Content Comparison

Project SponsorOverall -

0.

1

0.1

Implementation and Sustainability

• Identifies individuals to fill all required project roles.

• Commits to participating in implementation project as outlined in implementation project charterProject Charter.

• Advocate for ETOR with stakeholders.

• Provides leadership representation for discussions between PHL and HCOCoordinates appropriate discussions to get approval for milestones for progress (e.g., CLIA approval in Validation, approval to move from Limited Production to Full Production)in discussions with healthcare organization.

• Approves milestones for progress (e.g., CLIA approval in Validation, approval to move into Production)

• Advocate for ETOR with PHL stakeholders

• Identifies resources and allocates time appropriately to the implementation project as well as long-term maintenance needs

• Work closely with HCO and APHL team during the implementation project

• .

• Removes obstacles for the project team and negotiates escalated issues and risks related to the project and/or solution.

Often a Lab Director

• Organizational knowledge of the PHL

• Has access to and influence with leadership

• Authority to make project decisions

• Ability to access and allocate resources to the project

• stakeholders.

• Understands the value and benefits of ETOR

• Understands the laboratory workflow involved in receiving a test and providing a result

• .

• Authority to make commitments and decisions related the ETOR effort.

• Understands competing priorities and impacts to the ETOR implementation project.

• Ability to allocate resources to the project.

• Excellent communication and interpersonal skills.

Project Manager

• Acts as point person for the APHL TA Team, HCO, and any visit(s)

Lab SME

Overall - 0.5

0.5

0.0

Implementation

• Works closely with APHL Project Manager to understand and commit to project scope, timeline, management approach.

• Directs the work assigned to the public health laboratory, monitoring and ensuring timely and quality completion, with assistance from APHL Project Manager.

• Works closely with healthcare organization team to align goals and tasks.

• Supports the APHL Project Manager in issue and risk management, escalating as necessary to the Project Sponsor.

• Coordinates APHL on-site visits.

• Coordinates all project approvals, including CLIA approval.

• Provides regular status updates to the Project Sponsor.

Often a

• Knowledge of project management principles and practices.

• Previous project management experience.

• System implementation experience.

• Knowledge of laboratory workflow for receiving a test order and providing a test result.

• Ability to grasp technical information.

• Ability to work cooperatively with other organizational entities and engage 3^rd parties as necessary.

• Excellent communication and organizational skills.

Lab SME

0.5

Implementation

• Provides insight into lab processes and workflow.

• Implements non-technical workflow changes.

• Creates lab process documentation that reflects updated workflows.

• Collaborates with HCO during Validationvalidation.

• Works with APHL Terminologist to create test messages.

• Acts as the LIMS end user.

• In coordination with the Integration resource, creates formal document for CLIA approval that analyzes the integration, documents additional processes, and outlines any issues with mapping/vocabulary.

Often a LaboratoriansLaboratorian

• Knowledge of lab processes and workflows (specifically for the tests being implemented during the implementation).

• Access to and experience with LIMS applications.

• Experience writing workflow procedures (SOPSOPs) for business use.

• Knowledge how workflow implementation.

• Excellent communication and organizational skills.

• Team player.

Informatics/Technical Analyst Overall -

0.5

Configuration -

0.2

-0.

5
dependent on # of ETOR partners, test types, and volume

Implementation

• Collaborates with HCO to send/receive necessary artifacts and/or tests.

• Works with APHL Terminologist to create test messages.

• Pulls reports/other artifacts or coordinates between PHL IT to do so.

Sustaining

• Monitors ETOR feed.

• Coordinates required updates and/or changes with test(s).

• Troubleshoot issues and escalate as necessary with HCO and APHL counterparts.

• Provides Help Desk support to HCO ETOR users (this may need to be covered by an additional resource).

• Reviewing mapping updates in Symedical.

• Coordinate with APHL on mapping updates.

Often a LIMS Administrator

• Knowledge of laboratory standards preferred.

• Familiarity with HCO test data.

• Access to and experience with LIMS applications.

• Understanding of how to monitor data feeds (e.g., quality of data, quantity of data).

• Ability to maintain knowledge of NBS test updates and/or changes.

• Knowledge of integration engine a plus.

• Excellent communication and organizational skills.

• Team player.

LIMS Vendor Representative - 3rd party

Implementation

• Addresses changes needed in LIMS as needed

• Authority to execute requested changes in LIMS applications

Project SponsorOverall -

0.15

• Planning & Analysis - 0.2

• Configuration - 0.1

• Validation - 0.1

• Production - 0.1

0.10

Implementation and Sustainability

• Commits to participating in implementation project as outlined in implementation project charter

• Approves milestones for progress (e.g., CLIA approval in Validation, approval to move from Limited Production to Full Production)

• Advocate for ETOR with healthcare organization stakeholders, including medical staff, nursing, laboratory, and IT leadership

• Identifies resources and allocates their time appropriately to the project and long-term maintenance needs.

• Work closely with public health laboratory and APHL team during the implementation

• Acts as conduit for raising project issues with public health laboratory leadership

• Provides leadership representation for discussions between public health laboratory and healthcare organization

• Removes obstacles for the project team and negotiates escalated issues and risks related to the project and/or solution.

Often a ???

• Organizational knowledge of the healthcare organization

• Has access to and influence with leadership

• Ability to access and allocate resources to the project

• Understands the value and benefits of ETOR

• Understands the clinical workflow involved in ordering a test and receiving a result

• Understand competing priorities and impacts to the ETOR implementation project

• Authority to make commitments and decisions related the ETOR effort

Project ManagerOverall -

0.

50

• Planning & Analysis - 0.5

• Configuration - 0.3

• Validation - 0.3

• Production - 0.3

0.

00

Implementation

• Responsible for the day-to-day management of the project.

• Works closely with public health laboratory team to align goals and tasks.

• Works closely with APHL Project Manager to establish timeline and priorities.

• Directs the work assigned to the healthcare organization, monitoring and ensuring timely and quality completion.

• Provides issue and risk management, escalating as necessary to the Project Sponsor.

• Provides status updates to the Project Sponsor.

Often an IT Project Manager

• Knowledge of project management principles and practices

• Previous project management experience

• System implementation experience

• Knowledge of public health laboratories and healthcare organizations

• Ability to grasp technical information

• Ability to work cooperatively with other organizational entities and engage 3^rd parties as necessary

• Excellent communication and organizational skills

Testing AnalystOverall -

0.

50

• Planning & Analysis - 0.3

• Configuration - 0.2

• Validation - 0.50

• Production - 0.25

Implementation

• Acts as point person for the TA Team, PHL, and any visit(s)

• Provides insight into HCO processes

• Creates test order data to generate messages in sending system

• Collaborates with PHL to send/receive necessary artifacts and/or tests

• Acts as the EHR end user

• Review and validates test result data for completeness and quality

Sustaining

Often a Testing Manager

• Understands the clinical workflow involved in ordering a test and receiving a result

• Knowledge of public health data standards (HL7, IHE, LOINC, SNOMED CT, UCUM, ICD)

• Knowledge of Symedical mapping tool

• Access to and experience with healthcare organization data management (EHR) system

• Excellent communication and organizational skills

• Understanding of how to monitor data feeds (e.g., quality of data, quantity of data)

• Ability to maintain knowledge of NBS test updates and/or changes

• Knowledge of integration engine a plus

• Team player

Hospital IT SpecialistOverall -

0.

50

• Planning & Analysis - 0.25

• Configuration - 0.1

• Validation - 0.1

• Production - 0.1

Implementation

• Engages in discussions to strategize switch from Limited/Parallel Production and Full Production

• Turns on system for switch to Limited/Parallel Production and Full Production

• Collaborates with APHL Technical Architect

Sustaining

• Monitors ETOR feed

• Coordinates required updates and/or changes with test(s)

• Troubleshoot issues and escalate as necessary with HCO and APHL counterparts

EHR Analyst/EngineerOverall -

0.

50

• Planning & Analysis - 0.2

• Configuration - 0.1

• Validation - 0.2

• Production - 0.1

Implementation

• Sets up API connection to AIMS intermediary

• Repairs system to send and receive as needed

Sustaining

Often a ???

• EHR expertise

• Integration expertise

• Troubleshooting/problem solving skills

Project Sponsor

0.

10

• Commits to participating in implementation project as outlined in implementation project charter

• Provides oversight to all APHL ETOR technical assistance teams

• Responsible for the staffing and scheduling of ETOR implementations

• Serves as escalation and support for team

Project Manager

0.

50

• Acts as APHL primary contact for PHL and HCO involved in the implementation project

• Manages implementation project(s) and TA engagement(s) including: scheduling and project planning, stakeholder management, risk identification and mitigation, issue tracking and solutioning, communication, and associated documentation per APHL standards

• Coordinates with APHL TA team, PHL, and HCO to ensure tasks are completed and progress made

• Provides review, quality control, and assurance on TA processes and deliverables

• Provides project management updates following APHL and PMO policies

• Collates feedback from APHL TA Team, PHL, and HCO on implementation process opportunities for improvement

• Coordinates project meetings (and agendas) between APHL TAS teams and various stakeholders, documents meeting minutes/decisions/action items/next steps, and performs follow-up

• Leads knowledge management activities to organize, track and communicate project activities in Smartsheet or Confluence

• Utilizes APHL processes, communications, tracking systems or other logistical solutions to help ensure project success

Lab Workflow SME

0.

50

• Observes, documents, and assesses current PHL and HCO workflows and processes around ordering and result reporting

• Leads and analyzes gap analyses for 1) current workflow(s) vs future workflow(s) and 2) required and desired elements

• Documents future-state PHL workflows, encompassing ETOR processes

• Documents future-state HCO workflows, encompassing ETOR processes

• Documents functions that differ from current processes and how to handle if/then situations

• Documents requirements for selected test(s) (e.g., how many/which LOINC codes)

• Primarily supports the Planning & Analysis and Production portion of the Implementation

• Provides insight to Terminologist should questions arise during Configuration and/or later steps of the approach

Terminologist

0.

50

• Collecting information from the PHL and HCO

• Identifies data element gaps

• Map local codes to middle ground (intermediary) for both PHL and HCO

• Assists with mapping local-to-standardized values across different vocabulary domains

• Provides test case scenarios

• Performs validation on HL7 messages and provides feedback

• Assists in implementation of public health integration use cases using national messaging standards (HL7), implementation guides, and encoding guidelines

• Helps develop and maintain message implementation guides, business rules, and message specifications as needed for APHL member and partner organization support (e.g., result reporting to CDC, ETOR for PHLs and their business partners, etc.)

• Supports nearly the entire Implementation Approach, starting at the end of the Planning & Analysis phase

• Seeks insight from the Lab Workflow SME should questions arise regarding workflow documentation

Technical Architect

0.25

• Analyzes client IT environments and messaging capabilities

• Helps to identify technical solutions to meet messaging requirements

• Provides TA consulting to healthcare organization and public health laboratory to advise on implementation of IT messaging solutions (e.g., reviewing for structural errors, writing queries to pick up messages outside of the S3 receiving bucket)

• Coordinates with centralized technical team for specific technical tasks

Data Integration Engineer

0.50

• Establishes connection between PHL and middle ground

• Establishes connection between HCO and middle ground

• Determines extraction process from the LIMS (what can it import, export)

• Works closely with terminologists

• Collects information on data workflow, primarily with LIMS and integration engine

• Works with LIMS vendor as necessary