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

The following are core courses included in the CPHIT, CPEHR and CPHIE tracks:
- C-I. Overview of HIT, EHR and HIE
Objectives - Upon completion of this course, the participants should be able to:
- Describe the challenges facing health care and the goals driving adoption of HIT to achieve EHR benefits
- Recognize unique characteristics of the healthcare business model, governance structure, reimbursement, and legal aspects of HIT, EHR, and HIE and how those factors influence functionality and adoption
- Explain the basic concepts of HIT, EHR, and HIE, and utilize functionality resources (from the IOM, HL7, and CCHIT) to define requirements that help achieve their value proposition
- Describe the state of the art in use of automation in various health and healthcare settings, and identify strategies to promote further adoption
- Perform roles of educator, facilitator, and strategist in an EHR steering committee
Outline:
- Challenges and Drivers for Applying IT to the Core Business of Health Care
- Organizational Structure of Health Care and its Influence on HIT, EHR, and HIE
- Conceptual Models of HIT, EHR and HIE, and Functionality to Achieve Their Value
- State of the Art in Using Automation in Various Health Settings and Strategies to Further Adoption
- C-II. Legal and Regulatory Aspects of HIT, EHR, and HIE
Objectives - Upon completion of this course, the participants should be able to:
- Identify sources of law and standards for HIT, EHR, and HIE in order to monitor future changes
- Describe and plan for the basic requirements of retention, storage, accuracy, integrity, and authentication to ensure that HIT, EHR, and HIE enable a legal health record
- Discuss ethical aspects relating to HIT, EHR, and HIE such as use of e-mail, hybrid records, and clinical decision support
Outline:
- Sources of Law and Standards
- Legal and Evidentiary Aspects
- Authentication
- Ethical Aspects
- C-III. EHR, HIE and HIT Migration Path
Objectives - Upon completion of this course, the participants should be able to:
- Recognize the importance of a migration path to support the organization's strategic goals
- Assess the vision an organization has for HIT, EHR, and HIE 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 and goals for HIE
Outline:
- Migration Path Purpose and Components
- Readiness Assessment
- Applications, Technology, and Operational Components Needed to Achieve HIT, EHR, and HIE Benefits
- Construction and Assessment of Migration Paths
- C-IV. Change Management for EHR, HIE and HIT
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, and HIE
- Appreciate that establishing benefits expectations early in the HIT, EHR, and HIE adoption cycle is critical to achieving clinical transformation
- Map processes to describe current state, identify process improvements brought about by HIT, EHR, and HIE, and spot critical control points in workflow 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 HIT, EHR, and HIE adoption
Outline:
- Change Management Principles and Strategies
- Process Mapping, Information Flow, Workflow
- Process Improvement Tools
- Communication Strategies
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:
- HIT Technical Infrastructure
- Hardware and Networking Fundamentals for HIT
- Software Fundamentals for HIT
- Introduction to Interoperability and Data Comparability Standards
- 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:
- Project Management and Governance in Health Care
- Project Manager Characteristics for HIT
- Project Planning for HIT
- 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:
- Purpose and Process for HIT ROI
- Estimating Costs and Benefits of HIT
- Financing HIT
- 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:
- Vendor Selection Planning
- HIT Marketplace
- Request for Proposal
- Due Diligence
- 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:
- Infrastructure Preparation
- System Build
- Testing and Training
- 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:
- Governmental and Private Sector, HIT and EHR Initiatives for HIE
- HIE Across the Continuum: Health System Relationships, RHIO Formation and Governance, and NHIN
- Technology for HIE
- International Lessons
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:
- Database Principles, Data Modeling, Data Dictionaries, Data Quality Management
- Screen Layout and Template Design
- Controlled Vocabularies
- Purposes and Uses of SNOMED CT
- 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:
- Patient Safety Issues and Initiatives
- Automation of Medication Management Process:
- Medication Reconciliation
- Computerized Provider Order Entry (CPOE)
- E-Prescribing (e-Rx)
- Bar Coded Medication Administration Record (BC-MAR)
- 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:
- Define care coordination from provider, payer, employer, public health, and patient perspectives
- Describe data sources and measurement systems that support leveraging the value of health information
- Identify quality improvement strategies to improve outcomes
- Appreciate the role personal health records play in care coordination
Outline:
- Care Coordination Defined
- Leveraging Value of Health Information
- Quality Improvement Strategies
- Personal Health Records
- 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:
- Interoperability
- Interoperability Standards
- HL7: V2.x vs. V3, RIM, CDA
- Other Interoperability Standards
- E-IX. Clinical Decision Support
Objectives - Upon completion of this course, the participants should be able to:
- Describe the data-information-knowledge continuum
- Identify the characteristics of knowledge workers that should be recognized in managing the clinical transformation required for EHR adoption
- Describe and plan for implementing evidence-based medicine and incorporating clinical guidelines/protocols in various components of patient charting systems
- Explain the steps in implementing, evaluating, and refining clinical decision support systems
- Describe strategies to retrieve information from digital libraries
Outline:
- Knowledge Management
- Evidence-based Medicine
- Clinical Decision Support
- 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
- Describe strategies to capture, index, retrieve, and manage digital documents, reports, clinical images, and other information sources
- Distinguish between types of workflow functions that support EDMS
- Describe strategies for chart conversion utilizing EDMS based on facility-determined needs for data needs in the EHR
Outline:
- EDMS Strategies
- EDMS Functionality
- Planning and Implementing EDMS
- Chart Conversion with EDMS
In addition to the four core courses, the following courses constitute the training program that supports CPHIE certification:
- HIE-V. HIE 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 for 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, set measurable goals, identify funding and financing sources, and build and manage to a business case for an HIE
Outline:
- Introduction to HIE
- Steps to HIE Formation
- Governance Models and Overcoming Barriers
- Business Case, Funding and Financing Sources, and Managing Return on Investment
- HIE VI: HIE 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:
- HIE Architectural Models
- Basic Technical Services
- Advanced Technical Services
- 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
- Distinguish between data ownership and 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, especially in light of quality measurement, reporting, and improvement
Outline:
- Data Uses and Users within an HIE
- HIE and HIPAA, State Law, and Other Legal Matters
- Information Practices
- 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:
- Consumer Empowerment (C.E.)
- PHR Definitions and Attributes
- PHR Dimensions and Supporting Standards
- Policies and Practices for PHRs in HIEs
- HIE-IX: Telehealth and Home Monitoring
Objectives - Upon completion of this course, the participants should be able to:
- Define the scope of telehealth, telemedicine, home monitoring, and other collaborative techniques and technologies for clinical and non-clinical use
- Describe the technologies used in telehealth and home monitoring
- Identify the major barriers that exist to using telehealth
- Explore the wide range of applications for telehealth and home monitoring and the impact these have had
- Discuss how telehealth and home monitoring holds potential for use within health information exchange
Outline:
- Scope of Telehealth and Home Monitoring
- Telehealth and Home Monitoring Technologies
- Barriers to Telehealth and Home Monitoring
- Applications and Benefits of Telehealth and Home Monitoring
- HIE-X: Nationwide Health Information Network
Objectives - Upon completion of this course, the participants should be able to:
- Describe the concept of the nationwide health information network (NHIN)
- Identify federal initiatives in support of the development of the NHIN
- Track the progress of key federal initiatives for the NHIN
- Compare and contrast HIE initiatives with NHIN directions
Outline:
- NHIN Concepts
- Federal NHIN Initiatives
- Results of Federal Initiatives
- NHIN Case Study
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