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. 2017 Dec 20;8(3):924–935. doi: 10.4338/ACI-2017-04-0054

Table 2.

Comparing Themes of Provider Needs Assessment Survey and Structured Observations

Domain Survey Needs Request Theme (# comments; N=895) Observed Behaviors (% providers observed; N=200)
Chart Review Determining location/Organization of Data (46) Using chart organization tools (8%)
Scanned Documents/Media (11) Using chart search functionality (11%)
Review chart efficiently (44%)
Documentation Note writing (161) Document linearly (26%)
Dot Phrases/Templates (142) Document in exam room (32%)
Co-signing notes/visits (13) Close visits between patients (32%)
Scribe/Dictation (9) Using templates or dot phrases (31%)
Billing (15)
Closing Visits (29)
Ordering Preference Lists/Order sets (36) Used order search v. preference list (89%)
Orders/Labs/Prescriptions (80) Observed ordering labs correctly (28%)
Messaging EHR Inbox (54) Using inbox shortcuts (0%)
Communication with Patients/Providers (19) Observed sending communications from visit (30%)
Patient Portal (26)
Telephone messages (4)
Population Management Reports/Patient lists (28) Using population management tools (<1%)
External Documents/Health Information Exchange (9)
General HER Requests Improved EHR usability (19) Excessive Scrolling (>1%)
Efficiency/Workflow/Streamline process (47) Excessive Keyboard to mouse moves (>1%)
Quick Log-in (3)
Shortcuts (40)
Mobile device platforms (6)
IS Help Desk Support (5)
Other (90)