16 HMIS Module Analysis Workshop - hmislk/hmis GitHub Wiki

Practical Workshop: HMIS Module Analysis

Session Overview

Duration: 2 hours Prerequisites: All previous sessions Session Type: Hands-on Workshop

Learning Objectives

  • Apply business analysis techniques to real HMIS modules
  • Document comprehensive requirements for system improvements
  • Present professional recommendations to stakeholders
  • Demonstrate mastery of healthcare business analysis skills

Workshop Focus: Pharmacy Management Module

1. Module Overview and Current State Analysis

Pharmacy Management System Components

  • Inventory Management: Drug stock levels, expiration tracking, automated reordering
  • Dispensing Workflow: Prescription processing, verification, patient counseling
  • Clinical Integration: Drug interaction checking, allergy alerts, formulary management
  • Financial Management: Insurance billing, co-pay collection, cost accounting
  • Regulatory Compliance: DEA reporting, controlled substance tracking, quality assurance

Stakeholder Identification

  • Primary Users: Pharmacists, pharmacy technicians, pharmacy managers
  • Secondary Users: Physicians (prescribing), nurses (medication administration)
  • System Integrations: EHR, billing system, inventory vendors, insurance clearinghouses
  • Regulatory Bodies: State pharmacy boards, DEA, insurance companies

Current State Documentation

  • Workflow Mapping: Current prescription processing from order to administration
  • System Architecture: Existing technology stack and integration points
  • Performance Metrics: Current KPIs and operational measurements
  • Pain Points: Identified inefficiencies and user complaints

2. Requirements Gathering Workshop

Functional Requirements Analysis

Prescription Processing

  • Order receipt and verification processes
  • Drug interaction and allergy checking
  • Insurance verification and prior authorization
  • Dispensing workflow and quality controls
  • Patient counseling and medication therapy management

Inventory Management

  • Automated reordering and vendor management
  • Expiration date tracking and rotation protocols
  • Controlled substance tracking and reporting
  • Cost management and budgeting tools
  • Waste tracking and disposal management

Clinical Decision Support

  • Real-time drug interaction alerts
  • Dosage verification and adjustment recommendations
  • Formulary compliance and alternative suggestions
  • Patient adherence monitoring and interventions
  • Clinical protocol integration and decision support

Non-Functional Requirements

  • Performance: Response times for critical pharmacy operations
  • Security: HIPAA compliance and controlled substance protection
  • Reliability: System availability during pharmacy operating hours
  • Scalability: Support for pharmacy growth and increased volumes
  • Integration: Seamless connectivity with EHR and other hospital systems

Regulatory and Compliance Requirements

  • DEA Reporting: Controlled substance tracking and reporting
  • State Regulations: Pharmacy licensure and inspection requirements
  • Insurance Compliance: Billing and prior authorization processes
  • Quality Assurance: Medication error prevention and reporting
  • Patient Safety: Medication reconciliation and adverse event tracking

3. Gap Analysis and Improvement Opportunities

Current System Limitations

Technology Gaps

  • Legacy system limitations and outdated interfaces
  • Limited integration with clinical decision support tools
  • Manual processes that could be automated
  • Inadequate reporting and analytics capabilities
  • Poor mobile access and workflow flexibility

Workflow Inefficiencies

  • Redundant data entry across multiple systems
  • Manual verification processes that slow dispensing
  • Limited real-time inventory visibility
  • Inadequate patient communication tools
  • Complex prior authorization and billing processes

Clinical Safety Concerns

  • Insufficient drug interaction checking capabilities
  • Limited patient allergy and medication history access
  • Inadequate medication reconciliation processes
  • Poor communication with clinical staff
  • Limited adherence monitoring and patient engagement

Improvement Prioritization

High Priority (Patient Safety Impact)

  1. Enhanced clinical decision support and drug interaction checking
  2. Improved medication reconciliation and allergy management
  3. Real-time inventory management and automated reordering
  4. Streamlined prior authorization and insurance verification
  5. Better integration with EHR and clinical workflows

Medium Priority (Operational Efficiency)

  1. Mobile access for pharmacy staff and clinical integration
  2. Advanced analytics and reporting capabilities
  3. Patient engagement tools and adherence monitoring
  4. Automated quality assurance and error prevention
  5. Enhanced vendor management and procurement tools

Lower Priority (Future Enhancements)

  1. AI-powered medication therapy management
  2. Predictive analytics for inventory optimization
  3. Patient portal integration for prescription management
  4. Advanced clinical research and outcomes tracking
  5. Integration with community pharmacy networks

4. Solution Design Workshop

Recommended System Enhancements

Clinical Decision Support Integration

  • Real-time EHR integration for complete patient medication history
  • Advanced drug interaction database with clinical significance ratings
  • Automated allergy checking with cross-sensitivity alerts
  • Dosage verification based on patient weight, age, and kidney function
  • Clinical protocol integration for evidence-based medication management

Workflow Optimization

  • Barcode scanning for medication verification and dispensing
  • Automated prior authorization submission and tracking
  • Electronic signature capture for controlled substances
  • Mobile access for inventory management and clinical consultations
  • Queue management system for prescription prioritization

Analytics and Reporting

  • Real-time dashboard for pharmacy operations and performance
  • Predictive analytics for inventory optimization and demand forecasting
  • Clinical outcomes tracking and medication therapy management
  • Financial analytics for cost management and profitability analysis
  • Regulatory reporting automation for compliance and quality assurance

Implementation Strategy

Phase 1: Foundation (Months 1-3)

  • EHR integration enhancement and data quality improvement
  • Clinical decision support system implementation
  • Staff training and workflow redesign
  • Basic analytics and reporting capability deployment

Phase 2: Optimization (Months 4-6)

  • Mobile access and workflow automation implementation
  • Advanced inventory management and vendor integration
  • Patient engagement tools and adherence monitoring
  • Enhanced analytics and predictive modeling

Phase 3: Advanced Features (Months 7-12)

  • AI-powered medication therapy management
  • Comprehensive clinical outcomes tracking
  • Community pharmacy network integration
  • Advanced research and population health analytics

5. Presentation Workshop

Executive Summary Presentation Structure

Opening (2 minutes)

  • Current pharmacy module challenges and business impact
  • Proposed solution overview and expected benefits
  • Investment requirements and implementation timeline

Current State Analysis (5 minutes)

  • Key performance metrics and benchmarks
  • Major pain points and inefficiencies
  • Stakeholder feedback and priority concerns
  • Regulatory compliance gaps and risks

Solution Recommendations (10 minutes)

  • Proposed system enhancements and new capabilities
  • Clinical decision support and patient safety improvements
  • Workflow optimization and operational efficiency gains
  • Integration strategy and technical architecture

Business Case (5 minutes)

  • Implementation costs and resource requirements
  • Expected benefits and ROI calculation
  • Risk assessment and mitigation strategies
  • Success metrics and measurement framework

Implementation Plan (3 minutes)

  • Phased approach and key milestones
  • Resource requirements and team structure
  • Change management and training strategy
  • Next steps and decision requirements

Stakeholder-Specific Messages

For Chief Medical Officer

  • Patient safety improvements and clinical decision support enhancements
  • Evidence-based medication management and protocol compliance
  • Integration with clinical workflows and provider efficiency
  • Quality metrics and clinical outcome improvements

For Chief Financial Officer

  • Cost savings through operational efficiency and automation
  • Revenue enhancement through improved billing and compliance
  • ROI analysis and payback period calculations
  • Risk management and financial impact assessment

For Chief Pharmacy Officer

  • Workflow optimization and staff productivity improvements
  • Clinical capabilities and medication therapy management
  • Regulatory compliance and quality assurance enhancements
  • Professional development and career advancement opportunities

Workshop Deliverables

Requirements Documentation Package

  1. Current State Analysis Report: Comprehensive assessment of existing pharmacy module
  2. Requirements Specification Document: Detailed functional and non-functional requirements
  3. Gap Analysis and Prioritization Matrix: Identified gaps with business impact assessment
  4. Solution Design Document: Recommended enhancements and technical approach
  5. Implementation Roadmap: Phased implementation plan with timelines and resources

Presentation Materials

  1. Executive Summary Slides: High-level overview for senior leadership
  2. Detailed Technical Presentation: Comprehensive solution overview for technical stakeholders
  3. Financial Analysis: ROI calculations and business case justification
  4. Risk Assessment: Implementation risks and mitigation strategies
  5. Success Metrics Dashboard: KPIs and measurement framework

Next Steps Planning

  1. Stakeholder Review Process: Feedback collection and requirement refinement
  2. Vendor Evaluation Criteria: RFP development and vendor selection process
  3. Project Charter Draft: Project scope, objectives, and success criteria
  4. Resource Planning: Team structure and skill requirements
  5. Change Management Strategy: Training and adoption planning

Workshop Assessment Criteria

Technical Competency

  • Accuracy of requirements gathering and documentation
  • Quality of gap analysis and improvement prioritization
  • Feasibility of solution recommendations and technical approach
  • Understanding of healthcare compliance and regulatory requirements

Business Analysis Skills

  • Stakeholder analysis and communication effectiveness
  • Business case development and financial analysis
  • Risk assessment and mitigation planning
  • Project planning and implementation strategy

Presentation and Communication

  • Clarity and organization of presentation materials
  • Ability to tailor messages to different stakeholder audiences
  • Professional presentation delivery and stakeholder engagement
  • Response to questions and handling of feedback

Key Takeaways

  • HMIS module analysis requires deep understanding of clinical workflows
  • Requirements must balance functional needs with regulatory compliance
  • Solution design should prioritize patient safety and clinical effectiveness
  • Business cases must demonstrate clear value to multiple stakeholders
  • Implementation planning requires careful consideration of change management
  • Continuous improvement and optimization are essential for long-term success

Next Session Preview

Session 17 will be another practical workshop focusing on digital health solution design, where participants will collaboratively design a complete digital health solution addressing a real healthcare challenge while incorporating 2026 trends and best practices.

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