed the task. I would like to request that you not talk aloud or verbalize while you are doing the tasks. I will ask you your impressions about the task once you are done. Participants were then given 29 tasks to complete. Tasks are listed in the moderator’s guide in Appendix [B4]. Usability Metrics According to the NIST Guide to the Processes Approach for Improving the Usability of Electronic Health Records, EHRs should support a process that provides a high level of usability for all users. The goal is for users to interact with the system effectively, efficiently, and with an acceptable level of satisfaction. To this end, metrics for effectiveness, efficiency and user satisfaction were captured during the usability testing. The goals of the test were to assess: 1. Effectiveness of WritePad EHR v9 by measuring participant success rates and errors 2. Efficiency of WritePad EHR v9 by measuring the average task time and path deviations 3. Satisfaction with WritePad EHR v9 by measuring ease of use ratings. 10 11 Data Scoring Measures Effectiveness: Task Success Rationale and Scoring A task was counted as a “Success” if the participant was able to achieve the correct outcome, without assistance, on a per task basis. The total number of successes were calculated for each task and then divided by the total number of times that task was attempted. The results are provided as a percentage. Task times were recorded for successes. Observed task times divided by the optimal time for each task is a measure of optimal efficiency. Effectiveness: Task Failures Optimal task performance time, as benchmarked by expert performance under realistic conditions, is recorded when constructing tasks. If the participant abandoned the task, did not reach the correct answer or performed it incorrectly, or reached the end of the allotted time before successful completion, the task was counted as a “Failure.” No task times were taken for errors. The total number of errors was calculated for each task and then divided by the total number of times that task was attempted. Not all deviations would be counted as errors. This should also be expressed as the mean number of failed tasks per participant. On a qualitative level, an enumeration of errors and error types should be collected. 12 Measures Efficiency: Task Deviations Efficiency: Task Time Satisfaction: Task Rating Rationale and Scoring The participant’s path (i.e., steps) through the application was recorded. Deviations occur if the participant, for example, went to a wrong screen, clicked on an incorrect menu item, followed an incorrect link, or interacted incorrectly with an onscreen control. This path was compared to the optimal path. The number of steps in the observed path is divided by the number of optimal steps to provide a ratio of path deviation. It is strongly recommended that task deviations be reported. Optimal paths (i.e., procedural steps) should be recorded when constructing tasks. Each task was timed from when the administrator said “Begin” until the participant said, “Done.” If he or she failed to say “Done,” the time was stopped when the participant stopped performing the task. Only task times for tasks that were successfully completed were included in the average task time analysis. Average time per task was calculated for each task. Variance measures (standard deviation and standard error) were also calculated. Participant’s subjective impression of the ease of use of the application was measured by administering both a simple post-task question as well as a post-session questionnaire. After each task, the participant was asked to rate “Overall, this task was:” on a scale of 1 (Very Difficult) to 5 (Very Easy). These data are averaged across participants. Common convention is that average ratings for systems judged easy to use should be 3.3 or above. To measure participants’ confidence in and likeability of the WritePad EHR v9 overall, the testing team administered the System Usability Scale (SUS) post-test questionnaire. Questions included, “I think I would like to use this system frequently,” “I thought the system was easy to use,” and “I would imagine that most people would learn to use this system very quickly.” See full System Usability Score questionnaire in Appendix 5.1 13 Results Data Analysis and Reporting The results of the usability test were calculated according to the methods specified in the Usability Metrics section above. No participants failed to follow session and task instructions and had their data excluded from the analyses. The usability testing results for the EHRUT are detailed below. The results should be seen in light of the objectives and goals outlined in Section 3.2 Study Design. The data should yield actionable results that, if corrected, yield material, positive impact on user performance. CPOE Tasks N Task Success Task Time Path Deviations Observed Errors # % Succeeded Mean SD Mean SD Record Medication Order 5 100.0 47.2 19.8 1 0 0.0 4.2 1.3 Change Medication Order 5 100.0 25.2 11.1 0 0 0.0 5 0.0 Access Medication Order 5 Record Laboratory Order 5 100.0 6.0 2.0 0 0 0.0 5 0.0 100.0 11.2 3.3 1 0 0.0 4.4 1.3 Change Laboratory Order 5 100.0 12.0 3.4 0 0 0.0 5 0.0 Access Laboratory Order 5 100.0 2.6 1.7 0 0 0.0 5 0.0 Record Radiology/imaging Order Change Radiology/imaging Order Access Radiology/imaging Order 5 80.0 13.3 2.6 0 0.2 0.4 4.6 0.9 5 100.0 12.0 2.8 0 0 0.0 5 0.0 5 100.0 2.6 1.7 0 0 0.0 5 0.0 Path Deviations Observed Errors Mean SD Mean SD Mean SD Rating Drug-Drug/Drug-Allergy Interaction Tasks N Task Success # % Succeeded 5 100.0 44.0 12.3 0 0 0.0 5 0.0 5 100.0 60.0 18.1 0 0.2 0.4 5 0.0 N Task Success Errors # % Succeeded Path Deviations Observed Mean SD Mean SD Record Medication List 5 100.0 47.2 20.7 1 0 0.0 4.2 0.8 Change Medication List 5 100.0 25.2 12.4 0 0 0.0 4.8 0.5 Access Medication List 5 100.0 6 2.3 0 0 0.0 5 0.0 Create drug-drug and drug-allergy interventions prior to CPOE completion Adjustment of severity level of drug-drug interventions Task Time Mean SD Rating Medication List Tasks Task Time Mean SD Rating 14 Medication Allergy List Tasks N Task Success Task Time Path Deviations Observed Errors # % Succeeded Mean SD Mean SD Record Allergy List 5 100.0 45.4 Change Allergy List 10.3 0 0 0.0 4.6 1 5 100.0 Access Allergy List 21 2.9 0 0 0.0 4.8 1 5 100.0 6 1.9 0 0 0.0 5 0 Path Deviations Observed Errors Mean SD Mean SD 1 0.8 0.8 3 1.6 Path Deviations Observed Errors Mean SD Mean SD Mean SD Rating Electronic Prescribing Tasks Create Electronic Prescription N Task Success # % Succeeded 5 60.0 Task Time Mean 216.3 SD 181.7 Rating Clinical Information Reconciliation Tasks Reconcile patient’s active medication list with another source Reconcile patient’s active problem list with another source Reconcile patient’s active medication allergy list with another source N Task Success Task Time # % Succeeded 5 100.0 49.6 27.1 0 0.2 0.4 3.8 0.4 5 100.0 34.6 10.9 0 0.4 0.5 4.2 0.4 5 100.0 29.2 6.7 1 0 0.0 4.2 0.4 Path Deviations Observed Errors Mean SD Mean SD Mean SD Rating Clinical Decision Support Tasks N Task Success Task Time # % Succeeded Problem List Interventions Medication List Interventions Medication Allergy List Interventions Demographics Interventions Lab Tests and Results Interventions 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 3.8 0.8 0 0 0 5 0 Vital Signs Interventions Identify User Diagnostic and Therapeutic Reference Information Configuration of CDS interventions by user 5 100.0 3.8 0.8 0 0 0 5 0 5 100.0 25.2 15.5 0 0 0 5 0 2 100.0 49 5.7 1 0 0 3.5 0.7 Mean SD Rating 15 Effectiveness All users were able to complete every task successfully other than the following: Create electronic prescription Record radiology/imaging order These tasks reflected the unfamiliarity of some users with the web interface in the electronic prescribing prescription. One participant had difficulty with the lab interface when attempting to use it for the first time, unable to remember to click the “New” button to create a new order. Efficiency All tasks were completed by all users in a reasonable time. Improvement in task completion time would be expected as users repeated tasks. Satisfaction The results from the SUS (System Usability Scale) scored the subjective satisfaction with the system based on performance with these tasks to be between 60 and 100%, with only three tasks falling below 80%. Broadly interpreted, scores under 60 represent systems with poor usability; scores over 80 would be considered above average. Major Findings Users’ ratings for WritePad EHR v9 fall in the range of systems considered “easy to use.” All users were able to complete every task successfully, except as noted below. Areas for Improvement Users that were unfamiliar with the web interface provided to electronically prescribe failed to send prescriptions after creating them. Changing this interface is outside of the scope of WritePad EHR, but additional training materials should be provided when users implement the system. The New/Edit/Delete buttons in the Orders interface should be more obvious to users, or extraneous interface elements – such as the empty order window – should be removed until one of these buttons is clicked or an existing order selected. A more directed, wizard-style interface should be considered for modifying the Clinical Decision Support parameters. Appendices Participant Demographics Gender 16 Men Women Total Participants 4 1 5 Occupation/Role Provider – MD-PMR Provider – Multidisciplinary Provider – Chiropractic Total Participants 1 1 3 5 Informed Consent Addison Health Systems, Inc. would like to thank you for participating in this study. The purpose of this study is to evaluate an electronic health records system. If you decide to participate, you will be asked to perform several tasks using the prototype and give your feedback. The study will last about 90 minutes. Agreement I understand and agree that as a voluntary participant in the present study conducted by Addison Health Systems, Inc. I am free to withdraw consent or discontinue participation at any time. I understand and agree to participate in the study conducted and recorded by Addison Health Systems, Inc. I understand and consent to the use of the recording by Addison Health Systems, Inc. I understand that the information and recording is for research purposes only and that my name and image will not be used for any purpose other than research. I relinquish any rights to the recording and understand the recording may be copied and used by Addison Health Systems, Inc. without further permission. I understand and agree that the purpose of this study is to make software applications more useful and usable in the future. I understand and agree that the data collected from this study may be shared with outside of Addison Health Systems, Inc. and Addison Health Systems, Inc.’s clients. I understand and agree that data confidentiality is assured, because only de-identified data – i.e., identification numbers not names – will be used in analysis and reporting of the results. I agree to immediately raise any concerns or areas of discomfort with the study administrator. I understand that I can leave at any time. Please check one of the following: YES, I have read the above statement and agree to be a participant. NO, I choose not to participate in this study. Signature: Date: Moderator’s Guide Checklist Prior to testing o Confirm schedule with Participants o Ensure EHRUT lab environment is running properly o Ensure lab and data recording equipment is running properly Prior to each participant: o Reset application 17 o Start session recordings with Go To Meeting Prior to each task: o Reset application to starting point for next task After each participant: o End session recordings with Go To Meeting After all testing o Back up all recording and data files Orientation Thank you for participating in this study. Our session today will last about 90 minutes. During that time you will take a look at an electronic health record system. I will ask you to complete a few tasks using this system and answer some questions. We are interested in how easy (or how difficult) this system is to use, what in it would be useful to you, and how we could improve it. You will be asked to complete these tasks on your own trying to do them as quickly as possible with the fewest possible errors or deviations. Do not do anything more than asked. If you get lost or have difficulty, I cannot answer questions nor help you with anything to do with the system itself. Please save your detailed comments until the end of a task or the end of the session as a whole when we can discuss freely. Your feedback is being collected to improve the system, so please be honest with your opinions. The product you will be using today is version 9 of the WritePad EHR. Some of the data may not make sense as it is placeholder data. We are recording the audio and screenshots of our session today. All of the information that you provide will be kept confidential and your name will not be associated with your comments at any time. Do you have any questions or concerns? Task 1: Create an electronic prescription. Take the participant to the patient select screen. The patient needs a prescription for 100mg of Advil. Please create and electronically send this prescription. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Open Prescriptions eRx button Search medication name Select Medication Confirm SIG Confirm Prescription Creation Enter signature password Send button Deviations/Observations Errors and Verbalizations Comments 18 Rating Score Administrator Notes Notes and Comments Task 2: View Drug-Drug Allergy Alert Take the participant to the patient select screen. The patient needs a prescription for 100mg of Advil, but is allergic to ibuprofen. Please trigger this alert. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Open Prescriptions eRx button Search medication name Select Medication View Alert Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 3: Record Medication Order Take the participant to the patient select screen. The patient is currently taking 2 ml of morphine. Please add this item to the patient’s active medication list. Success? Comments Time (seconds) 19 Optimal Path Select Patient Open Summary Screen Open Prescriptions eRx button Manage Medications Search medication name Select Medication Confirm SIG Continue button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 4: Record Medication Allergy Take the participant to the patient select screen. The patient is allergic to sulfa. Please add this item to the patient’s active allergy list. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Open Prescriptions eRx button Manage Allergies Search allergy name Confirm Allergy selection Continue button Deviations/Observations Errors and Verbalizations Comments Rating 20 Score Administrator Notes Notes and Comments Task 5: Record Medication List Take the participant to the patient select screen. The patient is currently taking 2 ml of morphine. Please add this item to the patient’s active medication list. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Open Prescriptions eRx button Manage Medications Search medication name Select Medication Confirm SIG Continue button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 6: Change Medication Order Take the participant to the prescribe screen. The patient is currently taking 2 ml of morphine. Please change this to 4 ml of morphine. Success? Comments Time (seconds) 21 Optimal Path Manage Medications Modify on morphine Change to 4 ml Continue Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 7: Change Medication List Take the participant to the prescribe screen. The patient is currently taking 2 ml of morphine. Please change this to 4 ml of morphine. Success? Comments Optimal Path Manage Medications Modify on morphine Change to 4 ml Continue Deviations/Observations Errors and Verbalizations Comments Rating Score Time (seconds) 22 Administrator Notes Notes and Comments Task 8: Change Medication Allergy Take the participant to the prescribe screen. The patient is allergic to sulfa. Add the reaction “difficulty breathing” to this allergy. Success? Comments Time (seconds) Optimal Path Manage Allergies Modify on sulfa Select reaction: difficulty breathing Continue Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 9: Access Medication Order Take the participant to the patient select screen. View the patient’s active medication orders. Success? Optimal Path Comments Time (seconds) 23 Select Patient Open Summary Screen Open Prescriptions Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 10: Access Medication List Take the participant to the Patient Select Screen. View the patient’s active medication list. Success? Comments Optimal Path Select Patient Open Summary Screen Open Prescriptions Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Time (seconds) 24 Notes and Comments Task 11: Access Allergy List Take the participant to the patient select screen. View the patient’s active medication allergies. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Open Allergies Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 12: Adjust Severity Level of Drug-Drug Interactions Take the participant to the prescribe screen. Adjust the options so that your practice location will only see drug-drug contraindication warnings. Success? Comments Time (seconds) Optimal Path Additional Options Preferences --- Location Change drug-drug interventions to “Contraindicated Only” Click “Make Changes” Deviations/Observations 25 Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 13: Record Radiology/Imaging Order Take the participant to the patient select screen. The patient is to be scheduled for a lumbar MRI. Please record this order. Success? Comments Time (seconds) Optimal Path Select Patient Orders tab New button Select “Lumbar MRI” Select “Radiology” checkbox Save button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments 26 Task 14: Record Lab Order Take the participant to the patient select screen. The patient is to be scheduled for a CBC. Please create this lab order. Success? Comments Time (seconds) Optimal Path Select Patient Orders tab New button Select “CBC Lab” Save button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 15: Change Lab Order Take the participant to the patient select screen. The patient’s lab order has been completed. Please indicate that the order is complete. Success? Comments Time (seconds) Optimal Path Select Patient Orders tab Select “CBC Lab” Edit button Change status to “Completed” Save button Deviations/Observations 27 Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 16: Change Radiology/Imaging order Take the participant to the patient select screen. The patient’s radiology order has been completed. Please indicate that the order is complete. Optimal Path Select Patient Orders tab Select “Lumbar MRI” Edit button Change status to “Completed” Save button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 17: Access Radiology/Imaging Order Take the participant to the patient select screen. 28 Please access the patient’s list of radiology/imaging orders. Success? Comments Time (seconds) Optimal Path Select Patient Orders tab Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 18: Access Lab Order Take the participant to the patient select screen. Please access the patient’s list of lab orders. Success? Comments Optimal Path Select Patient Orders tab Deviations/Observations Errors and Verbalizations Comments Time (seconds) 29 Rating Score Administrator Notes Notes and Comments Task 19: Clinical Decision Support – Problem List Take the participant to the patient select screen. Please complete the patient’s visit and make note of any clinical decision support alerts related to the patient’s problem list. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Update button View CDS alerts Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 20: Clinical Decision Support – Medication List Take the participant to the patient select screen. Please complete the patient’s visit and make note of any clinical decision support alerts related to the patient’s medication list. 30 Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Update button View CDS alerts Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 21: Clinical Decision Support – Allergy List Take the participant to the patient select screen. Please complete the patient’s visit and make note of any clinical decision support alerts related to the patient’s allergy list. Success? Comments Optimal Path Select Patient Open Summary Screen Update button View CDS alerts Deviations/Observations Errors and Verbalizations Comments Time (seconds) 31 Rating Score Administrator Notes Notes and Comments Task 22: Clinical Decision Support – Demographics Take the participant to the patient select screen. Please complete the patient’s visit and make note of any clinical decision support alerts related to the patient’s demographics. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Update button View CDS alerts Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 23: Clinical Decision Support – Lab Tests Take the participant to the patient select screen. Please complete the patient’s visit and make note of any clinical decision support alerts related to the patient’s lab tests and results. 32 Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Update button View CDS alerts Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 24: Clinical Decision Support – Vital Signs Take the participant to the patient select screen. Please complete the patient’s visit and make note of any clinical decision support alerts related to the patient’s vital signs. Success? Comments Optimal Path Select Patient Open Summary Screen Update button View CDS alerts Deviations/Observations Errors and Verbalizations Comments Time (seconds) 33 Rating Score Administrator Notes Notes and Comments Task 25: Clinical Decision Support – Locate Reference Information Take the participant to the patient select screen. Please complete the patient’s visit and make note of any clinical decision support alerts related to the visit. Locate the reference information for these alerts. Success? Comments Time (seconds) Optimal Path Select Patient Open Summary Screen Update button View CDS alerts Info button Scroll to reference information. Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 26: Adjust Clinical Decision Support Settings Take the participant to the patient select screen. 34 Adjust the clinical decision support parameters so that alerts are triggered when a patient has a systolic blood pressure of 200. Success? Comments Time (seconds) Optimal Path Select Patient Settings menu Clinical Decision Support Select Vital Signs alert Edit button Change systolic blood pressure to 200 Save button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 27: Clinical Information Reconciliation – Medication List Take the participant to the patient select screen. Import a CCDA file for a patient and reconcile the patient’s medication list with the current information in the EHR. Select the first medication from each list to be included in the final list. Success? Comments Time (seconds) Optimal Path Select Patient Labs/Xfers tab Clinical Reconciliation Import CCDA button Browse to file Open button Medications button Select CCDA Medication list item 1 Add to Final List button Select Existing Medication list item 2 Add to Final List button Save button Deviations/Observations 35 Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments Task 28: Clinical Information Reconciliation – Allergy List Take the participant to the patient select screen. Import a CCDA file for a patient and reconcile the patient’s allergy list with the current information in the EHR. Select the first allergy from each list to be included in the final list. Success? Comments Time (seconds) Optimal Path Select Patient Labs/Xfers tab Clinical Reconciliation Import CCDA button Browse to file Open button Allergies button Select CCDA Allergies list item 1 Add to Final List button Select Existing Allergy list item 2 Add to Final List button Save button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments 36 Task 29: Clinical Information Reconciliation – Problem List Take the participant to the patient select screen. Import a CCDA file for a patient and reconcile the patient’s problem list with the current information in the EHR. Select the first problem from each list to be included in the final list. Success? Comments Time (seconds) Optimal Path Select Patient Labs/Xfers tab Clinical Reconciliation Import CCDA button Browse to file Open button Problem list button Select CCDA problem list item 1 Add to Final List button Select Existing problem list item 2 Add to Final List button Save button Deviations/Observations Errors and Verbalizations Comments Rating Score Administrator Notes Notes and Comments APPENDIX B – QUALITY MANAGEMENT SYSTEM APPENDIX C – PRIVACY AND SECURITY