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. 2017 Oct 5;4(4):e27. doi: 10.2196/humanfactors.7978

Table 3.

Prominent EHR workarounds concerning Persons and their scope and potential impact (↑ denotes an increase, ↓ denotes a decrease, • denotes a negligible influence, and ? denotes undecided. P stands for patient, C for health care professional [clinician or clerk], and O for the overall organization).

Rationale Workaround Scope Safety Effectiveness Efficiency
Declarative knowledge Manually reentering patient data from the EHR into a letter due to not knowing how to use the automatic letter generation tool C
Asking colleagues for assistance when not knowing the correct referral codes when referring patients to colleagues of another specialty C
Not registering treatments due to not knowing what treatments are supposed to be registered and which ones should not O
Not signing treatment plans due to not knowing how to PO
Asking colleagues how to order antihemorrhagic drugs in emergency situations due to not knowing how to PC
Procedural knowledge Requesting colleagues to review draft orders (eg, allergy tests) due to being uncertain whether the draft orders have been entered properly PC
Entering patient data via progress notes due to being unsure how to use certain EHR functionalities (eg, family history matrix) PC
Entering the same patient data in 2 near-identical data fields due to being unsure which data field entry will be forwarded to the right colleague C
Rebooting the EHR due to not knowing how to efficiently navigate back to the main screen C
Purposefully ordering too great a quantity of drugs (eg, 2 tubes instead of 1) due to being unsure of what quantity will eventually be delivered P
Memory aid Temporarily boldfacing, italicizing, or underling parts of text in progress notes as a memory aid for questions to be asked or appointments made CO
Writing down keywords in a patient’s progress note in advance of an outpatient consultation session as a reminder C
Writing patient data from other EHR tabs or external information systems down on paper as a memory aid to avoid excessive toggling between EHR tabs or windows while writing a progress note C
Awareness Purposefully entering patient data perceived important for other colleagues to see in data fields that are directly shown on the user’s screen when opening a patient’s health record, rather than in the intended field(s) PCO
Bookmarking scheduled patient consultation sessions with specific colors, indicating these patients will be seen by clinicians not yet having a personal identity CO
Writing specific patient data down on paper next to entering this into the EHR as a heads-up for the following clinician seeing the patient afterwards C
Social norms Copying a workaround after having heard of or seen a workaround being used by a colleague in practice (eg, entering patient data into a data field supposed to be exclusively used by another specialty) C ? ?
Entering patient data (eg, allergies or vital signs) into an inappropriate data field as commanded by a superior, without entering these data into the appropriate data field(s) PCO ?
Entering patient data (eg, allergies or vital signs) into an inappropriate data field as requested by a fellow clinician, in addition to entering these data into the appropriate data field(s) PCO ? ?