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Health Information Technology Toolkit for Nursing Homes

The Health Information Technology Toolkit for Nursing Homes can be used for implementing a comprehensive HIT or EHR system, for acquiring individual applications, or for overhauling existing systems. While an overall organizational strategy is strongly recommended and supported through use of all the tools in the toolkit, each organization should construct its own timeline based on the applications, technology, and operational activities being undertaken.

For the nursing home, a carefully constructed foundation and the right tools to plan and implement HIT 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 for is to supply 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.

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 Nursing Homes 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

This toolkit was funded by Aging Services of Minnesota, Alliance Purchasing, and MHHA Service Corporation for use by nursing homes in Minnesota. Stratis Health developed the toolkit using our extensive experience in helping providers adopt HIT, working with nursing homes on quality improvement and patient safety, and developing toolkits.

Section 1. Adopt

Full section description >

1.1 Assess

1.1.1 HIT Toolkit Overview doc
1.1.2 How to Use the Toolkit doc
1.1.3 How to Use the Toolkit ppt
1.1.4 How to Use the Toolkit Webinar
1.1.5 HIT Governance doc
1.1.6 HIT Vision and Strategic Planning doc
1.1.7 HIT Vision and Strategic Planning ppt
1.1.8 HIT Vision and Strategic Planning Webinar
1.1.9 Communication Plan doc
1.1.10 HIT Attitudes Assessment doc
1.1.11 Computer Skills Survey
1.1.12 TCO/ROI Analysis xls
1.1.13 IT Staffing Inventory doc
1.1.14 IT System Inventory doc
1.1.15 HIT Security Risk Analysis and Controls Assessment doc
1.1.16 Contingency Plan Assessment doc
1.1.17 Application Interface Inventory xls
1.1.18 Financing Resources doc

1.2 Plan

1.2.1 HIT Steering Committee doc
1.2.2 Meetings, Agendas, Minutes doc
1.2.3 Clinical IT Leadership doc
1.2.4 Project Management doc
1.2.5 Project Manager Job Description doc
1.2.6 Goal Setting doc
1.2.7 Change Management doc
1.2.8 Workflow & Process Mapping doc
1.2.9 Workflow & Process Mapping handouts ppt
1.2.10 Workflow & Process Mapping Webinar
1.2.11 Chart Conversion Planning doc

1.3 Select

1.3.1 HIT Code of Conduct doc
1.3.2 Vendor Selection doc
1.3.3 Vendor Selection handouts ppt
1.3.4 Vendor Selection Webinar
1.3.5 Requirements Analysis doc
1.3.6 Request for Proposal doc
1.3.7 RFP Analysis doc
1.3.8 Key Differentiators doc
1.3.9 Due Diligence: Demonstration Plan doc
1.3.10 Due Diligence: Site Plan doc
1.3.11 Due Diligence: Reference Check Plan doc
1.3.12 Vendor Choice doc
1.3.13 Contract Checklist doc

Section 2. Utilize

Full section description >

2.1 Implement

2.1.1 Project Planning doc
2.1.2 Project Planning xls
2.1.3 Issues Management doc
2.1.4 Workflow & Process Improvement doc
2.1.5 Policy Procedure Checklist doc
2.1.6 Forms & Reports Analysis xls
2.1.7 Input Device Planning doc
2.1.8 System Build doc
2.1.9 Change Control doc
2.1.10 Clinical Decision Support doc
2.1.11 Training Plan doc
2.1.12 Testing Plan doc
2.1.13 Roll Out Strategies doc
2.1.14 Space Planning doc
2.1.15 Go live Planning doc
2.1.16 HIT Technical Security Controls xls
2.1.17 Implementation Strategies for Assessments doc
2.1.18 Implementation Strategies for EDMS and Hybrid Record Risk Management doc
2.1.19 Implementation Strategies for Physician Documentation doc
2.1.20 Implementation Strategies for EMAR doc
2.1.21 Ongoing System Maintenance doc

2.2 Effective Use

2.2.1 Quality Measurement Reporting Improvement doc
2.2.2 HIT Adoption Milestone Results doc
2.2.3 Monitoring SMART Goal Achievement doc
2.2.4 Benefits Realization doc
2.2.5 HIT User Satisfaction doc
2.2.6 HIT Resident Satisfaction doc
2.2.7 TCO/ROI Assessment.xls

Section 3. Exchange

Full section description >

3.1 Readiness

3.1.1 HIE Readiness doc

3.1.2 HIE Goals and Governance

3.1.3 HIE Technology doc

3.2 Interoperate

3.2.1 HIE Data Stewardship doc
3.2.3 Policy and Procedure for Personal Health Records doc

Download all Word and Excel tools (69 MB)


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

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

This toolkit was funded by Aging Services of Minnesota, Alliance Purchasing, and MHHA Service Corporation for use by nursing homes in Minnesota. Produced by Stratis Health.

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Aging Services of Minnesota Alliance Purchasing   Stratis Health