Executive summary. A new exchange works when staff know what will appear, what it means, what they own, and how to report a problem.
Definition
An information-exchange workflow is the set of people, decisions, records, and handoffs used to send, receive, and act on shared health information.
Prepare around decisions
Show staff the decisions the new information supports, and its limits. Be clear about what it can confirm, what it cannot, and when another source is needed.
Practice the common situations: a complete record, a missing field, a duplicate, a correction, and a record for the wrong person.
Support the first weeks of use
Provide a named contact and a simple path for questions. Collect examples of confusion early and update the job aids and procedures, rather than leaving each person to invent a workaround.
Measure whether the exchange cut delay, duplicate work, or uncertainty for its intended workflow. Adoption and usefulness are different things.
Frequently asked questions
Who should be trained?
Include the people who act on the information, the people who resolve exceptions, and the managers who own the workflow, not only the team that introduced the exchange.
Referenced standards and further reading
- HL7 FHIR Overview ↗HL7 International
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