CL-014Clinical Documentation

Template Governance

Clinical Experience & Provider Productivity

Recommended pathTo be confirmed with PRN
Capability status
To be confirmed with PRN
Transformation phase
To be confirmed with PRN
Effort
To be confirmed with PRN

Current State / What We Learned

Observed today, as captured in the corrected assessment.

PRN primarily uses company-wide templates; Jeff wants flexibility for provider- or practice-level templates

Desired Future State

The target way of working PRN and Raintree are aiming for.

Establish appropriate enterprise and local template governance

Requirement / Gap

Support controlled flexibility without creating template sprawl

Raintree Recommended Path

  • Define governance model for enterprise, regional, clinic, and provider templates
  • GLOBALTEMPL = E is the security right needed for the ability to modify and save a global TVIST note template. Recommend creating a naming convention to help clinics / regions create specific templates as the table containing all templates is shared across the database.
  • Individual providers do have the ability to create note templates for themselves.
  • Individual providers should leverage individual abilities such as abbreviations, picklist templates, and favorites lists within picklists. This eliminates the master templates table becoming too cluttered.

Dependencies / Considerations

Compliance, maintenance, and standardization

Outstanding Questions / Decisions

Which template levels should PRN permit?

Evidence

Evidence for this opportunity is captured in the corrected Detailed Transformation Assessment.

Source

Detailed Transformation Assessment (Corrected)