HPM 940, Section 001 Leadership in Health Informatics 2 Credit Hours Fall 2015 Department of Health Policy and Management Gillings School of Global Public Health Instructor: Office: Email: Phone: Christopher M. Shea, PhD, MPA 1104F McGavran-Greenberg [email protected] 919-966-1938 Course Overview This 2-credit course provides an overview of leadership opportunities and challenges related to informatics. Ultimately, the course aims to prepare students to identify information gaps in their own organizations and lead efforts to address these gaps. Generally speaking, health informatics initiatives aim to promote effective information use for the purpose of improving the health of individuals and communities. Therefore, these initiatives have implications for various stakeholder groups, including consumers/patients, practitioners, administrators, and policy makers. This course aims to prepare students to consider informatics initiatives from various stakeholder perspectives and to assess these initiatives in the context of health organization strategy and operations. The goals of this course are to (1) provide an overview of clinical, consumer, and public health informatics initiatives; (2) enable students to identify potential benefits of informatics initiatives as well as implementation challenges; and (3) provide students with frameworks and tools to facilitate effective implementation and use of information resources. Because implementation processes and outcomes for informatics initiatives are context dependent, students will be encouraged to consider the opportunities and challenges of initiatives for different types of organizations and environments. Doing so requires an understanding of several factors, such as available resources, information needs, and workflows as well as the needs and priorities of those whom the organization serves. HPM 940.001 Fall 2015 1 Chris Shea, PhD UNC-Chapel Hill Learning Objectives and HPM Competencies Course Learning Objectives DrPH Competencies 1. Identify strategic and operational informatics priorities, information gaps, and instances of inadequate information use. 2. Identify stakeholders (e.g., administrators, clinicians, consumers) of a given informatics initiative and describe the implications for each stakeholder group. 3. Apply theory, frameworks, and tools to analyze potential implementation challenges for health informatics initiatives given the purpose of the initiative and the setting in which it is being implemented. 4. Design approaches to promote effective implementation of a specific informatics initiative within a particular organizational setting. 1. Apply theoretical and evidence-based perspectives from multiple disciplines in the design and implementation of programs, policies, and systems. 2. Develop health surveillance systems to monitor population health, health equity, and public health services. 3. Develop teams for implementing health initiatives. 4. Collaborate with diverse groups. 5. Influence others to achieve high standards of performance and accountability. 6. Guide organizational decision-making and planning based on internal and external environmental research. 7. Develop capacity-building strategies at the individual, organizational, and community level. 8. Implement strategic planning processes. 9. Use informatics principles in the design and implementation of information systems. 10. Evaluate organizational performance in relation to strategic and defined goals. 11. Develop tools that protect the privacy of individuals and communities involved in health programs, policies, and research. Resources The required textbook for the course is: Hoyt, R.E.; Yoshihashi, A. (eds.). Health Informatics: Practical Guide for Healthcare and Information Technology Professionals (6th ed.). Lulu.com: 2014. The course Sakai site enables you to access additional course readings (under “Resources”) and submit assignments. Please be sure that you have access to the site and that your email address is correct. Requirements and Expectations Students are expected to complete required readings prior to class. Class sessions will include some combination of lecture, guest speaker, and group discussion. Students are expected to actively listen when others are speaking and to participate in discussions. Ultimately, the success of this course depends on the efforts of everyone involved. Diligently preparing for class sessions, actively engaging HPM 940.001 Fall 2015 2 Chris Shea, PhD UNC-Chapel Hill with course material, and effectively communicating with each other are ways in which we can each enhance the value of the course. Evaluation / Grading Participation Active participation is vital to the success of this course. Participation involves engaging with the required readings prior to the class meeting and actively participating in discussion during class. Each student will be responsible for facilitating one class discussion. In most cases, two students will work together to facilitate during the same class session. Facilitating the class discussion involves identifying a real-world example (e.g., from the news media), generating discussion questions based on the example and assigned readings, and leading the discussion during the class session. The example and questions should be posted to the “Discussions and Private Messages” folder in Sakai no later than noon on Sunday prior to the class meeting. Case Analyses There will be two written case analyses due for the class. The purpose of each case analysis is to apply ideas, frameworks, and/or tools from the readings to a particular case or scenario. The written analyses should be structured based on the questions and/or format provided in the instructions for each case. Final Paper Each student will complete a final paper related to informatics. Students who pursue one of the first three options will be eligible to earn an “H” in the course. Students who pursue the fourth option will be eligible for a “P” in the course but will not be eligible for an “H”. If a student wishes to pursue an “H” in the course, he or she must complete one of the following three types of papers: 1. Organizational Informatics Analysis: This paper would focus on your organization. The intent is to identify informatics opportunities and challenges for the organization and analyze these opportunities and challenges using ideas, frameworks, and/or tools discussed in class. The analysis should provide an overview of how the organization is structured and resourced, external factors it must adapt to, informatics initiatives/priorities that are being (or have been) assessed, and implementation issues for its informatics priorities. The analysis should focus on priorities that are strategically and/or operationally important for the organization to pursue its mission and goals. The analysis may include informatics priorities that have been addressed already or that need to be addressed. For informatics priorities already addressed, the analysis should both describe the current system/approach and discuss strengths and limitations of the current system/approach. For priorities not currently addressed, the analysis should discuss at least one option for addressing the priority and the relevant implementation issues for that option. Below are some topics to consider when developing the paper: General overview of internal characteristics (e.g., mission, organizational structure, staffing models) and external environmental factors (e.g., federal/state policy, accreditation requirements, competitors) Informatics opportunities/priorities—both operational and outcomes related (e.g., internal information needs, state/national Informatics initiatives, population health outcomes) HPM 940.001 Fall 2015 3 Chris Shea, PhD UNC-Chapel Hill Implementation issues and challenges for the identified informatics priorities (e.g., technological, ethical, human and financial resources, coordination with other entities). Strategies employed (or that could be employed) to promote successful information system implementation and/or information use in the organization. 2. Literature Review: This paper would review and synthesize the literature to report what is known about a particular question. You might approach this as a “scoping review” (not a systematic literature review) to identify the nature of the literature related to a research question. Scoping reviews are similar to systematic reviews with respect to search methodology and approach to describing a body of literature. However, systematic reviews use methodologies to assess the quality of articles included in the review, whereas scoping reviews typically do not. Also, systematic reviews typically can arrive at conclusive results, whereas scoping reviews may not. In summary, you would provide a preliminary assessment of the size and scope of available literature by employing and documenting a systematic search methodology (e.g., databases and key words used), using inclusion criteria for articles in the review, and synthesizing what is known and not known about the research question of interest. There is no magic number for how many articles to include (could be say 5-15), but given the short turnaround and the word limit for the paper, you should choose a research question that is feasible for your review (i.e., think in terms of a narrow scope and include only empirical—quantitative and qualitative—articles, not conceptual or opinion pieces). This could be an opportunity to build upon your literature review for your dissertation. Below is a general structure that this paper could follow: Introduction—e.g., what is the general topic? what is the specific problem of interest? what are the implications of the problem? what question(s) will your review focus on? Methods—e.g., key words and databases used, inclusion criteria for articles Results—e.g., how many articles you found, how many were included in the review Discussion—e.g., synthesis of findings about key aspects of (or topics related to) the research question, implications for various stakeholders 3. Conceptual Paper: This paper would be informed by relevant literature and have the purpose of advancing thinking about a particular issue, problem, framework, or theory. For example, such a paper may apply an existing theory/framework to a particular problem that has yet to be examined via the theory/framework. Or it may adapt a framework/theory for a new purpose or context. Ultimately, the paper may advance our understanding of an informatics-related problem through careful application of a theory/framework, advance our understanding of the usefulness of a theory/framework by applying it in a novel way, or advance our understanding of the limitations of a theory/framework and offer ways to strengthen it. The theory/framework used does not have to be one covered in this course, but the paper should have an informatics-related focus. Below is a sample structure that this type of paper could follow: Introduction—e.g., what is the general topic? what is the specific problem of interest? what are the implications of the problem? what is the purpose of your paper? Conceptual Framework—e.g., describe the theory/framework (or theories/frameworks) that you are focusing on, identify key works that informed the theory/framework, describe how theory/framework has been applied previously, describe the limitations of the theory/framework. Discussion—e.g., discuss how the theory/framework can be applied in a new way, adapted or improved, discuss new insights for doing so, implications for various stakeholders HPM 940.001 Fall 2015 4 Chris Shea, PhD UNC-Chapel Hill Length Requirement for “H” Papers: The structure and content of the final paper will depend on the type of project completed. The paper should not be longer than 2,000 words (excluding tables, figures, appendices, references). Papers should be double-spaced. A student who does not wish to pursue an “H” but wishes to pursue a “P” in the course must complete the following type of paper: 4. Reflection Paper: This paper would be an overall reflection upon how topics covered in course readings and discussions apply to issues the student is interested in (from a practice and/or research perspective). The reflection would not cover every topic in the course but instead would focus on topics most pertinent to the student’s interests. The reflection should cover 3 topics, discussing key concepts/ideas and how they apply to the issue(s) of interest to the student. For example, the reflection may identify ways in which the student’s thinking about the issue has changed as a result of the course readings/discussion, or it may identify questions related to the topic that the student would like to consider beyond this course. Length Requirement for “P” Papers: The reflection paper should be between 500-750 words. NOTE: Simply writing one of the first three types of papers does not ensure that the student will receive an “H” in the course. However, students who write the fourth type of paper (i.e., a Reflection Paper) are not eligible to earn an “H” in the course. Grading Components % of Grade 40% 40% 20% Component Case Analyses (2 @ 20% each) Final Paper Participation Your final grade will be computed as the weighted average of your scores on the course requirements. The following scale will be used to convert numeric scores into letter grades: 94 – 100 H 80 – 93 P 70 -79 L 69 or below F HPM 940.001 Fall 2015 5 Chris Shea, PhD UNC-Chapel Hill Recognizing, Valuing, and Encouraging Diversity The importance of diversity is recognized in the mission statement of HPM. In the classroom, diversity strengthens the products, enriches the learning, and broadens the perspectives of all in the class. Diversity requires an atmosphere of inclusion and tolerance, which oftentimes challenges our own closely-held ideas, as well as our personal comfort zones. The results, however, create a sense of community and promote excellence in the learning environment. This class will follow principles of inclusion, respect, tolerance, and acceptance that support the values of diversity. Diversity includes consideration of: (1) life experiences, including type, variety, uniqueness, duration, personal values, political viewpoints, and intensity; and (2) factors related to “diversity of presence,” including, among others, age, economic circumstances, ethnic identification, family educational attainment, disability, gender, geographic origin, maturity, race, religion, sexual orientation, social position, and veteran status. Disability Accommodation UNC-CH supports all reasonable accommodations, including resources and services, for students with disabilities, chronic medical conditions, a temporary disability, or a pregnancy complication resulting in difficulties with accessing learning opportunities. All accommodations are coordinated through the UNC Office of Accessibility Resources & Services (ARS), http://accessibility.unc.edu; phone 919-962-8300 or email [email protected]. Students must document/register their need for accommodations with ARS before any accommodations can be implemented. UNC Honor Code The principles of academic honesty, integrity, and responsible citizenship govern the performance of all academic work and student conduct at the University as they have during the long life of this institution. Your acceptance of enrollment in the University presupposes a commitment to the principles embodied in the Code of Student Conduct and a respect for this most significant Carolina tradition. Your reward is in the practice of these principles. Your participation in this course comes with the expectation that your work will be completed in full observance of the Honor Code. Academic dishonesty in any form is unacceptable, because any breach in academic integrity, however small, strikes destructively at the University's life and work. If you have any questions about your responsibility or the responsibility of faculty members under the Honor Code, please consult with someone in either the Office of the Student Attorney General (966-4084) or the Office of the Dean of Students (966-4042). Read “The Instrument of Student Judicial Governance” (http://instrument.unc.edu). Course Evaluation HPM participates in the UNC-CH’s online course evaluation system, enabled at the end of the semester. Your responses will be anonymous, with feedback provided in the aggregate. Open-ended comments will be shared with instructors, but not identified with individual students. Your participation in course evaluation is an expectation, since providing constructive feedback is a professional obligation. HPM 940.001 Fall 2015 6 Chris Shea, PhD UNC-Chapel Hill Feedback is critical, moreover, to improving the quality of our courses, as well as for instructor assessment. Class Meeting Schedule The class schedule may be revised as needed to accommodate activities and readings that would add value to the learning experience. Session 1 Aug 11 Course Overview Defining health informatics Rationale for the course Overview of course goals and approach Review syllabus and schedule Readings Due: By noon on Aug 14th, email your top-three choices for class session to facilitate. Assignment Due: Session 2 Aug 25 Introduction to Health Informatics Concepts and Frameworks Readings Due: The Data, Information, Knowledge Framework Introduction to three domains of informatics: clinical, public health, and consumer Opportunities and challenges related to data analytics 1. Hoyt - Ch.1, “Overview of Health Informatics” 2. Brown, G.D.; Pasupathy, K.S. ; Patrick, T.B. (2013). Introduction to Health Systems Informatics. In Brown, G.D.; Patrick, T.B; Pasupathy, K.S. (Eds.). Health Informatics: A Systems Perspective. Chicago: Health Administration Press. 3. Hoyt - Ch. 2, “Healthcare Data, Information, and Knowledge” 4. Hoyt – CH. 3, “Healthcare Data Analytics” Assignment Due: Session 3 Readings Due: HPM 940.001 Fall 2015 Sept 8 Public Health Informatics Define purpose and scope of public health informatics Differentiate public health, clinical, and consumer informatics Current efforts in public health informatics 1. Yasnoff, WA et al. (2000). Public Health Informatics: Improving and Transforming Public Health in the Information Age. Journal of Public Health Management & Practice, 6(6): 67-75. 2. Hoyt – Ch. 21, “Public Health Informatics” 3. Edmunds, M et al. (2014) "The Future of Public Health Informatics: Alternative Scenarios and Recommended Strategies," eGEMs (Generating Evidence & Methods to improve patient outcomes): 2(4), Article 3. http://repository.academyhealth.org/egems/vol2/iss4/3 7 Chris Shea, PhD UNC-Chapel Hill Assignment Due: Session 4 Team 1: Case Example and Discussion Questions Sept 15 Readings Due: Electronic Health Records and “Meaningful Use” Functions of electronic health records Meaningful Use history and goals Health information exchange opportunities and challenges Implications for Clinical, Consumer Health, and Public Health informatics 1. 2. 3. 4. Hoyt - Ch. 4, “Electronic Health Records” Hoyt – Ch. 5, “Health Information Exchange” Hoyt – Ch. 15, “Disease Management and Disease Registries” Natural Language Processing in electronic health records http://www.kevinmd.com/blog/2011/09/natural-languageprocessing-electronic-health-records.html Suggested Resource Assignment Due: Session 5 Team 2: Case Example and Discussion Questions Sept 29 Implementation Science Readings Due: Team 3: Case Example and Discussion Questions Oct 13 Project Management HPM 940.001 Fall 2015 Implementation Science concepts and theories Implementation outcomes vs. organizational and client outcomes Relevance of implementation science for health IT implementation 1. Damschroder, LJ et al. (2009). Fostering implementation of health services research findings into practice: a consolidated framework for advancing implementation science. Implementation Science, 4:50. 2. Michie, S et al. (2005). Making psychological theory useful for implementing evidence based practice: a consensus approach 3. Weiner, BJ (2009). A theory of organizational readiness for change. Implementation Science. Assignment Due: Session 6 CMS Meaningful Use website: http://www.cms.gov/Regulations-andGuidance/Legislation/EHRIncentivePrograms/Meaningful_Use.html Stakeholder analysis Project variables and constraints EHR selection and implementation Determinants and measures of information system success 8 Chris Shea, PhD UNC-Chapel Hill Readings Due: 1. Boyde, J. (2012). Introduction. In A Down-To-Earth Guide to SDLC Project Management. In A Down-To-Earth Guide to SDLC Project Management. 2. Federal Health IT Strategic Plan 2015-2020: http://www.healthit.gov/sites/default/files/federal-healthITstrategic-plan-2014.pdf 3. Meshing, C. (2013). Why tech projects fail: 5 unspoken reasons. Information Week. http://www.informationweek.com/itleadership/why-tech-projects-fail-5-unspoken-reasons/d/did/1109399 4. Goldstein, A. & Eilperin, J. (2013). HealthCare.gov: How political fear was pitted against technical needs. The Washington Post, Nov. 2, 2013. Assignment Due: Session 7 Team 4: Example and Discussion Questions Oct 20 Modeling Workflows & System Success Readings Due: Quality improvement and informatics Information systems planning processes: aligning IT and strategy Defining business processes and modeling workflows 1. Sharp, A. & McDermott, P. (2009). Business processes – What are they, anyway? In Workflow Modeling: Tools for Process Improvement and Application Development, 2nd ed. Norwood, MA: Artech House, Inc. 2. Sharp, A. & McDermott, P. (2009). The approach in a nutshell. In Workflow Modeling: Tools for Process Improvement and Application Development, 2nd ed. Norwood, MA: Artech House, Inc. McLean, E.R. (2003). 3. DeLone, W.H.; McLean, E.R. (2003). The DeLone and McLean model of information systems success: a ten-year update. J of Mgmt Info Syst: 19 (4): 9-39. Assignment Due: Team 5: Example and Discussion Questions Case Analysis #1 Session 8 Oct 27 Privacy, Security, and Ethics in Health Informatics Readings Due: HPM 940.001 Fall 2015 Privacy and security considerations Ethical considerations in consumer health informatics Patient portals and patient-reported outcomes 1. Hoyt – Ch. 8, “Health Information Privacy and Security” 2. Hoyt – Ch. 9, “Health Information Ethics” 3. RWJF – Data for Health: Learning what works (Executive Summary). http://www.rwjf.org/content/dam/farm/reports/reports/2015/rwjf4 18628/subassets/rwjf418628_1 9 Chris Shea, PhD UNC-Chapel Hill Assignment Due: Session 9 Team 6: Example and Discussion Questions Nov 3 Decision Support and Telemedicine Readings Due: Alerts as a type of decision support Evaluating decision support tools Telemedicine opportunities and implementation challenges 1. Mccoy, AB et al. (2012). A framework for evaluating the appropriateness of clinical decision support alerts and responses. J Am Med Inform Assoc 2012;19:346e352. 2. Elwyn G. et al. (2009).Assessing the Quality of Decision Support Technologies: Using the International Patient Decision Aid Standards instrument (IPDASi) PLoS ONE, 3 March 2009. 4(3), e4705 3. Hoyt – Ch. 18, “Telemedicine” Assignment Due: Team 7: Example and Discussion Questions Case Analysis #2 Session 10 Nov 10 Readings Due: Class Choice Topics TBD Assignment Due: Assignment Due: Jan 4 9AM (EDT) Final Paper Session 11 Jan ? On-Campus Course Wrap-up HPM 940.001 Fall 2015 10 Chris Shea, PhD UNC-Chapel Hill
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