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. 2021 Mar 31;9(3):e18534. doi: 10.2196/18534

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.