Workflow management for complex case management

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1232 views

I would like to get impressions from primary care case managers as to whether structured workflow tools (that is, tools that automatically assign interventions/work queues to individuals or to defined groups) are useful for primary care case management, or whether paper worklists are adequately effective and less complicated.
TSB

Case Management
Population Health Management
Cost Management
Care Manager
Tim Breaux
75 months ago

5 answers

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Hi Tim, simplified workflow through automation is absolutely preferred over paper. Ability to reconcile/sync is also very important to prevent duplication. So an assessment that has data elements relevant to another requirement would autopopulate into those areas. Our biggest issue is redundancy that impacts efficient management. I would never say that paper is less complicated. It requires scan/upload, and lack of integration.

Lori Williams
75 months ago
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Thanks Lori. This does align with my expectation, but I am a little surprised how rarely workflo automation tools are implemented. I only know of two products that populate care management queues based on clinical rules embedded in the integrated clinical database (Innovaccer and the CentriHealth IHR). But they are not widely implemented. I suppose one could use the more generic workflow automation tools (e.g., Pega or Ika), but I have not seen them much either. Have you seen workflow tools implemented?
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Tim Breaux
75 months ago
I agree they are not widely utilized to their potential, and from an audit perspective, it is easy to see how they could impact efficiency and compliance. We build our own tools, so it is largely dependent on recognized deficiencies moreso than proactive implementation. - Lori 75 months ago
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Anytime paper can be converted to system, you reap the benefits you know of, and an incremental 50% you didn't know existed....
In saying that, converting to workflows have worked great when processes or businesses have been developed/matured, and process adherence/efficiency was the value enabler. In processes/businesses/environments where there is a high rate of business growth or rate of process change, workflow redundancy is high, and management/revisions can drain resources or worse, create "bypass" processes around the workflows.. Hope that helps.

Matthew Theocharous
75 months ago
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I indeed agree that automation is better than paper. There are many workflow automation tools available. I used Zoho a lot. This is customizable and really good for generating reports, it is user friendly and takes few minutes to build what you need. I tried Team as well but I did not like it as it was not easy to use. However it is plenty of opportunities that could suit to you, it is possible to check several different solutions at https://www.capterra.com/workflow-management-software/.

Paolo Beffagnotti
75 months ago
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Not only process issues in dealing with care management, but a more integrative strategy to engage all key stakeholders around a clear mission that ultimately is patient focused. Too many times reactive tactics miss the mark due to a lack of such a clear strategy along with a culture to support tactics oriented towards achieving the goals within that strategy.

Also, accepting individual patient behavior as a norm rather than a variance is another struggle with tight financial budgets behind current efforts to improve care delivery.

Randy Vogenberg, PhD
74 months ago

Have some input?