Exploring the impact of change management support on the eReferral user onboarding experience

Organizations can benefit greatly from having access to Change Management Specialists who possess the required skills and knowledge to effectively guide and onboard the organization through the tool adoption process. We partner with healthcare professionals to integrate digital health tools into existing clinical workflows. By streamlining processes and reducing administrative burdens, Change Management Specialists enhance efficiency, enabling teams to focus more on patient care.

Continuous support and hands on practice allows for open communication and opportunities to discuss potential challenges; in turn, creating a smoother transition to the new workflow and helps set up users for success.¹ Additionally, it is important to continuously measure and evaluate the supports provided and collect feedback to ensure the training and support is relevant and effective.¹

The Post-Training Survey highlights the methods used by eReferral Change Management Specialists to monitor and evaluate the support provided to users. Recently onboarded eReferral users who have received training from one of the Change Management Specialists on an eReferral deployment team are invited to complete the survey. The survey aims to gather feedback on their training experience, perceptions of eReferral, and the effectiveness of the training and onboarding support offered by the Change Management Specialists.

The feedback collected in the post-training survey emphasizes how the Change Management Specialists provide the essential support to improve the experience for new eReferral users. The testimonials of the users advocate for the Change Management Specialist support and reinforce the importance of training for adoption and optimal use of eReferral.

Lots of time to ask questions. Collaborative effort with understanding and managing my workflow and how eReferral would fit in and improve our system.

They really listened to our questions and comments. Worked collaboratively to improve how the site functions and specifically how it works for our program

eReferral Users
Post Training Survey

Change Management and Digital Health Tool Adoption

A change management approach that provides ongoing user support and comprehensive training is critical in the implementation of digital tools1. Change management teams support the adoption of eReferral by providing personalized training and onboarding support to health professionals in a way that is tailored to their unique needs. Post-training surveys are shared with health professionals following their onboarding with an eReferral team member.

This case study examines the survey results gathered from 230 respondents between August 2022 and October 2024. Of the 167 respondents who reported their satisfaction with their training, 96% were either satisfied or very satisfied. Additional satisfaction-based questions were asked, including training delivery effectiveness, user participation, knowing who to contact following training and feeling prepared to use the eReferral system (Figure 1). Survey results indicate an overall positive experience when trained by a change management team member. This is further supported by several testimonials highlighting that after training, users felt more comfortable and confident utilizing eReferral within their practice setting. In summary, these results indicate that change management support while implementing eReferral in clinical spaces results in high levels of satisfaction.

The trainer was always able to answer all our questions! We felt very confident with the process after our training.

The trainer made a sincere effort to help me understand the platform and to help me figure out how to use it best to suit my needs.

Our training session was very informative. The trainer anticipated all questions that could be asked to ensure all were comfortable. I have received numerous compliments from our team on how thorough the session was. Thank you!

eReferral User Quotes
Post Training Survey

Acknowledgements

¹Bond, B. (2024, February 2). Best Practices for Change Management in Healthcare IT. Prosci.com; Prosci Inc. https://www.prosci.com/blog/change-management-healthcare-it