Table 3.

Key considerations for best practice advisory (BPA) design team.

Consideration	Descriptions
Stakeholder input	Incorporate thematic analysis of feedback from patients, caregivers, and health care providers.
Algorithm rules	Define criteria for triggering the BPA based on patient EMRa data.
Workflow integration	Ensure BPA integrates seamlessly into the provider’s workflow.
Iterative testing	Conduct iterative testing and refinement based on feedback from pilot implementations.
Setting and restrictions	Consider the setting (ambulatory, inpatient, both) and specific locations such as endocrinology clinics, primary care clinics, or health-system wide.
Location in Epic	Determine the BPA’s location in Epic, such as Windows, BPA Navigator, or Flag in Storyboard.
Active versus passive	Decide between active (windows that appear in the user’s Epic workflow) and passive (appear within assigned locations that fit into the end user’s workflow) BPAs.
Clinician action	Specify actions clinicians can take, such as placing orders or referrals.
Triggering messages	Determine language in the BPA, including potential references to practice guidelines, explain the reason for the BPA, and suggest actions to be taken.
Iterative testing	Conduct iterative testing and refinement based on feedback from pilot implementations.

^aEMR: electronic medical record.