Project Charter and Scope
Your assignment for this module is to begin the first phase of your project management plan (PMP) called the Initiation Phase. As the Project Manager, you are responsible to define, draft, and manage the various document sections in the provided Project Plan Template. Each module, you will have project management activities related to several sections of your project plan. The purpose is to provide you with an overview of basic project management skills using an electronic health record (EHR) implementation and expose you to fundamentals of EHR implementation.
Instructions:
After you have completed the assigned readings and videos, you will draft an important section of the PMP, which is the project charter and project scope utilizing this template. Each module you will draft a different section of the PMP, ultimately inserting each section into a master PMP. The master PMP is your course final project, which you will submit at the course conclusion.
When you have located the project charter template, fill in each section of the project charter template based upon the information contained in the supplied case study.
*The PMP is an iterative learning activity which means you will learn by creating and receiving ongoing feedback on the PMP sections to build your PMP. If you have previous experience in drafting PMP documents, look at this activity as a way to understand how PMP is applied to EHR implementation.
Practice Fusion HER
We will utilize an outpatient EHR called Practice Fusion. This EHR is a web-based EHR that allows access to you without purchasing anything. For this course you will not need to have training on this EHR, view the Overview of Practice Fusion video located in the presentations section of this module.
Intro
The majority of information is provided and you are allowed to ask the course instructor for additional case information to fill any gaps from the case study (i.e. budget, labor, infrastructure, stake holders, etc.).
Case study (Use this project case study to fill out your PMP document).
The Waverly Family Health services has decided to implement an electronic health record (EHR). They have decided to implement a web-based EHR called Practice Fusion http://www.practicefusion.com. You will need to review the website to understand about the product. You may sign up for free access to their product to learn more and answer questions you might have about the product (see also provided youtube videos about Practice Fusion).
The clinic has no prior experience implementing an EHR, but they feel assured they can accomplish a web install and system conversion (migrating from paper charts to digital content) using the skill of their staff and providers. Hardware is already provided. The following is baseline information on the clinic and project resource allocation:
Budget
The clinic acquired a small business development loan on their American Express Card business account in the amount of $20,000.00 for the entire project. This includes all startup costs, labor, hardware, and “unforeseen costs.”
Staff
The following is a breakdown of staff who will need EHR access and new hardware to run the EHR:
- Dr. Waverly, clinic owner and medical director (*Key stakeholder)
- Dr. Jones, physician and clinic partner (*Key stakeholder)
- Mrs. Johnson, physician’s assistant (will function as project team member)
- Mrs. Wright, MSN, NP, nurse practitioner [Project team member (has previous EHR install experience)]
- Mrs. Jones, clinic director (*Key stakeholder)
- Ms. Felps, front office clerk (Project team member)
- Ms. Smith MA, back office medical assistant (Project team member)
- Mr. Lawrence, clinic accounts and billing [Project team member (has I.T experience)]
You have 6 months to complete the project.
Background
The clinic has a high speed T-line, which provides internet access with Wi-Fi access throughout the clinic. There is ample hardware throughout the clinic. Each clinic exam room (there are 4) has a workstation consisting of a Dell “all-in-one” desktop with 8GB of ram and Intel i7 processor, and a 23-inch screen. The units are wall mounted and the monitor is on an articulated arm allowing the patient to see the screen when the clinician wants to share information. Each of the Medical Assistants (MAs), front office clerk, biller and directors have similar work stations. The workstation configurations meet the minimum standards for utilizing the web-based EHR.
Review the scoring rubric to understand how your work will be assessed. When you have completed your assignment, submit it by clicking on the title above.
