Personalization Tasks

Many of the personalization opportunities outlined in the CMIO Personalization Guide are of high value, but possibly significant work.

Local clinical groups often have similar personalization needs and can get more of what they need if they agree to standardize and share. Subgroups can be formed to take on specific types of personalization, then share results with the rest of the group.

The following personalization categories most benefit from collaborative work on shared product:

    1. Personalization Naming Convention
      • Appoint a group who will determine how Connect Care's suggested personalization naming convention will be applied to a specific subspecialty or group within that subspecialty.
      • The same group can confirm norms for sharing personalization assets among groups.
    2. Professional billing preference lists
      • Even though the most common billing codes are already identified at a specialty level, more specific lists can be created. For example, a specific clinic might typically use just a handful of codes. A custom preference list can be created. Producing the codes short-list and supporting the personalization could be a benefit to all physicians working in that clinic.
    3. Orders preference lists
      • While we start with many OrderSets, SmartSets, Therapy Plans, Protocols and Order Panels, there will be health conditions or situations for which a standardized set of investigation, medication and intervention orders would be useful but no Order tool currently exists. Order preference lists can help build and share these useful order clusters. Focus on what's common or complicated.
    4. OrderSet personalizations
      • Built OrderSets and SmartSets can be saved with the most common options pre-selected. These personalized Order tools can be shared among groups.
    5. Referral personalizations
      • Some referral patterns are very common for specific contexts (e.g., emergency room) or clinics. Referrals can be saved with the most common settings pre-populated, then saved as preference list options for sharing.
    6. Documentation SmartPhrases
      • While it is important to stick to provincial standards set for things like Discharge Summary headings (and heading order), there is lots of room for making the content of note sections exactly the way a particular specialty or subspecialty might need. SmartPhrases are good for this. A small group can develop and share a note in the standard format but with custom content.
      • General and specialty letter templates have been developed for launch. SmartPhrases can help pre-populate the content of those templates with consistent reporting that a specialty group agrees to and shares.