Table 1.
Steps for conducting a workflow assessment.
Step | Purpose | Methods | Example tools |
Identify discrete workflow components | Define what is necessary to make the intervention work | Select locations, interactions, and tasks | Review direct observation checklist (Multimedia Appendix 1) and other checklists to select clinical practices [26] |
Workflow assessment | Create a model of the clinical workflow | Direct observation, interviews, sensor-based investigations, EHRa audit logs, and job task diaries | Review direct observation form (Multimedia Appendix 1) |
Triangulation | Confirm rigor of clinical workflow model | Direct observation, interviews, sensor-based investigations, EHR audit logs, and job task diaries | Review semistructured template (Multimedia Appendix 2) |
Stakeholder proposal | Plan intervention implementation based on stakeholder preferences | Interviews | Review semistructured template (Multimedia Appendix 2) |
aEHR: electronic health record.