Difference between revisions of "Safety-enhanced design (MU3))"

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= Overview =
= Overview =
:This usability testing was completed by the 2022 Cohort of the Professional Certificate in Health Information Technology at Columbia University.
:The first usability testing was completed by the 2022 Cohort of the Professional Certificate in Health Information Technology at Columbia University for the a1, a2, a5, a9, a14 certification criteria.
:An 2024 addendum to the usability study is being conducted by OpenEMR for the b11 certification criteria
:A 2024 addendum to the usability study is being conducted by OpenEMR for the b11 certification criteria.


= Usability Test Report =
= Usability Test Report =
:[[Media:OpenEMR Usability Report.pdf|OpenEMR Usability Test Report]]
:[[Media:OpenEMR Usability Report.pdf|OpenEMR Usability Test Report - 2022]]


= UCD Process =
= UCD Process =
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= Criteria that tested =
= Criteria that tested =
:*a1: Computerized provider order entry (CPOE) – medications (task 2)
:*a1: Computerized provider order entry (CPOE) – medications (2022 task 2) (completed in 2022 and hidden below)
:*a2: CPOE – laboratory (task 4)
:*a2: CPOE – laboratory (2022 task 4) (completed in 2022 and hidden below)
:*a5: Demographics (task 1)
:*a5: Demographics (2022 task 1) (completed in 2022 and hidden below)
:*a9: Clinical decision support (task 1)
:*a9: Clinical decision support (2022 task 1) (completed in 2022 and hidden below)
:*a14: Implantable device list (task 3)
:*a14: Implantable device list (2022 task 3) (completed in 2022 and hidden below)
:*b11: Decision Intervention Support 2024 addendum (task 5,6,7)
:*'''b11: Decision Support Intervention 2024 addendum (2024 task 1,2,3)'''


= Research =
= Research =
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= Usability official testing demos =
= Usability official testing demos =


* These are duplicate official testing demos that contain 1 patient (Ed Smith with one encounter) with one lab option (PSA) and with ICD10 code set installed and one provider (the admin user with name of Frank Johnson). Official testing demos completely reset daily at around 1:00 am pacific time; when official testing demos completely reset, they are rebuilt on top of most recent codebase. Official testing demos use private credentials (ie. public will not be able to access them) that are only known to the official testers.
* These are duplicate official testing demos that contain 1 patient (Ed Smith). Official testing demos completely reset daily at around 1:00 am pacific time; when official testing demos completely reset, they are rebuilt on top of most recent codebase. Official testing demos use private credentials (ie. public will not be able to access them) that are only known to the official testers.
:* '''These demos have been removed since not needed at this time. The snapshot for the testing demo is `usability` in case need to set them up again in the future.'''
<!-- bug here in the actual first demo without a letter when opening patient summary screen, so will not use it -->
* Steps to manually reset the official testing demo so can retest would require the following changes to patient Ed Smith:
:* [https://eight.openemr.io/a/openemr/index.php Testing Demo A]
:* Revert demographic changes (change Gender Identity and Sexual Orientation to Unassigned; change DOB to 1999-12-30).
:* [https://eight.openemr.io/b/openemr/index.php Testing Demo B]
:* Delete the prescription, implantable device and lab order.
:* [https://eight.openemr.io/c/openemr/index.php Testing Demo C]
:* [https://eight.openemr.io/d/openemr/index.php Testing Demo D]
:* [https://eight.openemr.io/e/openemr/index.php Testing Demo E]
:* [https://eight.openemr.io/log/logPhp.txt PHP Log]
<br>
<br>


= Usability training demos =
= Usability training demos =
* The point of these training demos is to allow training by multiple users, which pick a Ed* Smith* patient to run through the below training guides on.
* The point of these training demos is to allow training by multiple users, which pick Ed Smith patient to run through the below training guides on. Training demos completely reset daily at around 1:00 am pacific time; when training demos completely reset, they are rebuilt on top of most recent codebase. Training demos use public credentials, which are username:admin password:Administrator1!
* These are duplicate training demos that contain 9 patients (named Ed1 Smith1...Ed9 Smith9 each with one encounter) with one lab option (PSA) and with ICD10 code set installed and one provider (the admin user with name of Frank Johnson). Training demos completely reset daily at around 1:00 am pacific time; when training demos completely reset, they are rebuilt on top of most recent codebase.
<!-- bug here in the actual first demo without a letter when opening patient summary screen, so will not use it -->
* Training demos use public credentials, which are username:admin password:Administrator1!
:* [https://seven.openemr.io/a/openemr/index.php Training Demo A]
:* '''These demos have been removed since not needed at this time. The snapshot for the training demo is `usabilitytraining` in case need to set them up again in the future.'''
:* [https://seven.openemr.io/b/openemr/index.php Training Demo B]
:* [https://seven.openemr.io/c/openemr/index.php Training Demo C]
:* [https://seven.openemr.io/d/openemr/index.php Training Demo D]
:* [https://seven.openemr.io/e/openemr/index.php Training Demo E]
:* [https://seven.openemr.io/log/logPhp.txt PHP Log]
<br>
<br>


= Usability testing scenario =
= Usability testing scenario =
:* Ed Smith is a patient in the user's clinic. In this scenario, the user will modify this patient's demographics, enter in a medication order for this patient, add a implantable device for this patient, and order a lab for this patient.
:* Ed Smith is a patient in the user's clinic. In this scenario, the user will 'update Prostate Cancer Screening rule to explain the rule's usage of patient's biological birth sex', 'provide rule feedback on incorrect application of Pap Smear rule for Ed Smith due to incorrect biological birth sex', and 'update 3rd party decision support intervention source attribute field information'.


:* The following is the testing guide that will be used during testing by the users: [[Usability Testing Guide]]
:* The following is the testing guide that will be used during testing by the users: [[Usability Testing Guide]]
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:* The task material below is for user training.
:* The task material below is for user training.
<br>
<br>
<!--


==Task 1: Enter and modify demographics.==
==Task 1: Enter and modify demographics.==
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<br>
<br>


==Task 5: View and update Decision Intervention Support source attribute information.==
-->
 
==Task 1: View and update Decision Support Intervention source attribute information.==
* Test:
:* Update Prostate Cancer Screening rule to explain the rule's usage of patient's biological birth sex.
* Scenario:
:* The OpenEMR internal CDR is missing source attribute information on how it's Prostate Cancer Screening rule is using the patient's biological birth sex information in its rule calculations. I need to update the source attribute information for this rule to explain that the sex data point is used to determine if the patient is male and should be screened for prostate cancer. This will help clinicians make informed decisions as to the efficacy and safety of the rule.
* Specific Testing steps:
::[[File:task1-1.png|600px|none|thumb|Enter 'Smith' in patient selector at top right and then click the search icon/button.]]
::[[File:task1-1.png|600px|none|thumb|Enter 'Smith' in patient selector at top right and then click the search icon/button.]]
::[[File:task1-2.png|600px|none|thumb|Click the 'Smith, Ed' patient.]]
::[[File:task1-2.png|600px|none|thumb|Click the 'Smith, Ed' patient.]]
::[[File:Task5_Step3_InfoIcon.png|600px|none|thumb|Under Clinical Reminders Click info icon for 'Assessment: Prostate Cancer Screening']]
::[[File:Task5_Step3_InfoIcon.png|600px|none|thumb|Under Clinical Reminders, click the info icon Past Due question mark on the far right for 'Assessment: Prostate Cancer Screening']]
::[[File:Task5_Step4_FindPatientAttribute.png|600px|none|thumb|Find Patient's Sex source attribute information]]
::[[File:Task5_Step4_FindPatientAttribute.png|600px|none|thumb|Find Patient's Sex source attribute information]]
::[[File:Task5_Step5_ClickEditButton.png|600px|none|thumb|Click the "Edit Rule Source Attributes" button]]
::[[File:Task5_Step5_ClickEditButton.png|600px|none|thumb|Click the "Edit Rule Source Attributes" button]]
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::[[File:Task5_Step9_SaveInterval.png|600px|none|thumb|Click the save button to save the rule schedule]]
::[[File:Task5_Step9_SaveInterval.png|600px|none|thumb|Click the save button to save the rule schedule]]


==Task 6: Provide feedback on incorrect Decision Intervention Support rule usage.==
==Task 2: Provide feedback on incorrect Decision Support Intervention rule usage.==
* Test:
* Test:
:* Provide rule feedback on Pap Smear for 'Ed Smith'  
:* Provide rule feedback on incorrect application of Pap Smear rule for 'Ed Smith' due to incorrect biological sex.
* Scenario:
:* 'Ed Smith' in the Clinical Decisions section of his patient dashboard is showing that he needs a pap smear exam.  However, Ed's biological birth sex is male and he has no cervix.  As a clinician I need to provide feedback to the CDR designer of this rule that it is improperly being applied to Ed and the rule needs to be fixed.
* Specific Testing steps:
* Specific Testing steps:
::[[File:task1-1.png|600px|none|thumb|Enter 'Smith' in patient selector at top right and then click the search icon/button.]]
::[[File:task1-1.png|600px|none|thumb|Enter 'Smith' in patient selector at top right and then click the search icon/button.]]
::[[File:task1-2.png|600px|none|thumb|Click the 'Smith, Ed' patient.]]
::[[File:task1-2.png|600px|none|thumb|Click the 'Smith, Ed' patient.]]
::Click info icon for 'Examination: Pap Smear'
::[[File:Task6_Step3.png|600px|none|thumb|Click info icon for 'Examination: Pap Smear']]
::Scroll down to Feedback
::[[File:Task6_Step4.png|600px|none|thumb|Scroll down to Feedback]]
::Enter 'Rule should not have flagged Ed Smith for pap smear as Ed's birth sex is male'
::[[File:Task6_Step5.png|600px|none|thumb|Enter 'Rule should not have flagged Ed Smith for pap smear as Ed's birth sex is male']]
::[[File:Task6_Step6.png|600px|none|thumb|Click the 'Submit Feedback' button]]
::[[File:Task6_Step7.png|600px|none|thumb|Confirm 'Feedback submitted successfully' message]]


==Task 7: View and update 3rd party Decision Intervention Support source attribute information==
==Task 3: View and update 3rd party Decision Support Intervention source attribute information.==
::Click the open dashboard tab
* Test:
::Find and expand the SMART Enabled Apps on the patient's Medical Record Dashboard
:* Update 3rd party decision support intervention source attribute field information.
::Click on the DSI Source Information to view the source attributes of the application
* Scenario:
::Find the source attribute for "Intended patient population(s) for the intervention`s use"
:* The Pain Management Summary DSI engine is missing source attribute information on what kinds of patients the 3rd Party DSI will target in its AI engine. In order to provide clinicians safety information on the target populations of this DSI, this attribute needs to be updated.
::Find and click the Edit button
* Specific Testing steps:
:: Update the source attribute "Intended patient population(s) for the intervention`s use" to be "All patients who have had some form of chronic pain condition or diagnosis"
::[[File:task1-1.png|600px|none|thumb|Enter 'Smith' in patient selector at top right and then click the search icon/button.]]
::Click the Save button
::[[File:task1-2.png|600px|none|thumb|Click the 'Smith, Ed' patient.]]
::[[File:Task7_Step1.png|600px|none|thumb|Find and expand the SMART Enabled Apps on the patient's Medical Record Dashboard]]
::[[File:Task7_Step2.png|600px|none|thumb|Click on the DSI Source Information to view the source attributes of the application]]
::[[File:Task7_Step3.png|600px|none|thumb|Find the source attribute for "Intended patient population(s) for the intervention`s use"]]
::[[File:Task7_Step4.png|600px|none|thumb|Find and click the 'Edit' button]]
::[[File:Task7_Step5.png|600px|none|thumb|Find the source attribute "Intended patient population(s) for the intervention`s use"]]
::[[File:Task7_Step6.png|600px|none|thumb|Update the source attribute to be "All patients who have had some form of chronic pain condition or diagnosis"]]
::[[File:Task7_Step7.png|600px|none|thumb|Find and click the 'Save' button]]
::[[File:Task7_Step8.png|600px|none|thumb|Verify you see the 'Save successful' message]]

Latest revision as of 16:29, 19 November 2024

Overview

The first usability testing was completed by the 2022 Cohort of the Professional Certificate in Health Information Technology at Columbia University for the a1, a2, a5, a9, a14 certification criteria.
A 2024 addendum to the usability study is being conducted by OpenEMR for the b11 certification criteria.

Usability Test Report

OpenEMR Usability Test Report - 2022

UCD Process

NIST 7741

Criteria that tested

  • a1: Computerized provider order entry (CPOE) – medications (2022 task 2) (completed in 2022 and hidden below)
  • a2: CPOE – laboratory (2022 task 4) (completed in 2022 and hidden below)
  • a5: Demographics (2022 task 1) (completed in 2022 and hidden below)
  • a9: Clinical decision support (2022 task 1) (completed in 2022 and hidden below)
  • a14: Implantable device list (2022 task 3) (completed in 2022 and hidden below)
  • b11: Decision Support Intervention 2024 addendum (2024 task 1,2,3)

Research

Actual rule:
Example reports:


Usability official testing demos

  • These are duplicate official testing demos that contain 1 patient (Ed Smith). Official testing demos completely reset daily at around 1:00 am pacific time; when official testing demos completely reset, they are rebuilt on top of most recent codebase. Official testing demos use private credentials (ie. public will not be able to access them) that are only known to the official testers.


Usability training demos

  • The point of these training demos is to allow training by multiple users, which pick Ed Smith patient to run through the below training guides on. Training demos completely reset daily at around 1:00 am pacific time; when training demos completely reset, they are rebuilt on top of most recent codebase. Training demos use public credentials, which are username:admin password:Administrator1!


Usability testing scenario

  • Ed Smith is a patient in the user's clinic. In this scenario, the user will 'update Prostate Cancer Screening rule to explain the rule's usage of patient's biological birth sex', 'provide rule feedback on incorrect application of Pap Smear rule for Ed Smith due to incorrect biological birth sex', and 'update 3rd party decision support intervention source attribute field information'.
  • The task material below is for user training.



Task 1: View and update Decision Support Intervention source attribute information.

  • Test:
  • Update Prostate Cancer Screening rule to explain the rule's usage of patient's biological birth sex.
  • Scenario:
  • The OpenEMR internal CDR is missing source attribute information on how it's Prostate Cancer Screening rule is using the patient's biological birth sex information in its rule calculations. I need to update the source attribute information for this rule to explain that the sex data point is used to determine if the patient is male and should be screened for prostate cancer. This will help clinicians make informed decisions as to the efficacy and safety of the rule.
  • Specific Testing steps:
Enter 'Smith' in patient selector at top right and then click the search icon/button.
Click the 'Smith, Ed' patient.
Under Clinical Reminders, click the info icon Past Due question mark on the far right for 'Assessment: Prostate Cancer Screening'
Find Patient's Sex source attribute information
Click the "Edit Rule Source Attributes" button
Find the Patient's Sex source attribute to edit
Enter in the 'Rule Usage of Patient's Sex' the message 'This rule uses birth sex to determine if the patient should be screened for prostate cancer'
Click the save button to save the rule
Click the save button to save the rule schedule

Task 2: Provide feedback on incorrect Decision Support Intervention rule usage.

  • Test:
  • Provide rule feedback on incorrect application of Pap Smear rule for 'Ed Smith' due to incorrect biological sex.
  • Scenario:
  • 'Ed Smith' in the Clinical Decisions section of his patient dashboard is showing that he needs a pap smear exam. However, Ed's biological birth sex is male and he has no cervix. As a clinician I need to provide feedback to the CDR designer of this rule that it is improperly being applied to Ed and the rule needs to be fixed.
  • Specific Testing steps:
Enter 'Smith' in patient selector at top right and then click the search icon/button.
Click the 'Smith, Ed' patient.
Click info icon for 'Examination: Pap Smear'
Scroll down to Feedback
Enter 'Rule should not have flagged Ed Smith for pap smear as Ed's birth sex is male'
Click the 'Submit Feedback' button
Confirm 'Feedback submitted successfully' message

Task 3: View and update 3rd party Decision Support Intervention source attribute information.

  • Test:
  • Update 3rd party decision support intervention source attribute field information.
  • Scenario:
  • The Pain Management Summary DSI engine is missing source attribute information on what kinds of patients the 3rd Party DSI will target in its AI engine. In order to provide clinicians safety information on the target populations of this DSI, this attribute needs to be updated.
  • Specific Testing steps:
Enter 'Smith' in patient selector at top right and then click the search icon/button.
Click the 'Smith, Ed' patient.
Find and expand the SMART Enabled Apps on the patient's Medical Record Dashboard
Click on the DSI Source Information to view the source attributes of the application
Find the source attribute for "Intended patient population(s) for the intervention`s use"
Find and click the 'Edit' button
Find the source attribute "Intended patient population(s) for the intervention`s use"
Update the source attribute to be "All patients who have had some form of chronic pain condition or diagnosis"
Find and click the 'Save' button
Verify you see the 'Save successful' message
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