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Health Information Technology Toolkit for Physician Offices

The Health Information Technology Toolkit for Physician Offices helps these health care organizations assess their readiness, plan, select, implement, make effective use of, and exchange important information about the clients you serve. The toolkit contains numerous resources, including tools for telehealth, health information exchange, and personal health records.

If you offer services such as hospice in another location, like a home health agency or nursing home, refer to Stratis Health's toolkits for these types of care delivery organizations.

A wide variety of HIT is available for use in clinics. The HIT you choose to adopt may range from independent applications that start you off on using HIT, or are those that supplement what you already have; or they may be a comprehensive system for integrating all business and clinical aspects.

A carefully constructed foundation and the right tools can mean the difference between systems that are not well-used or even add administrative burden, and those that achieve value. The purpose of this toolkit is to provide tools, tested in this environment, that will help you plan and make the right choices, as well as to avoid having to re-invent the wheel as you plan for and implement HIT in your clinic.

Much like a carpenter's toolbox, the HIT Toolkit supplies a variety of tools for use at different points in your HIT adoption. Each tool includes:

  • Brief statement of purpose - so you will know when to use the tool and what it should help you accomplish.
  • Instructions for use of the tool - so you will be guided in effective use of the tool.
  • Tool structure - depending on the tool itself, you may find you can customize the tool to help you perform a task or use it as a model to modify for your own needs.

The HIT Toolkit for Physician Offices consists of seven stages categorized into three main sections. Descriptions of the individual tools are available on the Web pages for each section. All of the tools are listed below.

  • Section 1. Adopt: Assess - Plan - Select
  • Section 2. Utilize: Implement - Effective Use
  • Section 3. Exchange: Readiness - Interoperate

Section 1. Adopt

Full section description >

1.1 Assess

Overview of Tools doc
How to Use the Toolkit doc
How to Use the Toolkit ppt
How to Use the Toolkit Webinar
HIT Project Governance doc

Visioning and Strategic Planning doc

Visioning and Strategic Planning, Including Health Care Homes doc

Visioning and Strategic Planning ppt

Visioning and Strategic Planning Webinar

Overcoming Barriers doc

Myths and Realities doc

Implementing Systems Overview doc
Communication Plan doc

Organizational Readiness Assessment doc
HIT Attitudes Assessment doc

Financial Assessment doc

Financing Resources doc

IT Staffing Inventory doc
IT System Inventory doc
Application Interface Inventory doc

HIT Security Risk Analysis doc

Contingency Plan Assessment doc

Computer Skills Survey doc

1.2 Plan

HIT Steering Committee doc

HIT Project Documentation doc
Clinical IT Leadership doc
Project Management doc
Project Manager Job Description doc

HIT Strategy/Migration Path doc

Goal Setting doc

Change Management doc

Workflow and Process Redesign doc
Workflow and Process Redesign ppt
Workflow and Process Redesign Webinar
Chart Conversion Planning doc
Business Case: Total Cost of Ownership and Return on Investment doc

1.3 Select

HIT Code of Conduct doc
Vendor Selection and Understanding the Marketplace doc
Vendor Selection and Understanding the Marketplace ppt
Vendor Selection and Understanding the Marketplace Webinar
Request for Proposal doc

PMS Functionality doc

Minnesota Health Care Homes Functionality doc

Minnesota Health Care Home – Scenarios for Evaluating and Testing HIT pdf

Input Device Planning doc
RFP Analysis doc

Key Differentiators doc
Due Diligence: Demonstration Plan doc

Due Diligence: Site Visit Plan doc

Due Diligence: Reference Check Plan doc

Certification Commission for Health Information Technology link

Minnesota Health Care Homes Standards Crosswalk to CCHIT Criteria by EHR Certification Year xls

Vendor of Choice doc

Contract Checklist doc

Section 2. Utilize

Full section description >

2.1 Implement

Project Planning doc
Project Plan xls
Issues Management doc
Workflow and Process Improvement doc
Policy and Procedure Checklist doc
Forms and Reports Analysis xls
System Build doc

System Build ppt

System Build Webinar

Space Planning doc
Change Control doc

Security Risk Analysis and HITECH Requirements doc

Data Dictionary and e-Discovery doc

Vocabulary doc

Incorporating Clinical Practice Guidelines doc

Training Plan doc
Testing Plan doc
Rollout and Turnover Strategies doc

Go-live Checklist doc

2.2 Effective Use

HIT Adoption Milestone Results doc

Benefits Realization doc

Intervention Strategies doc

HIT User Satisfaction doc

HIT Patient Satisfaction doc

Continuity of Care Document doc

Optimization Strategies for Point of Care Charting doc

Optimization Strategies for CDS doc

Optimization Strategies for eRx doc

Optimization Strategies for Registries doc

Utilizing EDMS and Hybrid Record Risk Management doc

Routine System Maintenance Checklist doc

HIT Upgrades doc

Quality Measurement Reporting and Improvement doc

Section 3. Exchange

Full section description >

3.1 Readiness

HIE Readiness doc
HIE Goals and Governance Models doc
HIE Technology doc

3.2 Interoperate

HIE Data Stewardship doc

Personal Health Record Technology doc

HIE Policy and Procedure for PHR doc

Download all Word and Excel tools


Stratis Health has extensive experience in working with health care facilities to help them adopt and utilize HIT systems and to prepare them for exchanging information.

For support using the toolkit, contact:
Stratis Health - Health Information Technology Services