Hi fellow CMIOs, CNIOs, and other Applied Clinical Informatics and #HealthIT friends,
For today's post, I thought I'd write about the intersection of Applied Clinical Informatics (CI) and what I call Healthcare's 'Operating System' (OS) - The daily documents, operations, governance, and decisions that together coordinate healthcare delivery.
Healthcare Runs on More Than Software: What Clinical Informatics teaches us about Documents, Operations, Governance, and Clinical Workflow
After years of working in healthcare, medicine, information technology, and Clinical Informatics, I have gradually come to believe that many of healthcare’s hardest problems are not really technology problems - Many are really coordination problems.
And much of that coordination is hidden in something remarkably mundane: documents.
e.g., Policies. Procedures. Guidelines. Protocols. Bylaws. Regulations. Job descriptions. Committee charters. Project plans. Workflow diagrams. Order sets. Clinical decision support. Training materials.
We tend to think of these as separate things, each owned by different departments. After many years in Clinical Informatics, helping to support our users in delivering great patient care - I increasingly think they are all parts of the same system - the 'Operating System'. The challenge is getting that system to conduct.
Healthcare has a Document-Driven Operating System
Every healthcare organization has an enormous collection of documents describing what the organization believes should happen :
- A regulation may establish an obligation.
- A policy may establish an institutional expectation.
- A procedure may describe how that expectation is carried out.
- A workflow may assign the work to particular people at particular moments.
- An EHR may operationalize portions of that workflow.
- Training teaches people how to perform it.
- Measurement tells us whether it actually happened.
- Governance determines who has the authority to decide what happens when these things disagree.
Seen this way, healthcare documents aren't simply paperwork - They are part of the organization's operating system.
And that raises a difficult question: What happens if the 'operating system' doesn't compile?
Aspirational vs. Operational Documents
Having spent years troubleshooting workflows, I've come to describe many healthcare policies as either 'aspirational' or 'operational'.
An aspirational document might say, "Critical results will be communicated promptly to the appropriate provider." This sounds perfectly reasonable, and may even pass a regulatory review.
But try giving that same sentence to an EHR analyst, and asking them to build it. Immediately, questions appear :
- Q : Who exactly receives the result?
- Q : What qualifies as critical?
- Q : How quickly is "promptly"?
- Q : Who initiates the communication?
- Q : What communication methods are permitted?
- Q : What happens if the first person doesn't respond?
- Q : Who owns escalation?
- Q : How is receipt acknowledged?
- Q : Where is it documented?
- Q : What happens overnight?
- Q : What happens for an outpatient who has gone home?
Suddenly, the policy doesn't seem fully completed - it only appears completed.
An operational document goes further. It translates institutional intent into operationally executable instructions. As I've written about before, I generally reduce that concept to a deceptively simple structure:
TASK = [ WHO ] will/may [ WHAT ] { how } { when } { where } { why }.
The brackets matter - WHO and WHAT usually aren't optional. The other optional dimensions (modifiers) become explicit only whenever they are necessary for clarity, or to execute the work safely and consistently.
This is the basic foundation behind what I call Aspirational-to-Operational, or in short, #BlueprintsBeforeBuild :Before asking technology to automate a workflow, make sure the organization has actually designed the workflow.
Software should not be asked to resolve ambiguities that organizational governance has not yet resolved.
The EHR Is Downstream of Governance
One of the most important lessons I've learned as a CMIO is that an EHR build request is often not really an EHR build request. For example, someone might ask :
Q : "Can the EHR make us do this?"
Sometimes the answer is technically yes. But often, the more important questions are:
- Q : Who decided that we should do it?
- Q : Who owns the workflow?
- Q : Who has authority to change it?
- Q : Has everyone affected by it agreed to the change?
- Q : Is the policy consistent with the proposed build?
- Q : Who will maintain it after the implementation?
These aren't software questions - they are governance questions. And if governance has not yet resolved this ambiguity, it can flow downstream, where it first reaches Clinical Operations, then Clinical Informatics, and then Information Technology.
Eventually - if someone asks an analyst to turn an unresolved organizational disagreement into an EHR button, this can be an extraordinarily expensive way to run a healthcare system.
IT, Clinical Informatics, and Clinical Operations are Different Disciplines
Commonly, many healthcare organizations also routinely blur these three functions that need to work together, but are not interchangeable :
- Information Technology (IT) manages the infrastructure. Servers. Networks. Devices. Applications. Interfaces. Identity. Security. Availability. IT makes the roads work.
- Clinical Informatics (CI) manages information, knowledge, workflow, and decisions. It asks how information should move through those roads, what it means, when it should appear, and how it should support human decision-making. CI manages the traffic.
- Clinical Staff and Clinical Operations (ClinOps) manages the actual delivery of care. It determines who is responsible for doing the work, with what resources, under what authority, and according to what operational expectations. ClinOps determines where everyone is trying to go — and why.
Key point : None can replace the others. An EHR vendor cannot eliminate the need for Clinical Informatics any more than buying asphalt eliminates the need for traffic engineers.
And Clinical Informatics cannot substitute for Clinical Operations. The Clinical Informaticist (CI) can expose an unresolved workflow question, but the organization (ClinOps) still has to answer it.
Clinical Informatics Is a Translation Discipline
Over the past 17+ years, I've increasingly come to see Clinical Informatics as living at the boundaries between disciplines. While each group is technically speaking English, their motivations, cultures, and terminology are often very different :
- Medicine speaks one way,
- Nursing speaks another,
- Operations another,
- Compliance another,
- Quality another,
- Finance another,
- Information Technology another,
- Software vendors another,
- ... and regulators sometimes seem to speak several languages simultaneously.
So very common words such as provider, clinician, protocol, guideline, standing order, referral, transfer, critical result, actionable finding, and even project can mean surprisingly different things, depending on who is speaking.
Clinical Informatics therefore isn't merely about configuring an EHR. A large part of the work is about translation :
- We translate clinical intent into operational requirements.
- We translate operational requirements into workflows.
- We translate workflows into information requirements.
- We translate information requirements into technology.
- And then we translate what the technology can actually do back into language that clinicians and operational leaders can understand.
That translation layer is not overhead - It is part of the safety architecture.
Governance Is the Conduction System
More recently, I've started thinking about healthcare organizations through another helpful metaphor: organizational 'electrophysiology'.
Huh? Stay with me : A healthcare organization resembles a heart more than we might realize.
- There are many capable cells.
- Many can generate activity independently.
- But truly effective performance requires coordinated conduction.
Similarly, healthy organizations have recognizable pathways through which authority, information, decisions, and work travel.
- Like a sinoatrial (SA) node, a Senior Leadership team provides the strategic impulses.
- Governance creates the conduction pathways.
- Clinical Operations produces the coordinated actions.
- Clinical Informatics helps translate and synchronize information across those pathways.
- Information Technology provides the infrastructure through which much of that information travels.
When those pathways work, thousands of people can act as a coordinated organization. When they don't, the organization begins behaving something like a heart with an arrhythmia :
- Committees fire independently,
- Departments create competing priorities,
- Projects originate everywhere,
- Policies contradict workflows,
- Technology teams receive conflicting instructions, and
- Executives become escalation pathways for routine operational decisions.
In this scenario, an organization may be extremely busy while accomplishing less than anticipated.
Organizational 'Ejection Fraction'
This led me to another analogy I've found useful: Organizational 'Ejection Fraction'.
Uncoordinated, a heart can consume enormous metabolic energy without producing effective forward flow. Analogously, healthcare organizations can do the same thing.
Imagine an organization putting 100 units of human effort into meetings, emails, projects, committees, escalations, presentations, and technology builds. Q : How much useful organizational work actually emerges?
A : If only 30 units become coordinated action, the organization has an 'organizational ejection fraction' of roughly 30%. The remaining energy hasn't disappeared - It has been consumed by friction :
- Duplicate meetings.
- Competing priorities.
- Unclear authority.
- Policy ambiguity.
- Rework.
- Escalations.
- Failed handoffs.
- Poorly defined projects.
- Technology built before workflow was designed.
So the objective of good governance isn't to create more governance - it is to reduce organizational impedance. In short : Good governance should increase forward flow.
Why Organizations Become Surprisingly Efficient During Crises
After speaking with a number of Clinical Informatics colleagues over the years, several of them have described a very interesting phenomenon in healthcare :
Organizations that normally struggle to make a decision in six months can sometimes reorganize themselves in six hours during a crisis.
Q : Why?
Because crises temporarily simplify governance :
- Priorities become obvious.
- Authority becomes explicit.
- Competing initiatives disappear.
- Decision pathways shorten.
- One leader or command structure becomes the dominant pacemaker.
So for the cardiologists in my audience : In electrophysiologic terms, a crisis can behave almost like 'organizational adenosine' - the usual competing conduction pathways are interrupted long enough for a coherent rhythm to emerge.
*Note : The lesson shouldn't be that organizations need crises. Instead :
- The lesson is that the organization was always capable of moving that efficiently, but...
- ... the crisis merely removed the routine organizational resistance that normally prevents it.
So the challenge for Healthcare leadership, in developing governance, is learning how to reproduce some of that clarity without requiring an emergency.
Documents, Governance, Operations, Informatics, and Technology Form a Chain
I've therefore started thinking about healthcare delivery as a connected chain:
Regulation → Governance → Policy → Operations → Workflow → Informatics → Technology → Delivery → Measurement → Learning
Every arrow matters :
- A failure upstream eventually becomes a problem downstream.
- Ambiguous regulation requires interpretation.
- Ambiguous governance produces conflicting policy.
- Ambiguous policy produces inconsistent operations.
- Inconsistent operations produce undefined workflows.
- Undefined workflows produce bad requirements.
- Bad requirements produce bad technology.
- And without adequate vigilance, bad technology can eventually reach a healthcare worker or a patient.
By the time the problem appears on someone's computer screen, the root cause may have occurred several organizational layers earlier. That is why endlessly "fixing the EHR" rarely fixes the underlying organization.
#BlueprintsBeforeBuildHealthcare is generally good at buying technology - We are less consistent at designing the 'operating systems' into which that technology is placed. Before building something, we should be able to answer:
- Q : Who owns this?
- Q : Who has authority to implement this, on behalf of Clinical Leadership?
- Q : Who routinely performs the work?
- Q : What exactly are they expected to do?
- Q : Under what circumstances?
- Q : Using what information?
- Q : What happens when the normal pathway fails?
- Q : Where is the authoritative source describing this workflow?
- Q : How will we know whether it worked?
Only then should we ask:
Q: What should the software do?
That is the essence of #BlueprintsBeforeBuild.
The Larger Lesson
Clinical Informatics is sometimes described as the intersection of people, process, and technology. While I very much agree with this, I do think this description may be a little incomplete. The field also sits at the intersection of:
authority, language, information, workflow, operations, technology, and human behavior.
The EHR is simply where many of those forces become visible :
- When an EHR workflow is confusing, the problem may be software.
- But it may also be an unclear policy.
- Or undefined ownership.
- Or conflicting governance.
- Or inconsistent terminology.
- Or an operational process that nobody ever actually designed.
Clinical Informatics gives us a remarkable vantage point from which to see these failures because we live where organizational intentions collide with operational reality.
And perhaps that is one of the most important roles of the Clinical Informaticist:
- To make the invisible architecture of healthcare visible.
- To turn aspirations into specifications.
- To turn specifications into workflows.
- To make workflows understandable before they become software.
- To identify organizational 'arrhythmias' before they become patient-safety events.
And to help healthcare organizations convert more of their enormous human effort into coordinated forward flow.
Because ultimately, the end-goal isn't :
- better documentation, or
- better governance, or
- better technology,
The goal is better delivery. Everything else is infrastructure.
For all of my talented Clinical Informatics colleagues out there, I hope this is a helpful summary that you can use for group discussion. Please feel free to adapt and share, or provide feedback below.
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Remember, this blog is for education and discussion purposes only - Your mileage may vary.
Have any helpful Clinical Informatics insights you'd like to share? Have any experiences with workflows, governance, policies, or the 'Operating System' of Healthcare? Please feel free to share in the comments section below!




































