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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 for each Implementation

Responsibilities

Recommended Skillset

TA Lead - remote

Overall - 0.1

  • Planning & Analysis - 0.1

  • Configuration - 0.1

  • Validation - 0.1

  • Limited Production - 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

  • Knowledge of public health laboratories and healthcare organizations

  • System implementation experience preferred

Project Manager - on-site as needed

Overall - 0.5

  • Planning & Analysis - 0.5

  • Configuration - 0.3

  • Validation - 0.3

  • Limited Production - 0.3

  • 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/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

  • 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 - on-site as needed (primarily during Planning & Analysis)

Overall - 0.5

  • Planning & Analysis - 0.75

  • Configuration - 0.1

  • Validation - 0.25

  • Limited Production - 0.25

  • Observes, documents, and assesses current public health laboratory and healthcare organization workflows and processes around ordering and result reporting

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

  • Documents future state workflows for the healthcare organization for the new encompass ETOR processes

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

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

  • 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

  • Supports the Planning & Analysis portion of the Implementation Approach

  • Provides insight to Terminologist should questions arise during Configuration, later steps of the approach

  • Experience with ETOR

  • Experience in public health labs

  • Knowledge of common lab processes, workflows, and data elements (specifically NBS)

  • Ability to comprehend, review, improve, and design workflow processes

  • Understanding of LIMS applications

  • Familiarity with healthcare organization test data

  • Experience writing workflow procedures for business use

  • Proven capability to perform and document successful gap analyses

  • Excellent written/oral communication and organizational skills

  • Team player

Terminologist - on-site as needed (primarily during Validation)

Overall - 0.5

  • Planning & Analysis - 0.25

  • Configuration - 0.25

  • Validation - 0.50

  • Limited Production - 0.1

  • 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.)

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

  • Seeks insight from the Lab Workflow SME should questions arise

  • Knowledge of laboratory standards (HL7, IHE, LOINC, SNOMED CT, UCUM, ICD)

  • Knowledge of Symedical mapping tool

  • Background in laboratory sciences (experience in any lab type)

  • Familiarity with healthcare organization test data

  • Experience developing and maintaining implementation guides, business rules, and message specifications

  • Excellent communication and organizational skills

  • LIS/LIMS administrator experience a plus

  • Knowledge of integration engine a plus

  • Team player

Tech Architect - on-site as needed (primarily during Kick Off)

Overall - 0.25

  • Planning & Analysis - 0.50

  • Configuration - 0.25

  • Validation - 0.1

  • Limited Production - 0.1

  • Analyzes client IT environments and messaging capabilities

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

  • Assists with connectivity and data manipulation

  • 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)

  • Supports the Planning & Analysis portion of the Implementation Approach

  • Familiarity with standard public health lab and healthcare organization IT environments/messaging capabilities

  • Experience developing, implementing, testing, and remedying technical solutions for messaging requirements

  • Excellent communication and organizational skills

  • Rhapsody knowledge

  • HL7 experience

  • S3 knowledge

Data Integration Engineer

Overall - 0.20

  • Planning & Analysis - 0.25

  • Configuration - 0.1

  • Validation - 0.1

  • Limited Production - 0.1

  • Experience with one or more integration engines (Rhapsody, Mirth, Cloverleaf, Pilotfish, etc.)

  • HL7 experience

  • Knowledge of data base administration a plus

Public Health Laboratory Roles and Responsibilities

The following roles and associated allocation will be necessary for an ETOR implementation. Depending on laboratory organization and staffing, some roles may be served by multiple individuals, or a single individual may serve in multiple roles.

Role

(Other Titles/Considerations)

FTE Implementation

FTE Sustaining

Responsibility

Recommended Skillset

Project Sponsor

Overall - 0.2

  • Planning & Analysis - 0.3

  • Configuration - 0.2

  • Validation - 0.2

  • Limited Production - 0.1

0.1

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 public health laboratory stakeholders

  • 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

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

Often a Lab Director

  • 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

Project Manager

Lab Workflow SME

Overall - 0.5

  • Planning & Analysis - 0.5

  • Configuration - 0.2

  • Validation - 0.25

  • Limited Production - 0.1

Implementation

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

  • Provides insight into lab processes and workflow

  • Implement the non-technical workflow changes

  • Create lab process documentation that reflects updated workflows

  • Collaborates with healthcare organization during Validation

Often a LIMS Administrator, Laboratory Business Analyst

  • Knowledge of lab processes and workflows (specifically NBS)

  • Access to and experience with LIMS applications

  • Experience writing workflow procedures for business use

  • Knowledge how of to implement workflows

  • Excellent written/oral communication and organizational skills

  • Team player

Informatics/Technical Analyst

Overall - 0.5

  • Planning & Analysis - 0.3

  • Configuration - 0.2

  • Validation - 0.50

  • Limited Production - 0.25

Overall - 0.2

Implementation

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

  • Works with APHL Terminologist to create test messages

  • Acts as the LIMS end user

  • 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)

Often a ???

  • Knowledge of laboratory standards (HL7, IHE, LOINC, SNOMED CT, UCUM, ICD)

  • Knowledge of Symedical mapping tool

  • Familiarity with healthcare organization test data

  • Access to and experience with LIMS applications

  • 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

LIMS Vendor Representative - 3rd party

Implementation

  • Addresses changes needed in LIMS (as needed)

  • Authority to execute requested changes in LIMS applications

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

Healthcare Organization Roles and Responsibilities

The following roles and associated allocation will be necessary for an ETOR implementation. Depending on healthcare organization and staffing, some roles may be served by multiple individuals, or a single individual may serve in multiple roles.

Role

FTE Implementation

FTE Sustaining

Responsibility

Recommended Skillset

Project Sponsor

Overall - 0.15

  • Planning & Analysis - 0.2

  • Configuration - 0.1

  • Validation - 0.1

  • Limited Production - 0.1

Implementation and Sustainability

  • ADD APPROVER ROLE

  • 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

  • Authority to make commitments and decisions related the ETOR effort

Project Manager

Overall - 0.5

  • Planning & Analysis - 0.5

  • Configuration - 0.3

  • Validation - 0.3

  • Limited Production - 0.3

Overall - 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 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 3rd parties as necessary

  • Excellent communication and organizational skills

Testing Analyst

Overall - 0.5

  • Planning & Analysis - 0.3

  • Configuration - 0.2

  • Validation - 0.50

  • Limited 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

  • Monitors ETOR feed

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

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 Representative

Overall - 0.5

  • Planning & Analysis - 0.25

  • Configuration - 0.1

  • Validation - 0.1

  • Limited Production - 0.1

  • 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

EHR Analyst/Engineer

Overall - 0.5

  • Planning & Analysis - 0.2

  • Configuration - 0.1

  • Validation - 0.2

  • Limited 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

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