CERTIFIED PROFESSIONAL IN ELECTRONIC HEALTH RECORDS/CERTIFIED PROFESSIONAL IN HEALTH INFORMATION TECHNOLOGY/CERTIFIED PROFESSIONAL IN HEALTH INFORMATION EXCHANGE COMMON BODY OF KNOWLEDGE

COMMON BODY OF KNOWLEDGE UPDATED TO TO VERION 5.0 OF THE CURRICULUM.




CORE COURSES
The following are core courses included in both the CPHIT and CPEHR tracks:
  • C-I. Overview of HIT and EHR
    Objectives - Upon completion of this course, the participants should be able to:
    • Describe the goals and key benefits of HIT and EHR
    • Characterize challenges facing health care and what is driving adoption of HIT and EHR
    • Recognize unique characteristics of the healthcare business model, governance structure, reimbursement, and legal aspects of EHRs and how those factors influence HIT and EHR functionality and adoption
    • Describe the state of the art in health records and health record automation in physician office practices, hospitals, and other healthcare organizations
    • Understand the basic concept of EHR and how its functions support the overall information management needs of the health system
    • Utilize HIT and EHR functionality resources (from the IOM, HL7, and CCHIT) to define requirements that help achieve the process improvements necessary to achieve HIT and EHR benefits
    • Describe how variations in health information users influence HIT, HIE, and EHR
    Outline:
    1. Applying Technology to the Core Business of Health Care
    2. Drivers for HIT, HIE, and EHR
    3. Organizational Structure of Health Care
    4. Conceptual Models of HIT, HIE, and EHR Functionality
    5. EHRs in Various Settings

  • C-II. Legal and Regulatory Aspects of HIT and EHR
    Objectives - Upon completion of this course, the participants should be able to:
    • Identify sources of law and standards for HIT and EHR in order to monitor future changes
    • Describe and plan for the basic requirements of retention, storage, accuracy, integrity, and authentication in use of HIT and EHR
    • Discuss ethical aspects relating to EHR, such as use of e-mail, hybrid records, and clinical decision support
    Outline:
    1. Sources of Law and Standards
    2. Legal and Evidentiary Aspects of EHR
    3. Authentication in HIT
    4. Ethical Aspects of EHR

  • C-III. HIT and EHR Migration Path
    Objectives - Upon completion of this course, the participants should be able to:
    • Recognize the importance of a HIT migration path to support the organization's strategic goals.
    • Assess the vision an organization has for an EHR and how its readiness to achieve that vision impacts its migration path
    • Construct a migration path, identifying applications, technology, and operational elements for successful adoption of HIT
    • Assess factors in EHR migration that may vary by type of health setting
    Outline:
    1. Migration Path Purpose and Components
    2. Readiness Assessment for HIT and EHR
    3. Applications, Technology, and Operational Components Needed to Achieve EHR and HIT Benefits
    4. Construction and Assessment of Migration Paths

  • C-IV. Change Management for HIT and EHR
    Objectives - Upon completion of this course, the participants should be able to:
    • Recognize the importance of change management and clinician adoption strategies for HIT/EHR
    • Appreciate that establishing benefits expectations early in the HIT/EHR adoption cycle is critical to achieving clinical transformation
    • Map processes to describe current state, identify process improvements brought about by EHR and HIT, and spot critical control points needed to reduce error
    • Identify changes in processes, information flows, workflow, communication techniques, physical facility, and human-computer interfaces that may be required for successful EHR and HIT adoption
    Outline:
    1. Change Management Principles and Strategies
    2. Description and Definition of Benefits Expectations
    3. Process Mapping, Information Flow, and Workflow
    4. Process Improvement Tools
    5. Communication Strategies

CPHIT TRAINING PROGRAM
In addition to the four core courses, the following courses constitute the training program that supports CPHIT certification:
  • H-V. HIT Technology, Privacy, and Security
    Objectives - Upon completion of this course, the participants should be able to:
    • Identify and compare system architectures as a means to acquire HIT functionality
    • Describe hardware and networking components and their functions in order to select appropriate devices and technologies for various HIT applications
    • Appreciate the differences in operating systems, application languages, and database designs for use in HIT
    • Identify and explain the importance of interoperability and data comparability standards
    • Discuss important aspects of maintaining privacy and security in use of HIT
    Outline:
    1. HIT Technical Infrastructure
    2. Hardware and Networking Fundamentals for HIT
    3. Software Fundamentals for HIT
    4. Introduction to Interoperability and Data Comparability Standards
    5. Technical Support for HIT Privacy and Security

  • H-VI. Principles of HIT Project Management
    Objectives - Upon completion of this course, the participants should be able to:
    • Discuss the importance of project planning for HIT
    • Identify project management and governance structures unique to HIT
    • Identify characteristics of and functions performed by a project manager to effect change and achieve successful adoption of HIT
    Outline:
    1. Project Management and Governance in Health Care
    2. Project Manager Characteristics for HIT
    3. Project Planning for HIT
    4. Communication Planning, Documentation, Issues Management, and Configuration Management/Change Control

  • H-VII. Managing HIT Return on Investment
    Objectives - Upon completion of this course, the participants should be able to:
    • Discuss the purposes for which an ROI is performed in health care
    • Distinguish between ROI and benefits portfolio and assert the importance of establishing benefits expectations early in HIT planning
    • Describe how to measure benefits and interpret results of ROI calculations
    • Identify financing mechanisms for HIT
    • Describe the value of benefits realization
    Outline:
    1. Purpose and Process for HIT ROI
    2. Estimating Costs and Benefits of HIT
    3. Financing HIT
    4. HIT Benefits Realization

  • H-VIII. HIT System Selection
    Objectives - Upon completion of this course, the participants should be able to:
    • Identify planning steps and basic premises needed for vendor selection
    • Understand the current HIT marketplace
    • Compile requirements and technical specifications into a request for proposal
    • Conduct due diligence in evaluating vendors and determining best fit for organization
    • Negotiate a contract that contributes to successful implementation
    Outline:
    1. Vendor Selection Planning
    2. HIT Marketplace
    3. Request for Proposal
    4. Due Diligence
    5. Contract Negotiation

  • H-IX. HIT Implementation and Support
    Objectives - Upon completion of this course, the participants should be able to:
    • Appreciate the scope of activities necessary to successfully implement HIT
    • Define "system build" and prepare to engage stakeholders throughout the process
    • Ensure comprehensive testing prior to acceptance
    • Recognize importance of training and support for full adoption of HIT to achieve its benefits
    • Prepare to celebrate successful milestones, correct course where necessary, and appreciate ongoing maintenance requirements
    Outline:
    1. Infrastructure Preparation
    2. System Build
    3. Testing and Training
    4. Celebration and Future Planning

  • H-X. Health Information Exchange
    Objectives - Upon completion of this course, the participants should be able to:
    • Discuss the growing momentum of a more coordinated and integrated approach to using health information
    • Describe new relationships within the healthcare industry that support patient safety, quality, and cost initiatives
    • Identify and describe emerging standards and technology to support exchange of data across the continuum of care
    • Review lessons learned from the international community
    Outline:
    1. Governmental and Private Sector, HIT and EHR Initiatives for HIE
    2. HIE Across the Continuum: Health System Relationships, RHIO Formation and Governance, and NHIN
    3. Technology for HIE
    4. International Lessons

CPEHR TRAINING PROGRAM
In addition to the four core courses, the following courses constitute the training program that supports CPEHR certification:
  • E-V. Data Management
    Objectives - Upon completion of this course, the participants should be able to:
    • Apply principles of database management systems for use in online transaction processing in an EHR
    • Appreciate the importance of data modeling and data dictionaries for maintaining data quality and integrity
    • Define the concept of controlled vocabulary and its importance in EHR
    • Identify the purposes of using SNOMED CT in an EHR environment
    • Describe the structure of SNOMED CT and its relationship to the National Library of Medicine's Unified Medical Language System (UMLS) and mapping to other clinical vocabularies
    Outline:
    1. Database Principles, Data Modeling, Data Dictionaries, Data Quality Management
    2. Screen Layout and Template Design
    3. Controlled Vocabularies
    4. Purposes and Uses of SNOMED CT
    5. Other Clinical Vocabularies

  • E-VI. Patient Safety: CPOE, e-Rx, and BC-MAR
    Objectives - Upon completion of this course, the participants should be able to:
    • Identify and prepare to continuously monitor national regulatory and standards initiatives in medication management in support of patient safety, reporting and EHR adoption
    • Describe the medication management process from an acute care and ambulatory care perspective, establishing the contexts for automated medication management support
    • Identify the cooperation, coordination, connectivity, commitment, and convenience that Computerized Provider Order Entry (CPOE), e-prescribing (e-Rx), Bar Coded Medication Administration Records (BC-MAR), and medication reconciliation required to address patient safety
    • Address the broader scope of point of care charting and managing ancillary system integration
    Outline:
    1. Patient Safety Issues and Initiatives
    2. Automation of Medication Management Process:
      1. Medication Reconciliation
      2. Computerized Provider Order Entry (CPOE)
      3. E-Prescribing (e-Rx)
      4. Bar Coded Medication Administration Record (BC-MAR)
      5. Pharmaceutical Manufacturers and Other Supplier Roles
    3. Point of Care Charting and Ancillary System Integration

  • E-VII. Personal Health Records (PHRs) and Care Coordination
    Objectives - Upon completion of this course, the participants should be able to:
    • Distinguish between data sets, disease registries, and data warehouses
    • Define components of care coordination and information technologies required to support it
    • Appreciate the role patient self-management plays in health care
    • Understand the scope of personal health records
    • Identify key technologies for population health management and how individual facilities/persons can contribute
    Outline:
    1. Data Sources and Uses, Registries and Data Warehouses
    2. Care Coordination: Case Management, Care Management, Disease Management
    3. Personal Health Records
    4. Population Health Management

  • E-VIII. Interoperability
    Objectives - Upon completion of this course, the participants should be able to:
    • Define interoperability and identify ways in which interoperability can be achieved for health information exchange
    • Understand the nature of interoperability standards in use today and needs for the future
    • Describe the specific work of HL7 and other interoperability standards for HIT
    • Describe intranet and web portal strategies for interoperability
    Outline:
    1. Interoperability
    2. Interoperability Standards
    3. HL7: V2.x vs. V3, RIM, CDA
    4. Other Interoperability Standards
    5. Web Services Architecture

  • E-IX. Clinical Decision Support
    Objectives - Upon completion of this course, the participants should be able to:
    • Appreciate the data-information-knowledge continuum and nature of knowledge workers
    • Describe and plan for implementing evidence-based medicine and incorporating clinical guidelines/protocols in various components of patient charting systems
    • Implement, evaluate, and refine clinical decision support systems
    • Retrieve information from digital libraries
    • Appreciate the feedback loop in creation of clinical guidelines
    Outline:
    1. Knowledge Management
    2. Evidence-based Medicine
    3. Clinical Decision Support
    4. Bibliographic Retrieval Strategies

  • E-X. Electronic Document Management Systems
    Objectives - Upon completion of this course, the participants should be able to:
    • Define the scope and purposes of an electronic document management system (EDMS) and electronic document/content management (ED/CM) system
    • Develop a strategy to capture, index, retrieve, and manage digital documents, digital reports (such as digital dictation, transcribed documents, or print files), clinical images (PACS), and other digital data, such as from medical devices, electronic fax, email, etc.
    • Address workflow tools that support EDMS
    • Plan chart conversion strategies utilizing EDMS for various types of facility requirements
    Outline:
    1. EDMS Strategies
    2. EDMS Functionality
    3. Planning and Implementing EDMS
    4. Chart Conversion with EDMS

CPHIE TRAINING PROGRAM
In addition to the four core courses, the following courses constitute the training program that supports CPHIE certification:
  • HIE-V. HIE Governance Goals and Governance
    Objectives - Upon completion of this course, the participants should be able to:
    • Describe the need for and define health information exchange (HIE)
    • Identify participants in HIE
    • List steps fro forming a successful HIE
    • Define governance and its attributes, and describe organizing and governance models for HIE
    • Identify challenges in HIE and critical success factors to overcome barriers
    • Describe the value proposition for HIE, and how to set measurable goals, identify funding sources and estimate a return on investment
    Outline:
    1. Introduction to HIE
    2. Steps to HIE Formation
    3. Governance Models and Overcoming Barriers
    4. Business Case, Funding Sources, and Return on Investments

  • HIE VI: Health Information Exchange Architectures
    Objectives - Upon completion of this course, the participants should be able to:
    • Identify HIE architectural models and describe their strengths and weaknesses for different environments
    • Describe basic technical services that enable HIE, including data transmission, person identification, record location, and consent management
    • Describe more advanced technical services that may be performed by HIEs, such as data mapping, data repository, data registry, and data warehousing
    • Identify the interoperability standards necessary to support HIE and describe their current status
    Outline:
    1. HIE Architectural Models
    2. Part 2. Basic Technical Services
    3. Advanced Technical Services
    4. Interoperability Standards

  • HIE VII: Data Stewardship
    Objectives - Upon completion of this course, the participants should be able to:
    • Describe uses and users of health data in a health information exchange (HIE), recognizing the benefits and potential harms of data sharing
    • Discuss uses and users of health data in an HIE within the context of HIPAA protections
    • Define and describe the importance of data stewardship
    • Prepare to apply added measures of privacy and security protections to data sharing within an HIE
    • Prepare to manage the quality of the data exchanged within an HIE for all authorized uses
    Outline:
    1. Data Uses and Users within an HIE
    2. HIE and HIPAA, State Law, and Other Legal Matters
    3. Information Practices
    4. Data Stewardship Solutions

  • HIE-VIII: Personal Health Records
    Objectives - Upon completion of this course, the participants should be able to:
    • Describe the impact of consumer empowerment on PHRs and their role in value-driven health care
    • Provide common definitions and attributes of PHRs
    • Utilize seminal research and thought leader experience to fit your HIE environment
    • Describe the dimensions of PHRs and supporting standards requirements
    • Identify policies and practices that overcome barriers and enable adoption of PHRs in HIE
    Outline:
    1. Consumer Empowerment (C.E.)
    2. PHR Definitions and Attributes
    3. PHR Dimensions and Supporting Standards
    4. Policies and Practices for PHRs in HIEs

  • The remaining two courses in the CPHIE curriculum will be described as each course is released.


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