August 14, 2024

The Importance of End-User Involvement in Workflow Testing

by Patti Marshall

Implementing Information Systems is a complex and crucial task for healthcare organizations. One of the most important aspects of this process is rigorous testing of all end-user workflows before going live.  Neglecting this step can lead to significant disruptions.

Cautionary Tale:

Maine Medical Center's EHR Implementation 

Maine Medical Center's troubled Electronic Health Record (EHR) implementation serves as a stark reminder of the consequences of inadequate workflow testing and preparation.  According to Healthcare IT News, the project encountered extensive issues due to insufficient workflow testing (Healthcare IT News).

The health-system’s experience demonstrates the severe consequences of failing to thoroughly review, validate, and train workflows during system implementation:

  • Significant Revenue Loss:  Misunderstood or incomplete workflows lead to billing inaccuracies and substantial financial loss.
  • Widespread User Dissatisfaction:  End-users, including doctors and nurses, find the system difficult to use, with many workflows missing or not functioning as expected.
  • Increased Workload:  The IT support team is overwhelmed with troubleshooting and fixing issues that could have been identified and resolved during a proper testing phase.

These issues underscore the necessity of rigorous pre-implementation testing to ensure that the system functions as intended under real-world conditions.

A Success Story:  Faith Regional Health Services

In contrast, Faith Regional Health Services experienced a much smoother transition due to their meticulous approach to workflow testing and comprehensive training programs (Healthcare IT News).  They recognized that understanding and validating workflows is critical for training and adoption; users need to follow correct processes, or the software doesn’t work as intended. 

As demonstrated by Faith Regional Health, a successful implementation includes several key strategies:

  • Detailed Assessments:  Conduct thorough assessments of workflows and identify potential pain points and areas for improvement.
  • Iterative Testing Processes:  Engage in multiple rounds of testing, allowing for iterative improvements, ensuring all workflows are fully functional before go-live.
  • End-User Involvement:  Involve the clinical staff in the testing process to ensure the system meets the practical needs of its users.  Feedback from end-users is integral to refining workflows and resolving issues early.
  • Training Programs:  Establish robust workflow-based training programs to prepare staff for the new system and accelerate communication and adoption.  Training sessions tailored to specific user roles ensures everyone is comfortable and proficient with the new workflows.  Understand and assess opportunities to improve end user training processes with an end-user education discovery tool.

Effective application and user workflow testing is essential and yet too often organizations fail to properly do it, and therefore face dire consequences (Healthcare Application Testing – Its Condition is Critical).  These simple strategies contribute to a seamless transition and minimize disruptions to patient care and administrative operations.

Expert Insights and Advanced Tools 

Patti Marshall, President & CEO of MAKE Solutions Inc., emphasizes the importance of high-quality testing plans and engaging clinical and business staff in the workflow validation and testing process.  

By involving end-users early and often, healthcare organizations can identify workflow gaps and ensure the new system meets the practical needs of its users.  This collaborative approach helps to mitigate the risks of misconfiguration and ensures a smoother transition. 

Tools like MAKE Solutions Inc.'s TransIT are instrumental in facilitating this process.  TransIT simplifies the creation and management of test scripts for System, Regression, Integration, and User Acceptance Testing.  It enhances and simplifies end-user involvement by sending automated notifications to testers, maintaining a comprehensive dashboard for monitoring test progress, and enabling instant updates based on test results.  

By automating many aspects of the testing process, TransIT significantly reduces the time and cost associated with comprehensive workflow testing.  Read more about maximizing your testing ROI.

Moreover, TransIT’s detailed workflow documentation is invaluable for creating comprehensive training exercises.  Documenting every step of the workflow allows for the development of realistic training scenarios, helping end-users become proficient with the new system before full implementation.

By leveraging such tools as part of the testing strategy, healthcare organizations can mitigate the risks associated with inadequate testing, and training, leading to smoother implementations and better overall outcomes.  Use an assessment to better understand your organization’s testing strategy and discover opportunities for improvement.

The Results are Conclusive

The lessons from these cases are clear: comprehensive testing, validation of workflows, and training to those workflows are crucial to the success of any Information System implementation.  Utilizing advanced tools like TransIT not only helps to identify and rectify potential issues but also ensures that the system supports optimal patient care and operational efficiency from the outset. By leveraging these strategies, healthcare organizations can mitigate the risks associated with inadequate testing and training, leading to smoother implementations and better overall outcomes.

How MAKE Solutions Can Help

MAKE Solutions can help you evaluate and optimize your testing processes to ensure they incorporate end-user workflow testing.

TransIT is the comprehensive solution for quality healthcare workflow and application testing; providing workflow development and tracking, the creation of modular test script, test round resource planning and scheduling, and test execution, along with integrated issue logging, script flagging, and dashboard tracking features.

Visit MAKE Solutions and explore the Testing ROI Calculator to see the substantial savings your organization can quickly achieve.

For further operational excellence insights, review our other articles on our website under Assets-Insights and access our Resource Center for organizational discovery and assessment tools. 

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Patti Marshall

About the author

Patti used to work right where you are now. Her passion is in helping companies like yours implement streamlined and reliable testing methodologies, ensure end-user adoption, manage transitions, and plan activations. She has over 40 years of experience in information technology and over 30 years in the healthcare industry. Patti specializes in the large-scale management of clinical and revenue cycle systems implementation.

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