Showing posts with label clinical decision support. Show all posts
Showing posts with label clinical decision support. Show all posts

Wednesday, October 30, 2019

Intro to CPOE and Order Sets

Hi to my fellow CMIOs, CNIOs, Clinical Informaticists and other HealthIT and clinical friends,

Order sets can be a real gift to modern medicine, but only when they are designed by experienced, capable Clinical Informaticists and Analysts, in conjunction with the clinical end-users. Usually, this requires more work and planning than most people are aware of - until they dive into the waters themselves.

So for anyone who's ever had to explain the work it takes to produce good, evidence-based order sets that support smooth workflows with minimal clicks - I thought I'd share this cute little video I produced recently. Think of it as an easy way of teaching some of the basics to newcomers


This is the strategy I've used professionally to create great, evidence-based, easy-to-use order sets that give my fellow physicians the right guidance and confidence they need to navigate even the most complicated workflows. Feel free to share with anyone who's new, or looking to learn more about how good workflows and decision support strategies are designed. 

Have any secrets of your own? Feel free to share them in the comments field below!

Remember, this blog is for educational purposes only - Your mileage may vary. Have any other comments or feedback? Please leave them in the comments section below!

Tuesday, December 27, 2016

CPOE and Building a Well-Indexed Order Set Catalog

Hi fellow Clinical Informaticists and other #HealthIT leaders,

Sorry, it's been a while since I've been able to blog much. Been very busy recently, engaging physicians, APRNs/PAs, residents, nurses, pharmacists, and other clinical leaders. Since I had a few free minutes this holiday season, I just wanted to take the time to offer some insights into the links between Computerized Provider Order Entry (CPOE) and order set design and strategy.

Developing a good order set strategy can sometimes take a while. Many organizations go through a gradual learning curve, which unfortunately, can sometimes take years. In general, some organizations will start their CPOE journey with a rudimentary strategy, often based only on the popular med-school mnemonic 'ADCVANDISMAL', that can sometimes leave providers unhappy with their early CPOE exposure. Some hints that an organization may be at the beginning of their order set design journey : 
  1. The doctors are using 'ADCVANDISMAL' or pre-existing paper order sets as the only guidelines for building their new electronic order sets.
  2. Order sets are quite long, sometimes several (2-3) pages.
  3. Providers find themselves spending time searching through these long order sets, looking for the two or three orders they want to place at a particular moment, or using the same order set over-and-over for different clinical scenarios.
  4. Providers might have somewhere between 2-4 order sets that they use for all of their ordering needs.
  5. There is limited use of headers above sections of orders, to give providers guidance about when to check (or uncheck) an order.
  6. There is limited use of pre-checked orders.
  7. Providers might complain about 'long order sets'clunky order sets' or 'too many alerts'.
  8. Order set names are non-standard format (e.g. one catalog has order sets named "Pneumonia Admission Order Set" and "Hospitalist General Admit order set" and "ED Pneumonia", all in the same catalog.)
Gradually, through trial-and-error, some organizations learn that good order set design takes real work and very detailed planning. So I'd like to offer you a way for you to develop what I call a "well-indexed order set catalog strategy", before you begin your CPOE journey. 

(Remember, providers will want a good experience when they start CPOE - Giving them bad order set design will color their first experiences with CPOE!)


Before we begin, let me warn you that there may be other strategies that may work better for your organization. The strategy described below may work, but it may not be ideal for your organization - especially if you already have a starkly different strategy, in which case there may be a serious learning curve for your providers. Read on, and judge for yourself - But always make sure you check with your local informatics professionals before designing an order set strategy for your organization.


ONE WAY TO DEVELOP YOUR NEW ORDER SET STRATEGY :

To develop a stronger order set strategy, it's helpful to start with a good working definition of the term "order set". Although published definitions can vary (see the ISMP Guidelines for Standard Order Sets), there is a simpler one I can offer up, that still works very well from a functional standpoint : 
"Order set (n.) - a collection of orders used to standardize and expedite the ordering process for a common clinical scenario."
Take a good look at the above definition. Does it work for you? Simple and effective, but before we move on, make sure it looks good for you.

If you think that's fairly reasonable, then let's build an index on this definition. If the concept of "order set" is linked, by this definition, to the concept of "common clinical scenario", then what exactly are common clinical scenarios


In addition to good listening, and displaying compassion and empathy, physicians/providers generally have two things they do to actively help patients - Either do a procedure, or write an order. Since we're talking about the orders that physicians/providers write, what are the common clinical scenarios that these orders are used for? The common ones seen in most organizations : 
  1. Admitting a patient
  2. Transferring a patient 
  3. Discharging a patient
  4. Working up a complaint or condition
  5. Treating a diagnosis
  6. Pre-operative or pre-procedure care
  7. Post-procedure or post-operative care
  8. Protocols - (Allowing registered nurses, pharmacists, or other licensed medical professionals to act on an order or orders on behalf of the ordering provider or attending physician)
  9. Other (for those things not in 1-8 above)
So now take a look at the above 9 scenarios. Do they work for you? If they still seem reasonable, then you can then use them to build out your new order set index : 
  1. ADMIT - To admit an adult patient to an inpatient level-of-care
  2. TRANSFER - To transfer an adult patient to another inpatient level-of-care
  3. DISCHARGE - To discharge an adult patient from an inpatient level-of-care to home
  4. WORKUP - To work up a common chief complaint (e.g. SOB, abd pain, fever, etc)
  5. TREATMENT - To treat a common diagnosis (often the top 50 DRGs)
  6. PRE-OP - To treat a patient about to undergo a procedure
  7. POST-OP - To treat an adult patient after a procedure
  8. PROTOCOLS - To allow a registered nurse, pharmacist, or other licensed medical professional to start/modify/stop an order (or orders) on behalf of a Licensed Independent Practitioner (LIP), Physician Assistant (PA), or resident. (E.g. Med titration protocols, dietary interchange protocols, vent liberation protocols)
  9. OTHER ('Convenience Panels') - For other common clinical scenarios not outlined in 1-8 above (e.g. Routine pain control, Anti-Emetics, Sleep Agents, Blood Transfusion, etc.)
You'll notice that for the above nine chapters, these all typically refer only to ADULT patients. Pediatric patients, generally, have different diseases, different complaints, different workups, and different drug dosages (usually with weight-based dosing) - So if you have both adult and pediatric patients, you could potentially have an index that looks like this :

A. ADULT LIBRARY

  1. ADMISSION ORDER SETS
  2. TRANSFER ORDER SETS
  3. DISCHARGE ORDER SETS
  4. WORKUP ORDER SETS
  5. TREATMENT ORDER SETS
  6. PRE-PROCEDURE ORDER SETS
  7. POST-PROCEDURE ORDER SETS
  8. PROTOCOLS
  9. OTHER (CONVENIENCE PANELS) ORDER SETS
B. PEDIATRIC LIBRARY
  1. ADMISSION ORDER SETS
  2. TRANSFER ORDER SETS
  3. DISCHARGE ORDER SETS
  4. WORKUP ORDER SETS
  5. TREATMENT ORDER SETS
  6. PRE-PROCEDURE ORDER SETS
  7. POST-PROCEDURE ORDER SETS
  8. PROTOCOLS
  9. OTHER (CONVENIENCE PANELS) ORDER SETS
Using this hierarchy, you can then start to build out the catalog - I'll use only the adult catalog as an example : 

A. ADULT LIBRARY

1. ADMISSION ORDER SETS
  • ADMIT TO MED/SURG
  • ADMIT TO TELEMETRY
  • ADMIT TO ICU
  • ADMIT TO LABOR AND DELIVERY
  • ADMIT TO PSYCHIATRY
  • ADMIT TO SURGICAL DAYCARE
  • ADMIT TO MEDICAL DAYCARE 
2. TRANSFER ORDER SETS 
  • TRANSFER TO MED/SURG
  • TRANSFER TO TELEMETRY
  • TRANSFER TO ICU
  • TRANSFER TO LABOR AND DELIVERY
  • TRANSFER TO PSYCHIATRY
  • TRANSFER TO SURGICAL DAYCARE
  • TRANSFER TO MEDICAL DAYCARE
    3. DISCHARGE ORDER SETS
    • DISCHARGE FROM MED/SURG
    • DISCHARGE FROM TELEMETRY
    • DISCHARGE FROM ICU
    • DISCHARGE FROM LABOR AND DELIVERY
    • DISCHARGE FROM PSYCHIATRY
    • DISCHARGE FROM SURGICAL DAYCARE
    • DISCHARGE FROM MEDICAL DAYCARE
    4. WORKUP ORDER SETS (based on chief complaints)
    • WORKUP - ABDOMINAL PAIN
    • WORKUP - AMENHORRHEA
    • WORKUP - BACK PAIN 
    • WORKUP - CHEST PAIN
    • WORKUP - CONFUSION
    • WORKUP - COUGH
    • WORKUP - FEVER
    • WORKUP - GI BLEEDING
    • WORKUP - HEADACHE
    • WORKUP - SUSPECTED HYPERCOAGULABLE DISORDER
    • ...
    • WORKUP - OTHER 
    • WORKUP - SHORTNESS OF BREATH 
    • WORKUP - SWOLLEN EXTREMITY
    • WORKUP - SYNCOPE 
    • WORKUP - TICK BITE 
    • WORKUP - VAGINAL BLEEDING
    5. TREATMENT ORDER SETS (based on common diagnoses or DRG)
    • TREATMENT - ACS - UNSTABLE ANGINA/NSTEMI
    • TREATMENT - ACS - STEMI
    • TREATMENT - AFIB WITH RVR
    • TREATMENT - ANAPHYLAXIS
    • TREATMENT - ASTHMA EXACERBATION
    • TREATMENT - BACK PAIN 
    • TREATMENT - CELLULITIS
    • TREATMENT - CHF EXACERBATION
    • TREATMENT - COPD EXACERBATION
    • TREATMENT - FEVER
    • TREATMENT - GI BLEEDING
    • TREATMENT - HEADACHE
    • ...
    • TREATMENT - PNEUMONIA - HCAP
    • TREATMENT - PNEUMONIA - ASPIRATION  
    • TREATMENT - STROKE 
    • TREATMENT - SWOLLEN EXTREMITY
    • TREATMENT - SYNCOPE 
    • TREATMENT - VAGINAL BLEEDING
    6. PRE-OP AND PRE-PROCEDURE ORDER SETS (based on procedures)
    • PREProcedure - CARDIOVERSION
    • PREProcedure - CENTRAL LINE PLACEMENT
    • PREProcedure - HEMODIALYSIS
    • PREProcedure - INTUBATION
    • PREProcedure - PARACENTESIS
    • PREProcedure - THORACENTESIS
    • PREop - APPENDECTOMY
    • PREop - ARTHROPLASTY
    • PREop - KYPHOPLASTY
      7. POST-OP AND POST-PROCEDURE ORDER SETS (based on procedures)
      • POSTProcedure - CARDIOVERSION
      • POSTProcedure - CENTRAL LINE PLACEMENT
      • POSTProcedure - HEMODIALYSIS
      • POSTProcedure - INTUBATION
      • POSTProcedure - PARACENTESIS
      • POSTProcedure - THORACENTESIS
      • POSTop - APPENDECTOMY
      • POSTop - ARTHROPLASTY
      • POSTop - KYPHOPLASTY
      8. PROTOCOLS (allowing a registered nurse, pharmacist, or other licensed medical professional to START/MODIFY/STOP an order or orders on behalf of a Licensed Independent Practioner (LIP), Physician Assistant (PA), or resident.) 
      • PROTOCOL - HEPARIN TITRATION PROTOCOL
      • PROTOCOL - INSULIN TITRATION (DKA/HNK) PROTOCOL
      • PROTOCOL - CARDIZEM TITRATION
      • PROTOCOL - PROPOFOL TITRATION 
      • PROTOCOL - ALCOHOL WITHDRAWAL
      • PROTOCOL - MASSIVE TRANSFUSION PROTOCOL
      • PROTOCOL - VENTILATOR LIBERATION
      9. OTHER ('CONVENIENCE PANEL') ORDER SETS - For those common clinical scenarios not outlined in #1-8 above, also helpful for using as building blocks in other order sets (e.g. having a routine pain management panel in your admission order set)
      • CONVENIENCE - Routine Pain Management
      • CONVENIENCE - Routine Anti-Emetics
      • CONVENIENCE - Routine Bowel Regimen
      • CONVENIENCE - Routine Sleep Management
      • CONVENIENCE - Routine Glycemic Control 
      • CONVENIENCE - Routine VTE Prophylaxis 
      • CONVENIENCE - Routine Blood Transfusion
      Having this well-stratified an index will let you build small, short order sets, with only a few orders in each order set. The benefits of such a strategy :  
      1. Shorter, faster order sets which can often be pre-clicked (in many scenarios, depending on your local policies), and pre-built with better decision support to better guide providers to better choices.
      2. Fewer duplicate-order, duplicate-therapy, and drug-drug interaction alerts = Less alert fatigue.
      3. Better ability to share order sets among specialties - Why should the workup for chest pain be different in the ED than on the floor? If one provider builds an order set, shouldn't everyone benefit? 
      4. Faster build time and easier maintenance - Need to make sure all admissions to med/surg have a code status order? Only one order set needs fixing, not twenty.
      5. Faster CPOE - Docs can breeze through an order set tailored to exactly the clinical scenario they are trying to address
      And the disadvantages of this strategy? Your providers will use more order sets, and so having them go through the catalog to select their favorites and use them may take a few more clicks than if they just have 2-3 order sets that they use for everything. But you can always build synonyms that help speed up the alpha-search for these order sets, and I do believe that the many benefits outweigh this small disadvantage.

      Of course, if this is a significant deviation from your current strategy, you will want to engage your local leadership to review this strategy, think about the cost of re-training your docs, and going forward with such a new strategy. And if you already have such a strategy - Congrats!

      In closing - I hope this has been an interesting discussion on order set indexing, and how it impacts the naming convention, speed of ordering, ability to custom-design decision support, physician/provider experience with CPOE, and ultimately, the ability to continuously encourage physicians to deliver better, evidence-based, updated best practices. 

      Thanks for taking the time to read this, and I hope everyone is looking forward to 2017 and what it will bring the #HealthIT and #Informatics communities!

      This post is for discussion and educational purposes only - Always consult your local informatics professionals before deciding to adopt an order set strategy. Have any thoughts, comments or feedback? Or want to share your own order set indexing strategy? Feel free to leave them in the comments section below!

      Sunday, December 20, 2015

      How to spot and fix a Frankenform

      Hi readers - As I write this last post for 2015, I'm going to explore one of the most common questions that Informatics professionals get asked : "Why can't you just make this paper form electronic?" - 

      The most common answer that Informatics professionals respond with is, "Well, you just can't", usually followed by some sort of an awkward smile and an answer that sounds like, "You know those computers, they are always so difficult." 

      But there is a real reason, with a better answer. To help explain that answer, I'd like to introduce a new concept - The Frankenform.



      A. FIRST, SOME COMMON DEFINITIONS

      Before we go on, I just wanted to review some DRAFTED definitions of a few common archetypes we all use in healthcare. They include : 
      1. POLICIES - Tools used to describe an organizational standard
      2. PROCEDURES - Tools used to describe a series of actions conducted in a certain order or manner
      3. GUIDELINES - Tools used to educate staff about how to achieve a desired outcome
      4. ORDERS - Tools used to document an instruction to deliver a defined type of care to a defined patient at a defined date/time in a defined manner (sometimes for a defined reason)
      5. ORDER SETS - A collection of ORDERS used to standardize and expedite the ordering process for a common clinical scenario
      6. CLINICAL PATHWAYS - A collection of ORDER SETS used to standardize the care for a common clinical diagnosis
      7. PROTOCOLS - Tools that allow a nurse, pharmacist, or other licensed medical professional to start/modify/stop a patient care order on behalf of a licensed physician.
      8. DOCUMENTATION - Tools used to record and transmit information
      9. STAFF/PATIENT EDUCATION - Tools used to educate staff/patients about a particular topic
      10. STAFF SCHEDULES - Tools used to determine who is responsible at a particular date/time
      11. BUDGETS - Tools used to allocate resources for a project or initiative
      These definitions will be helpful in spotting Frankenforms - Forms that often combine these functions.

      B. THE FRANKENFORM

      So what exactly is a "Frankenform"? It's a term that Informaticists sometimes use, loosely, to describe paper forms that combine more than one of the above functions, or are used by different people in different scenarios. If I had to write a better definition, it might be described as : 
      Frankenform (n.) - a form or document that is designed with more than one archetype, role, or scenario in mind.
      Frankenforms existed all over in the paper world. While they are often convenient (having everything in one place), they generally don't behave well in the electronic world because : 
      1. They contain documentation recorded from two different roles. (e.g. the dietitian and physician both signing off on one TPN order)
      2. They contain two different archetypes (e.g. part-policy-part-order-set, or part-policy-part-guideline, or part-documentation-part-order-set, etc.
      3. They contain documentation from two different scenarios. (e.g. the sometimes-seen, all-encompassing "antibiotic order set" which contains antibiotics to cover all scenarios, from pre-op antibiotics to treatment of sepsis) - These all-encompassing tools are sometimes also called "pick lists", because they can be used in almost any scenario.)
      Electronic medical records generally will not allow you to build Frankenforms into their systems because of these three reasons :
      1. They enforce legal-grade authentication - So a form used by two different people must be re-engineered to find out who-is-filling-out-what-part-of-the-same-form
      2. They are engineered to enforce archetypes - Generally, order sets are found in the order set section of the software, documentation is found in the documentation section, and guidelines and protocols may not be contained in the software at all. So while you can link from your clinical documentation TO your order set, or link your order set to a set of clinical guidelines, you can't actually put documentation and orders in the same part of the software.
      3. Taking advantage of good, electronic Clinical Decision Support (CDS) generally depends on a clear, linear workflow.
      Interestingly, most EMRs will still allow you to make orders, order sets, or documentation to address two or more different scenarios - While it's quite not as unorthodox, it still can lead to very lengthy documents/order sets with poor decision support that can frustrate users in the long run because they require a lot of clicking to complete them.

      So let's now look at these three different types of Frankenforms in a little more detail.

      C. THE "TWO DIFFERENT ROLE" FRANKENFORMS

      A common workflow challenge is when two different roles are involved in ordering/documenting in the same workflow. The classic example of this is the Dietary TPN order, which is usually one order with many fields - Some are filled out by the physician, and some are filled out by a Registered Dietitian

      You can often spot these forms because they have multiple signatures on them. While it's important to have both signatures before processing the order (often for safety/billing reasons), having two different signatures can cloud the workflow that led to the completion of the order - Who filled out which field? Did the dietitian enter the potassium, or did the physician? If the potassium needs to be raised, who does a nurse call? The physician? Or the dietitian?

      Fixing these, to make them electronic, can be very complicated - and often means a good deal of workflow analysis and redesign. The electronic solution will typically have electronic orders and documents with electronic co-signatures, but will often mean a more rigid workflow (e.g. having to decide who starts off the workflow, the doctor or the dietitian? And who cosigns the order? And how do they attribute the cosignature to the right person?)

      D. THE "TWO DIFFERENT ARCHETYPE" FRANKENFORMS

      This is the scenario where a paper form with one signature actually contains components from two different tools, e.g. an "ED Nursing Protocol" which is part-documentation, part-orders, and part-guidelineAgain, these were very convenient in the paper world, because you could have all-the-information related to the workflow in one place. 

      While these are sometimes easier to build in an electronic environment (provided they really only have one stakeholder), they still generally require separation of the tools into their electronic components - E.g. the documentation in one place in the software, LINKED to the guidelines for review, LINKED to the orders that get activated. 

      Often, while dissecting these Frankenforms into their separate components, workflow questions arise which must be looked at to ensure safety and regulatory compliance. Again, this is usually not hard to overcome, but it should be expected that converting these paper forms to an electronic workflow will take some additional time and resources. 

      E. THE "TWO DIFFERENT SCENARIO" FRANKENFORMS

      (Also sometimes referred to as "pick lists") - While this Frankenform looks fairly innocent (who wouldn't want all of their antibiotics on one order set?), it's generally a sign of a larger workflow issue. These Frankenforms, seeking to address many-different-clinical-scenarios-with-one-tool, can require the most time to redesign because they usually raise larger workflow questions, bigger than the form itself.

      For example, having a broad "ED Antibiotics Order Set" means you are missing opportunities to develop disease-related, evidence-based order sets, which often involve more than just antibiotics. While in the short-run, physicians may like having all of their antibiotics in one place, they may get frustrated looking for other medications related to disease management, and/or miss other quality indicators. 

      The solution to this type of Frankenforms is generally the construction of a larger library of disease-related, evidence-based order sets, focused on common disease pathways that doctors are responsible for initiating after they reach a diagnosis. (And so you might even want a separate library of order sets used to work up common chief complaints, to help them reach this diagnosis!)

      While creating (and maintaining!) this larger library can take time and resources, it generally results in shorter, disease-related order sets, which are focused on the total management of the patient in an evidence-based manner, with better decision support, better provider satisfaction, better quality compliance, and better overall time savings. 

      F. HOW TO FIX FRANKENFORMS

      If 'going electronic' means that you will need Informatics resources to identify and fix existing Frankenforms, then budgeting for a successful EMR implementation generally means : 
      • Conducting a complete review of all current clinical documentation and forms.
      • Developing a good understanding of your current workflow issues by estimating the number (and type) of Frankenforms currently in use
      • Planning and budgeting for the informatics resources necessary to fix (and maintain!) your solutions.
      And so the first step in solving these issues is finding an experienced Informatics or workflow professional, and asking them to do a good current-state and needs analysis. The answer will help determine your success and satisfaction with your new EMR implementation!

      I hope this post has been helpful in creating understanding and clarity. Thank you so much for reading my blog, and many happy wishes for 2016!

      Have any thoughts about workflow redesign and optimization? Leave them in the comments section below!

      Friday, October 30, 2015

      What are Clinical Decision Support and Infobuttons?

      Hi readers! I was very excited when I was recently asked to give a brief overview of Clinical Decision Support (CDS)! What is it, exactly? Since I enjoy sharing front-line #Informatics insights in this blog, for educational purposes,  I thought I would share some of the slides from my presentation : 



      Clinical Decision Support (CDS) is a term that is commonly used in health technology circles. What it means, however, is somewhat more elusive, because it doesn't just represent one tool - It's a whole toolkit of tools, used to steer clinical people in the right direction at the right time





      The take-home message of these slides is that CDS is :
      • A very powerful and broad toolkit of tools that helps answer questions and guide people towards the right decisions at the right times.
      • Not just pop-up alerts! E.g. CPOE or BPA (Best Practice Alerts)!
      CDS comes with the noble goal of the "Five Rights" of CDS


      ... which, in practice, take significant work and thought to achieve all five goals. Some concerns people have voiced about CDS include : 



      And just for educational purposes, I included these two very simple forms of decision support which people can easily relate to, both seen below : 



      (You may recognize the actor Wilford Brimley above, who very effectively educates patients about the potential importance of medical therapies, allowing patients to then speak to their providers about potential therapies.)

      In any case, I'm so thankful that the very talented Informatics leader Dr. Guilherme Del Fiol, MD PHD has already spent years researching and studying CDS, and in 2014 published this great study in JAMA about what happens with questions that arise, among physicians, during real clinical care :


      What Dr. Del Fiol identified in this landmark paper is that almost half of patient interactions result in a question about clinical care - Either about drug treatment, symptoms, tests, or physical findings - And when these questions do arise, only about half of them get answered, often because of a clinical lack of time to research an answer, or doubt that a useful answer exists!

      The implications of this research is that almost 60% of these information needs are not being met! Fortunately, there is enormous potential for infobuttons to connect providers to instant, context-sensitive education. A great, short video demonstrating the power of infobuttons can be found here : https://www.powtoon.com/t/fh5ISK1UWO8/0/ 



      ... and fortunately there is a large project underway to standardize and develop infobuttons, which can be found at http://www.opeinfobutton.org. In any case, Dr. Del Fiol and others have shown the real potential for infobuttons to reduce search times for information, and increase the accuracy of answers : 



      ... and through this strategy, the VA has seen a remarkable impact on the delivery of care : 



      ... which is why I believe Infobuttons will continue to grow and evolve as a clinical decision support tool. It not only provides clinicians with fast, real-time, context-sensitive information, but it has the potential to change the entire educational model for physicians : 



      So my take-home messages about CDS and Infobuttons? 



      And anyone wishing to pursue additional references : 




      I hope this was a helpful introduction to the concepts and tools of Clinical Decision Support, and the role that Infobuttons play in that toolkit. Special thank you to Dr. Guilherme Del Fiol (and many other talented #Informatics leaders) for their work in publishing these very important studies, which help us understand opportunities to help improve the efficiency and accuracy of care delivery.

      What are your thoughts about CDS? Do you have any favorite CDS tools? Feel free to leave comments section below!

      Wednesday, November 28, 2012

      What exactly is "Alert Fatigue"?

      Clinical Decision Support (CDS) - It's the mythical creature that every healthcare administrator and informaticist is hunting, to help reduce costs and improve care. Loosely, it can be broken into a few different areas :
      1. Electronic decision support (e.g. CPOE Alerts to help prevent errors)
      2. Order / order set design (e.g. to help prevent errors / guide docs to evidence-based care)
      3. Workflow/documentation redesign (e.g. tools used to standardize high-risk decisions, e.g. procedure checklists)
      4. Workflow/protocol design (e.g. tools used to automate high-risk procedures)
      One of the hardest to tackle is #1 - CPOE Alerts. Are there too many, or too few? Everyone I know seems to be struggling with the same issue :
      • Wanting to provide CPOE alerts to avoid errors, but
      • Providing "too many alerts" could cause docs to ignore the "important alerts".
      This phenomenon is loosely called alert fatigue, and has been fairly well-documented in literature as, paradoxically, a potential risk
      When you hear Informatics professionals discuss alert fatigue, the challenging part is actually knowing when alert fatigue exists. Docs sometimes complain about it, but the response docs get to this is often skepticism - After all, how can an alert be bad? Maybe the doc just complains too much? And who is going to turn off the alert? Is it safe to turn off the alert? What if this opens up other problems? When is it too much? When is it too little?

      So when you ask docs to define alert fatigue, they typically use general, loose definitions, like :
      • "It's when the system gives me too much information and I miss the important stuff."
      • "It's when the system tells me about the Tylenol interacting with Colace, but I miss out on the Coumadin/Bactrim interaction."
      • "It's when I can't read all of the alerts."
      • "It's when I just keep clicking 'Bypass' without actually reading the alert."
      • "It's when I just keep clicking 'Acknowledge' without actually reading the alert."
      • "It's when I click 'bypass' within 3 seconds, so I know I didn't read the alert."
      And recently, when I asked some informatics colleagues for their definition of alert fatigue, I again got a myriad of responses, followed by the same sort of response Supreme Court Justice Potter Stewart gave in 1964, when defining "obscenity" in the Jacobellis v. Ohio case : "I know it when I see it."

      Unfortunately, this doesn't help much for those of us who are really working to combat alert fatigue
      The problem with all of these definitions is that they are fairly loose and subjective, and don't make a good litmus test to answer the question : Do you have alert fatigue?

      So I'm going to use some reason and inference, to try to develop a better definition of alert fatigue that is quantifiable. (I used to be a mathematician/statistician, so please forgive the quasi-mathematical approach.)

      Since it seems the "undesired scenario" nobody wants is made up of two steps :
      • An EMR providing a confusing alert environment, and
      • A doc displaying signs of poor response to that environment
      So I'd like to submit two proofs, for two conditions which then go into a third proof. Here they are :

      PROOF1 : "AlertOverload"
      1. [AlertOverload] = [Bad] > [Good]
      2. [AlertOverload] = [Noise] > [Signal] 
      3. [AlertOverload] = [Low-value alerts] > [High-value alerts]
      4. [AlertOverload] = [Low-risk alerts] > [High-risk alerts] 
      5. [AlertOverload] = [# of low-risk alerts] > [# of high-risk alerts] 
      6. [AlertOverload] = [Number of low-risk alerts in a time period] > [Number of high-risk alerts in a time period]
      7. [AlertOverload] = When the number of low-risk alerts exceeds the number of high-risk alerts for a given physician in a given time period

      PROOF2 : "AlertLoss"
      1. [AlertLoss] = [Bad] > [Good]
      2. [AlertLoss] = [BypassedAlert] > [AcknowledgedAlert] 
      3. [AlertLoss] = [Number of bypassed alerts in a given time period] > [Number of acknowledged alerts in a given time period] 
      4. [AlertLoss] = When the number of bypassed alerts exceeds the number of acknowledged alerts in a given time period

      If one were to accept proof #1 and #2 as true, then I would propose this final proof/definition of AlertFatigue :

      PROOF3 : "AlertFatigue"
      1. [Bad] = [Bad] 
      2. [AlertFatigue] = [Bad]
      3. [AlertFatigue] = [AlertOverload] + [AlertLoss] 
      4. [AlertFatigue] = Exists when a given physician experiences [AlertOverload] and displays [AlertLoss] in a given time period

      So voila - My proposed definitions :

      1. Alert Overload = When the number of low-risk alerts exceeds the number of high-risk alerts for a given physician in a given time period
      2. Alert Loss = When the number of bypassed alerts exceeds the number of acknowledged alerts in a given time period
      3. Alert Fatigue = "When a given physician experiences alert overload and displays evidence of alert loss in a given time period."

      It's certainly not a universally-recognized definition, and I'm curious if other people are aware of any other professional, practical, policy-grade definitions that exist out there. Obviously, this definition now needs to be peer reviewed, tested, validated, and professionally accepted, so please don't use it in your own organization without consulting a legal professional, informatics professional, and your local regulatory agencies first.

      Remember : As always, this discussion is for educational purposes only! Remember, your mileage may vary! Always enjoy thoughts, comments, and ideas!