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This section will provide details on required resources from all parties AND LINK TO PROFILE PAGE TO FILL IN RESOURCE NAMES & CONTACT INFO FOR APPLICABLE ORGANIZATION.

To ensure a successful implementation, you will need to provide the required resources with the appropriate skill set and availability. Below are details for resource requirements on a standard APHL ETOR Implementation.


APHL Roles and Responsibilities

The assigned APHL Technical Assistance (TA) Team will be supported by a centralized team that includes architects, terminologists and engineers. The centralized team will be responsible for (question), while the public health laboratory focused team will be responsible for (question). The below includes a description of the roles that will be a part of the public health laboratory focused team.

Role

(Other Titles/Considerations)

FTE Implementation

Responsibilities

Recommended Skillset

TA Lead

0.1

  • 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

  • Knowledge of management principles and practices

  • Previous management experience

  • System implementation experience preferred

  • Knowledge of public health laboratories and healthcare organizations

Project Manager

0.5

  • Acts as APHL primary contact for public health laboratory and healthcare organization 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 team, public health laboratory, and healthcare organization to ensure tasks are completed and progress made

  • Provides project management updates following APHL and PMO policies

  • Collates feedback from APHL TA Team, public health laboratory, and healthcare organization on implementation process opportunities for improvement

  • Coordinates project meetings (and agendas) between APHL technical assistance teams and various stakeholders, documents meeting minutes 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

  • Knowledge of project management principles and practices

  • Previous project management experience

  • System implementation experience preferred

  • Knowledge of public health laboratories and healthcare organizations

  • Ability to grasp technical information

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

  • Excellent communication and organizational skills

Lab Workflow SME

  • Observes, documents, and assesses current public health laboratory and healthcare organization workflows and processes

  • Documents future state workflows for the lab which encompass ETOR processes

  • Leads and analyzes gap analysis for transition to solution (i.e., switch over) and documents where functions in the transition differ from current processes

  • Identifies data element gaps, working closely with the Terminologist

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

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

  • Lab experience

  • ETOR experience

Roving Terminologist

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

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

  • Provides test case scenarios

  • Performs validation on HL7 messages and provides feedback

  • 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 Public Health Laboratories and their business partners, etc.)

Tech Architect

(Data Integration Engineer)

  • Analyzes client IT environments and messaging capabilities

  • Helps to identify and implement technical solutions to meet messaging requirements

  • Provides TA consulting to healthcare organization and public health laboratory to advise on implementation of IT messaging solutions

Public Health Laboratory Roles and Responsibilities

Role

(Other Titles/Considerations)

FTE Implementation

FTE Sustaining

Responsibility

Recommended Skillset

Project Champion

(Project Sponsor, HCO Leadership POC, Lab Director)

Implementation and Sustainability

  • Advocate for ETOR with all public health laboratory stakeholders including ?.

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

  • Work closely with healthcare organization and APHL team during the implementation.

  • 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 public health laboratory

  • Has access to and influence with leadership

  • Authority to make project decisions

  • Ability to access and allocate resources to the project

  • Understands the value and benefits of ETOR

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

  • Understand competing priorities and impacts to the ETOR implementation project

  • Excellent communication and interpersonal skills

Laboratory Workflow SME

(LIMS Administrator, Business Analyst)

Implementation

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

  • Provides insight into lab processes

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

  • Coordinates testing between public health laboratory and healthcare organization

  • Works with APHL Roving Terminologist to create test messages

  • Acts as the LIMS end user (if granted) or works side-by-side with PHL-identified LIMS end user

Sustaining

Often a ???

Informatics/Technical Analyst

(LIMS Vendor Representative)

Implementation

Sustaining

  • Monitors ETOR feed

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

Often a ???

  • Please provide contact information for the required Public Health Laboratory Roles Here: (link to PHL Profile Page)

Healthcare Organization Roles and Responsibilities

Role

FTE Implementation

FTE Sustaining

Responsibility

Recommended Skillset

Project Sponsor

(PHL Leadership Liaison)

Implementation and Sustainability

  • Advocate for ETOR with all 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

Project Manager

0.0

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 a ???

Testing Analyst

(Testing Manager)

Implementation

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

  • Provides insight into lab processes

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

  • Coordinates testing between public health laboratory and healthcare organization

  • Creates test messages in sending system

  • Acts as the EHR end user

Sustaining

  • Monitors ETOR feed

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

Often a ???

IT Representative

(Vendor Representative)

Implementation

  • Sets up API connection to AIMS intermediary

Sustaining

Often a ???

  • EHR expertise

  • Integration expertise

  • Troubleshooting/problem solving skills

  • Please provide contact information for the required Healthcare Organization Roles Here: (link to HCO Profile Page)
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