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Arch Collaborative Guidebook 2019


Authored by:  Taylor Davis and Connor Bice, 07/25/2019 | Read Time: 3 minutes

A product of the May 2019 Arch Collaborative Summit, the Arch Collaborative Guidebook lays out the best practices identified in Collaborative data and shared by the most successful organizations in the Collaborative.




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Guidebook Participants

KLAS is grateful for the dedication and participation of several leaders who have given their time and insights to ensure that the information in this guidebook is accurate and helpful. We commend and thank the following individuals for their guidance:

Onboarding EHR Education Panel

  • David Niland, Medical Information Officer at Galway Clinic
  • Mike McNamara, CMIO at Kaiser Permanente Northwest
  • Heidi Garzo, EHR Training Manager at Petaluma Health Center
  • Sean Johnson, VP of Applications and Analytics at Sansum Clinic

Ongoing EHR Education Panel

  • H.C. Eschenroeder Jr., Orthopaedic Surgeon and CMIO at OrthoVirginia
  • Benjamin Suratt, Vice Chair of Medicine for Academic Affairs at University of Vermont College of Medicine
  • David Michael, CMIO at Vidant Health

Clinician Relationships & Communication Panel

  • Corey Joekel, CMIO at Children’s Hospital & Medical Center
  • David Kaelber, CMIO at The MetroHealth System

Shared Ownership & Governance Panel

  • Dhrumil Shah, CMIO at Compass Medical
  • John Lee, CMIO at Edward-Elmhurst Health
  • Jean Adams, CNIO and ACIO at Geisinger Health System
  • David Graham, CIO at Memorial Health System

Clinician Efficiency & Personalization Panel

  • Amy Chaumeton, Clinical Vice President and CMIO at Legacy Health
  • Keith Griffin, CMIO at Novant Health
  • Melissa Jost, Manager of Clinical Informatics at UC Davis Health
  • Eric Cheng, CMIO at UCLA Health

Clinician Wellness & Reducing Burnout Panel

  • Thomas Moran, VP and Chief Medical Information Executive at Northwestern Memorial Health Care
  • Paul Testa, CMIO at NYU Langone Health
  • Vicki Laurie, Consulting CIO at Tenet Healthcare
  • Neal Chawla, CMIO at WakeMed

Nursing EHR Success Panel

  • Ryan Zulkoski, Manager of Nursing Informatics at Children’s Hospital & Medical Center
  • Teresa Niblett, Director of Clinical Informatics at Peninsula Regional Medical Center
  • Ellen Pollack, CNIO at UCLA Health
  • Samantha Richards, VP and CNO at WVU Medicine

Opioid Abuse Prevention Panel

  • Laura Polito, Assistant Medical Director of Health Information Systems and Urgent Care Services at Sansum Clinic
  • Rob Schreiner, President at WellStar Medical Group
  • David Rich, CMIO at WVU Medicine

What Is the Arch Collaborative Guidebook?

The Arch Collaborative Guidebook is the result of thousands of hours of combined effort. Over 190 provider organizations around the world have measured the feedback of their clinicians, and the 100,000 clinicians who have participated by completing Collaborative surveys have dedicated an estimated 1,600 hours total to sharing their voices.

This incredible effort has allowed the Arch Collaborative to identify those organizations with the most successful EHR users. Leaders from these successful organizations have partnered with KLAS while also utilizing Arch Collaborative research findings to build this guidebook for EHR success.

There is no checklist for strong leadership; similarly, while this guide could be read as a checklist, it will be most effective when read as principles and opportunities for success meant to be skillfully applied according to an organization’s specific culture and circumstances.

This guidebook lays out the best practices identified in Collaborative data and shared by the most successful organizations in the Collaborative. If your organization is struggling with EHR satisfaction, start here!

It is expected that the principles in this guidebook will mostly remain consistent in future editions, but this guidebook may see significant additions over time as the Arch Collaborative continues to learn the science behind EHR success.

The principles in this guide come from two sources:


Evidence-Based Practices: Best practices validated by Arch Collaborative research that differentiate the high-performing organizations or have been documented to help organizations improve.

Leading Practices: Commonly reported keys to success as identified by leading organizations, though not yet broadly validated or too unquantifiable to fully validate.

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This material is copyrighted. Any organization gaining unauthorized access to this report will be liable to compensate KLAS for the full retail price. Please see the KLAS DATA USE POLICY for information regarding use of this report. © 2019 KLAS Research, LLC. All Rights Reserved. NOTE: Performance scores may change significantly when including newly interviewed provider organizations, especially when added to a smaller sample size like in emerging markets with a small number of live clients. The findings presented are not meant to be conclusive data for an entire client base.

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