Table 1 Roles, usability testing cycles 1 and 2: workflow steps and objectives. Cycle 1 scenario: tympanostomy. Cycle 2 scenario: tympanostomy with tonsillectomy and adenoidectomy
Role (# participants/cycle) | Workflow steps | Objectives |
|---|---|---|
ORL Surgeon (Cycle 1 n = 1) (Cycle 2 n = 3) Physician Assistant (Cycle 1 n = 1) (Cycle 2 n = 4) | • Patient arrives for a surgical consult visit • Progress note (HPI, Physical Exam) • Place case request for surgery (Cycle 2 = two procedures) • Place pre-op and post-op orders for the appropriate phase of care • Obtain surgical consent | • Progress note functionality and design • Consent form design and use • Pre-op order sets/panels • Preference card build |
Otolaryngology Scheduler (Cycle 1 n = 2) (Cycle 2 n = 4) | • Review the scheduling depot information • Review the case request • Approve the case request/mark it ‘ready to schedule’ | • Ensure completeness of the request • Communication with 2nd scheduler (OR scheduler) |
Operating Room Scheduler (Cycle 1 n = 2) (Cycle 2 n = 4) | • Review the scheduling depot information • Review the case request • Update case panel lengths • Book the surgical case from the scheduling tool | • Preference card/panel length accuracy • Communication with Otolaryngology scheduler • Ease of scheduling and information available in the depot views |
Pre-op Nurse (Cycle 1 n = 2 (Cycle 2 n = 4) *participants completed both pre-op and post-op nursing tasks | • Moves patient into the Pre-op department within the system and assigns them a bed • Release orders • Complete pre-op documentation (i.e., vitals, exam, inventory of patient belongings) • Review consent form • Complete the pre-op checklist | • Patient movement • Content and flow of the assessment forms • Content and build of the checklist |
Anesthesiologist (Cycle 1 n = 1) (Cycle 2 n = 4) | • Review the history • Review the pre-op documentation and pre-evaluation • Place post-op orders for recovery • Create the Anesthesia note • Obtain consent • Move patient into intra-procedure • Anesthesia Checklist • Intra-procedure documentation (induction, assessments, positioning) • Cycle 2: Intubate patient (document airway) • Cycle 2: Insert an IV line (document) • Document medication administration • Stop anesthesia | • Consent forms • Review documentation efficiency and content • Avatar functionality for lines and airways • Ease of documenting medications |
Intra-op Nurse (Cycle 1 n = 2) (Cycle 2 n = 4) | • Document surgical counts (initial and closing) • Move the patient into the Operating room theater • Complete the timeout checklists • Complete the intra-procedure documentation (site prep, positioning, Cycle 2: equipment electrosurgical grounding pad placement) • Document the intra-op medication administration by the surgeon | • Patient movement • Content and build of the various forms (count, site prep, positioning, checklists) • Medication administration workflows |
Post-op Nurse (Cycle 1 n = 2) (Cycle 2 n = 4) *participants completed both pre-op and post-op nursing tasks | • Update patient location to the PACU and assign the patient a bed • Release the orders • Remove the IV line • Complete post-op documentation (i.e., vitals, exam, inventory of patient belongings) • Complete discharge education and prepare the patient for discharge | • Patient movement • Content and flow of the assessment forms • Discharge process |