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Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher Lambert Roosevelt Gillespie

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Page 1: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup 1

Implementing Automation and

Technology Systems

When Its Good, Its Very, Very Good, And When Its

Bad… Marian DaumChristopher LambertRoosevelt Gillespie

Page 2: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

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OJBECTIVES

• Evaluating your needs:• Choosing the right equipment for your

operation

• Other factors to consider -– Maximum Output– Minimum Requirements– Reliability – Service Contracts

Page 3: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

OJBECTIVES

• Pre-implementation – who needs to be at the table– Within your department– Within your facility– Within your medical center– Are your timelines realistic– Are there any other issues?– What does a good installation look like?

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Page 4: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

OBJECTIVES

•Doesn’t the machine do the work for you?

• Setting up a Training Program

• Assessing Competence

• Common Training Pitfalls

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Page 5: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

OBJECTIVES

Can the system generate the reports you need?

Do you have the right medication in the machine?

Are your par levels set too high or too low?

What else is the system telling you?

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Page 6: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup 6

Automating a ProcessChoosing the Right Equipment for

your Program

Why can’t I get a replicator and a

transporter unit ????Marian Daum

Page 7: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

AUTOMATING A PROCESS

• What to you want to get out of automating your process?

• Lower inventory, better turn around time

• The same amount of medication stored using less space

• Tight control of a process with accountability at each step

Page 8: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

AUTOMATING A PROCESS

MANUAL PROCUREMENT PROCESS

Page 9: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

AUTOMATING A PROCESS

• What are your options?

– McKesson MedCarousel– SwissLog Box Picker– Omnicell WorkflowRx– Talyst AutoCarousel– Automed FastFind

Page 10: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

AUTOMATING A PROCESS

EQUIPMENT CONTROL MANAGEMENT SPACE TOTAL

McKesson MedCarousel 2 2 3 7 (13)

Swisslog Box Picker 3 2 3 8 (17)

Omnicell WorkFlow Rx 1 2 2 5 (8)

Talyst AutoCarousel 1 2 2 5 (8)

Automed FastFind 3 3 2 8 (17)

Page 11: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

AUTOMATING A PROCESSEQUIPMENT INTEGRATE RELIABLE SERVICE

CONTRACTINTERFACE TOTAL

McKesson Med Carousel

2 3 3 2 10 (12)

Swisslog Box Picker

2 3 2 3 10 (12)

Omnicell Workflow Rx

4 4 3 3 14 (18)

Talyst AutoCarousel

2 3 2 2 9 (11)

Automed FastFind 3 4 4 2 13 (16)

Page 12: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

AUTOMATING A PROCESS

EQUIPMENT OBJECTIVES OTHER FEATURES

GRAND TOTAL

McKesson Med Carousel 13 12 25

Swisslog Box Picker 17 12 29

Omnicell WorkFlow Rx 8 18 26

Talyst AutoCarousel 8 11 19

Automed FastFind 17 16 33

Page 13: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

CHANGING EXISTING AUTOMATION

Why do you want to change your process?

Process time starts out okay in the morning, but have a processing time of over an hour by 2PM.

Problem prescriptions go into an exception file and you find this out when the patient comes up to the pickup window to complain.

Page 14: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

CHANGING EXISTING AUTOMATION

• Is it reliable?

• Do you get adequate support from the vendor’s help desk?

• Is there newer, more efficient technology out there?

Page 15: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

CHANGING EXISTING AUTOMATION

Is this machine still able to handle your current workload?

- Look at hourly processing time in VistA Bingo Board Manager Program

- Is your staff waiting for the machine to finish processing prescriptions?

- Is there work that you can shift to another time?

Page 16: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

CHANGING EXISTING AUTOMATION

• Upgrade vs. Replacement– Cheaper and Less Disruptive

• Newer Version or Higher Capacity Version of Same Vendor’s Equipment– Same interface, staff familiarity, disruptive

• Change to another vendor’s equipment– Most disruptive, staff retraining, patient

inconvenience

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Page 17: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Changing Existing Automation

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• Why are you making the change?– Table of requirements and desires ranked

from most to least important

• Map out the process. What are the holes in your system?

Page 18: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Changing Existing Automation

Biggest requirement

- Prescription filling capacity during peak hours of operation.

ScriptPro SP200 is the existing equipment

- Upgrade with RCM model

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Page 19: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Implementation & Installation: Avoiding the

Pitfalls

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Christopher Lambert

Page 20: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

You Bought It: NOW WHAT?How to Build an Implementation

Team• Identify the Pharmacy Project Manager

• Identify the Departments Involved / Departments Impacted

• Identify Responsible / Key Staff within Each Department

• Schedule Implementation Meetings

• Distribute the Timeline

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Page 21: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Identify the Pharmacy Project Manager (That’s you, sucker)

That’s you sucker

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Page 22: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Identifying the Departments Involved

• Manufacturer Implementation Manager • Information Resource Management (IRM)

– Data Drops / Telephone Lines / Server Housing

• Information Security Officer (ISO)– If equipment is on the VA network

• Engineering / Interior Design / Biomed– Prepare space for equipment– Infrastructure upgrades (electricity –

compressed air)

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Page 23: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Identifying Impacted Departments

• Nursing• Procedure Changes• Medication Packaging Changes

• Pharmacy Staff• Assignment/Responsibility Changes

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Page 24: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Identify Responsible / Key Staff within Each Department

Request that each involved department assign a staff member and a back-up contact for the project.

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Page 25: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Implementation MeetingsGood Communication is Key

to a Successful Project

• All involved departments and Manufacturer Implementation manager

• Clarify each departments responsibility

• Review Manufacturer Timeline

• Schedule follow-up meetings

• Keep and distribute minutes

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Page 26: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Timeline-Delegate but Verify

-Each assignment is assigned to a specific Implementation Team Member.

-Completed assignments Verified by Pharmacy Project Manager.

-Verify Manufacturer is staying on schedule

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Page 27: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Pharmacy Implementation Preparation

• How will the work get done during Implementation?

• Plan contingencies

• Schedule for off peak periods

• Limit annual leave

• Prepare for implementation to take much longer than planned

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Page 28: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

What Can Go Wrong: Don’t Let this Happen to

You

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Page 29: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup 2

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Automation Training and Competency

Does anybody know how to work this thing????

Roosevelt Gillespie

Page 30: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Fallacy: Automation equipment does the work

Truth is real live human beings do the work, and the automation equipment is just a tool they use to do the work, either:

Faster

In greater volume

More accurately etc.

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Page 31: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

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Typical enthusiasm storyline

• Vendor states equipment can fix all problems = High enthusiasm

• Getting $$ appropriated to buy gizmo = Less enthusiasm

• Coordinating delivery and installation = Significant dent in enthusiasm

• Fixing and solving all interface issues, populating databases, assigning privileges = BIG drain in enthusiasm

• Discovery that the installed equipment didn’t solve all problems as promised = Last drops of enthusiasm drained

• Desire to train staff on equipment use = ENTHUSIASM TANK EMPTY

DON’T FORGET TO TAKE A BREATH, REGAIN YOUR

COMPOSURE AND FUEL UP FOR TRAINING!

Page 32: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Staff Training: The Pen-Ultimate installation step

Frequently used and high value pieces of equipment all have the same thing in common:

• Competent staff who really know how to use the equipment

• Confident staff who know what they are doing with the equipment

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Page 33: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

The most effective staff have often been….

• Trained by the vendor at the time of installation at least once

• Trained yet again shortly after by the local super user (someone they know and trust)

• Trained yet again by themselves where they can “tinker” answer their own questions by trial and error in private

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Page 34: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

The worst training possible

Whatever staff in attendance that Friday are gathered during lunch break for an un-announced training session on new equipment. The installer runs through the equipment use, point to an operating manual and a CD that also contains the manual. The 1-800 number on the machine is referenced. The installer smiles at the group, asks if there are any questions on what they just demonstrated and when there are no questions has the group sign the training sheet……….

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Page 35: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Better training

• All staff (including nights/weekends/part time) are included

• Training time is after breakfast, but well before lunch

• Groups for training are smaller and more intimate when possible

• Extra staff coverage is provided during trainings sessions, so staff do not feel they are falling behind with their regular work

• Staff know what equipment is, what it does and have questions prepared in advance

• HANDS ON, HANDS ON, HANDS ON!! Staff should be using equipment during training, and each member should repeat the same training, not just one brave volunteer.

• Vendor trainer is available after training sessions are complete for one-on-one questions and mini demonstration during the rest of the day

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Page 36: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Installer is gone. Now What?

• Somebody at your site needs to be a designated Super User. It can be ANYBODY and you would be surprised at who that might be. Consider EVERYBODY in your staff as a potential super-user

• For physical use of the machine, vendor provided video can be a very good reference

• For equipment with a computer interface, strongly consider SCREEN SHOTS of the interface as an aid for navigation through screens and menus.

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Page 37: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Prove your good training with a competency assessment form!

When boiled down, most assessments are the same • Employee can start up and shut down the equipment• Employee can calibrate/prepare the equipment• Employee can load and replace “consumables” in

the equipment• Employee can demonstrate use of the equipment• Employee can clean and maintain the equipment• Employee knows both local support and technical

support contacts in the event of a malfunction.

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Page 38: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Simple is better

Remember the following points about competency assessment forms and documentation:

• Most regulatory/internal reviews focus on “missing” competency assessments - not their content. Make them simple and executable.

• Manufacturer provided “competency” forms have gotten much better (though many stink ). Don’t overlook them as a source (vs. making your own from scratch.)

• Keep the competency assessment separate from Policy and Procedures. Competency assessment shows staff can operate the equipment, and that is it.

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Page 39: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Avoid the following at all costs, or your equipment will surely DIE

• Nobody knows what equipment is going in, or why they are getting it, or what it is supposed to do when they get it.

• Everyone is scared of the equipment due to cost, or damage risk, or complexity.

• Only one person in the pharmacy knows how to run the equipment and there is no staff rotation through the equipment.

• There is no reference material or “how to use” sheets available for individuals to look at.

• Harsh or punitive measures when the equipment breaks or an “accident” happens (well, at least the first time )

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Page 40: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• Using Reports to Increase Efficiency

• Its all in the report…

Marian Daum

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Page 41: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• Automation will expose any weakness in your processes

• Gaps in the database– Stock out/stock not moving

• Too many manual processes– Not looking at usage data

• Operator Error– Don’t forget to push the green button….

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Page 42: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• Reviewing the Use of Narcotics

• A Surveillance Program– Discrepancies

Poor Practice vs. Diversion

Involve key staff

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Page 43: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• Misadventures in Narcotic Use

– You found What above the false ceiling?

– 15 minutes of fame that you can do without

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Page 44: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• Other Narcotic Surveillance Reports

– Usage Compared to Other Personnel

– Witness Pairs

– Number of Discrepancies

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Page 45: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• What about that installation?– What did you get out of the change in

process?

• Better Inventory Management• Better Turn Around Time

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Page 46: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• Unexpected Benefits

– The law of unintended consequences can sometimes be a good thing.

– Are you able to demonstrate additional benefits to your recent upgrade?

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Page 47: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• What if I want to kick it up a notch?

• Advanced Report Writing• Custom Reports• Combining VistA and the automation reports

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Page 48: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Maximizing Use

• Please share with the entire class

• http://vaww.national.cmop.va.gov/pre/default2/default.aspx

• Please post your best practices on the automation Sharepoint discussion board

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Page 49: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

• Choosing the best equipment for your service

• Developing an implementation plan for a smooth installation

• Developing a comprehensive training and competency assessment program

• Evaluating the performance of the equipment on an on-gong basis

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Automation

Page 50: Pharmacy Informatics Workgroup 1 Implementing Automation and Technology Systems When Its Good, Its Very, Very Good, And When Its Bad… Marian Daum Christopher

Pharmacy Informatics Workgroup

Questions??

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