Acute Care Use Case and Story Board

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Contents

Specific Instructions for Storyboard Reviewers

Conventions used in this include highlighting specific HL7 specific key words. For example, indicating the status change of a given Act. In addition, HL7 model Classes (Acts, Participation, ActRelationship, Role and Entity), associations and attributes are highlighted, including the value for a given attribute. These are used sparingly, as a storyboard focuses on the information exchange rather than the information models which enable such.

Information exchanges are annotated using a [IDnnn] code.

Short Description of the Health Issue thread covered by this storyboard

The purpose of this storyboard is to illustrate the dynamic nature of care plans, which are altered by additional information and changes in status of associated health concerns. It also helps to illustrate that care plans may not just be valuable in long-term care or management of chronic conditions, but also are important in acute care, even if the care plan is only in place for a matter of minutes.

The key point is that care plans are longitudinal, and can capture both care which is intended, scheduled, requested, and delivered. This serves as both a forward looking expression of what should happen, but also in documenting what actually did happen.

This storyboard consists of three patient encounters: a prehospital encounter with an EMS (Emergency Medical Services) unit (ambulance), an emergency department encounter, and a subsequent admission to the intensive care unit.

Brief descriptions of the information exchanges are provided in [#9.Appendix B: Information Created and Exchanged|outline Appendix ][#9.Appendix B: Information Created and Exchanged|outline B].

Care coordination should occur throughout the health issue thread, across several care settings and several care providers/givers. It is briefly discussed later in this document, after the series of encounters.

Storyboard Actors and Roles

  • Emergency Physician: Dr. Erik E. Mergency, MD
  • Emergency Physician (medical control): Dr. Archie Emergency, DO
  • Primary Care Provider: Dr. Paul Primary, MD
  • Patient: Robert Anyman
  • Triage Nurse: Pat Sorter, RN/BSN, CEN
  • Emergency Nurse: Jean Careful, RN/BSN, CEN
  • Respiratory Therapist: Brie Theeply, RRT
  • Admitting Intensivist: Dr. R.U. Betteryet, MD
  • Medical Toxicologist: Dr. Many Moore, MD/PhD
  • Paramedic (EMT-P): Sam Scooper

Storyboard Content

Description of Primary Care Provider Encounter

Pre-condition

Mr. Anyman is a 26 year-old married man with a history of migraine headaches, who presents to his regular physician (Dr. Primary) with a month of symptoms of depressed mood, irritability, early morning awakening (terminal insomnia), and loss of enjoyment of social activities. He has some problems with work, particularly getting to work on time in the morning. His only chronic medications are atenolol 25 mg qDay for migraine headache prophylaxis, ibuprofen and sumatriptan for abortive therapy of migraines.

Description of Evaluation and Management

Dr. Primary performs a history and physical examination, as well as administers two standardized assessment scales for depression severity (PHQ-9 and HADS) [ID001, ID002]. He prescribes a SSRI class antidepressant as part of order sets and a care plan for major depressive disorder in adults. [ID003]. The plan includes a referral to a non-physician mental health provider for evaluation for cognitive behavior therapy, the initiation of a SSRI antidepressant, screening for suicide risk [ID004], screening for substance abuse [ID005], and a follow up visit in four weeks.

Dr. Primary discusses the nature of depression, and asks Mr. Anyman to consider which symptoms are most bothersome and use these to set goals. Mr. Anyman indicates that sleep related issues and difficulty waking up in the morning were the biggest problem, and his wife had expressed some concern that he was shaving, showering and dressing more professionally less often than desired. These are agreed upon goals [ID006].

Post-condition

Both the PHQ-9 and HADS indicate moderately severe depression, the screen for suicide indicates low risk, and the substance abuse screen indicates occasional binge drinking. The patient is given information regarding community resources, a copy of The Feeling Good Handbook, and a referral to a therapist [ID007] which is included in his insurance coverage, as well as suicide precautions, and the link to the practice's patient portal, where he is asked to do on-line PHQ-9 and HADS. An electronic prescription for a months worth of citalopram 20 mg qDay #30, and temazepam 15 mg qHS prn #6 [ID008] After he schedules a follow up visit, and an initial evaluation with the therapist he is discharged to home [ID009].

Care Record

The Care Record is updated [ID003] with the history, signs/symptoms, and clinical decision making. In particular it reflects a diagnosis of major depressive disorder, and a plan for SSRIs and referral to community therapist.

Health Concern

At the outset of the encounter the Care Plan contained the following information which was made part of the Encounter Document: social history (married), problem (migraine headaches). It also contained a large amount of information which isn't typically surfaced in the EHR-S user interface, but which is constantly monitored by the decision support system. These include, but are not limited to, status of various communicable diseases (used to determine need for prophylaxis or treatment, including status for all routine immunizations), occupational history, medication allergies/intolerance/history of adverse reaction/predisposition to adverse effects from exposure to substance (allergy list).

At the end of the encounter a new Health Concern is generated upon entering the diagnosis of major depressive disorder. The provider chooses to activate it

Care Plan

There are several active care plans on the start of the encounter, including routine immunizations, disease screening, lifestyle risk reduction, and others in addition to the Care Plan for migraines.

A new Care Plan is created when the new Health Concern is, and the two are linked at a high level. Since a Health Concern can convey multiple different diagnosis (or other findings, including anything worth putting into a problem list)

Description of Second Outpatient Encounter

Pre-condition

Soon after starting on the SSRI. Mr. Anyman noted increasing frequency and severity of headaches. These were similar to his usual migraine headaches, and on three occasions had to leave work or call in sick due to severity.

Description of Clinic Visit #2 Evaluation and Management

Dr. Primary determines that the citalopram is a likely cause, and discontinues the medication, noting a possible adverse reaction to the medication. Nortriptyline 25 mg PO qHS, with increasing doses every few days to a target dose of 150 mg is prescribed for both depression (and insomnia) and migraine headache prophylaxis. [ID010]

Post-condition

Self-care instructions updated to indicate need to track orthostatic symptoms, arise slowly from bed to avoid syncope, and methods for mitigation of anticholinergic symptoms. [ID011] Updated prescriptions sent electronically, and patient's care plan tracking widgets (part of practices patient portal) updated with new goal (to return to full function without headaches). [ID012] Notice sent to mental health provider, updating the referral letter. [ID013]

Care Record

Health Concern

Care Plan

Emergency Medical Services and Prehospital Care

Precondition

The patient's wife has called for an ambulance after he took an overdose of tricyclic antidepressants (TCA) he had been prescribed for migraine prophylaxis and depression. The EMS unit consists of a basic emergency medical technician (EMT-B) and Mr. Sam Scooper, the paramedic (EMT-P). Dr. Mergency is working in the community hospital where the EMS agency routinely transports critically ill patients. Dr. Archie Emergency provides on-line medical control for the EMS unit after their initial evaluation of the patient.

Several standing orders [ID014] are in place in both the emergency department and the EMS unit which define specific actions to take, given a particular set of preconditions.

Description of EMS Evaluation and Transportation

The patient has a mild tachycardia, is somewhat agitated, is confused as to date/time and circumstances why they took the overdose. The paramedic contacts the regional poison control center, who advises they to administer activated charcoal. The paramedic contacts medical control (Dr. Emergency) who orders physical restraints as needed, and starting an intravenous line with normal saline if it will not delay transport. Cardiac and vital sign monitoring is established en route to the hospital with an ETA of 5 minutes.

Post-condition

The patient's depression care plan is currently in limbo, as more pressing items supplant the requirements. The paramedic documents the new care plan on a tablet, consisting of 4 point soft restraints, oral administration of activated charcoal, monitoring, establishing intravenous access, and transportation to the nearest emergency department.

Care Record

Health Concern

Care Plan

Description of Emergency Department Encounter

Pre-condition

The patient arrives to the emergency department and is triaged into a high acuity bed. The initial set of vital signs obtained by the paramedic en route to the ED shows HR 106, BP 134/88, RR 18, SaO2 99% on room air. The patient has not complied with requests to consume the activated charcoal by mouth.

Description of ED Course

The initial care plan is dictated by standardized procedures for a potentially suicidal patient and for a potential drug ingestion. Upon entry of the potential ingestion, specific orders are added to care plan. This includes a 12 lead ECG, comprehensive metabolic profile, serum acetaminophen level, serum aspirin level, activated charcoal, urinalysis, serum TCA level, blood alcohol level, urine toxicology screen, intravenous line with normal saline.

The 12 lead ECG and activated charcoal administration are automatically triaged as the highest priority activities. These occur in conjunction with establishing vascular access, drawing blood, re-attaching restraints.

The patient continues to balk at swallowing the activated charcoal, and a nasogastric tube is added to the care plan to administer it. However, the care plan components detect a potential risk of aspiration with placement of the nasogastric tube, as well as several other “contraindicated procedures and drugs” which are called out in the care plan as potentially detrimental.

The ECG is reviewed by Dr. Mergency while Jean Careful coaxes Mr. Anyman to drink the charcoal. The ECG reveals a sinus tachycardia with a HR of 134, QRS of 110 ms, and QTc of 420 ms. The plan is updated and a bicarbonate drip is ordered from the pharmacy and a bolus of sodium bicarbonate ordered.

As that is being prepared, Mr. Anyman has a seizure. The care plan continues to function, with a bolus of sodium bicarbonate ordered in response to the wide complex tachycardia which appeared shortly after the onset of the seizure. Dr. Mergency requests that the patient be prepared for intubation as he orders intravenous lorazapam to combat the seizure.

The intubation care plan includes multiple drugs which are weight adjusted automatically by the emergency department information system. Current medications and health concerns (including allergies) are queried from the health information exchange to facilitate the decision support system. The wide complex tachycardia converts into a sinus tachycardia after the first dose of sodium bicarbonate.

The patient is given intravenous fentanyl, lidocaine, and a low doe of vecuronium. The care plan includes an automatic request for respiratory therapy to set up a ventilator, arterial blood gases, and a portable chest radiography. After succinylcholine and 10 mg of midazolam (given because the lorazepam could not be located quicker than the vial of midazolam in the intubation drug box) the placement of the tube confirmed by EtCO2.

Once the last of the intubation care plan items were completed, the ventilator management care plan was finalized with ventilator settings and continued sedation. To monitor for recurrent seizures the plan was adapted to exclude ongoing neuromuscular blockade.

Vital signs showed a continued sinus tachycardia with a HR of 136, BP of 102/62, SaO2 of 100% on FiO2 of 0.5 and MMV of 10L/min.

The bicarbonate infusion is begun at a rate of 150 cc/hr, and a medical toxicology consultation instantiated to discuss need of continual lidocaine infusion. An orogastric tube is placed, and activated charcoal administered.

Repeat blood pressure measurement shows a HR of 132, BP 90/42. The care plan is adapted, as the decision support system advises rechecking a 12 lead ECG, and giving another bolus of bicarbonate if the QRS is widened. Otherwise a norepinephrine infusion is prepared and the care plan adapted to titrate to a MAP > 70. Blood gasses show a mixed respiratory and metabolic alkalosis with a pH of 7.5.

Post-condition

The patient has multiple care plans in place: titration of norepinephrine and bicarbonate infusion to manage hemodynamics; bicarbonate infusion, hyperventilation and bicarbonate infusion to manage the TCA toxicity (by reducing the free TCA, as binding to albumin occurs at alkaline pHs), as well as multiple dose activated charcoal. Sedation for ventilation is ongoing with fentanyl and midazolam.

Care Record

Health Concern

Care Plan

Description of Admission to the ICU and Medical Toxicology Consultation

Pre-condition

Patient is transferred from emergency department to the ICU.

Description of ICU Evaluation and Management

Post-condition

Care Record

Health Concern

Care Plan

Provider Activities EHR-S Interactions Communications
Paramedic
Triage nurse
Emergency department nurse
Emergency physician
Respiratory therapist
Medical toxicologist
Intensive care physician

Psychiatric Evaluation and Management

Pre-condition

Description of Psychiatric Service Evaluation and Management

Post-condition

Care Record

Health Concern

Care Plan

Coordination of Care

Association with Health Concerns

Goals, Goal Evaluation, and Goal Criteria

Appendix A: Definitions and Glossary

Appendix B: Information Created and Exchanged

Information ID Description
ID001 Hospital Anxiety and Depression Scale assessment instrument.[1]
ID002 Patient Health Questionnaire.[2]
ID003 Documentation of encounter, including presenting problem, reason for visit, history of present illness, review of systems, physical examination, past medical history, problem list, medication list, allergies/intolerance, medical decision making (including differential diagnosis), and plan. While the planning function is quite basic in most EHR-S, this envisions giving a provider a user-interface which links options for management to the various diagnosis. Presumably, much of the historical data is pulled from the EHR-S and pre-populates the relevant sections of the encounter document.
ID004 Suicide risk assessment instrument
ID005 Substance abuse screening instrument
ID006 Goals and criterion worksheet
ID007 Mental health referral and consultation request
ID008 Electronic prescription / medication order
ID009 Non-HL7 format calendar reminders (optional) sent to patient's groupware/calendar software (e.g. iCal format), as well as to clinical schedule system.
ID010 Documentation of encounter
ID011
ID012
ID013
=
CC/PP/RfV entry
Problem specific HPI template,

which includes notions of desired

outcomes and goalsROS and Exam findings driven by

Decision support system:

possible treatment, prior evaluationDDX generated and documented

Further testing and treatment stated as 'intents'

in documentation of the impression and

care plan.DDX generated and documented

Further testing and treatment stated as 'intents'

in documentation of the impression and

care plan.EHR-S submits encounter appointment request

EHR-S processes encounter appointment proposals

EHR-S generates orders for editing/signing

EHR-S prompts for goals and criterion

EHR-S workflow schedules and assigns tasksEHR-S monitors task progress over time

EHR-S monitors data and compares to criterion

EHR-S monitors for specific eventsAppendix C: Concept of Care Planning Integration =

Appendix D: References


  1. Refs to HL7 assessment instrument specifications
  2. www.integration.samhsa.gov/images/res/PHQ%20-%20Questions.pdf

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