Dr. John Svirbely's blog post - Going from Zero to Success using BPM+ for Healthcare. 
                Part I: Learning Modeling and Notation Tools
Dr. John Svirbely, MD
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Going from Zero to Success using BPM+ for Healthcare.

Part I:
Learning Modeling and Notation Tools

By Dr. John Svirbely, MD

Read Time: 3 Minutes

Welcome to the first installment of this informative three-part series providing an overview of the resources and the success factors required to develop innovative, interoperable healthcare workflow and decision applications using the BPM+ family of open standards. This series will unravel the complexities and necessities for achieving success with your first clinical guideline automation project. Part I focuses on how long it will take you to reach cruising speed for creating BPM+ visual models.

When starting something new, people often ask some common questions. One is how long will it take to learn the new skills required. This impacts how long it will take to complete a project and therefore costs. Learning something new can also be somewhat painful when we are set in our old ways.

Asking such questions is important, since there is often a disconnect between what is promoted online and the reality. I can give my perspective based on using the Trisotech tools for several years, starting essentially from scratch.

How long does it take to learn?

The simple answer – it depends. A small project can be tackled by a single person quite rapidly. That is how I got started. Major projects using these tools should be approached as team projects rather than something an individual can do. Sure, there are people who can master a wide range of skills, but in general most people are better at some things than others. Focusing on a few things is more productive than trying to do everything. A person can become familiar with the range of tools, but they need to realize that they may only be able to unlock a part of what is needed to automate a clinical guideline.

The roles that need to be filled to automate a clinical guideline with BPM+ include:

1 subject matter expert (SME)

2 medical informaticist

3 visual model builder

4 hospital programmer/system integrator

5 project manager

6 and of course, tester

A team may need to be composed of various people who bring a range of skills and fill various roles. A larger project may need more than one person in some of these roles.

The amount of time needed to bring a subject matter expert (SME) up to speed is relatively short. Most modeling diagrams can be understood and followed after a few days. I personally use a tool called the Knowledge Entity Modeler (KEM) to document domain knowledge; this allows specification of term definitions, clinical coding, concepts maps and rule definitions. The KEM is based on the SVBR standard, but its visual interface makes everything simple to grasp. Other comparable visual tools are available. The time spent is quickly compensated for by greater efficiency in knowledge transfer.

The medical informaticist has a number of essential tasks such as controlling terminology, standardizing data, and assigning code terms. The person must understand the nuances of how clinical data is acquired including FHIR. These services cannot be underestimated since failures here can cause many problems later as the number of models increase or as models from different sources are installed.

The model builder uses the various visual modelling languages (DMN, BPMN, CMMN) according to the processes and decisions specified by the SME. These tools can be learned quickly to some extent, but there are nuances that may take years to master. While some people can teach themselves from books or videos, the benefits of taking a formal course vastly outweigh the cost and time spent. Trsiotech offers eLearning modules that you can learn from at your own pace.

When building models, there is a world of difference between a notional model and one that is automatable. Notional models are good for knowledge capture and transfer. A notional model may look good on paper only to fail when one tries to automate it. The reasons for this will be discussed in Part 3 of this blog series.

The hospital programmer or system integrator is the person who connects the models with the local EHR or FHIR server so that the necessary data is available. Tools based on CDS Hooks or SMART on FHIR can integrate the models into the clinical workflow so that they can be used by clinicians. This person may not need to learn the modeling tools to perform these tasks.

The job of the project manager is primarily standard project management. Some knowledge of the technologies is helpful for understanding the problems that arise. This person’s main task is to orchestrate the entire project so that it keeps focused and on schedule. In addition, the person keeps chief administrators up to date and tries to get adequate resources.

The final player is the tester. Testing prior to release is best done independently of other team members to maintain objectivity. There is potential for liability with any medical software, and these tools are no exception. This person also oversees other quality measures such as bug reports and complaints. Knowing the modeling languages is helpful but understanding how to test software is more important.

My journey

I am a retired pathologist and not a programmer. While having used computers for many years, my career was spent working in community hospitals. When I first encountered the BPM+ standards, it took several months and a lot of prodding before I was convinced to take formal training. I have never regretted that decision and wish that I had taken training sooner.

I started with DMN. On-line training takes about a month. After an additional month I had enough familiarity to become productive. In the following 12 months I was able to generate over 1,000 DMN models while doing many other things. It was not uncommon to generate 4 models in one day.

I learned BPMN next. Training online again took a month. This takes a bit longer to learn because it requires an appreciation of how to design a process so that it executes optimally. Initially a model would take me 2-3 days to complete, but later this dropped to less than a day. Complex models can take longer, especially when multiple people need to be orchestrated and exception handling is introduced.

CMMN, although offering great promise for healthcare, is a tough nut to crack. Training is harder to arrange, and few vendors offer automatable versions. This standard is better saved until the other standards have been mastered.

What are the barriers?

Most of the difficulties that I have encountered have not been related to using the standards. They usually arise from organizational or operational issues. Some common barriers that I have encountered include:

1 lack of clear objectives, or objectives that constantly change.

2 lack of commitment from management, with insufficient resources.

3 unrealistic expectations.

4 rushing into models before adequate preparations are made.

If these can be avoided, then most projects can be completed in a satisfactory manner. How long it takes to implement a clinical guideline will be discussed in the next blog.

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What is SMART on FHIR®?

SMART on FHIR®, an abbreviation for Substitutable Medical Applications and Reusable Technologies (SMART) on Fast Healthcare Interoperability Resources (FHIR), is an open, standards-based technology that enables innovators to create apps that seamlessly and securely integrate with Electronic Health Records (EHRs).

It combines the Fast Healthcare Interoperability Resources (FHIR) standard with an authorization protocol based on OAuth 2.0 to provide access to data in a standardized format with granular access controls.

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Note: HL7®, and FHIR® are the registered trademarks of Health Level Seven International and the use of these trademarks does not constitute an endorsement by HL7. CDS Hooks™, the CDS Hooks logos, SMART™ and the SMART logos are trademarks of The Children’s Medical Center Corporation.

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SMART on FHIR has revolutionized the way Electronic Health Records (EHRs) are accessed and utilized in the healthcare industry. This innovation is the product of the collaboration between technology and healthcare, aiming to improve the interoperability and delivery of healthcare services. It has the potential to unlock health data and drive innovation across the healthcare ecosystem.

By leveraging the SMART on FHIR specification, healthcare innovators can develop apps that query, update, and analyze a patient’s EHR data without custom integration or interference to EHR system operations. Apps can offer clinical decision support, customized patient education, interoperability bridges, Population Health Management, and more.

SMART on FHIR enables an iPhone-like app platform for healthcare.”

Who Uses SMART on FHIR?

SMART on FHIR is used by major companies like Epic, Cerner, Allscripts, Meditech, athenahealth, Microsoft Azure, and Apple, showcasing its widespread adoption and importance in the healthcare sector. Epic and Cerner, which account for over half the U.S. EHR market, both integrated SMART capabilities into their systems in 2018. The SMART on FHIR specifications allow organizations to use plug-in applications and run them inside any EHR that complies with HIPAA.

In the United States, SMART™ support is specifically referenced in the 21st Century Cures Act of 2016. The 21st Century Cures Act requires a universal API for health information technology, providing access to all elements of a patient’s record accessible across the SMART API, with no special effort.

SMART on FHIR is widely adopted because it delivers many benefits. Here are just a few:

What is SMART on FHIR used for?

SMART on FHIR apps, both publicly available and custom-created, are demonstrating major healthcare benefits in care coordination, clinical decision support, clinical research, data visualization, disease management, genomics, medication, patient engagement and education, Population Health Management, risk calculation, telehealth, interoperability bridges, and many more areas.

For example, an app called CORSI helps emergency physicians safely prescribe opioids by analyzing FHIR resources against state PDMPs (Prescription Drug Monitoring Program) data. Another app identifies EHR data inconsistencies in under one second compared to traditional manual review methods that take weeks. SMART and SMART on FHIR apps are creating an ecosystem of medical apps that are reducing costs and improving health on a major scale.

A well-recognized and significant usage of SMART on FHIR is for Clinical Decision Support.

The SMART on FHIR Standard

In 2009, in a New England Journal of Medicine article, the Computational Health Informatics Program, Boston Children’s Hospital, introduced the idea of an API to promote an apps-based health information economy. The SMART team focused on leveraging web standards, presenting predictable data payloads, and abstracting away many details of enterprise health information technology systems while marshaling data sources and presenting data simply, reliably, and consistently to apps. Since 2013, through co-development and close collaboration, SMART and FHIR have evolved together. SMART enables FHIR to work as an apps platform today referred to as “SMART on FHIR.” The SMART authorization layer complements the FHIR specification by allowing patients to authorize trusted third-party apps to securely access select FHIR resources relevant to the apps.

Here are the HL/7 Standards and Specifications related to SMART:

Trisotech and SMART on FHIR

Trisotech provides support for SMART on FHIR through the Healthcare Feature Set (HFS)

via features and functions that allow healthcare organizations to model and automate their decisions and workflows.

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Healthcare Feature Set (HFS)

Access is provided to FHIR®, CDS Hooks™, and SMART™ on FHIR, as well as AI and Machine Learning (ML) capabilities. The Healthcare Feature set makes understanding and using the latest interoperability standards in healthcare technology available in a modern, easy-to-use way that is compatible with existing software systems in any healthcare setting.

Autogenerated SMART on FHIR webapps

How to develop SMART on FHIR apps? With the Healthcare Feature Set, SMART on FHIR web applications can be created from decision, workflow, and case models using one-click deployment. Links to those SMART on FHIR applications are automatically generated and are suitable for inclusion on CDS Hooks “App Link Card” or in any SMART compatible environments.

FHIR Support

Trisotech’s Healthcare Feature Set allows for data storage, retrieval, and patient data exchange using the FHIR (HL-7®) interoperability standard. Re-useable FHIR data types and drag and drop FHIR resources are available for all FHIR Resource structures including Foundation, Base, Clinical, Financial, and Specialized resource structures.

Predefined FHIR Data types

Trisotech provides out-of-the box FHIR data types that can be assigned with one click to elements in Decision models (DMN), Workflow models (BPMN), and Case models (CMMN).

CDS Hooks Support

CDS Hooks is one of the most common ways to embed Clinical Decision Support (CDS) automation functionality in a clinician’s workflow. When an EHR system notifies external services that a specific activity occurred within an EHR user session, a CDS service can gather needed data elements through FHIR services and return information to the clinician in the form of a “card.” As part of the Healthcare Feature Set, Trisotech provides a CDS Hooks server to accept decision support requests and generate customizable CDS Cards in return. Where CDS Services require specific FHIR Resources to compute the decisions the CDS Client requests, CDS Hooks support will provide the interface to acquire those resources.

Connection to a FHIR Terminology Server

The Healthcare Feature Set allows concepts used in Workflow, Decision and Case models to be healthcare coded using healthcare coding systems (SNOMED CT, LOINC, RxNorm, ICD, etc.) and ValueSets through a connection to a terminology server of choice that adheres to the FHIR Terminology Sever specification.

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Trisotech Telemedicine Webinars Series
Process Automation in Telemedicine: Improving Efficiency

Presented at FHIR North 2021 by
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Dr. John Svribely, CMIO at Trisotech

Denis Gagne, CEO & CTO at Trisotech

Informed Consent (also known as Consent for Medical Treatment) is required prior to most medical procedures. It allows the patient to actively participate in decisions about what his or her own care. Informed Consent is therefore an integral part of Patient-Centered Care.

FHIR defines a Consent resource that is meant to cover four different uses cases: Privacy Consent, Medical Treatment Consent, Research Consent, and Advance Care Directives. Currently, only the Privacy Consent use case has been elaborated.

In this session we will explore the usage of the FHIR Consent Resource for the purpose of Informed Consent. This process will be captured using the BPM+ set of standards and combined with the usage of the FHIR Consent resource.

Attendees will learn about:

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What is Business Process Management?

What is BPM?

All businesses have processes. Processes are typically differentiated from projects because processes are predictable and repeatable. They are the building blocks of operating a business.

While many organizations have similar fundamental processes, the unique parts of their processes, dictated by their specific business methods, form the basis of the organization’s competitive advantage and often their “culture.” A process can be defined as a series of steps leading to identified outcomes. Common business processes are often named with descriptions like Opportunity-to-Order, Order-to-Cash, or Employee Onboarding. The sequence of work and steps performed can vary from instance to instance based on inputs, decisions, timing, dates, etc. However, regardless of the value of these variables, to properly define a process one must know all the possible paths and outcomes in advance i.e., predictability.

Business Process Management is a management discipline with the key goals of discovering, modeling, analyzing and optimizing business processes. While some BPM solution providers might include business process automation – a BPM engine or automation platform – as part of BPM, Trisotech defines process automation as a separate discipline. As a methodology, BPM can be thought of as similar to (and sometimes encompassing) other methodologies like continuous improvement (CI) or total quality management (TCM).

Why is BPM Used?

Once a predictable process has been defined through process discovery, it can be optimized – often called process improvement – and performed over and over in a standard way i.e., repeatability. By the act of discovering and defining a process, the resulting process documentation becomes a valuable organizational asset. The use of BPM can improve business operations’ performance and agility, lower costs and add value to customer products and services. Often cited specific benefits include higher efficiency and productivity, reduced costs, increased revenue, better agility, operational consistency, greater customer service focus, better regulatory compliance, increased security, and higher operational visibility.

Business Process Management Software in healthcare

BPM in Healthcare

Utilizing Business Process Management in Healthcare provides a huge array of opportunities to deliver better patient care and services, reduce errors, improve profitability, and ensure regulatory compliance at every level.

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Process-driven healthcare organizations can create standardized clinical guidelines that facilitate consistent organizational policy, patient diagnosis, treatment, and reporting for both individuals and populations. Business processes can also provide real-time feedback and recommendations to providers, be embedded in most patient encounter systems, and integrate the use of standards like FHIR® and CDS Hooks.

Business processes are not just valuable in the clinical setting, however. They are also extensively used in healthcare insurance and patient services settings. Examples of these types of processes include claims processing, pharmaceutical and durable medical equipment (DME) pre-authorizations and patient, provider, and facility scheduling.

Business Process Management Software in finance

BPM in Finance

Business Process Management is helping to fuel the disruptive FINTECH industry as well as assisting existing financial institutions and service providers in transforming the way they do business to remain competitive.

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End-to-end business processes are facilitating the digital transformation revolution that has put the customer in the center of a 360 degree organizational view. That in turn has led to the optimization of existing operations and customer-centric policies and procedures. Standardized processes lead to higher operational visibility as well as better and more easily audited regulatory compliance.

BPM is driving better risk assessment and management, underwriting decisions, lending automation, servicing automation, insurance claims processing, and many other financial activities. By using predictable and repeatable business processes the financial industry is experiencing higher growth rates, greater profitability, more rapid digital adoption, higher rates of compliance, improved efficiency, and better security than ever before.

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What is Business Process Management Software from Trisotech?

Digital Enterprise Suite

Trisotech provides 100% browser-based business process management discovery and modeling tools in cloud-hosted or on-premise environments. The process discovery tool – the Discovery Accelerator – helps business people describe the Who, What, When, Where, and Why of how their processes work through simple interactive screens and/or existing written policies, guidelines, business rules or other documents. These business observations can then be turned into an initial workflow starter diagram with the click of a single button.

Business processing modeling software from Trisotech – the Workflow Modeler – is used to produce a visual workflow using the international standard BPMN (Business Process Management Notation) via an intuitive drag-and-drop visual interface. These model diagrams provide comprehensive documentation, analysis, collaboration, and reporting features recognized as the gold standard in the process modeling industry and can be used directly by the Trisotech business process automation software. Using Trisotech’s BPM tools and combining the Workflow Modeler business process mapping software with the Trisotech Business Automation platform gives customers an unrivaled, powerful, and comprehensive low code/no code application development capability.

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Trisotech


FOR IMMEDIATE RELEASE:

Trisotech Featured in HealthTech Magazine Cover Article

Montreal, QC – May 25, 2021 — Trisotech (http://trisotech.com), a leading provider of Intelligent Business Automation-as-a-Service, today announced that it has been featured as the cover story in a Digital Health special edition of HealthTech Magazine titled Trisotech – Bridging the Business-IT Divide.

Trisotech, through their digital transformation solutions, is driving innovation in many industries including healthcare. Trisotech healthcare clientele include international and U.S. acute care hospitals, healthcare insurance organizations, renowned teaching hospitals, and healthcare professional organizations.

The cover article discusses how using Trisotech workflow and business decision modeling along with Trisotech automation engines helps healthcare organizations blend IT challenges with clinical practices. According to Trisotech Founder, CEO and CTO, Denis Gage, “Most healthcare providers want centralized, easy-to-understand and change standard process and decision methodologies. They not only want tools that adhere to international standards for building those processes and decisions, they also want those tools to support other standards like FHIR® for data storage and retrieval and CDS Hooks for real-time decision support at the point of care. We do all that and more.”

“We are very pleased that HealthTech Magazine has recognized our transformative innovation in the healthcare space,” continues Gagne, “and has provided this article that delves into our innovations in an informative and easy to understand way. We are also pleased to be a founding member of the BPM+ Health community where these ideas including our nearly 1,000 free pre-built evidence-based workflow and decision models are being put into practice every day. These models are human-readable, machine automatable, and embeddable in most medical encounter systems. Healthcare organizations can use these models, created under the direction of Trisotech CMO John Svirbely, as they are, or quickly and easily modify them to fit the exact nature of their organization’s policies and procedures. Healthcare organizations can also, of course, create their own processes and decisions from scratch since the easily understood visual models can be built and shared by practitioners, IT and business people.”

Founded in 1996, Trisotech aids enterprises in realizing their Digital Transformation goals by visualizing, improving, innovating, transforming, and automating their most critical business processes.

About Trisotech

Trisotech is a global leader in digital transformation solutions. Trisotech The Digital Enterprise Suite is a highly visual and interactive software suite that enables technical resources to encapsulate programmatic logic and lets non-technical business people assemble the business logic to innovate, transform and improve their business. Combining concepts of simplicity, usability and collaboration in the cloud, the Digital Enterprise Suite is composed of theDigital Modeling Suite and the Digital Automation Suite. Trisotech customers use the Digital Modeling Suite to create a digital twin of their organization using visual models and the Digital Automation Suite to leverage business automation as a service in industries such as healthcare, finance, and the public sector.

Trisotech is a privately held company.

Website: http://trisotech.com

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Denis Gagne
CEO & CTO
Trisotech
dgagne@Trisotech.com

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What Does a Workflow Management System Do?

Workflow Automation software executes computer-driven flows (processes) of human and system tasks, documents, and information across work activities in accordance with flow paths based on business decisions. Workflow Management software also ensures processes – both internally across organizational boundaries, and externally for Customer/Client interactions – are optimized, repeatable and auditable while still being quick and easy to change.

While Robotic Process Automation (RPA) has been making inroads in automating tasks within processes, Workflow Automation software is far more powerful than RPA. However, the two are both compatible and synergistic. RPA bots can automate individual tasks within a business process, but they typically can’t connect those tasks together. Good workflow engines allow RPA tasks to be included as part of a process.

Workflow Design software and Workflow Process software are being effectively used in practically every industry, frequently serving as standard operating procedures software. Digital Workflow software can be especially effective and valuable in two industries: Healthcare and Financial Services.

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The Healthcare industry is large and diverse. While the focus in healthcare is usually on the front-line workers, the caregivers and providers, there are also multitudes of back-office workers.

Large-scale healthcare organizations are often in linked businesses, networking physicians and other providers, acute care hospitals, long term care facilities and insurance organizations. Using Trisotech’s Business Process Management software all these organizations can create secure standards-based software to help them store and retrieve data as well as standardize and automate workflows and decision making across all parts of their business.

Most healthcare providers want standard processes and decision methodologies that are centralized, easy to understand, automated through workflow engines, and quickly changed by SMEs without resorting to the need for heavy IT involvement. This, in turn, frees up IT resources to work on centralizing, consolidating and making available the latest technologies across organizational silos. This includes providing technologies to support standards like FHIR® for data storage and retrieval, Clinical Quality Language (CQL) and CDS Hooks for clinical decision support in real-time at the point of care. Trisotech’s Workflow Design software and Workflow Automation software supports all these standards and allows automated processes to be fast and easy to change as regulatory requirements and new medications and procedures evolve.

Using Trisotech’s workflow management software, healthcare organizations can develop evidence-based workflow and decision models that are human-readable, machine automatable, and embeddable in most medical encounter systems. While healthcare organizations can and do create their own automatable models, Trisotech also provides pre-built models including nearly 1,000 free customizable care pathways, clinical guidelines, and healthcare decision calculators in the BPM+ Health standard. This way, Trisotech’s process management software enables practitioners to stay updated, accelerate solution adoption and ensure greater consistency in care execution. Additionally, the comprehensive visual models offered by the Workflow Design software are readable by IT, providers and business people, serving as a guideline specification, the guideline logic, the guideline documentation, and the automation code for the workflow engine – all in a single visual artifact!

1,000
FREE customizable care pathways, clinical guidelines, and healthcare decision calculators

Moving to evidence-based practices is very desirable but also often difficult for healthcare organizations. Subject matter experts (SMEs) and clinicians constantly work with IT to translate large volumes of regulatory, new medication and procedure information into organizational policy. This is a consistent and expensive requirement for SMEs using their existing, often antiquated systems to keep information up to date. Trisotech’s Workflow Design software and Workflow Automation software solutions allow healthcare organizations to easily define and deploy evidence-based best practices that offer a consolidated view of the interactions and multiple touchpoints with patients, care pathways, and workflows at the point of care.

Back-office tasks such as pre-authorization, medical necessity determinations and off-label drug prescription approvals have a huge bearing on patient experiences. They are also time-consuming, expensive and highly manual activities. Utilizing Workflow Process software for these types of activities expedites decisions for waiting patients, allows for services to be rendered sooner, and increases ROI. Using Trisotech’s digital workflows paves the way for improving both the perceived and real quality measurements for any healthcare organization.

Healthcare Payers and Insurers are also leveraging Trisotech’s process management software to automate processes like claims processing and pre-authorization determinations, leading to more efficient decision making and significant cost savings. Trisotech’s Automated Workflow software can ensure the correct information is collected at the outset, help pay claims rapidly and organize case management for disputed or confusing exception claims. The workflow software also helps payers keep complete records in case of an audit. Health plan members benefit from a better experience as they can access the care they need with minimal delays and without surprises at the time of claim payments or billing.

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Workflow Automation Software
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Financial services make up one of the economy’s most significant and influential sectors. This sector is made up of Banking Services including Retail Banking, Commercial Banking and Investment Banking. Also included are Investment Services, Insurance Services and Tax and Accounting Services.

These businesses are composed of various financial firms including banks, finance companies, lenders, investment houses, real estate brokers, insurance companies, etc. Trisotech has customers using its Workflow Design software and Workflow Automation software in all of these businesses. The typical description of this sector is Financial Services, but it is really made up of both services and Financial Products like mortgages, investments, credit cards, insurance policies, etc. This means that it is not only a business-to-business (B2B) sector but also has a huge business-to-consumer (B2C) component. Marketing, selling and servicing these products is fertile ground for Trisotech’s Workflow Automation software.

Various forms of proprietary financial software have been in use for decades and the adoption of those early technologies now presents the industry with an increasing risk in the form of technical debt. Old technologies are being disrupted by newer cloud-based offerings which include standards-based business process management software that is far better suited to meet the rapidly changing personalization, self-service, risk and compliance needs of today’s marketplace. Indeed, improving client service by automating policies, accounts, investments, claims and more using digital workflows is a cornerstone of the digital transformation efforts in financial services. To simplify the complex process of digital transformation and in order to streamline their processes and decisions, financial enterprises should render organizational workflows and business decision logic into international standards-based visual diagrams and documents. When using Trisotech’s Digital Enterprise Suite, not only can those visual diagrams be shared by business people and technical people they can also be automated by Trisotech’s workflow engine directly from those visual diagrams.

Share
knowledge across your organization and free up your IT resources

Technology replacement is also very important because most organizations have their knowledge, policies and procedures embedded in large complex programs maintained by IT programming staffs. Today, “old school” practices like SMEs maintaining Excel spreadsheets for policies and rules (regulatory and organizational) that then must be “translated” by IT into traditional programming languages and proprietary rules systems are giving way to visual models incorporating standardized “decision services.” Using Trisotech’s Digital Enterprise Suite, modern workflows and decision services can be built and maintained by SMEs and turned into automated business processes by clicking a single button. This, in turn, frees up IT resources to work on centralizing, consolidating and making available additional more current technologies across organizational silos.

Challenges

Primary challenges the financial industry is facing today include rapid and often massive regulatory changes, privacy, security, and fraud prevention, surpassing or keeping up with the competition by exceeding customer expectations, and replacing old technologies with emerging technologies. Trisotech’s workflow software is already recognized as the reference implementation for many international standards such as BPMN, CMMN, and DMN. In the financial industry Trisotech is rapidly taking a leadership position with its implementation of the Mortgage Industry Standards Maintenance Organization (MISMO) standard and support of other standards like the Financial Industry Business Ontology (FIBO), common database connections and multiple AI techniques.

For Fintech organizations, Trisotech’s Workflow Design software and Workflow Automation software accelerate digital transformation by providing the ability to easily define, deploy and maintain improved decision-making and workflows supported by artificial intelligence and machine learning in a graphical environment. While Trisotech’s Digital Enterprise Suite is being used by customers for everything from retail credit card processing to insurance claims processing, one area, underwriting, has been of particularly high value to customers.

Underwriting is the process by which an institution takes on financial risk – typically associated with insurance, loans or investments. Underwriting means assessing the degree of risk for each applicant prior to assuming that risk. That assessment allows organizations to set fair borrowing rates for loans, establish appropriate premiums to cover the cost of insuring policyholders, and creating a market for securities by pricing investment risk.

Underwriters evaluate loans, particularly mortgages, to determine the likelihood that a borrower will pay as promised and that enough collateral is available in the event of default. In the case of insurance, underwriters seek to assess a policyholder’s financial strength, health and other factors and to spread the potential risk among as many people as possible. Underwriting securities determines the underlying value of the company compared to the risk of funding its capital acquisition events such as IPOs. All of these activities lend themselves to digital workflow software solutions.

For example, mortgage loan origination. By utilizing Trisotech’s Workflow Design software, customers are able to build standard operating procedures software for loan origination that encompass the organization’s specific underwriting policies. These workflows can be created and maintained by underwriting experts while complex mathematical models, AI and privacy and security requirements are taken care of by IT personnel. Trisotech provides for all of this in a single common visual model understandable by both the business people and the IT personnel while still maintaining separation of concerns through granular permissions. Once the visual model is complete, a single button click can automate the workflow and make it available to Trisotech’s workflow engine part of the Workflow Process software.

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What Is Workflow in Software?

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The unique capabilities of Trisotech’s Automated Workflow software are rooted in its ability to simplify the complex process of digital transformation for all. In order to streamline their processes and decisions, enterprises must first know what those processes and decisions are. Discovering and validating them is the responsibility of business leadership not solely IT. Thus, a must-do activity of digital transformation is rendering organizational workflows and business decision logic into international standards-based visual diagrams and documents. Then, they can be shared by business people and technical people and automated directly from those visual diagrams.

Trisotech calls this process Business Services Automation. The Trisotech offering includes visual Workflow Design software and visual Workflow Automation software.

Trisotech Workflow Automation Solutions

Digital Modeling Suite icon

Workflow Design software

The Workflow Design software includes workflow automation software (BPMN), decision automation software (DMN) and case management automation software (CMMN) along with a larger suite of application tools that facilitate workflow discovery, promote organizational standards use and support workflow design life cycles. The software also supports AI and RPA integrations, full API support and the configuration and management of users, permissions and models.

Digital Automation Suite

Workflow Automation software

Trisotech’s process Workflow Automation software includes workflow engines that can directly execute the business process management models. These workflow engines are utilized through RESTful APIs, provide the highest levels of privacy and security and can be containerized and thus scalable on demand across a wide variety of public and private cloud configurations including high availability configurations.

Trisotech’s Workflow Automation software also provides a full rich visual configuration interface supporting server environment configuration, audit logs, debugging tools and management of running workflow instances. Trisotech’s digital workflow software is high in value, low in cost and backed by world-class technical support.

Put succinctly, Trisotech’s Digital Automation Suite (DAS) is an API-first, container-based scalable cloud infrastructure for business automation. It enables complex automation of business workflows, cases and decisions in a simple, integrated run-time environment. It allows organizations to leverage business automation as a source of competitive advantage, via high performance, flexible, and linearly scalable automation engines. The Digital Automation Suite also offers an outcome-driven orchestration of AI and other emerging technologies using international standards and a microservices architecture.

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BPM+ Health Clinical Pathway Implementation Showcase
Healthcare Concept Maps combined with a FHIR® accelerator.

BPM+ models are based on open standards that can be used to visually depict the structure and behaviour of healthcare workflows and decisions. If these workflow and decision models are to completely model healthcare clinical guidelines, then they also need to orchestrate logical data structures of medical concepts and data in the electronic health record.

In this presentation, we look at:

As presented by:

John Svirbely and Denis Gagne

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BPM+ Health Clinical Pathway Implementation Showcase

Healthcare Concept Maps combined with a FHIR® accelerator.

BPM+ models are based on open standards that can be used to visually depict the structure and behaviour of healthcare workflows and decisions. If these workflow and decision models are to completely model healthcare clinical guidelines, then they also need to orchestrate logical data structures of medical concepts and data in the electronic health record.

In this presentation, we look at:

As presented by:

John Svirbely and Denis Gagne

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Automatable Healthcare Decisions and Workflows Using FHIR®

Healthcare decision support ideally takes place within the clinician’s workflow with access to all of the patient’s healthcare data and preferences. As patients move around the healthcare ecosystem, their electronic health records must be ubiquitously available and discoverable. FHIR® can serve as a lingua franca for this data.

For decision support to be embraced by physicians, it needs to be timely, based on best practices, simple to understand and easy to adopt. BPM+ workflow and decision software provide a visual representation of evidence-based best practices with the potential for automation.

As presented by:

Ken Stevens, Director of Enterprise Solutions at Smile CDR
and Denis Gagné, CEO & CTO at Trisotech.

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Automatable Healthcare Decisions and Workflows using FHIR®

Healthcare decision support ideally takes place within the clinician’s workflow with access to all of the patient’s healthcare data and preferences. As patients move around the healthcare ecosystem, their electronic health records must be ubiquitously available and discoverable. FHIR® can serve as a lingua franca for this data.

For decision support to be embraced by physicians, it needs to be timely, based on best practices, simple to understand and easy to adopt. BPM+ workflow and decision software provide a visual representation of evidence-based best practices with the potential for automation.

As presented by:

Ken Stevens, Director of Enterprise Solutions at Smile CDR
and Denis Gagné, CEO & CTO at Trisotech.

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FHIR North Automatable Clinical Guidelines with Open Standards

As presented by:

John Svirbely and Denis Gagné at the FHIR North 2020 Conference

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What is CDS-Hooks?

CDS Hooks is both a free open-source specification and an HL7® published specification for user-facing remote clinical decision support (CDS). CDS Hooks can use FHIR® to represent patient information and recommendations but is architecturally an independent specification. The CDS Hooks specification is licensed under a Creative Commons Attribution 4.0 International License.

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Note: HL7®, and FHIR® are the registered trademarks of Health Level Seven International and their use of these trademarks does not constitute an endorsement by HL7.

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The four basic components of CDS Hooks are:

In 2015, The SMART team launched the CDS Hooks project to trigger third party decision support services. Today, Clinical Decision Support (CDS) Hooks is a Health Level Seven International® (HL7) specification managed by the HL7 Clinical Decision Support (CDS) Workgroup. CDS Hooks provides a way to embed near real-time functionality in a clinician’s workflow when an EHR (Electronic Health Record) system notifies external services that a specific activity occurred within an EHR user session. For example, services can register to be notified when a new patient record is opened, a medication is prescribed, or an encounter begins. Services can then return “cards” displaying text, actionable suggestions, or links to launch a SMART app from within the EHR workflow. A CDS service can gather needed data elements through secure Fast Healthcare Interoperability Resources® (FHIR®) services. Using FHIR services allows CDS Hooks to provide interoperability between healthcare systems operating on different platforms.

SMART – Substitutable Medical Applications, Reusable Technologies
The SMART Health IT project is run out of the Boston Children’s Hospital Computational Health Informatics Program. Through co-development and close collaboration, SMART and FHIR have evolved together since the SMART standard enables FHIR to work as an application platform. The SMART project’s most recognized work is the “SMART on FHIR” application programming interface (API) which enables an app written once to run anywhere in a healthcare system.
SMART on FHIR (Fast Healthcare Interoperability Resources)
SMART on FHIR defines a way for health apps to securely connect to EHR systems. A SMART on FHIR application or service executes via SMART specifications on a FHIR system, extending its functionality through the use of clinical and contextual data. Together with the FHIR models and API, the SMART on FHIR specification components include authorization, authentication, and UI integration.

Who Uses CDS Hooks?

CDS Hooks support is built into all the major EHR products including EPIC, Cerner, Allscripts and athenahealth. Indeed, every type of healthcare organization from large-scale HMOs like UnitedHealth Group, Anthem, Kaiser, and Humana; to PPOs like Clover Health; to teaching hospitals like the University of Utah, Stanford Hospital, Mayo Clinic, and North Shore University Hospital (Northwell); to professional organizations like the American College of Emergency Physicians (ACEP) and the American College of Obstetricians and Gynecologists (ACOG) have access to these technologies.

Standards-Based Implementation of CDC Recommendations use the CDS Hooks interoperability framework for the integration of the guideline recommendations into EHR systems.

In the United States, SMART support is specifically referenced in the 21st Century Cures Act of 2016. The 21st Century Cures Act requires a universal API for health information technology, providing access to all elements of a patient’s record accessible across the SMART API, with no special effort. CDS Hooks are typically implemented as SMART applications.

What is CDS Hooks Used For?

CDS Hooks enables the creation of standard places within the EHR workflow where the EHR can issue a notification of an event that is happening. This notification can be received by an external (typically SMART) application which returns pertinent information to the EHR for display to the EHR user. In FHIR-speak, the information returned is a “card.” Cards can be of three types:

Because FHIR is an open-source standard, new hooks can be created by any interested party. Today, there are six standard “hooks,” which have been defined as part of Version 1 of the standard:

  1. patient-view – Patient View is typically called only once at the beginning of a user’s interaction with a specific patient’s record
  2. order-select – Order Select fires when a clinician selects one or more orders to place for a patient (including orders for medications, procedures, labs and other orders). If supported by the CDS Client, this hook may also be invoked each time the clinician selects a detail regarding the order
  3. order-sign – Order Sign fires when a clinician is ready to sign one or more orders for a patient, (including orders for medications, procedures, labs and other orders).
  4. appointment-book – Appointment Book is invoked when the user is scheduling one or more future encounters/visits for the patient
  5. encounter-start – Encounter Start is invoked when the user is initiating a new encounter. In an inpatient setting, this would be the time of admission. In an outpatient/community environment, this would be the time of patient-check-in for a face-to-face or equivalent for a virtual/telephone encounter
  6. encounter-discharge – Encounter Discharge is invoked when the user is performing the discharge process for an encounter where the notion of ‘discharge’ is relevant – typically an inpatient encounter

Prescription writing is an example you can use to visualize the way this technology works. In the EHR the event of writing the prescription triggers a CDS Hooks (order-select). The hook can be received by a patient engagement application. The application then returns a Suggestion card recommending that the patient be provided educational materials, enrollment into a support program and given an offer for copay assistance. An Information card indicating drug/drug or drug/disease adverse reactions might also be supplied.

The CDS Hooks Standard

The CDS Hooks Standard

The CDS Hooks specification and Implementation Guide describes the RESTful APIs and interactions to integrate Clinical Decision Support (CDS) between CDS Clients (typically EHRs but possibly other health information systems) and CDS Services. All data exchanged through the RESTful APIs is sent and received as JSON structures and transmitted over channels secured using HTTPS (Hypertext Transfer Protocol (HTTP) over Transport Layer Security (TLS).

This specification describes a “hook”-based pattern for invoking decision support from within a clinician’s workflow. The API supports:

User activity inside the clinician’s workflow, typically in the organization’s EHR, triggers CDS hooks in real-time. Examples of this include:

When a triggering activity occurs, the CDS Client notifies each CDS service registered for the activity. These services must then provide near-real-time feedback about the triggering event. Each service gets basic details about the clinical workflow context (via the context parameter of the hook) plus whatever service-specific data are required. This data is often provided by the FHIR prefetch functionality of the CDS Hooks Discovery URL.

Each CDS service can return any number of cards in response to the hook. Cards convey some combination of text (Information card), alternative suggestions (Suggestion card), and links to apps or reference materials (App Link card). A user sees these cards, one or more of each type, in the EHR user interface, and can interact with them as follows:

A good way to get a single-page technical overview of CDS Hooks including Discovery, Request and Response specs is to view the CDS Hooks “cheat sheet”.

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Trisotech and CDS Hooks

Trisotech CDS Hooks option generates CDS Hooks compliant end points for Trisotech automation services.

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CDS Hooks Discovery Endpoint

Trisotech modeling and automation platforms support the CDS Hooks 1.0 standard for processing and data prefetch in the Workflow and Decision Management modelers. Once the desired actions are modeled, publishing the models to the Service Library for automation purposes automatically provides a CDS Hooks Discovery endpoint URL for that service. That endpoint describes the CDS Service definition including the prefetch information required to invoke it according to the CDS Hooks 1.0 standard. Currently, this endpoint implements the standard CDS Hooks discovery endpoint for Patient View (patient-view).

CDS Hooks FHIR Prefetch

Using the CDS Hooks endpoint features requires preparation through entries in model inputs. Each input that will be prefetched from FHIR needs to have a custom attribute called FHIR that contains the query for the prefetch. For example, in a Workflow Data Input shape the custom attribute to prefetch the current patient information might look like this: FHIR: Patient/{{context.patientId}}

If you were using a decision model the DMN Input shape to prefetch a specific-code observation from the current patient might have a custom attribute like this: FHIR: Observation?subject={{context.patientId}}&code=29463-7

If your model is properly configured with the FHIR custom attributes and published to the Trisotech Service Library, an HTTP “GET” on the provided endpoint will result in a JSON description of the service. Each CDS Service is described by the following attributes:

Field Optionality Type Description
hook REQUIRED string The hook this service should be invoked on
title RECOMMENDED string The human-friendly name of this service
description REQUIRED string The description of this service
id REQUIRED string The {id} portion of the URL to this service which is available at {baseUrl}/cds-services/{id}
prefetch OPTIONAL object An object containing key/value pairs of FHIR queries that this service is requesting that the EHR prefetch and provide on each service call. The key is a string that describes the type of data being requested and the value is a string representing the FHIR query.

Also, the prefetched data can be “POST”ed at the base URL (removing the /cds-services from the discovery URL) to execute the service.

CDS Card FEEL Templates

Trisotech modeling also supplies modeling templates for all three types of CDS Cards. Information, Suggestion and App Link card templates are available in the FEEL language format for inclusion in Decision and Workflow models.

CDS Card Automatic Default Generation and Explicit Card Mapping

A CDS Card is automatically generated from the service unless your service is designed to explicitly output cards. By default, an Information card that has the name of the service as its summary will be automatically generated. Each service output will be added to the card detail in the format Key: Value.

For explicit mapping needs, if your model/service outputs a data type that is consistent with the CDS Card definition (required fields: summary, indicator, and source), only these outputs will be transformed to cards. It should be moted that your model/service can have one or many outputs that are CDS Cards. An output can also be a collection of cards. The data type of the output is what is considered to determine if explicit mapping is used for a service.

CDS Hooks Sandbox Testing

The CDS Hooks community provides a publicly available sandbox for services testing and all Trisotech modeling/service CDS Hooks features are tested and demonstrated using the CDS Hooks sandbox.

CDS Hooks Continuous Improvement

Trisotech is continuously improving CDS Hooks features including plans to add additional Version 1 standard hooks such as order-select, encounter-start, etc.

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What is FHIR®?

The HL7® FHIR® standard is a free and open standards framework created by Health Level Seven® International (HL7®) and intended to facilitate the interoperability of computerized healthcare systems. FHIR® officially stands for Fast Health Interoperable Resources, although today, almost everyone including HL7® uses the approved alternate name Fast Healthcare Interoperability Resources. The FHIR® standard provides a standard data model for describing healthcare health and administrative data and a RESTful API (Application Programming Interface) using JSON, XML or Turtle to manipulate and search that data. FHIR also provides open-source tools, a collection of global FHIR servers for testing etc., and a robust community of implementors.

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Note: HL7®, and FHIR® are the registered trademarks of Health Level Seven International and their use of these trademarks does not constitute an endorsement by HL7.

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What is HL7®?

Health Level Seven® International (HL7®), found at hl7.org, is a not-for-profit, ANSI-accredited standards developing organization dedicated to providing a comprehensive framework and related standards for the exchange, integration, sharing, and retrieval of electronic health information to support clinical practice and the management, delivery and evaluation of health services. The HL7 organization is supported by more than 1,600 members from over 50 countries representing healthcare providers, government stakeholders, payers, pharmaceutical companies, vendors/suppliers, and consulting firms.

Who Uses FHIR?

FHIR is a recent standard, but its usage is exploding. The standard’s evolution to include imaging resources, financial resources and clinical decision support resources has allowed for more comprehensive data analytics, precision medicine, and automated clinical pathways. Also driving the standard’s adoption is the growing expectation among patients and the new generation of physicians that healthcare data sharing should be as convenient and secure as financial services data sharing. Finally, demand for interoperability continues to grow as widespread adoption of EHR systems, changes in business models such as accountable care, and government regulations make data standardization and data sharing a standard of care.

While nearly every healthcare service organization recognizes the need for standardization of data representation and manipulation, and many have been working towards this for years, adoption of FHIR has been accelerated by government regulatory requirements and FHIR adoption by healthcare software vendors including many of the biggest industry names such as Epic, Cerner, Allscripts, athenahealth, and others. At the same time, consumer software vendors like Apple, Google, and Microsoft have embraced FHIR almost assuredly making this the standard that everyone in healthcare will adopt.

The biggest single driver for adoption of the FHIR standards comes from U.S. federal health leaders at CMS (the Centers for Medicare & Medicaid Services) and ONC (the Office of the National Coordinator for Health IT.) CMS and the ONC have used the 21st Century Cures Act (45 CFR 170.215) to implement new final rules geared towards healthcare interoperability improvement. The 21st Century Cures Act was signed into law in 2016 and then sent to the ONC and CMS for review. Upon review, the ONC and CMS produced two primary new rules, the Information Blocking final rule and Interoperability and Patient Access final rule. CMS is now also finalizing the Interoperability and Prior Authorization Final Rule via CMS Interoperability and Prior Authorization proposed rule.

At this time (Sep. 2021) the Interoperability and Prior Authorization final rule (CMS-9123-F) was withdrawn for review and approval by the Director of the Office of Management and Budget (OMB).

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These two agencies have created final rules including the FHIR standard data Resources and APIs using USCDI – the US Core Data Set for Interoperability. The US Core Implementation is based on FHIR Version R4. In its rule, CMS requires Medicare Advantage plans, state Medicare and CHIP managed care entities, Medicaid managed care plans and qualified health plans in the federal exchanges to implement, test, and monitor openly published FHIR-based APIs to make patient claims and other health information available to patients through third-party applications and developers. ONC requires that FHIR must be the standard by which health IT developers certify their APIs. An additional rule in the interoperability space will go into effect in 2023 and require impacted payers to provide information about a patient’s prior authorizations as part of a patient access API, giving patients a better understanding of how the prior authorization process impacts their care.

Because EHR vendor’s proprietary systems have made it exceptionally difficult to exchange patient and other healthcare data, physicians and other healthcare providers, hospitals, health IT vendors, and health information exchanges are required under the Information Blocking rules to respond to any legitimate request to exchange or provide access to electronic health information (EHI) stored in their electronic health record (EHR) system. Such a request could come from a patient, another provider, a health plan seeking information for clinical purposes, or a public health agency. This effectively eliminates what is generally referred to as “information blocking” a practice that is likely to interfere with, prevent, or materially discourage access, exchange, or use of electronic health information.

Finally, the API Condition and Maintenance of Certification (45 CFR 170.404(b)(3)) requires software developers with health IT previously certified for technical API conformance, to provide all customers with upgraded API technology certified to this new certification criterion by December 31, 2022.

Other Major Governmental Projects Around the Globe

Almost every country has some set of interoperability initiatives associated with the FHIR standard. Some examples include:

What is FHIR® Used For?

Because FHIR® provides a standard way of describing healthcare data and relationships as well as methods (standard APIs) for manipulating and searching that data, FHIR is suitable for use in many environments such as EHR-based data sharing, cloud communications, mobile phone apps, server communications in large institutional healthcare providers, and much more. FHIR defines modular components called “Resources” and those building blocks can be used to create clinical and administrative healthcare applications and systems in much the same way as other modern internet applications do at a considerably lower cost than other existing alternatives. The FHIR standard enables developers to build “browser-based” applications that allow access to data no matter what EHR system forms the user’s base infrastructure.

By using FHIR organizations can, when needed, get away from document-centric approaches like encounter notes, patient charts and faxes and expose discrete data elements as a service request. For example, a provider may not¬ want to retrieve an entire document about the patient, he or she may just want the patient’s latest complete blood count (CBC) information. FHIR is also providing new interoperability opportunities, such as direct information exchange with patients so they can more easily access their own medical record via a common web portal or mobile app, as well as with organizations in other parts of the healthcare value chain such as health insurers, life insurers and life sciences companies.

While the FHIR standard is great, it is not without some issues. The most obvious is that not every use case in health care can possibly be accounted for in a standard. Both the sheer breadth of healthcare solutions and the constantly changing clinical and pharmaceutical landscapes make the task too great. However, FHIR does have a “solution” for that. One of the original premises of creating the standard recognized the problem and states that the standard is intended to handle 80% of the use cases in healthcare. That other 20% is up to organizations with additional needs to provide themselves. In order to facilitate these additions, the FHIR standard provides a very easy-to-use “extension” capability.

Another issue is one common to both emerging and older in-place standards – versioning. More about this in the section FHIR Versions and What They Mean below ↓↓

Finally, the FHIR standard is huge and comprehensive. That makes the use of it by various countries and organizations difficult to manage and support. Many organizations need only a subset of the full standard and some organizations may store the same information in different ways and still be compliant. This has led to “Implementations” of the standard for specific interoperability purposes. The Implementation Guide Registry lists nearly 150 of these Implementation Guides ranging from the US Core Data Set for Interoperability (USCDI). Other guides include the International Patient Summary, the Australian Base, the US Drug Formulary, Genomics Reporting, and many more. Because Extensions and API access can be part of the implementation guide, some Implementations even specify things like “read only” access by limiting the acceptable “Interactions”.
See The FHIR Standard below ↓↓

Fast Healthcare Interoperability Resources (FHIR)

The FHIR® Standard

Because worldwide healthcare is very diverse, the full FHIR standard is large and comprehensive. The intended scope of FHIR is broad, covering human and veterinary clinical care, public health, clinical trials, administration, and financial areas. It is designed to enable information exchange that supports providing healthcare for global use and in a wide variety of architectures and environments. The FHIR standard is implemented on top of the HTTPS (HTTP Secure) protocol and builds on and adapts modern, widely used RESTful practices to provide interoperability for integrated healthcare services across a wide range of teams and organizations. The standard is also licensed under Creative Commons “No Rights Reserved” license which means it is free to use.

While described as five components (see What Is FHIR? above ↑↑), the FHIR standard really contains two primary components, Resources and APIs. From an operational perspective, HL7’s internal standards development and governance processes determine what a Resource is, and which Resources exist. In addition, the FHIR specification also provides a mechanism for contextualizing resources for specific needs within specific bounds called Profiles. The FHIR framework also contains a verifiable and testable syntax, a set of rules and constraints, methods and interface signatures for “FHIR-aware” APIs, and specifications for the implementation of a server capable of requesting and delivering FHIR business objects.

Resources

Resources are instance-level representations of healthcare entities – a collection of information models that define the data elements, constraints, and relationships for “business objects” that are relevant to healthcare such as Patient, Procedure, Encounter, Observation, Order, etc. There are currently 145 defined Resources and over 50 more “proposed/expected” to be built listed on the FHIR website.

All Resources have these five features in common:

Each Resource type defined in FHIR has a manager (or “entity set”) that lives at the address [FHIR Server]/[type]where the [type] is the name of the Resource type. For instance, the Resource manager for the type Patient will live at: https://server/path/Patient. Each Resource instance also carries a human-readable text representation using html as an alternative contingency display option for clinical safety. This is often used for complex clinical information where existing systems currently use simple textual/document-based approaches.

Extending and restricting Resources (collectively known as ‘profiling a Resource’) is done with a “StructureDefinition” Resource, which is a statement of rules about where extensions are used and/or how the data elements in a Resource are used.

For those of you less familiar with information models and data structures it might help to visualize each Resource as one of 145 single spreadsheets (Patient, Observation, Encounter, etc. tabs at bottom) in a spreadsheet file (perhaps Resources.xslx) where the data fields like Name, Gender, Birthdate, Patient Identifier, etc. are columns for the Patient spreadsheet. Each Resource has different data and relationships so the columns for each Resource would be different. Finally, think of each instance (Patient Bill Bloggs; ID 98635402) as the rows. In reality, the data models are far more sophisticated than a spreadsheet and commonly include relational links to other Resources.

APIs – How FHIR Data Exchange is Implemented and Managed

By definition, an API (Application Program Interface) is a collection of well-defined interfaces for interoperating between two applications. Although not required (implementers can also use GraphQL), the FHIR specification targets RESTful interfaces for API implementation. For manipulation of Resources, FHIR provides a REST API with a rich but simple set of Instance, Type, and System interactions that include:

There are also more comprehensive interactions that include Batch/Transaction, Operation, Vread, Patch, and Capabilities. In addition to these interactions, there is an operations framework, which includes endpoints for validation, messaging, and documents.

Extending and Restricting the API – defining a set of desired behaviors – is done via the CapabilityStatement Resource which lists the REST interactions (read, update, search, etc.) that a server provides or that a client uses, along with some supporting information for each. The only interaction that servers are required to support is the Capabilities interaction itself – to retrieve the server’s CapabilityStatement. Beyond that, servers and clients support and use whichever API calls are relevant to their specific use case. FHIR servers can also provide additional operations that are not part of the FHIR specification. The Conformance Resource supports defining what OperationDefinitions make use of particular names on an endpoint. Implementations are also able to extend the FHIR API using additional content types. For instance, it might be useful to read or update the appointment resources using a vCard-based format. vCard defines its own mime type, and additional mime types can safely be used along with those defined in the FHIR specification.

Managing Variability

The FHIR specification describes a set of base resources, frameworks and APIs that are used in many different contexts in healthcare. Recognizing the wide variation between different geo-political jurisdictions and segments of the healthcare industry with no central authority to impose common business practices, the intent of the standard was to provide coverage for 80% of the common use cases and define a simple framework for extending the existing Resources and describing their use with Extensions and Profiles.

Profiles can define:

By default, all systems can read all Resources, but applications can add more control and meaning using Profiles. Many healthcare contexts require extensive local agreements between parties to make sure data exchanges are accurate and complete. Healthcare variability can also be seen where the same information may be represented differently and with different levels of detail, granularity, and nesting by exchanging parties. For example, in some cases a blood pressure measurement may be just a simple observation, a vital sign measure, while in other cases it can be a rich set of highly defined data that includes things like controlled vocabularies for posture, exercise, etc. The Resource types defined in the FHIR specification focus on the general, common use cases. Richer and more specific content can be supported and standardized by defining “profiles” on the base Resource types.

FHIR Versions and What They Mean

As standards change over time and presumably get better, those currently using previous versions of the standard face hard choices about how to, or even if they should, change production-level systems to conform. This is especially problematic when specific versions of the standard get included in contracts and even law as has already happened with some United States laws (see Who Uses FHIR above ↑↑).

Today, the current standard is FHIR Release 4 (FHIR R4) which now contains fully normative content for many Resources. As you might see from the milestones below, work on many projects including those described below were undertaken at the standard’s earlier development levels.

Here are some major milestones in the FHIR development timeline:
Dec 27, 2018 4.0.0 Release 4 (1st Normative Content + Trial Use Developments) also called R4
Feb 21, 2017 3.0.0 Release 3 (STU – Standard for Trial Use) also called STU3
Oct 24, 2015 1.0.0 DSTU2 (Second Draft Standard for Trial Use)
Sept 30, 2014 0.0.82 DSTU1 (First Draft Standard for Trial Use)
Some early projects using the FHIR standard of note include:

Trisotech and FHIR®

Trisotech supports the FHIR standard in several ways including the FHIR R4 Accelerator, direct connections to FHIR Terminology Servers, Healthcare Value Sets and Code Systems lookup/auto-completion support, extended Healthcare run time automation support and Terminology/Definition Linking in Models.

Trisotech offers various FHIR modeling accelerators and the Digital Automation Suite can integrate with various FHIR servers.

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The FHIR R4 Accelerator – FHIR at Your Fingertips

Trisotech provides pre-defined and pre-populated FHIR R4 Resources Accelerator. This Accelerator provides predefined FHIR Resource structures in the form of FEEL data types for use in the Decision, Workflow and Case modelers, and the Discovery Accelerator. Adding a FHIR Resource as a FEEL data type to a model is a simple drag and drop operation. The FHIR Resources in the Accelerator are organized by category (e.g. Individuals, Diagnostics, Medications, etc.) and sub-category (e.g. Individual->Patient, Provider, etc.) reflecting the FHIR standard Resource Index for quick reference. Specific Resources can also be found through the Trisotech Accelerator search function. Once a FEEL data type has been added to a model, all the fields in that structure are available for use in the modelers. In for example, clinical decision tables and other DMN logic, FEEL statements for condition expressions in sequence flows (decisions) in Workflows, etc.

FHIR Resource FEEL data types as input data in DMN models, for example, can be used “by reference” meaning there is only a single modeling source for the definitions thus locking them so they can only be administered using specific privileges. This addresses separation of concerns issues. Multiple Accelerators can address custom Implementations and differing version support since accelerators can be copied and/or changed per user needs. The use of this Accelerator can easily save hundreds of hours of work for a healthcare organization adopting FHIR.

FHIR Terminology Server Support

The Trisotech modelers and automation functions support a direct connection to your FHIR Terminology Server of choice. The FHIR Terminology server settings are configured in the Administrator interface. Many large healthcare organizations have their own terminology servers and there are numerous publicly accessible terminology servers, as well. Each Terminology Server supports a specific set of operations defined by the service provider on the RESTful interface (APIs). Technically, to achieve this these servers typically provide ValueSet and CodeSystem FHIR Resources via expanded FHIR operations defined by OperationDefinition Resources.

Trisotech makes extensive use of these Resources by connecting Terminology Servers to the Knowledge Entity Modeler (KEM) for Terms definitions and supports linking and auto-completion lookups from those servers for Decision, Workflow and Case Modelers.

FHIR Value Set and Coding Systems Lookup and Auto-completion Support

Each Term in a KEM model has a tab for Healthcare coding which offers auto-completion of codes using ValueSets and CodeSystems from a FHIR Terminology server. In the ValueSets section you can search for ValueSets by keyword in the search field (such as “Diabetes”) to get a list of ValueSets available. Select the result you want to add, and it will appear in the Coding list auto filling the 3 fields Coding system, Code and Display name. You can add more than one code (i.e. a list) to support multiple codes for more detailed specifications or in support of multiple coding systems such as ICD9/10, SNOMED, LOINC, CPT, etc. Once a ValueSet has been added to the KEM model, a suggestion dropdown which will appear when you type content into it. The suggestions will be filtered from every coding system you already have in your current model, and it will also search on your FHIR Terminology Server for corresponding ones not yet added. Finally, the user can put a coding system URL directly into the Coding System field and the modeler will automatically replace the URL with the coding system name. (e.g. http://snomed.info/sct sets SCTUSX as the Coding System Name.

FHIR Term Linking in Model Shapes

Terms used in the Name and Description fields of model shapes can be linked to Terms created in the Knowledge Entity Modeler (KEM). This means you have direct access to organizational vocabularies (Terms) that can be defined and maintained by connections to FHIR Terminology Servers. Using your own organizational Terms associated with specific Value Sets and Code Systems ushers in a new era in conformance and a powerful way to specify and limit coding system use across the entire organization.

Healthcare-specific Extended FEEL Functions and FHIR

New healthcare-specific extended FEEL functions (“healthcare codes”, “healthcare term codes”, and “healthcare code in term”) are also available in the modeler menu and to access KEM Terms or coding system codes (e.g. ICD-10, LOINC, etc.) in the automation engines at run time. These are typically used with Decision Models (DMN) to determine if specific healthcare codes defined by a Term in your Knowledge Entity Model or a specific code or term in an external coding system terminology server are present for a Patient. This makes determining a specific condition in a Patient (such as “Diabetes” defined via codes your organization supports) visual and very simple to understand in clinical decision models and clinical pathway workflow models.

Trisotech’s powerful combination of extended Healthcare FEEL functions, FHIR Terminology Server support and direct URL support for other terminology servers makes decision making in DMN models and sequence flows in Workflow models available at runtime through the Trisotech automation engines.

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Decision Model Creation and Deployment Using DMN

Abstract
Decision Model and Notation (DMN) is a standard established by the Object Management Group (OMG) allowing visual representation of Business Rules content and logic. This representation is executable – i.e., the decision model can be deployed in an execution environment and be invoked to deliver decisions in real time. A major healthcare provider network was an early adopter of DMN for implementation of Clinical Decision Support. In this session, we share our experiences in the creation and deployment of DMN models. This webinar demonstrates:
  • Creation and Testing of a DMN Model for LACE Score – A risk score for readmissions
  • Illustration of DMN patterns via reusable functions and knowledge modules that enable re-use of commonly occurring CDS logic patterns
  • Stepping through the explanation provided by a DMN model for a given decision support inference
  • Search for previously created decisions – and reuse of a pre-existing decision in a new model
  • Re-use of pre-created Value Sets across multiple Decision Models
  • The ability to integrate the invocation of a DMN model with an EMR/HIE using CDS Hooks/CDS Cards and display the explanation using a SMART on FHIR application
  • Featured Panelists
    Vipul Kashyap, Clinical Information Systems/Enterprise Information Architect
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