The software is just a vehicle—oftentimes a mini “re-implementation” of the system is the most effective way to reset roles, responsibilities and expectations for what’s necessary to meet clinical, financial and organizational goals.

We advocate a multi-step process that begins with governance to establish enforceable policies for system adoption. Next we review workflows to help redesign processes in preparation for automation. Ultimately we implement project-based optimizations and training programs based on roles and responsibilities—not system features and functions—to achieve utilization goals efficiently and effectively.