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




CORE COURSES
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:
    1. Challenges and Drivers for Applying IT to the Core Business of Health Care
    2. Organizational Structure of Health Care and its Influence on HIT, EHR, and HIE
    3. Conceptual Models of HIT, EHR and HIE, and Functionality to Achieve Their Value
    4. 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:
    1. Sources of Law and Standards
    2. Legal and Evidentiary Aspects
    3. Authentication
    4. 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:
    1. Migration Path Purpose and Components
    2. Readiness Assessment
    3. Applications, Technology, and Operational Components Needed to Achieve HIT, EHR, and HIE Benefits
    4. 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:
    1. Change Management Principles and Strategies
    2. Process Mapping, Information Flow, Workflow
    3. Process Improvement Tools
    4. 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)
    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:
    • 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:
    1. Care Coordination Defined
    2. Leveraging Value of Health Information
    3. Quality Improvement Strategies
    4. 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:
    1. Interoperability
    2. Interoperability Standards
    3. HL7: V2.x vs. V3, RIM, CDA
    4. 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:
    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
    • 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:
    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 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:
    1. Introduction to HIE
    2. Steps to HIE Formation
    3. Governance Models and Overcoming Barriers
    4. 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:
    1. HIE Architectural Models
    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
    • 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:
    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

  • 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:
    1. Scope of Telehealth and Home Monitoring
    2. Telehealth and Home Monitoring Technologies
    3. Barriers to Telehealth and Home Monitoring
    4. 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:
    1. NHIN Concepts
    2. Federal NHIN Initiatives
    3. Results of Federal Initiatives
    4. NHIN Case Study



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