Summary

SubscribeYou can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more.   Speakers Host: Erik Johnson, comes to Harmony Healthcare IT with over 20 years of experience leading marketing and commercial teams focusing on Healthcare Information Technology applications. Erik has worked with large organizations (3M, Wolters Kluwer) and start-ups (VigiLanz, PatientIQ), helping teams evolve...

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HealthData Talks Podcast: 2026 CIO Priorities

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Speakers

Host:

Erik Johnson, comes to Harmony Healthcare IT with over 20 years of experience leading marketing and commercial teams focusing on Healthcare Information Technology applications. Erik has worked with large organizations (3M, Wolters Kluwer) and start-ups (VigiLanz, PatientIQ), helping teams evolve their go-to-market strategies to achieve sustained growth.

Guest:

Scott Smiser, Scott Smiser, MBA, FACHE, FHIMSS, FACHDM, CHCIO Chief Strategy & Digital Officer, Smiser brings more than 30 years of experience in healthcare technology, having served in leadership roles within major U.S. healthcare systems. Throughout his career, he has advanced patient care delivery by guiding strategic technology investments and advising organizations on transformational initiatives, including EMR implementations and mergers and acquisitions. As a seasoned technology executive, Mr. Smiser has built and led high-performing teams that harness the power of advanced clinical and technical systems to improve the quality and efficiency of patient care.

Most recently, Mr. Smiser served as Chief Innovation and Technology Officer at Emory Healthcare in Atlanta, GA. In this role, he was a key member of the leadership team that executed the largest single-day Epic implementation in history, bringing 11 hospitals and 250 clinics live within 24 hours. Under his direction, Emory became the first health system to natively deploy Epic Hyperspace for Mac on Apple devices—an innovation that culminated in the launch of Emory Hillandale Hospital, the world’s first hospital to operate entirely on Apple technology.

Mr. Smiser is a Fellow of the American College of Healthcare Executives (ACHE) and holds board certification in healthcare management. He is also a Fellow of the Healthcare Information and Management Systems Society (HIMSS), where he has contributed to multiple national task forces and held leadership positions in state chapters for more than 20 years. In addition, he is a Certified Healthcare CIO (CHCIO) with the College of Healthcare Information Management Executives (CHIME) and a Fellow of the American College of Health Data Management (FACHDM). He has also presented extensively to both regional and national audiences on a wide range of healthcare technology topics.

 

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Summary

SubscribeYou can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more.   In this episode, Erik Johnson and Scott Smiser share expert insights into the complexities of EHR and ERP system migrations. With production support from Kaylin Chandler, the conversation highlights strategic planning, compliance, technology partnerships, and emerging trends shaping healthcare IT. The discussion...

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HealthData Talks Podcast: EHR migration insights

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In this episode, Erik Johnson and Scott Smiser share expert insights into the complexities of EHR and ERP system migrations. With production support from Kaylin Chandler, the conversation highlights strategic planning, compliance, technology partnerships, and emerging trends shaping healthcare IT. The discussion offers practical guidance for organizations navigating large-scale migrations while balancing innovation, security, and regulatory demands.


Key Takeaways

  • Strategic Planning & Team Assembly
    Success begins with early planning and assembling a cross-functional team—including internal stakeholders and external experts—to avoid delays and ensure alignment across workstreams.

  • Integrated Archiving & Data Migration
    Archiving and migration should be treated as a unified process. Starting both early helps mitigate risks related to legacy systems, data accessibility, and regulatory compliance.

  • Governance & Compliance
    Involving legal, compliance, and risk management teams from the outset ensures data retention policies meet federal and state regulations, reducing the risk of mid-project disruptions.

  • Managing Legacy Systems
    Many organizations focus on new system implementation and neglect legacy system archiving. This oversight can lead to ongoing maintenance costs and compliance risks. A clear roadmap for decommissioning legacy systems is essential.

  • Technology Partner Selection
    Long-term partnerships are more valuable than transactional relationships. Scott recommends evaluating vendors based on technical breadth, industry reputation, and third-party ratings like KLAS, rather than relying solely on vendor-provided references.

  • Vendor Spotlight: Harmony Healthcare IT
    Harmony Healthcare IT was recognized for its robust archival product, intuitive data access portal, and experienced team—key factors in Scott’s decision to partner with them.

  • EHR vs. ERP Migration Considerations
    EHR migrations are subject to strict legal obligations for data retention and access, requiring rigorous oversight. ERP migrations, while more flexible, still demand strategic planning to support analytics and operational continuity.

  • Industry Trends: Consolidation & Mergers
    Healthcare consolidation is accelerating, requiring rapid application rationalization and archiving during mergers and acquisitions. Having ready-to-deploy partners for system decommissioning is increasingly important.

  • Future of Healthcare IT: AI & Security
    AI is transforming healthcare through enhanced patient access and clinician support. However, ransomware remains a top concern, making strong security and resilient archiving solutions critical. Scott envisions archiving evolving to support nearline or read-write access for business continuity during cyber incidents.

Speakers

Host:

Erik Johnson, comes to Harmony Healthcare IT with over 20 years of experience leading marketing and commercial teams focusing on Healthcare Information Technology applications. Erik has worked with large organizations (3M, Wolters Kluwer) and start-ups (VigiLanz, PatientIQ), helping teams evolve their go-to-market strategies to achieve sustained growth.

Guest:

Scott Smiser, Scott Smiser, MBA, FACHE, FHIMSS, FACHDM, CHCIO Chief Strategy & Digital Officer, Smiser brings more than 30 years of experience in healthcare technology, having served in leadership roles within major U.S. healthcare systems. Throughout his career, he has advanced patient care delivery by guiding strategic technology investments and advising organizations on transformational initiatives, including EMR implementations and mergers and acquisitions. As a seasoned technology executive, Mr. Smiser has built and led high-performing teams that harness the power of advanced clinical and technical systems to improve the quality and efficiency of patient care.

Most recently, Mr. Smiser served as Chief Innovation and Technology Officer at Emory Healthcare in Atlanta, GA. In this role, he was a key member of the leadership team that executed the largest single-day Epic implementation in history, bringing 11 hospitals and 250 clinics live within 24 hours. Under his direction, Emory became the first health system to natively deploy Epic Hyperspace for Mac on Apple devices—an innovation that culminated in the launch of Emory Hillandale Hospital, the world’s first hospital to operate entirely on Apple technology.

Mr. Smiser is a Fellow of the American College of Healthcare Executives (ACHE) and holds board certification in healthcare management. He is also a Fellow of the Healthcare Information and Management Systems Society (HIMSS), where he has contributed to multiple national task forces and held leadership positions in state chapters for more than 20 years. In addition, he is a Certified Healthcare CIO (CHCIO) with the College of Healthcare Information Management Executives (CHIME) and a Fellow of the American College of Health Data Management (FACHDM). He has also presented extensively to both regional and national audiences on a wide range of healthcare technology topics.

 

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LinkedIn: @Harmony Healthcare IT, the Makers of HealthData Archiver®

Twitter: @HarmonyHit

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Summary

Subscribe You can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more. Enterprise Document Management: Navigating the Shift to Epic Gallery Healthcare organizations rely on Enterprise Document Management (EDM) systems to handle unstructured documents—such as faxes, referral notes, and HR or finance records—that fall outside core EHR workflows. These systems integrate deeply with platforms...

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Enterprise Document Strategy HealthData Talks Podcast

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Enterprise Document Management: Navigating the Shift to Epic Gallery

Healthcare organizations rely on Enterprise Document Management (EDM) systems to handle unstructured documents—such as faxes, referral notes, and HR or finance records—that fall outside core EHR workflows. These systems integrate deeply with platforms like Epic and ERP solutions to streamline storage, tagging, and workflow management.

What’s Changing?
Epic is investing heavily in its Gallery solution, signaling a major market shift. Many Epic customers are moving toward Gallery for tighter integration, simplified vendor management, and cost efficiency. This evolution impacts traditional best-of-breed EDM vendors and creates new opportunities for organizations seeking a unified technology stack.

Harmony Healthcare IT’s Role
We specialize in turnkey migration services for organizations transitioning from platforms like Hyland OnBase to Epic Gallery. Our approach includes:

  • Discovery & Strategy: Assess document types, data size, and migration goals.
  • Data Mapping & Rationalization: Optimize document categories for efficiency.
  • Seamless Migration: Bulk data transfers, real-time API integrations, and Epic-certified support for a smooth go-live.

Considering a Move?
Start by consulting your Epic representative to understand Gallery’s capabilities and roadmap. Then, connect with Harmony Healthcare IT for expert planning and implementation support.

Speakers

Host:

Erik Johnson, comes to Harmony Healthcare IT with over 20 years of experience leading marketing and commercial teams focusing on Healthcare Information Technology applications. Erik has worked with large organizations (3M, Wolters Kluwer) and start-ups (VigiLanz, PatientIQ), helping teams evolve their go-to-market strategies to achieve sustained growth.

Guest:

Jim Hammer, PMP, COO at Harmony Healthcare IT. He has over 25 years of experience in practice management and healthcare information technology. He began in healthcare as a Director of Business Operations at a large integrated delivery network in Northern, IL where he transitioned into health IT and led national implementation efforts for Medical Manager Corp (MMC, later merged into WebMD) and later served as Regional Director of Implementation.  An innovator, Jim strives to keep improving the company by encouraging the use of LEAN methodology in each area of the business.

 

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Twitter: @HarmonyHit

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Summary

Subscribe You can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more. This HealthData Talks episode discusses data storage solutions tailored for healthcare organizations, focusing on how varying storage needs can be effectively scaled. The conversation is between Erik Johnson and John Jonas from Harmony Healthcare IT, emphasizing different archival solutions and their appropriate...

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You can subscribe to the HealthData Talks Podcast on SpotifyAmazon MusicApple Podcasts and more.

This HealthData Talks episode discusses data storage solutions tailored for healthcare organizations, focusing on how varying storage needs can be effectively scaled. The conversation is between Erik Johnson and John Jonas from Harmony Healthcare IT, emphasizing different archival solutions and their appropriate use cases within healthcare data management.

Introduction to Data Storage in Healthcare

Healthcare organizations handle vast amounts of data ranging from real-time transactions to historical records. The critical challenge addressed is determining the appropriate storage method for different types of data to balance accessibility, cost, and compliance requirements.

Types of Storage Solutions Offered

Active Storage

Active storage is designed for real-time data access, supporting frequently used files that require immediate availability. Harmony Healthcare IT’s product for this category is the HealthData Archiver, which facilitates quick retrieval of patient, employee, and financial data while ensuring HIPAA compliance.

Cold Storage

Cold storage is intended for long-term archives, backups, and compliance records that do not need instant retrieval. HealthData Locker Tier 1 and Tier 2 serve this purpose by storing business-critical but rarely accessed data on cost-effective, less performant storage technology. Accessing this data generally requires support intervention, making this the coldest form of storage offered.

Warm Storage

Warm storage provides a middle ground between active and cold storage. It is designed for data accessed occasionally, typically daily. Harmony Healthcare IT’s HealthData Locker Tier 3 is a new product that offers self-service experience, allowing users to search, upload, and download files without support intervention. This tier uses storage technology that balances performance and cost, suitable for non-clinical but business-critical data.

Advantages of Warm Storage (Tier 3)

Warm storage is particularly attractive because it allows frequent user access without the need for support assistance, making it ideal for department heads or teams requiring reliable and secure daily access to important files. It offers HIPAA-compliant, cost-effective storage with a user-friendly interface for managing data. While it does not have the extensive features of active storage, it fills a crucial gap for business-critical data that is not patient-related.

Search Capabilities

The warm storage solution supports searching based on standard file properties such as file name, type, size, and storage date. These attributes are automatically indexed upon upload, enabling users to quickly locate and download needed file.

Cost Considerations Across Storage Tiers

Different storage tiers come with varying capabilities and costs. Active storage, which requires high performance for immediate data retrieval, is the most expensive. Warm and cold storage options provide cost savings by matching storage technology to data usage patterns. For example, data needed for potential release of information requests or recently modified data (within three years) is recommended to be stored in active storage. This alignment ensures organizations spend appropriately based on data access needs and compliance requirements.

Summary: Why Choose Tier 3 Warm Storage?

HealthData Locker Tier 3 offers a self-service, cloud-based solution for business-critical information that balances cost and accessibility. It integrates with existing workflows, reduces professional service costs, and requires less data mapping and testing compared to active storage. Users can access and add data as frequently as needed, making it a practical and economical choice for many healthcare organizational needs beyond direct clinical data access.

Conclusion

The discussion highlights the importance of selecting the right storage solution based on data usage, access frequency, and cost considerations. Harmony Healthcare IT provides a tiered storage approach—active, warm, and cold—that allows healthcare organizations to manage their data efficiently, ensuring compliance, security, and cost-effectiveness.

Speakers

Host:

Erik Johnson, comes to Harmony Healthcare IT with over 20 years of experience leading marketing and commercial teams focusing on Healthcare Information Technology applications. Erik has worked with large organizations (3M, Wolters Kluwer) and start-ups (VigiLanz, PatientIQ), helping teams evolve their go-to-market strategies to achieve sustained growth.

Guest:

John Jonas, Business Analyst at Harmony Healthcare IT, plans and researches new features and functionalities for the company’s line of products, working with various teams within the organization. He has over 6 years of experience in engineering and healthcare information technology.

 

Follow us

LinkedIn: @Harmony Healthcare IT, the Makers of HealthData Archiver®

Twitter: @HarmonyHit

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Healthcare IT tips, guides, news & more delivered to your inbox

Learn More

Healthcare IT tips, guides, news & more delivered to your inbox

Learn More

Summary

Subscribe You can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more.     [00:00:02] Brian Liddell: Welcome to Health Data Talks where industry experts offer bite sized tips and trends for managing legacy data.   [00:00:12] Erik Johnson: Hey everyone, thanks for joining us today. I’m Eric Johnson, the Vice president of marketing...

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HealthData Talks the ROI of Archiving

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[00:00:02] Brian Liddell: Welcome to Health Data Talks where industry experts offer bite sized tips and trends for managing legacy data.

[00:00:12] Erik Johnson: Hey everyone, thanks for joining us today. I’m Eric Johnson, the Vice president of marketing here at Harmony Healthcare IT and I am joined today by Brian Liddell, our Chief Financial Officer at Harmony Healthcare it. Thanks for being here Brian.

[00:00:25] Brian Liddell: I appreciate, appreciate you having me and taking the time to discuss.

[00:00:31] Erik Johnson: Brian, do you mind just providing a brief background and introduction for everybody joining us today?

[00:00:36] Brian Liddell: Yeah, sure. And again, I appreciate you guys having me and the invite to spend some time today. I’ve been at the company for it actually be 20 years in April of this upcoming year and I’ve really done everything from the initial plannings of the business and the market research to find the need, you know, for our product lines to the financial and the budgeting and everything that really surrounds this business. So I’ve been very deep with, with customers again from proof of concept to, to what we offer today and deliver today. And I look forward to again continuing those conversations with everyone to really find out what the market needs from us as far as doing data preservation, data utilization and things like that surrounding healthcare data and then where we can take this, this business in the future and, and where the future needs are going to be because we want to be a few years ahead of, of really where, where customers are going to be, need to, to take this data and where it can be utilized and, and, and everything you know, from, from AI to, to POP Health to you know, just archiving and making sure that, that, that everything is preserved is really where I want to take it. So again, 20 years here, you know, couldn’t be prouder of the company and the success that we’ve had and the products that we’ve brought to market thus far and look forward to the future.

[00:02:06] Erik Johnson: Excellent. Thanks Brian. Certainly in the 20 years that you’ve been selling into health care and providing solutions into health care, you’ve seen a lot of changes in that time. So as we start to kind of dive in here and maybe talk a little bit about the basics and you know, really as we start to think about the challenges that health systems face today, lots of pressures from a resource perspective, financial pressures, security, professional security pressures, maybe we can just start with some of the basics and if you could just talk a little bit about how does data archiving, legacy systems impact healthcare’s organization’s bottom line and maybe we can kind of just start there.

[00:02:53] Brian Liddell: Sure, yeah. Yeah. I actually have a lot of conversations with both the CTOs, CIOs and CFOs of some organizations because that’s where obviously the finance kind of hits the road there. But I’ll go into really three facets of this. The first one would be the direct cost savings to customers. And, and one way that we go about helping customers with that is we look at specifically which systems they’re still paying maintenance on and maintaining in that way. And saying, let’s say it costs a million dollars for this Cerner system to stay up and running. Maybe it’s read only mode, maybe it’s still in their production system, but we really give them a direct ROI for the costs that they’re currently incurring and, and then what it’s going to be moving forward once we would suck that data out, archive it and make it available in our solution. So there’s obviously those direct maintenance and hosting costs. You know, on average, I would say the roi, if you’re still paying maintenance or if a customer still paying maintenance on a specific system, it’s usually in that 12 to 14 months. Again, it will vary depending on the system and how long a customer’s been on it or prospect’s been on it. But usually that 12 to 14 months is where we fall in the ROI. So we’re really, you know, in basically one budget cycle, you know, presenting a direct ROI for, you know, as far as cash considerations or budget considerations for those healthcare organizations. The second one is increased productivity and efficiencies for the healthcare employees or the employees that are at these health systems.

You know, somebody who might be in an HIM department where if they would get a legal or an insurance request for a patient, patient’s records or historical records there, it could take them a day or more to, to search through all the disparate systems to find the logins for these systems to make sure that, that this, you know, this customer or this patient’s data wasn’t in, in multiple systems. You know, prior to, to archiving all these systems with us now at the, basically the, the flip of a button, they can type in let’s say John Smith’s records. It will bring up every system that we’ve AR records into, into one format for them. They can pick out of our templates, whether it’s a legal inquiry, insurance inquiry, it will automatically filter the data that is needed for those inquiries. And then probably the best thing is it’s put in a really user form, user friendly format that is, can be sent to the, the requesting party in a very easy secure mode that they’re not giving or disseminating A bunch of information that, that A these person people aren’t asking for but B they shouldn’t be disseminating and this person doesn’t have any right to to.

So the health data archive, it really helps you know, employees become more streamlined and more efficient especially in that, that HIM department and then even going further, the, the release of information processes we do offer, you know, record release as a, as a, as a product line but really it’s, it’s our core functionality is really making that available, that data available for these record release folks so that they can fulfill those requests so that they can have a direct on their own time and not necessarily to cut staff or cut costs there, but to make the people more efficient in their jobs is really what we’re looking to do. But again that’s going to in the long run help the health care systems save money by having their employees be more efficient everywhere from the HIM departments to the finance departments to obviously the clinical workers that are having direct access to these records via single sign on in their, in their go forward solution there and then number three, provide the improved security and risk reduction. If you’ve got for a large health system, Hundreds of different EHRs, financial HR systems sitting around, whether they’re online or offline, whether they’re hosted or on prem, there’s a lot of risk for a breach in those systems or for that phi to be sent somewhere where it doesn’t need to be, or for the loss of that phi, let’s say it’s on an old server and there’s a water leak or the power supply goes bad, or the hard drive goes bad, if it wasn’t properly backed up or anything like that, those systems could have the loss of that information. And again that’s vital for obviously legal requests and requirements, but also just for the point of care for those folks to always have their complete medical record. So, so there’s, there’s security, there’s risks, we’re taking all of that and even a lot of things. If you’re looking at a direct cost reflection in the security, you know, cyber, you know, those insurances, they can be brought down if the risk profile is less from having a bunch of systems separated and out there in the ether.

[00:08:09] Erik Johnson: Excellent. Thanks Brian.

You work with a lot of CFOs on a daily basis, right. And have done so for quite a long time. I’m curious, you know, for everything that you just talked about in terms of the benefits for an archiving solution, maybe talk a little bit about how that applies to Large and small health systems. Right. Or does it, and if so, maybe do you have some examples of some customers that, where we’ve had some success. Right. And can talk about that in a little bit more detail?

[00:08:47] Brian Liddell: Sure, sure, yeah. And it does, you know, run the continuum of sizes of organizations. We work with one doc, you know, private physician practices and then we work with some of the largest payers and health care organizations in the, in the country, in the world really. But you know, a few that come to mind, you know, for me as far as a large health system would, would be Indiana University Health and, and they were one of our first, we’ll just say enterprise sized customers and we’ve archived 100 plus systems for them and they’ve saved just in annual maintenance costs, you know, three to four million dollars a year with our solution. And, and we’re about a tenth of that cost on a, on an ongoing basis. So not only do they have those direct costs of, of about 90%, they still have access to that data, but they have access to that data in a more user friendly format as well. If you’re not, you know, accustomed to using, you know, old systems or, or you know, you’re, you’ve been trained on EPIC or Cerner or Meditech and, and this old system is either, you know, all scripts or Eclinical or some boutique system, you have to know how to get to all the information that you’re looking to get to in these old systems as well. If you put it in the health data archiver, it’s going to look the same or similar whether it was coming from a Meditech or a Cerner or an EPIC or Eclinical or whatever those systems might be. It’s in that one user friendly format that basically is as easy to get to the information as a simple search in our side there.

When you look at a small to medium sized practice, maybe where there’s one to five physicians, obviously the dollar amounts aren’t going to be as great, but the risk is still there and it might even be great because the smaller organizations don’t have the security profile set up. They don’t have the, you know, they don’t have the, the need for, for those, those IT setups and those security setups. So having our solution in there is really a low cost way, relatively speaking, to providing security to de risking that protected health care information because they’re held to the same standard as the largest healthcare organizations in the world are held to. As far as laws and legalities around that protected health Care information. So our solution set is really a great way for them to de risk for them to provide ROI to their physicians if it’s more than a one physician practice and to really have a complete solution around those historical records should they have that need from us.

[00:11:32] Erik Johnson: Excellent, thank you.

You touched on ROI, right? And we all know today more than ever, it’s extremely important that as hospitals are evaluating the costs associated with software and services, the importance of having an understanding of what that ROI looks like so that they can make a sound decision on behalf of their institution is more important than ever.

What do we do at Harmony today to help these organizations understand what that ROI looks like? And how do you get involved in terms of working through that process?

Can you kind of walk through what we do and what that looks like and at what point in a process do we want to engage with them? And is it appropriate to talk about roi?

[00:12:27] Brian Liddell: Sure, yeah, I think that’s a great question. And I think every organization is looking to save money or cut costs where appropriately, or probably not even cut costs, but really become more efficient on where their spends are, get more for their spends. And we really take a consultative approach on the sales and sales engineering side. And it can happen as early as the first couple of calls to, you know, once we do basically a sales engineering call on, on what systems they’re, they’re looking to archive and might need data extracted from, etc. It can happen anywhere in the process. I like to do it. Or, or I, you know, I’d like to suggest that we do it earlier than later because then it allows us to kind of prioritize which systems they should be archiving first. Let’s say you’re a large organization, you’ve got 50 legacy systems that are sitting, you know, whether it’s in your server, you know, you know, your server room or, or, you know, if they’re hosted or whatever it is. But you’ve got 50 systems, but you’re only paying maintenance on 25 of those. Well, those are the 25 that we’re going to want to prioritize unless there’s some security, direct concert security concern, excuse me, you know, with the, with the other 25 there. So the earlier we can get that information, the better. And one thing that we don’t do is we don’t price it based on what somebody’s paying in maintenance. So we’re, we’re going to give an honest level of effort of what it is. So we want to be a partner with our healthcare organizations that we’re working with to get them the best ROI for their time and their money. And that enables us to really look at this and say, hey, we can even give you, if you’ve got 10E clinical work systems, we’ll give you a level of effort before you, even before you even give us what you’re paying in maintenance so that there’s no conflict of interest there. And it truly is a consultative arrangement with, with the prospect. And, and I think that’s the best way to go about this because again, as I said, unless there’s a direct security concern, you know, maybe it went out, Microsoft stopped supporting it or Oracle stopped supporting or something like that where it needs to be prioritized. I would always tell an organization let’s prioritize where your monies are being spent right now. And that’s the best way that we’re going to give you ROI directly on those dollars. And we do even do things where we won’t pay or have any payments due until they’re off maintenance or hosting from their old system or legacy system that we’re going to be archived. So we truly want to be a partner, we truly want to take a consultative approach to the sales process and we want to make sure that we’re not selling somebody a solution that’s a fit for one organization but not a fit for the other organization. We want to be a platform that allows people to build off of our, you know, off of our suite of services and you know, softwares that we, that we do offer.

[00:15:20] Erik Johnson: So Brian, would it be fair to say that if you believe that you have a need for an archiving solution, would it be fair to say that they could go ahead and reach out to us here at Harmony and have that initial consultative call. Right. So that we’d be willing to hop on a call with them essentially really at any time and walk them through an roi, even if they’re looking at a point where they’re just simply at an exploratory process and we’d be willing to support them in that kind of, kind of conversation.

[00:15:55] Brian Liddell: 1, 100% again, this doesn’t cost them anything up front. Give us a call. We’ve, we’ve archived or we’ve done data extracts from 600 plus different systems in our history. So no portfolio has ever been, you know, too big or too small for us because we basically hit everything from a small boutique system that, that was, you know, that maybe you can’t even find the, the original developers of it to obviously Epic and Cerner and the largest systems in the, in the world. So we’re happy to take on that full, you know, suite of systems or inventory of systems that somebody might have. And again, we’ll, we’ll do all the upfront labor and sales, engineering and looking at that, you know, prior to any, you know, deal being signed or anything like that, all we do is we put an NDA, we put a BAA in place and make sure that everybody’s protected as far as, you know, legalities and, and obviously security wise. But then we can really dig in and really say what can we do to help your organization succeed financially and, you know, risk and compliance wise as far as that data, you know, not to mention obviously the clinical aspects of all this.

[00:17:07] Erik Johnson: Excellent.

All right. Well, thanks, Brian, for joining us today. Certainly appreciate your time. Looking forward to having you back on our next episode of Health Data Talks. To everybody that listen, thanks. Thank you for joining us. We look forward to having you. Please tune into our next episode of Health Data Talks. We’ll certainly continue to cover all aspects associated with life cycle data management. Thanks everybody for joining.

[00:17:32] Brian Liddell: Great. Thank you.

That’s it for this session of Health Data Talks. Check out helpful resources@harmonyhit.com and follow us in your favorite podcast app to catch future episodes. We’ll see you next time.

Speakers

Host:

Erik Johnson, comes to Harmony Healthcare IT with over 20 years of experience leading marketing and commercial teams focusing on Healthcare Information Technology applications. Erik has worked with large organizations (3M, Wolters Kluwer) and start-ups (VigiLanz, PatientIQ), helping teams evolve their go-to-market strategies to achieve sustained growth.

Guest:

Brian Lidell, Brian, as the CFO and Senior Partner at Harmony Healthcare IT, brings over two decades of IT experience, primarily focused within the healthcare sector. His expertise spans financial management, strategic planning, and operational oversight, including revenue cycle management and electronic health records. He plays a key role in managing partner relationships and driving the company’s financial and strategic direction.

 

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LinkedIn: @Harmony Healthcare IT, the Makers of HealthData Archiver®

Twitter: @HarmonyHit

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Summary

Subscribe You can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more.     [00:00:02] Welcome to HealthData Talks, where industry experts offer bite sized tips and trends for managing legacy data.   [00:00:11] Erik Johnson: Thanks for joining us today. I’m Eric Johnson, the VP of Marketing here at Harmony Healthcare IT. Today,...

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KLAS Research talks with Harmony Healthcare IT on the 2024 report and data archiving category.

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[00:00:02] Welcome to HealthData Talks, where industry experts offer bite sized tips and trends for managing legacy data.

[00:00:11] Erik Johnson: Thanks for joining us today. I’m Eric Johnson, the VP of Marketing here at Harmony Healthcare IT. Today, I’m joined with Tyson Blower, Research Director for KLAS Research. And thanks for being here today, Tyson, so very excited to have you here.

[00:00:26] Tyson Blauer: Thanks for having me.

[00:00:27] Erik Johnson: Just to kick us off here, if you wouldn’t mind, tell us a little bit more about your background with KLAS. How long have you been there? And just a little bit more about your experience with the organization and your role.

[00:00:39] Tyson Blauer: Yeah, for sure. So, I have been with KLAS seven almost eight years now. So as you mentioned, I’m a research director, so I oversee our research around acuity,  behavioral health, EHRs, and then a lot of things comprised of interoperability. So, you know, interface engines, CMS, interoperability tools. Also, data archiving kind of fits nicely in there with all the things that I’m watching. So, I’ve been doing that for a few years now and excited to talk about what we’ve been doing.

[00:01:06] Erik Johnson: Excellent. Maybe we can kind of just jump right in and talk about data archiving in general. And can you talk about the perspective of why this category was created originally? When you go back and maybe even date us a little bit, how long has the category been around? And ultimately, what was the need that was really that this category was trying to serve for providers?

[00:01:34] Tyson Blauer: Yeah. So, with any research that KLAS does, we are always trying to focus on what are those things that provider organizations are purchasing that are going to make an impact for them. And so, as we see organizations, particularly when they’re moving EHRs, we see often there’s a need where they are migrating data, but also there’s a lot of old historic data that they are saying, we need to hold on to this and keep it for compliance reasons, but it’s really expensive to keep your old source systems up and going. And so instead of having to pay the maintenance cost to do that, let’s archive that. And so where we got into this is provider organizations coming to us and saying, okay, we’re looking for an archive who can help us with this KLAS. Do you know anything? So that’s always our number one impetus to say, okay, we need to be doing research in and on this. So, we’ve been doing this, I want to say, north of six years that we’ve been doing this research for.

And so, yeah, this is really just trying to say what’s the difference between the different vendors who’s doing well for customers and what is it that makes them unique? And then how do we make sure that as provider organizations are shopping around, they can find one that’s going to best align with their needs?

[00:02:38] Erik Johnson: Tyson, how does this category also complement some of the other categories that you cover a bit as well, too? Can you talk about that?

[00:02:47] Tyson Blauer: Yeah, so with a lot of our research that we do, there’s overlap. Right. And so, as we talk about, you know, when an organization makes an acute EHR decision, they’re saying, okay, we are going, this is a big investment, we’re going to move a lot of different things. And so, they’re making that decision. There also is overlap with consulting firms and things that they’re trying to do there where they’re saying, hey, we need to help with our go live, we need to have help with our migration. And then the other part of migration is around data archiving. And there are just a lot of things that get tied in when an organization makes a switch, particularly with an EHR. But any major systems really, they’re saying, hey, we need to make sure we’re using these things. And then there’s just those questions of how do we make sure that we are staying compliant with that. I think that’s a major thing that drives a lot of healthcare organizations is you have to keep up with the various rules and regulations. And so, making sure you have that historic data is one of the keyways to do that. And so, we’re always trying to see what are those things provider organizations are trying to keep up with and how do we help with that.

[00:03:50] Erik Johnson: Yeah, so maybe we can kind of touch into some of those use cases, right, that your team sees? And maybe can you just go into a little bit more depth there where providers are expressing a need.

And I’m curious as to how potentially you’ve seen those needs change over time. So, you know, in the six years that you’ve been covering the space or KLAS has been covering the space in general, can you offer some comment on the priority use cases and what’s driving that need today?

[00:04:25] Tyson Blauer: Yeah, so it’s interesting, as we look at provider organizations when it comes to archiving, it has historically been driven by big pain. So, when it comes to old data, usually as an organization, you’re not wanting to focus a whole lot on it. You really say, okay, we’re going to do something with this data. When your legacy vendor is saying, hey, we’re going to charge an extra million dollars to keep this up, and you say, wow, that’s really painful and expensive and so historically we saw it a lot more, I would call it project based, where they said, okay, we have this specific thing we’re trying to do, let’s get that done and then we can be done with archiving. What we’re seeing a lot more of now is organizations and vendors as well looking to say, rather than treating this as a one off, where we have to get the provider organization staff oriented towards, how do you do an archive? What are all those things we have to do? What’s happening with this system? But they kept having projects come up on a repeat basis and it’s hard to have a one off project go really well when you’re new to doing this. And so, we’re seeing more and more organizations saying, we’ve got a lot of historic stuff, a lot. We’re continuing to acquire new organizations, new practices. We need someone who can be a more of a long-term partner and we want to have more of a team where this is just part of how we do business, where we say, okay, we have a process for when we archive things. So that way it’s more of an efficient, seamless way of doing things where you’re tied in well with that vendor rather than just trying to play whack a mole every once in a while and say, yep, let’s put out fires as they’re coming up. So we’re starting to see that happen more where I have organizations saying, hey, we know we’re making an EHR switch in two, three years and we’re already starting to look at archiving partners and who can help us with that.

[00:06:06] Erik Johnson: Very good. Yeah, so it’s really what is your archiving strategy? Right. And I think maybe what you’re talking about there is an evolution of saying, well, instead of perhaps reacting to a need immediately for every one of these, what is the holistic solution strategy for our data archiving and the importance of that and factoring into a much larger project, it sounds like, yeah, especially for.

[00:06:35] Tyson Blauer: Larger organizations, I think smaller practices, it’s still much more feasible for them to say, hey, we’ve just got one thing we’re going to do, but definitely those larger health systems and centers. Yeah, they’re having to have that more proactive and partner approach.

[00:06:49] Erik Johnson: Excellent.

As you compare the data archiving category within KLAS, I’m curious in terms of how does this category perform and what is unique about it relative to other types of categories. In some cases it’s a little unfair to compare, but yet when you are rating lots of technology, you can’t kind of not compare. And so, I’m curious on what you see are the nuances relative to archiving, perhaps how vendors approach this and what they do really well, that makes this category interesting, unique maybe perhaps to some of the other categories that you or KLAS covers.

[00:07:34] Tyson Blauer: Yeah, this actually is an interesting space when you look at comparisons, because we rate it as a software technology to say, hey, you know, what’s going on with the product? And so, we ask about things around the implementation and the training, but also the ease of use and how well the functionality of the product meets needs and things like that. But the way that this segment scores is actually a lot more similar to professional services that we measure, where usually in professional services, if you’re not scoring at low 90, you’re not doing very well. And that’s really how archiving has happened, is scoring where most vendors who are doing a good job are scoring at around a 90, which is really high in terms of software categories. We really don’t see a whole lot of software categories that score that highly, but a lot of that satisfaction is driven by that initial implementation. Because you think about it, this is, again, old data. You got to make sure that’s implemented well, and then once it’s done, I’m done with that piece, maybe I’ll check it every, still look at that data, but I use that less and less with time. So that initial project, that initial implementation has a big impact, even though there is that software still involved and they’re still using on an ongoing basis. So, it is kind of interesting for us to watch that and see the, the crossroads between the software and services, the way that we like to break things out. It’s not as clean as we like to have it be.

[00:08:53] Erik Johnson: Yeah. Understand. Excellent. Thank you.

So KLAS released a new report, so 2024 Data Archiving Report. Congratulations on that.

Tell us a little bit about why the timing for this report. Now, if you don’t mind, please.

[00:09:12] Tyson Blauer: Yeah, so this report was kind of a step for us to start getting deeper insights on the different players in the spaces. So, wanting to look at more the details of the projects that they’re doing. So how big are the archives are doing? What are the types of applications that they’re archiving? What are the types of customers that they’re working with? Because when a provider organization comes to us, they say, okay, KLAS, who can help us with what we’re trying to do? Well, there’s a lot of details in that. Are you a large organization? Are you doing more inpatient things, more ambulatory things? Is it financial? Is it clinical? Is it a lot of applications? Is it a small number of applications? Is budget the biggest thing you’re worried about? Are you worried about expertise? Do you want to have reference only archive, or do you want to have something that you can be able to actively work in? There’s a lot of parts and pieces and things to look into. So this report was kind of our first crack to get into some of that deeper insight, to unpack that a little bit more and just show the market based on who you are, based on the project you’re trying to do. Here’s where vendors have the most expertise in the data that we’ve been able to validate, to show they do a lot of this, they do some of this, they do none of that. Just to provide a little bit more.

[00:10:19] Erik Johnson: Of that context, how is this type of report similar or different than other reports that maybe the team has done around data archiving or other reports? Just in general curious, what makes this one similar or different?

[00:10:37] Tyson Blauer: Yeah. So, similarities are going to be with any KLAS data. We’re always asking customers about their satisfaction with their archive because that is an important thing. So, we still have that data in there. So that standard survey that we use continues to be one of the main ways that we show in that data. But we asked some additional questions as well to kind of get some of those additional insights that I was mentioning earlier. Basically trying to pair those up to say, okay, they fit your profile, but also how well do they perform? Are they doing a good job or do they fit the profile? And they perform subpar because there are some vendors who score lower. And so just, we’re really trying to make sure we can pair those up for organizations so they can say, yes, here’s that historic KLAS data. Looking at vendor performance is important because we want to make sure that someone lives up with a solution that they will be happy with. But at the end of the day, you also need to make sure that that vendor works, fits the profile of what it is you’re looking for. Are you saying, hey, we want to have a larger, more established vendor, maybe there’s more cost, do you want a smaller, more nimble vendor, but there’s a little bit of risk in the long term viability. All those things. We don’t want to say it’s good or bad. We just want to say, here’s what the data is, and let organizations make their own decision.

[00:11:53] Erik Johnson: Absolutely.

This report replaces a report that came out, I think, about two years ago. Right. And so I’m curious on what were maybe the top couple of things. Right. Insights, takeaways that you saw in terms of what’s different today now than it was two years ago and what was the impetus for that. Right.

And so, I’m curious. It’s like you stand back and go, all right, wow, this is a different report, and here’s why. What really stands out to you in the couple of years since the last report?

[00:12:38] Tyson Blauer: Yeah. So, the last report was really looking at the buying trends and just trying to look at what are those factors that are going into the, the new purchases of data archiving platforms. And so, this has a different flavor to it where we didn’t focus a lot on the buying trends, it was a lot more on, hey, you bought this. How’s it working? So, there’s definitely a lot of differences there. But also we were trying to parse out the field and say, okay, are there some vendors who work with larger, more complicated projects? Are there some who work with smaller, more basic projects? And so that’s really what we wanted to be able to parse out and see. Is there a difference between those two? And there is, you can see in there that there are some vendors who do more of those larger projects and some who do more of those smaller projects. And so that’s what we’re trying to do a little bit more, is to parse out and say there are differences between these. Not trying to say again, as you look through every vendor’s got small projects and big projects, but again, how much does that matter to a potential customer? That’s really where we want it to focus. And I think that was some good insight that we hadn’t had before to help show the market. There are differences between these, and so make sure you factor that into your calculation.

[00:13:46] Erik Johnson: Yeah, absolutely. Excellent. Thank you. Let’s turn our eye towards the future. Right. So, tell me a little bit about what’s planned in 2025 for research in this space.

[00:14:00] Tyson Blauer: Yep. So, I mean, with any of our research, we’re continuing to gather our regular performance data. You can see that on our website, just continuing watching the trends and how customers are satisfied generally. But in terms of next report, we’re already in the works of trying to start a report focusing on buying decisions again. But I’m really trying to focus a little bit more not only on the purchasing trends, but also the mind share. Just trying to show, as organizations think about this, if they have a current vendor, if they’re starting over again, who would be their top three that they’re looking at? Does their current vendor still sit up there? Is there someone else that they’re saying, oh yeah, we kind of wish we could go there, or we’ve heard good things about them, really just trying to show who’s got the mind share in this space and why. What is it that’s driving things to be able to help others who are, again, potentially shopping around and know well, what are my peers looking at? Both those who are prospectively shopping, but also those who maybe aren’t and have been hearing things as a current customer.

[00:14:57] Erik Johnson: Excellent. So if you got out your crystal ball a little bit, do you have any predictions as you look into kind of 2025 or beyond looking at some of the greater trends in healthcare? What’s happening with migrations of EHRs, introductions, of course, of new data and new technologies with AI?

Love to get in the crystal ball mindset for Tyson here. And what does your gut tell you about the importance of archive and migration going forward and how do you see this change?

[00:15:34] Tyson Blauer: Yeah, so as we’ve watched the trends, and again, this is Tyson talking, I’m not making any official statements here, but as we see what’s been happening, so there’s a couple of things. One is we are seeing more larger organizations making switches over, particularly with vulnerability in the Oracle customer base, seeing a lot of those customers moving. And so, we expect to continue see buying trends happening there. We are also seeing more and more vendors looking at getting into the archiving business. So, we’ve seen groups who have other types of technologies getting into it. We’ve seen professional services firms saying, hey, while we’re already here, let’s help with some archiving as well. So, we expect to see some increased competition and with that maybe there’s some consolidation that comes, we will see, but we expect that there’s going to be more of that that happens. But also, as you talk about AIH, one of the big complaints with data archiving is they say, yeah, this saves us money, but man, it’s still expensive to have to do this project to move things over and make sure you’re doing it in the right way. And so are there going to be some advances where AI can help to map that data to make things a little bit more automated and streamlined? That will be interesting to see. And then the question will be do or provide organizations continue to use archiving firms for that, or are there more diy tools available? Because we do talk to some who say we’re thinking about maybe doing this ourselves and does AI expand that option for them to say, maybe we can do this more ourselves because we’ve got some tools that can help us. So nothing on the immediate horizon. This is pie in the sky. Maybe one day we’ll get there if AI fulfills all its promises, but that’s some of the options we see.

[00:17:13] Erik Johnson: Yeah. Excellent.

If I’m a provider, how do I get access to KLAS Research and potentially access to this type of report?

[00:17:22] Tyson Blauer: Yeah, so any provider organization can get access to our data, just sign up on our website. We just basically need to verify that you’re real. So do a quick email confirmation and then you’re in. Folks are also more than welcome to email me directly. I’d be happy to connect you with that research. Tyson blowerlassresearch.com so we’re happy to help however we can. But like I say, any organization, anyone in your organizations can be able to get access to our research. We want to make sure that they’re, they’re seeing that data if it’s helpful.

[00:17:51] Erik Johnson: Excellent.

Well, Tyson, I want to thank you for joining our podcast this week. Very much appreciate it. It’s certainly an interesting and hot topic and we’re looking forward to continuing to watch KLAS, follow this space, and certainly look for your insights and continued leadership there and helping providers make decisions about what their needs are.

It’s a complex time, right? There’s more data than there’s ever been in healthcare right now. And helping them rationalize that and making that data available not only for archiving purposes but really real time care is certainly the initiative that we’re certainly here to support and continuing to help our healthcare providers. So with that, we’ll go ahead and wrap up. Thanks again, Tyson, and we really appreciate your time and thanks for joining.

[00:18:44] Tyson Blauer: Thanks for having me.

That’s it for this session of health data talks. Check out helpful resources@harmonyhit.com and follow us in your favorite podcast app to catch future episodes. We’ll see you next time.

Speakers

Host:

Erik Johnson, comes to Harmony Healthcare IT with over 20 years of experience leading marketing and commercial teams focusing on Healthcare Information Technology applications. Erik has worked with large organizations (3M, Wolters Kluwer) and start-ups (VigiLanz, PatientIQ), helping teams evolve their go-to-market strategies to achieve sustained growth.

Guest:

Tyson Blauer, is a Research Director who has been at KLAS for 8 years. He oversees research on Acute EHRs, Behavioral Health EHRs, Data Archiving, and interoperability solutions. He conducts interviews with provider executives, oversees the research operations, analyzes the data, and manages relationships with the vendors being measured.

 

Follow us

LinkedIn: @Harmony Healthcare IT, the Makers of HealthData Archiver®

Twitter: @HarmonyHit

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Subscribe You can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more. [00:00:02] Dave: Welcome to HealthData Talks, where industry experts offer bite sized tips and trends for managing legacy data. [00:00:12] Amy: Thank you for being here, Dave. [00:00:15] Dave: Thanks for the invitation and happy to be here today. [00:00:19] Amy: So,...

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[00:00:02] Dave: Welcome to HealthData Talks, where industry experts offer bite sized tips and trends for managing legacy data.

[00:00:12] Amy: Thank you for being here, Dave.

[00:00:15] Dave: Thanks for the invitation and happy to be here today.

[00:00:19] Amy: So, Dave, you’re always one of my favorite guests to talk about some of the things that we do and apply in our world of extracting, migrating and storing records for healthcare organizations. You really have a strong background and knowledge in the interop space. And I know we talked a lot about the 21st Century Cures act. The activation of the data that we’re storing has become even more important in that regard, especially how we’re readying it for interoperability. And so that’s our topic today for us to dive into. So, to get started, can you start by introducing yourself a little bit and your background?

[00:00:53] Dave: Sure. And as you’ve already mentioned, my name is Dave Navarro. I’m the senior director of data science here at Harmony Health. It so what does that job title actually mean? Well, I’m responsible for the overall strategy of what data elements we store for our customers legacy applications. So, when we think about data strategy, we want to consider all the possibilities.  We want to make sure that we’re aligning with our customers business objectives as well as looking beyond to other use cases for their data. So, for example, as it relates to historical data, a customer’s main concern may be the visualization of key data elements and a nice front end application such as HealthData Archiver®. But sometimes they may not consider the activation of this data. Does that data that they’re archiving meet USCDI minimal data requirements for interoperability? And also, how do those data elements have, do they have related clinical concepts such as SNOMED lOINC codes or RX norm codes that may not necessarily be displayed in the front end of the application, but those things are very important when their business needs evolve and includes activities such as data analytics and other use cases.

[00:02:12] Amy: It’s very true. So, let’s discuss some recent news that’s affecting this space. The ONC has recently announced that they will be restructuring, which has resulted in changing their name from the Office of National Coordinator for Health it to ASTP ONC, which stands for the Assistant Secretary for Technology Policy and Office of the National Coordinator for Health Information Technology. So, pretty long name there. Can you offer some commentary around that, Dave?

[00:02:43] Dave: Yeah, so this is some really big news. The fact that we’re all getting email notifications of ONC webinars surrounding this announcement really shows how important it really is. So, I don’t want to bore our audience too much today, which a bunch with a bunch of different government office acronyms. So, I’m just going to highlight at a very high level what this announcement means. First, it means that the Department of Health and Human Services, or HHS, they continued to prioritize improving healthcare for everyone through the adoption of healthcare techniques. I like to think of the ONC is kind of a nuts and bolts type of organization. This organization is really the what and the how. Meaning what do I need to do to promote interoperability and data exchange? And what are the minimum requirements for my health care? It also, how. How do I get all of this done? What rules and specifications, programs or policies should I follow? So, the oversight of these activities had previously existed in a separate group called the Assistant Secretary for Administration, or ACA. So, with this new reorg, the oversight portion of technology, data and AI policy is going to shift closer to the ONC under that new name you had mentioned, Amy, which is that ASTP ONC organization. Again, that ASTP stands for Assistant Secretary for Technology Policy.

Really bringing that oversight, those oversight activities and the ONC activities under the same umbrella. There’s also a move to shift cybersecurity efforts to a group called ASPR or the Administration for strategic Preparedness and Response. If you’re not familiar with this group, it’s the office that’s responsible for protecting the nation from public health emergencies and disasters. Again, this is a real big indication that HHS is really elevating cybersecurity to a new level. I really think these moves to consolidate offices are really that administrative step to facilitate that overall goal of improving healthcare through technology.

[00:05:06] Amy: It’s definitely been interesting to watch what’s come out of these organizations over the last few years and how they’re adapting to kind of what’s happening in the industry.

Dave, what is the latest rule that’s been set forth by the ONC? And really, first off, what is a rule?

[00:05:22] Dave: Great. We’re touching on ONC rules. So, if you don’t know what a rule is, basically it’s a regulation established by the ONC that helps promote the adoption and the exchange of electronic health information.

So, with that being said, the latest proposed proposed rule is HTI-2, which was released on August 5 of this year. This rule proposes several new regulations, but I wanna focus on a couple of the key proposals in this rule. One of the first things it does is it proposes the adoption of the updated US CDI version for data content specification. And what this means is it’s really increasing the amount and the type of data that’s available to be used to exchange through certified health it solutions. It also establishes an expiration date for the old version of USCDI, which was USCDI version three. That expiration date is January 1 of 2028.

Another thing that this proposed rule does is it touches on everyone’s favorite topic, which is information blocking.

The proposed rule seeks to add clarity to some of the terms around healthcare provider and really what specific type of laboratories and or pharmacists are considered healthcare providers. So, it does those two things. But one of the most impactful things I think of this new rule is the adoption of new FHIR APIs for payer access. So, the ONC is really leaning into the ability to have healthcare data follow a patient when they switch insurance carriers. This really hones in on that coordination of care and benefits which hasn’t been previously addressed in any previous rules. And one of those last things about the HTI-2 proposed rule is again the final comment period for this rule ends on October 4 of 2024. So I would encourage everyone to go out and read and provide feedback to this ONC rule.

[00:07:32] Amy: And Dave, where would people do that?

[00:07:35] Dave: You can go to healthit.gov and look up the proposed rule and right underneath there, there’s a link so that you can comment on that rule.

[00:07:45] Amy: Okay. So, you know, as we are a healthcare software vendor, we’re always attempting to align our products with the recommendations the ONC puts out for healthcare it can you talk more about how we as a company keep up with emerging emerging. Can you talk more about how we keep up as a company with emerging industry requirements?

[00:08:07] Dave: Yeah, I mean, we keep on mentioning the ONC over and over again and we mention it, or I mention it because it is a great resource. So, if we think back to 2009 when the high tech act came along, the ONC really sought to establish a common set standards to promote EHR use and interoperability, security and other things. So, over the years, that has really morphed into what the ONC certified health it program is today. So, the ONC certified health it program is really a voluntary program established by the ONC to ensure that healthcare it products, they meet specific standards and functionality requirements. I know some of us around the technology space, we may find these standards burdensome at these times, but the guidance that this program provides really serves as a guiding light for those of us who are building and implementing technology solutions. For those of us who’ve been around for a long time implementing older versions of HL7, version two, and custom APIs it was kind of like the wild, Wild west back then. We each had our own opinions on which implementation or specification was better for exchanging data. Now we can refer to what does the ONC program recommend. So even though HealthData Archiver® may not fit perfectly into that ONC certified hit program, we certainly want to lean into this program and understand the baseline of functionalities that our customers expect for interoperability and really lean into those pieces of the program that facilitate access to historical data.

[00:09:50] Amy: So, can you talk a little bit about the ways Harmony aligns our functionality with the certified health it program?

[00:09:57] Dave: Sure. So that certified health it program, it’s kind of geared more towards active EHRs. But as an archived vendor, we really store the same types of data that are stored in active EHRs. We store problems, allergies, medications, lab results, diagnostic reports, and all that other type of clinical data. So, it really makes sense that we follow the same methodologies when it comes to storing historical data as customers would do when storing their active data.

Specifically, one of the things that we do to align with the certified health it program is we recommend a baseline data content standard. So, we recommend to our customers that they store the minimum data defined in the latest USCDI specification. Implementing this baseline really ensures that our customers are working with a common set of data elements and definitions across their many archive systems. It really also helps meet minimal interoperability standards when they start to exchange or request this data from the archive. This really leads me into talking about integration and interoperability. We’ve all heard talk of FHIR, so FHIR stands for fast healthcare interoperability resources. Basically, it’s a comprehensive data specification on how you transmit all the different types of clinical data. So, what we try to do is focus on providing interoperability via the us core FHIR implementation guide. This specification really gives us a roadmap on the baseline level of interoperability that our customers are expecting. There’s a lot of criteria that the program covers, such as data encryption, security and auditing, that we also are very conscious in aligning ourselves with.

[00:11:52] Amy: So, Dave, you’ve been around this for a long time. What would you consider some of the criteria that is most relevant to archiving data specifically?

[0:12:02] Dave: Well, that’s a hard choice, cause there’s a lot of criteria, but I think in our sector of historical data archiving, I might choose a couple. First and foremost is security. There are a lot of criteria in the program that relate to security. We always want to make sure that our data is secure and encrypted as well as providing secure access to that data, and then following closely behind that is standardized data access via APIs. It’s important that we remove all barriers to the access of data, including archive data. And the way to do that is through these FHIR APIs, which we are actively developing.

[00:12:47] Amy: So, let’s talk a little bit more about FHIR, which is a common term in healthcare. It, like you said, including the archiving space, interoperability is a common term as well. And those two go hand in hand. What does that mean for an archiving vendor like us?

[00:13:03] Dave: First off, I am a huge fan of the FHIR specification. It’s really the evolution of healthcare interoperability over the past, past 30 years. It’s an open source standard that’s community driven and constantly evolving. So, I encourage everyone listening to navigate to HL7.org and click on that HL7 FHIR standard link to explore that specification. Amy, to specifically answer your question, what does FHIR mean for archive vendors? It really means the ability to activate data like we never have been able to before in the archive space.

[00:13:43] Amy: So, Dave, what does that mean? What does it mean by activating data?

[00:13:48] Dave: Well, what I mean by this, Amy, is that in today’s world, a clinician is really relying on a separate step to actively search an archive for patient data. They may be able to single sign onto that application, but once they’re in that data, once they’re in that application, the data is presented in a separate window pane. It may be viewable, but it may not necessarily be able to be consumed by their EHR.

As we move into further adoption of FHIR, what I see is a world that searching for a patient is really a FHIR API request to the archive, and then that data is physically transmitted back to the EHR for viewing and consumption. Now, we can only get to this last step of consumption if we’re all using the same data format, which again is the FHIR specification. We can only get there if we’re all playing by the same interpretation of the rules. Again, leaning onto that FHIR specification. Once you’ve achieved that type of data access, you can start to build an ecosystem of applications that you can use to connect and visualize historical data on demand. For example, an EHR may want to build an application to access and visualize historical data related to a certain admitting condition. So, an application could be developed to query a certain type of blood test, previous diagnosis, or conditions really relating to an admitting diagnosis of chest pain. Those possibilities are endless. We just really have to lay the groundwork for it.

[00:15:31] Amy: I know we all look forward to getting to that point. So, we’ve covered a lot of ground today. To wrap up, what would you say are the three key takeaways from the latest ONC updates?

[00:15:42] Dave: Amy I would say the key takeaways is first, we really want to understand the regulation landscape and use the ONC as our guide. The healthcare it landscape is very complex and it’s far reaching. It’s really tough to get a handle on what you should be focusing on. The resources at Healthit.gov from the ONC, they really help summarize the latest proposed regulations and give us a map of areas to focus on. Next, I want to talk about active participation. We talked a little bit about this earlier. You want to make sure that you’re actively participating in rulemaking. For example, the latest proposed rule that we talked about, HTI-2 the commenting period. The public commenting period is open until October 4, 2024, and HHS really does take stakeholder comments into account when they’re finalizing these rules. Lastly, I say become a novice at interpreting the FHIR specification. I know that a lot of our audience may not be technical, but I encourage you to look at the FHIR specification. It’s completely online and it really helps me out in a lot of different ways. If I have a customer, for example, who’s seeking to store information about implantable devices, I may not really be familiar with that, but I can go to the FHIR specification and really quickly, I can take a look at all the known data elements that HL7 has been keeping track of over the over the last 30 years. So, it’s really helpful in identifying and organizing information.

[00:17:24] Amy: Thank you, Dave, for joining us. I learned a lot. As always, you do a great job of summarizing a lot of things that are happening in this space that the industry needs to be aware of and decide how they want to react to. So, appreciate the concise overview.

[00:17:41] Dave: Thanks Amy and I enjoyed talking with you today.

[00:17:43] Amy: And to our audience. Thanks for listening as always, and join us next time for a more meaningful discussion around the management of health data.

[00:17:53] That’s it for this session of health data talks. Check out helpful Resources@harmonyhit.com and follow us in your favorite podcast app to catch future episodes. We’ll see you next time.

Speakers

Host:

Amy HolmesDirector of Marketing, has gained over 15 years of diverse marketing experience. At Harmony Healthcare IT, she is responsible for all aspects of marketing, helping connect the healthcare market with our legacy data management solutions.

Guest:
David Navarro, Senior Director of Data Science at Harmony Healthcare IT. David has over 22 years of health information technology experience in Integration and Health Information Exchange. In his professional career, David has focused on data quality, data insights, and interoperability. He has implemented hundreds of interfaces between clinical and financial systems utilizing a variety of integration platforms, custom ETL processes, and nationally accepted standards.  He continues to drive interoperability initiatives and focuses on the curation and accessibility of data in the healthcare ecosystem.

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Summary

Subscribe You can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more.   Transcript   [00:00:02.548 – [00:00:25.879] Welcome to HealthData Talks where industry experts offer bite  sized tips and trends for managing  legacy data.  So, thank you for joining us. I’m Amy Holmes from Harmony Healthcare IT and  [am joined today by my...

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Transcript

[00:00:02.548 – [00:00:25.879]

Welcome to HealthData Talks where industry experts offer bite  sized tips and trends for managing  legacy data.  So, thank you for joining us. I’m Amy Holmes from Harmony Healthcare IT and  [am joined today by my colleague, Susan Martinez who is a product specialist  here at Harmony. Thank you for being here, Susan.  Hi, thanks for having me.

[00:00:28.239] – [00:01:10.870]

So, Susan, can you start by giving our listeners  a quick overview of your role here as a product  specialist?  Sure, officially I work with the product team and I’m lucky enough  to collaborate with every group here at Harmony. In product I bring an understanding  of health care workflows for meaningful product features. I also work with sales and marketing demonstrations. I oftentimes work with operations to create product documents  and literature and I work with human resources to create training modules. I really  just like to learn how something works and put it into perspective for others so they understand it as well. Well, I know we all appreciate your hard work and the things that you offer  at the departments.

[00:01:12.290] – [00:02:07.000]

Let’s dive into our topic around Records Release. So Susan, can you discuss how  facility closures, mergers and acquisitions can disrupt the management of medical  and employee records. Sure. So when we see movement in organizational structure and growth,  we find several areas affected, maintaining continuity of care for  patients, ensuring data security and compliance  with HIPAA and other regulations. Streamlining the request and you might not have staffing or subject matter experts left in the organizations that are familiar with the application for the releases.  In the event of a closure, the organization should consider a plan for records retention and release. For both the short and long term. This could include   outsourcing the function of records release.

[00:02:08.929] – [00:02:40.118]

So let’s explore why patients,  employers or other parties may  request medical and employee  [00:02:15.219] records long and short term. Yeah, there are many reasons people need access  to their health and or employment records, patient care, litigation,  insurance audits,  workers compensation, or  just a simple validation of employment.  So one of the things that can make the release of records easier is a data archive and that’s one of our key offerings here with our product HealthData Archiver®.

[00:02:43.020] – [00:03:30.944]

Can you talk about what an archive is  and how it can support records management  and release for an organization that’s transition?  Oh, yeah, sure. So for those  that aren’t familiar, a data archive consolidates records from any application into a single central database that has a user interface sitting on top and offers workflows for users like clinicians and HIM departments to view that historic data.  So having this set up this centralized setup versus keeping old EHRs up and running can often be more cost efficient and user friendly. So we have workflows that facilitate easy release of information to patients and other parties long term.

[00:03:34.368] – [00:05:01.745]

So what makes Harmony Healthcare IT’s record release service different in your opinion?  Well, in my opinion, who better to  release these records than the teams that have extracted, configured, and planned the archival? We know that data and how to present  it for requests on top   of knowing industry regulation. So with Harmony’s records release services, there are multiple benefits, we can securely extract  the data from legacy systems, we configure it and help the archive  in a really meaningful way. We know the features. So we know to quickly prepare a record while  only providing the information being requested. As far as the request portion. We have a user friendly online portal for record requests.  We follow a very stringent authentication and authorization process where we authenticate the requester and records that have been our archived and have a comprehensive authorization form that needs to be issued with a picture ID similar to a state ID. We ensure secure delivery of records to authorized recipients. And at the end, we have a detailed  audit trail for ensuring compliance because security is so important to us. We are HIPAA compliant and HITRUST certified.

[00:05:04.290] – [00:06:25.889]

So let’s explain HITRUST to our listeners that may not be familiar with it and talk about how it’s different from HIPAA. Yeah. Sure. So HIPAA is a federal act that sets compliance standards.  HITRUST is an organization  that has established a common security framework to help companies reach HIPAA standards and beyond. So the HITRUST certification covers  several compliance frameworks like  HIPAA, NIST, PSI, and ISO. This third party recognition is a key  difference between being high trust certified and being HIPAA compliant. So let’s say an organization is facing a transition. What do you recommend as some important planning steps that they can practice to make that transition smooth?  Yeah, so, start proactively planning for facility transitions early on. From our perspective, the archival process records  release is enabled by archive. So configuration of that data source is very important. We wanna focus on ensuring the data is configured properly with release in mind  and we have a data source that is structured  for providing a granular record.

[00:06:30.358] – [00:07:04.069]

Well, thank you, Susan for covering so many good considerations around records release, especially for an organization that’s facing a merger or acquisition or a closure. Yeah, thanks Amy for having me. I appreciate it. And to our audience, thanks for tuning in. Be sure to join us next time for another episode covering trends and  tips for managing health data. That’s it for this session of HealthData Talks. Check out helpful resources at HarmonyHIT.com and follow us in your favorite podcast app to catch future episodes. We’ll see you next time.

Speakers

Host:
Amy Holmes, Director of Marketing at Harmony Healthcare IT, is responsible for all aspects of marketing, helping connect the healthcare market with our legacy
data management solutions.

Guest: 

Susan Martinez, Product Specialist at Harmony Healthcare IT, brings a unique work history from both design and almost 20 years of healthcare experience to the team.  Blending her design background with healthcare experience, she focuses on understanding workflows and data content to assist our Product team create relevant, intuitive, and comprehensive products and features.

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