The Project Manager's Guide to Health Information Technology Implementation, 2nd Edition

185 Pages·2017·3.322 MB·English

by  Susan M. Houston

The Project Manager’s Guide
to Health Information
Technology Implementation
2nd Edition
http://taylorandfrancis.com
The Project Manager’s Guide
to Health Information
Technology Implementation
2nd Edition
Susan M. Houston, MBA, RN-BC, PMP, CPHIMS, FHIMSS
CRC Press
Taylor & Francis Group
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Contents
Preface ...............................................................................................................ix
Acknowledgments ...........................................................................................xi
Author .............................................................................................................xiii
1 What Is a Project? ..............................................................................1
What Is a Project? ...............................................................................................3
Project Management ...........................................................................................5
Project Stakeholders ...........................................................................................6
2 Project, Program, and Portfolio Management ................................. 11
Project vs. Operations .......................................................................................11
Program and Portfolio Management ...............................................................12
Case Study 1: Implementation of an Electronic Health Record ......................16
Case Study 2: Implementation of an Organizational Metrics Dashboard .......16
3 Project Process Groups .................................................................... 19
Initiating Process Group ..................................................................................20
Planning Process Group ..................................................................................22
Executing Process Group .................................................................................25
Monitoring and Controlling Process Group ....................................................26
Closing Process Group .....................................................................................27
Case Study 1: Implementation of an Electronic Health Record .....................28
Case Study 2: Implementation of an Organizational Metrics Dashboard ......29
4 Project Knowledge Areas ................................................................. 31
Integration Management ...................................................................................31
Scope Management ..........................................................................................35
Time Management ...........................................................................................37
Cost Management .............................................................................................38
Quality Management ........................................................................................39
Human Resource Management ........................................................................40
Communication Management ..........................................................................41
Risk Management .............................................................................................42
Procurement Management ...............................................................................43
Project Stakeholder Management ....................................................................44
v
vi ◾ Contents
Case Study 1: Implementation of an Electronic Health Record .....................44
Case Study 2: Implementation of an Organizational Metrics Dashboard ......45
5 Software Development Lifecycle ...................................................... 47
Waterfall Model ................................................................................................49
Spiral Model .....................................................................................................50
Rapid Prototype Model .....................................................................................51
Incremental Model ...........................................................................................52
Agile Development ...........................................................................................52
Commercial Off-the-Shelf (COTS) ...................................................................53
Case Study 1: Implementation of an Electronic Health Record .....................54
Case Study 2: Implementation of an Organizational Metrics Dashboard ......55
6 System Configuration ......................................................................57
Workstations .....................................................................................................57
Client ................................................................................................................58
Servers ..............................................................................................................59
Storage Area Network ......................................................................................60
Disaster Recovery .............................................................................................60
High Availability ................................................................................................61
Network .............................................................................................................61
Interface ............................................................................................................62
Environments ...................................................................................................63
Sandbox ........................................................................................................64
Development ................................................................................................64
Test ................................................................................................................64
Preproduction ...............................................................................................65
Production ....................................................................................................65
Training ........................................................................................................65
Considerations ..................................................................................................66
Case Study 1: Implementation of an Electronic Health Record .....................66
Case Study 2: Implementation of an Organizational Metrics Dashboard .......67
7 Security and Privacy ........................................................................69
SUSAN M. MARTIN
IT Project Security and Privacy Tasks .............................................................71
Case Study: Access to System by Outside Resources ......................................75
8 Software Testing ..............................................................................77
Testing Types ....................................................................................................78
Configuration Management .............................................................................82
Case Study 1: Implementation of an Electronic Health Record .....................84
Case Study 2: Implementation of an Organizational Metrics Dashboard ......84
9 Activation Management ...................................................................87
User Training ....................................................................................................87
Activation ..........................................................................................................89
Contents ◾ vii
Activation Checklist ..........................................................................................91
Activation Rehearsal .........................................................................................92
Case Study 1: Implementation of an Electronic Health Record .....................95
Case Study 2: Implementation of an Organizational Metrics Dashboard ......96
10 Project Transition to Support ..........................................................97
RYAN D. KENNEDY
Why Does This Happen? .................................................................................97
Characteristics of a Support Center .................................................................98
Change Management .....................................................................................100
Managing Transition Throughout the Plan ...................................................100
Initiating.......................................................................................................101
Planning .......................................................................................................102
Execution .....................................................................................................103
Closing .........................................................................................................105
Case Study 1: Implementation of an Electronic Health Record ....................107
Case Study 2: Implementation of a New Ancillary Application ....................107
11 Measuring Success ......................................................................... 109
PATRICIA P. SENGSTACK
Case Study 1: Implementation of an Electronic Health Record ....................114
Case Study 2: Implementation of an Organizational Metrics Dashboard .....114
Appendix A: Case Study Feedback ........................................................115
Appendix B: Earned Value Management (EVM) ................................... 139
Appendix C: Forms and Templates ........................................................141
References and Additional Readings .....................................................165
Index .....................................................................................................167
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Preface
We have been heading in the direction of a paperless healthcare system. Some
feel we will never make it completely paperless, while others are more optimis-
tic. Either way, we continue to be in an invasion of information technology in the
healthcare industry. The different vendors are positioning themselves by offering
more and more modules with a specific niche or purchasing other smaller com-
panies to offer these products. Implementing an electronic health record (EHR) is
only the beginning; there are unique needs in almost every department that will
offer the question to make what we have fit or obtain another system to meet
this need. Some feel that this is a never-ending cycle since the influx of cyber-
security worries makes it even more important to continuously upgrade the systems
you already have, while being asked to implement more.
With all of this comes the need for project management and the understanding
of what it takes to implement quality software that is secure and usable. Some
software projects are large multiyear efforts to bring a full EHR to an organiza-
tion, while others are the smaller niche systems for a few users. Some will be
purchased from a company that developed the software for sale, while others
will be built just for a single unique need.
It is important for project managers to have a toolkit where they can draw
upon tools and concepts for each project they manage. Since each project is
unique, the necessary tools will vary from one to the other. One primary tool
every project manager should have is A Guide to the Project Management Body
of Knowledge (PMBOK) by the Project Management Institute.
As project managers move through each project, they will gather more tools
to add to their toolbox to be used in future projects. This book provides essen-
tial concepts for any project manager who will be leading a project to implement
healthcare information technology. The early chapters will provide a review for
experienced project managers as well as an introduction for those new to the
industry. The later chapters introduce concepts and define terms used for soft-
ware implementation projects that will add more tools for use in healthcare infor-
mation technology projects.
A project manager is rarely an expert in the design, development, testing,
training, or technical implementation of software, and this should not be the
expectation. This book provides an overview of software and hardware concepts
ix