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Medical Informatics Europe August 30, 2011 Nancy Staggers, PhD, RN, FAAN University of Maryland Elements of traditional workflow Considering newer models of workflow assessment Technique to elicit workflow for challenging


  1. Medical Informatics Europe August 30, 2011 Nancy Staggers, PhD, RN, FAAN University of Maryland

  2. ü Elements of traditional workflow ü Considering newer models of workflow assessment ü Technique to elicit workflow for challenging areas

  3. Staggers, 2001

  4. P Naturalistic observation P Interviews P Observation, perhaps with Think Aloud protocols P Resulting workflow diagrams

  5. P Stead and Lin (2009) P Current systems (US) may actually worsen healthcare P Healthcare IT chasm P Work focused on physicians only P Issues apply to nurses, teams, transitions across settings P Missing element is cognitive support

  6. P “ You can’t get the big picture of the patient.” ü “We have to jump all over the place to find the information we need.” ü “The nursing summary report has about 50% of the information we need.” ü The summary report is organized differently on the screen than when printed ü Orders truncated on printed version without warning or logic Staggers et al., 2011

  7. P Being able to obtain the “big picture” of patients/residents across information sources P Being able to tell the patient or resident’s “story” P Finding pertinent information for a decision P For placement P After hospitalization or another trigger for assessing clients/patients

  8. P Cognitive task/work analysis P At least 100 techniques P Critical comparisons available P Critical incident technique

  9. ü Useful for ü Gathering facts from domain experts or less experienced users ü Analysis of difficult areas ü Understanding complexities that are difficult to observe ü Also a technique for usability testing ü Understanding workflow, requirements

  10. ü Cognitive support for nurses and physicians making decisions to place US Veterans into assisted living, home care or nursing homes ü Must consider at least these elements ü Functional status ü Mental status ü Social information, social support ü Financial information ü Occupational therapy findings PI: Weir – study in progress

  11. ü Originally described by Flanagan (1954) ü More recently ü Beth Crandall ü Working Minds: A Practitioners Guide to Cognitive Task Analysis

  12. ü Issue ü Should we place this person into assisted living or a skilled nursing facility? ü Information scattered in electronic records ü Buried in clinical notes

  13. P Interviewed 22 nurse practitioners, physicians about a difficult transition P Decisions for placement usually after a trigger P Critical incident technique P Several passes at describing the situation P Probes for understanding P “What if” questions P Qualitative analysis P Information attributes PI: Weir – study in progress

  14. ü Some effort for researchers ü Developing semi-structured interviews ü Inter-interviewer consistency ü Training in interviewing techniques, listening skills, well-placed and in-depth probes ü Worked well overall ü Vivid descriptions of difficult transitions ü Easy to learn and apply ü Cost effective

  15. ü Disadvantages and puzzles ü The volume of data ü Time-consuming to analyze ü Differing levels of experience in research and interviewing of the team ü The “what if” questions

  16. P Traditional workflow analysis must be supplemented by cognitive task or work analysis P Critical incident technique is a useful method to develop cognitive support in IT systems, especially for difficult areas to computerize

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