HeD Pilots

Insert Name of Your Pilot/Organization Here

S&I FrameworkOctober 11, 2011

Pilot Team• Identify the members of your organization who will be supporting this pilot. If possible

include the role he/she will play in the pilot and contact information

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Name Role Email

Goal of the Pilot• Please include a write up or create a Visio diagram of what you intend to

show/prove/support during the pilot process. Make this an actionable statement with specifics. Also include in this description what you hope to gain from this pilot.

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What portions of the IG are you Piloting• Please use this section to document what parts of the IG your are intending to pilot.

Please be as specific as possible. This should include any of the examples you intend to pilot (ECA Rules, Documentation Templates, Order Sets)

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Section of IG Specifics to Pilot Notes

Identify the Use Case Actors Involved:• A pilot may involve the following participants from the healthcare ecosystem:

• For example:• Laboratories, Vendors, Standards Organizations, System

Integrators, EHR Vendors, Physicians/Providers, Payors, Patients etc.

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Minimum Configuration• What is your current set up? What will you be using to conduct the pilot? For

example:• An ambulatory Electronic Health Record (EHR) system, A transport system

being used in Production environments, A security system being used in Production environments, Standards (and any types of mappings you suspect you will need, a database (which one/type), Any type of interface between 2 different systems etc.

.

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Timeline• What is your proposed timeline given we want to wrap up pilots by end of April/Mid

May at the latest? (see Appendix A for more detailed timeline and activities)• January – Kick off and Logistics• February: Start Pilots• March: Continue with Pilots• April: Conclude Pilots

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Milestone Target Date Responsible Party

Success Criteria• What will you/your organization use to determine the success of this pilot? This needs

to be quantitative and not subjective in as much as possible. (For example: Successfully implement 1 ECA Rule showing successful execution from the EHR system)

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In Scope/Out of Scope

• If you already know what will be in and out of scope for your pilot (beyond the IG or the UC) please document it here: (for example in scope – working with 1 vendor – out of scope customizing the ECA Rules to include a trigger event from a Documentation template)

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Questions/Needs• Please include those items you wish to consider any questions you have or hope the

pilot addresses. Additionally, please include those items you need in order to succeed.(we will try to accommodate as many of these needs as possible within the scope of ONC, S&I and HeD)

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Helpful References

• Use Case 1: http://wiki.siframework.org/Health+eDecisions+Use+Case

• Implementation Guide for UC 1: http://wiki.siframework.org/Health+eDecisions+Harmonization+and+Standards+%28Implementation%29 (see the “Final Consensus and Harmonization”)

• Pilots Wiki Page: http://wiki.siframework.org/Health+eDecisions+Pilots

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Appendix A: timeline details

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Goal & Activities Week Number

Tentative Dates Deliverables

Kickoff /Establish Goals & Partnerships: - Review HeD Initiative Goals - Review Piloting Process & Resources - Define Value Statement - Define HeD Pilot Goals & Success Metrics - Establish & Approve Pilots - Develop Pilot Briefs

1-2(2wks)

1/07-1/21

-Wiki Capturing Pilot Deliverables-Established Partnerships-Documented Value Statements and Success Metrics-Documented Pilot Briefs

Pilot Configuration: - Establish Pilot Test Environment & Resources - Establish Pilot Implementation & Testing Process - Develop & Review Pilot Configuration

3-4(2 wks)

1/28- 2/11

-Approved Pilot Briefs -Committed Pilot Resources-Documented & Reviewed Pilot Configuration Guide-Weekly Feedback on Use-Cases & IG Alignment

Pilot Development : - Setup & Develop Pilot Prototypes - Review prototypes

5-10(6 wks or less depending

on Pilot activity)

2/11-3/25

-Weekly Pilot Development Status Updates-Weekly Feedback on Use-Cases & IG Alignment-Updates to Pilot Configuration Guides-Prepare for HL7 UC 1 re-ballot

Pilot Testing & Showcase : - Complete Testing - Prepare Solution Showcase

11-12(2wks)

4/1-4/15 -Weekly Pilot Testing Updates & KPIs-Showcase

Pilot Wrap-up : - Develop Lessons Learned an ONC Feedback - Review Initiative Goal Alignment - Establish Next-Steps

13-14(2 wks)

4/15-4/29 -Documented ONC Feedback- Next Steps Action Plan