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. 2014 Oct;21(5):224–233. doi: 10.3747/co.21.1923

TABLE III.

Education and other resources needed during the early stages of implementing a new information system

Need Required support Key elements
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Data entry
Training sessions tailored to the specific needs of each professional group Must use standardized methodology and format across all locations
Training should be standardized based on workflow processes so that trainer-based fluctuations can be controlled
Work processes Process maps and education sessions for each professional group Each professional has to understand their personal role—and those of others—in relation to orders, data entry, edit, and correction processes
Practice system for individual training and for interprofessional process simulation A fully functional practice system for use well before “Go Live,” for training, education, and practice purposes Regular reset of training system to allow for practice with data elements (for example, lab results for management)
Realistic simulation of work processes that can manage data in a “learning laboratory”
Assessment of user readiness Surveys, polls, and direct and indirect feedback with key user representatives and “super-users” to regularly assess the level of acceptance of the new system by the various user groups Use of “traffic light” indicators to assess readiness of users and to focus training efforts with respect to the nature, type, and effort of training required for key groups
Supplier-based best-practice options A test system based on initial site reviews and process re-engineering expertise that key users can work with to refine needs
Refinements to the initial test system to meet regional requirements
Gain acceptance of key users for standardized protocols and work processes
Disseminate best-practice learnings from other sites globally to for local use
Key internal resource development Cooperation with the vendor to achieve full competency training for members of the key resource team who will be responsible for system maintenance and who will participate in ongoing system development Create a multidisciplinary group of users from across all locations
Determine the key resources—both technical (Information Technology) and developmental (reports, information flow)—to be trained