HIP ROLE PROFILES Health Informatics Professional. Role Profiles.

Transcription

1 HIP ROLE PROFILES Health Informatics Professional Role Profiles

2 All rights reserved. No part of this publication may be reproduced or transmitted in any form, or by any means, electronic or mechanical, including photocopying, record ing, or any information storage and retrieval system, without permission in writing from the publisher. This document represents the collaborative work of a number of subject-matter ex perts and is current to its publication date. Advances in the subject matter, applicable legal or regulatory regimes, or general or specialist standards of practice may have occurred that are not captured in this work. This work does not replace the reader s judgment, and is meant to provide guidelines for thinking about and dealing with is sues within its subject matter. Guidelines are of necessity generalized and will not address all topics or variables. Reading this work does not put the reader in a relationship of client or advisee, insured, or indemnitee of any of the publishers or authors or distributors of the work COACH: Canada s Health Informatics Association ISBN National Office 250 Consumers Road Suite 301 Toronto, Ontario M2J 4V6 Tel Toll Free info@coachorg.com Website Previous edition copyright 2009 Produced in Canada

3 Contents 1. contributors Introduction About the HIP Role Profiles Development Process Using the HIP Role Profiles HIP Role Profiles Structure Clinical and Health Services Chief Clinical Information Officer Clinical Informatics Director Clinical Informatics Manager Clinical Informatics Specialist Clinical Informatics Analyst Clinical Informatics Coordinator Canadian Health System Chief Information Officer ehealth Program Director ehealth Strategist esafety Manager Senior Business Analyst Business Development Specialist Business Analyst ehealth Analyst esafety Analyst Junior Business Analyst HIP ROLE PROFILES 3 COACH: Canada s Health Informatics Association

4 5. Project Management Project Services Vice President Project Management Office Director Project Director Project Management Office Manager Program Manager Project Manager Project Analyst Program Coordinator Project Coordinator Organizational and Behavioural Management Chief Transformation Officer Changes and Evaluation Services Director Process Improvement Director Change Manager Process Improvement Specialist Engagement Manager Trainer Product Specialist Process Improvement Analyst Training Coordinator Product Analyst Analysis and Evaluation Chief Knowledge Officer Senior Methodologist Senior Information Analyst Outcomes Specialist Information Analyst HIP ROLE PROFILES 4 COACH: Canada s Health Informatics Association

5 7.6 Benefits Evaluation Analyst Research Coordinator Information Management Chief Privacy Officer Standards Director Information Management Director Privacy Specialist Data Architect Standards Specialist Standards Manager Data Integrity Analyst Privacy Analyst Standards Analyst Privacy Coordinator Data Coordinator Information Technology Chief Technology Officer Information Technology Director Enterprise Architecture Director Security Specialist Service Manager Solutions Architect Senior Testing Analyst Technical Lead Service Desk Analyst Testing Analyst Appendix A: COACH HIP Career Matrix HIP ROLE PROFILES 5 COACH: Canada s Health Informatics Association

6 1. contributors Updating the HIP Role Profiles for 2013 was a collaborative effort, only made possible through the hard work of COACH volunteers. Thank you to the following individuals who contributed their time and energy towards the updating of this document: Margie Kennedy, PhD, RN,, PMP Zahrah Khalid, MHI Selena Davis, MHI, PMP Helene Clement, RN, BScN, MHA, Chiko Chakravertty, MSc, MBA Helen Lefebvre, BA, PMP Mila Babajee, BSc Reza Alemy, MD, CPHIMS Penny Krilis-Galantis, BA, CHRM Steve Feland, PsyD, CHRP Saba Ateyah, MSc, BSc Dave Hutchinson, Gwendolyne Nyhof, BN, MSA Heather Joyce, MBA, CHRP Additionally I would like to thank: Mila Babajee, for sourcing and analyzing the multiple job descriptions used as the basis for this update COACH National Office staff, including Alison Delle, Derek Lionas, Sarah Jiwa and Alexa Maxwell Alex Hennig of ClearDesign, for preparing the Role Profiles into a user-friendly format All the COACH members who have used the Career Matrix and Role Profiles to date, especially those of you who have provided feedback that helped us further improve these important resources Don Newsham, BSc, BAdmin, Chief Executive Officer COACH: Canada s Health Informatics Association 2013 HIP ROLE PROFILES 6 COACH: Canada s Health Informatics Association

7 2. Introduction 2.1 About the HIP Role Profiles Originally published in 2009, the Health Informatics Professional (HIP ) Role Profiles were developed through a collaborative process that included analysis of over 500 job descriptions from organizations across Canada. The Role Profiles were also field tested through the national survey for the 2009 Health Informatics and Health Information Management Human Resources Report COACH produced in collaboration with stakeholders. Since their publication, the Role Profiles have fostered collaboration and created a common reference point for describing the wide range of roles that health informatics professionals perform in both the public and private sectors. The Role Profiles are closely tied to the COACH HIP Core Competencies (the current version, 3.0, was published in November 2012) and the HIP Career Matrix, which can be found as an appendix in this document. 1 This document contains a role profile for each of the 65 job titles on the Career Matrix. A role profile is a high level outline of a position s main responsibilities, alternate job titles, relevant qualifications and health informatics competency profile. As will be discussed later, the Role Profiles may be used to help an organization develop full, detailed job descriptions specific to the organizational context. 2.2 Development Process A role profile is a high level outline of a position s main responsibilities, alternate job titles, relevant qualifications and health informatics competency profile. As with the original HIP Role Profiles, the 2013 edition was largely developed by the HIP@work Task Force (see Contributors for task force members), a group of HI experts from a variety of professional backgrounds and employed by a variety of organizations in the public and private sectors. 1. Over 500 new job descriptions from the public and private sectors were collected and analyzed. 2. The sample job descriptions were generalized and grouped into categories with the existing role profiles. 3. The task force members reviewed the new job descriptions and updated each role profile. The task force also discussed new and emerging roles and incorporated them into the new profiles. In addition, some roles and profiles were merged. 4. Alternative job titles were taken from the original job descriptions submitted by the contributing organizations. 5. The updated role profiles were assessed against each of the 50 core competencies, and assigned a level from the Career Matrix. A full competency profile for each profile was therefore developed. 1 HIP is a registered trademark of COACH: Canada s Health Informatics Association 2013 HIP ROLE PROFILES 7 COACH: Canada s Health Informatics Association

8 6. Relevant qualifications (again taken from the original job descriptions submitted by employers) were included. 7. The Role Profiles and Career Matrix were finalized for publication. The Role Profiles were also used as the basis for the new COACH Career Navigator; a career planning tool for COACH members that allows them to experience the Career Matrix, Role Profiles and Core Competencies in an interactive way. 2.3 Using the HIP Role Profiles The Role Profiles are useful to organizations of all sizes and types, as well as individuals, for: Developing job descriptions for a new organization or new areas within an organization. Updating and modernizing job descriptions, to reflect the evolving nature of health informatics. Educating internal and external stakeholders on what Health Informatics Professionals do. Assisting individuals to understand opportunities for their own career planning. The HIP Role Profiles provides a common and consistent information source to foster human resource development and capacity building in our health informatics community. From job descriptions to career planning, this document brings together an overview of most of the roles that will be found across the industry. It should be noted that in many organizations, especially smaller ones, several roles (or elements of them) will be often combined into one position and any given organization will likely have a subset of these roles depending on their industry focus. The Role Profiles are not intended to replace organizational job descriptions; rather they are intended to be a starting point or a comparator. 2.4 HIP Role Profiles Structure The Role Profiles are structured by the domain areas (columns) on the Career Matrix: Clinical and Health Services Canadian Health System Project Management Organizational and Behavioural Management Analysis and Evaluation Information Management Information Technology 2013 HIP ROLE PROFILES 8 COACH: Canada s Health Informatics Association

9 The domain areas each have their own chapter. Role Profiles for each position on the Career Matrix (see the sample role profile below for a description of the various areas on the profile). At the end of each chapter there is a table containing the numerical competency profile for each of the profiles in that chapter. Numbers correspond to the levels on the Career Matrix (e.g., 2=Competent). For the complete Career Matrix please see Appendix A. Level on the HIP Career Matrix Role Description: High-level elevator pitch of the role. Outlines key responsibilities and tasks. Examples of other typical titles for the role Examples of typical qualifications (e.g., degrees, credentials) for the role. Competency Profile: Individual HIP Core Competencies. Shaded bars indicate the average level per domain area/ column. Note: Competency 5.9 is related to ethics. Because it is assumed that all health informatics professionals perform ethically, this competency is rated at master for all roles, but does not count towards the average for the Organizational & Behavioural Management domain 2013 HIP ROLE PROFILES 9 COACH: Canada s Health Informatics Association

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11 3 Clinical and Health Services 2013 HIP ROLE PROFILES 11 COACH: Canada s Health Informatics Association

12 Clinical and Health Services 3.1 Chief Clinical Information Officer MASTER The Chief Clinical Information Officer (CCIO) is the bridge at the executive level between clinical practice and information technology. A natural collaborator and leader, the CCIO often has demonstrated leadership ability through prior administrator responsibilities. He/she has a strategic role in overseeing the implementation of clinical information systems, focusing on quality, safety, usability and process improvement issues, and ensuring clinicians and other stakeholders are fully engaged in these activities. The CCIO represents the needs and requirements of the organization s clinical community and serves as a management advocate in promoting the use of information technology in clinical settings. Chief Medical Informatics Officer Chief Nursing Informatics Officer Vice President of Medical Informatics Vice President of Nursing Informatics Clinical background Post-graduate certificate/education in HI/clinical informatics HIP ROLE PROFILES 12 COACH: Canada s Health Informatics Association

13 Clinical and Health Services 3.2 Clinical Informatics Director EXPERT The Clinical Informatics Director supports the development of strategic and tactical plans for the organizational clinical information systems, including project proposals, budgets, and implementation strategies. He/she sets the direction for teams of clinical informatics personnel to ensure that the function is adequately represented and resourced within the organizational framework. The Clinical Informatics Director is expert in aspects of patient care as well as information technology, documentation and record keeping throughout the organization. He/she provides leadership to groups internal and external to the organization to build knowledge of successful clinical informatics practices. Medical Director of Information Systems Nursing Informatics Director Director of Clinical Informatics Implementation Clinical background Post-graduate certificate/education in HI/clinical informatics HIP ROLE PROFILES 13 COACH: Canada s Health Informatics Association

14 Clinical and Health Services 3.3 Clinical Informatics Manager PROFICIENT The Clinical Informatics Manager oversees the day-to-day management, operations, and evaluation of the organization s clinical informatics services. He/she leads the team responsible for project and operational work related to clinical care transformation through IT, focusing on quality, functionality, risk, practice, and safety. Collaborating with interdisciplinary and interdepartmental teams, the Clinical Informatics Manager contributes to project planning, budgets and implementation schedules, representing all relevant clinical disciplines appropriately. As a manager, he/she provides recruitment, coaching, management and evaluation of staff. Nurse Manager Clinical Informatics Medical Informatics Manager Clinical Systems Manager Clinical background HIP ROLE PROFILES 14 COACH: Canada s Health Informatics Association

15 Clinical and Health Services 3.4 Clinical Informatics Specialist PROFICIENT The Clinical Informatics Specialist provides clinical subject matter expertise at all stages of the system lifecycle as a key member of a project or operational team. Equally present in the public and private sectors, the Clinical Informatics Specialist serves as liaison between the clinical areas and IT, and accurately and promptly analyzes, prioritizes and translates user needs and requests related to clinical information systems. He/she facilitates communication amongst large groups of interdisciplinary end users, while working collaboratively and directly with the technical experts and/or vendors. Nursing Informatics Specialist Medical Informatics Consultant Clinical Informatics Consultant Clinical background HIP ROLE PROFILES 15 COACH: Canada s Health Informatics Association

16 Clinical and Health Services 3.5 Clinical Informatics Analyst COMPETENT The Clinical Informatics Analyst works as part of a team to develop business plans and supporting IT strategies and plans related to clinical project implementations and operations. He/she identifies and articulates gaps between current and future state clinical business processes and leads the ongoing review and revision of clinical content within clinical applications to reflect best practice. Consulting with a variety of stakeholders, the Clinical Informatics Analyst collects requirements and facilitates the analysis, design, build and maintenance of clinical content within clinical applications. Clinical Informatics Analyst Clinical Systems Analyst Clinical Business Analyst Typically has clinical background HIP ROLE PROFILES 16 COACH: Canada s Health Informatics Association

17 Clinical and Health Services 3.6 Clinical Informatics Coordinator EMERGING PROFESSIONAL The Clinical Informatics Coordinator supports the clinical informatics function as a liaison between a clinical area/department such as radiology or telehealth and IT. As a participant on a project or operational team working with more senior staff, he/she recommends, develops and evaluates initiatives that support the implementation of relevant clinical systems for that area. The Clinical Coordinator also analyzes and evaluates processes related to information flow for their specific application/function. Telehealth Coordinator Clinical Coordinator Clinical, lab or radiology technician background HIP ROLE PROFILES 17 COACH: Canada s Health Informatics Association

18 Table 1. Detailed HIP Core Competency Ratings for the Clinical & Health Services Domain Chief Clinical Information Officer Clinical Informatics Director Clinical Informatics Manager Clinical Informatics Specialist Clinical Informatics Analyst Clinical Informatics Coordinator Information Management Information Technology Clinical & Health Services Canadian Health System Organizational & Behavioural Management Project Management Analysis & Evaluation

19 4 Canadian Health System 2013 HIP ROLE PROFILES 19 COACH: Canada s Health Informatics Association

20 Canadian Health System 4.1 Chief Information Officer MASTER The Chief Information Officer (CIO) provides organizational leadership in developing and implementing information strategies to support health sector program priorities and business goals. As an expert in health system policy he/she ensures the strategies are effective to harness and align the potential of information and information technologies with health system goals, while at the same time being sensitive to stakeholder and public concerns. The CIO uses his/her leadership abilities to provide influence and advice on the development of health information and technology strategies at inter-organizational, inter-provincial and national forums. He/she conceptualizes, articulates and capitalizes on the linkages between seemingly diverse program needs with underlying infostructure commonalities, and provides strategy for developing information standards and resources to facilitate future healthcare delivery, planning, accountability and research needs. Chief Executive Officer (of an organization whose focus is health information) Master s degree (e.g., MPA, MHA, MBA) HIP ROLE PROFILES 20 COACH: Canada s Health Informatics Association

21 Canadian Health System 4.2 ehealth Program Director EXPERT The ehealth Program Director oversees all activities related to the planning, coordinating, evaluating and ongoing development of a collection of e-health programs. This includes alignment of program against business goals, strategic plans, oversight of all workstreams (PMO, development, deployment, stakeholder engagement, vendor relations, operations etc.) as required to ensure high quality health information products and services. The ehealth Program Director liaises with all departments to ensure that the program has all of the required components, staff, funding, risk management, and issues management to ensure success. EHR Program Director Master s degree (e.g., MPA, MHA, MBA) HIP ROLE PROFILES 21 COACH: Canada s Health Informatics Association

22 Canadian Health System 4.3 ehealth Strategist EXPERT The ehealth Strategist is a senior role that leads e-health planning and strategy development for the organization. He/she works closely with stakeholder executives to shape and facilitate new program initiatives through e-health strategies that enable new approaches to healthcare delivery. By educating and engaging the organization s senior executives and professional leaders in developing and sponsoring strategies for EHR investments and services, the ehealth Strategist ensures that the organization s strategy matches stakeholder/client needs. He/she understands and anticipates e-health-related and other trends that could affect the organization and develops strategies to ensure the organization remains current. Strategic Planning Director Provincial ehealth Policy Advisor Master s degree (e.g., MPA, MHA, MBA) HIP ROLE PROFILES 22 COACH: Canada s Health Informatics Association

23 Canadian Health System 4.4 esafety Manager PROFICIENT The esafety Manager is the primary person in the organization focused on managing patient safety risks related to the use of information technology. He/she supports the organization s risk management, quality management and patient safety functions and ensures that esafety is integrated into enterprise risk management and patient safety programs and systems. As a subject matter expert he/she participates at all stages of the system lifecycle, ensuring that esafety is considered and integrated. The esafety Manager supervises analysts and other operational resources, and is responsible for coordinating the response to an esafety adverse event or near-miss and making it safe. This may involve escalation to senior leadership, and often involves liaising with numerous other departments and functional areas. ehealth Safety Manager Clinical Risk Manager HIP ROLE PROFILES 23 COACH: Canada s Health Informatics Association

24 Canadian Health System 4.5 Senior Business Analyst PROFICIENT The Senior Business Analyst leverages his/her strong understanding of the healthcare industry, trends, business drivers, and best practices to provide subject matter expertise and leadership in the business analysis function. He/she leads and directs activities on large-scale projects particularly at the early stages including developing business cases, clarifying administrative and clinical outcomes, technical and business requirements and business process design strategies. The Senior Business Analyst is a good facilitator who is the primary project and/or operational contact between the business and technical functions. His/her deep health informatics knowledge enables him/her to understand stakeholders motivations and environments in which they work. Business Analysis Lead Business Analysis Manager Business analysis certification (e.g., CBAP) HIP ROLE PROFILES 24 COACH: Canada s Health Informatics Association

25 Canadian Health System 4.6 Business Development Specialist PROFICIENT The Business Development Specialist is focused on looking for growth opportunities for an organization. This role is not specific to private sector organizations; regardless of sector, he/she is in tune with e-healthrelated and other trends, and analyzes how these trends would affect the organization s strategy. Working closely with other functional areas of the organization, the Business Development Specialist recommends and shapes new program initiatives that match stakeholder/client needs. The proactive nature of the role means that he/she is constantly scanning the environment, paying close attention to industry developments and examining new areas in which the organization could grow that are in keeping with its strategy. Business Strategy Analyst Portfolio Analyst Market Analyst HIP ROLE PROFILES 25 COACH: Canada s Health Informatics Association

26 Canadian Health System 4.7 Business Analyst COMPETENT The Business Analyst supports more senior staff in determining requirements for new health informatics initiatives, including information systems (design/implementation, integration, and upgrade), performance measurement and reporting, and program development. Through his/her knowledge of the health system, the Business Analyst documents and analyzes processes, gathers requirements, performs literature/ jurisdictional best practice reviews, gathers data to support business case development, and performs current state assessments and gap analysis on initiatives. The Business Analyst often liaises with a broad spectrum (clinical, IT and business) of stakeholders and communicates with them in a way that is understandable to all. ehealth Business Analyst Business analysis certification (e.g., CBAP) HIP ROLE PROFILES 26 COACH: Canada s Health Informatics Association

27 Canadian Health System 4.8 ehealth Analyst COMPETENT The ehealth Analyst supports the e-health policy and strategy functions of an organization or client through research, analysis and a good understanding of trends in the Canadian healthcare system. The ehealth Analyst gathers data from a variety of sources and produces documents and reports that support management, strategic, and operational purposes. He/she may provide process support to project or operational teams and therefore requires good communication skills as well. The ehealth Analyst requires solid research skills to support the range of his/her activities. Health Informatics Analyst HIP ROLE PROFILES 27 COACH: Canada s Health Informatics Association

28 Canadian Health System 4.9 esafety Analyst COMPETENT The esafety Analyst supports more senior staff in managing patient safety incidents related to the use of information technology. Working with the organization s risk management and patient safety functions, he/ she analyzes information related to patient safety incidents, and alerts senior staff to emerging incident patterns. Depending on the size of the organization, the esafety Analyst may also participate on project teams to ensure that esafety is considered and addressed at all stages of the system lifecycle. The esafety Analyst is an on-the-ground resource who keeps abreast of emerging trends with respect to patient safety incidents related to technology. ehealth Safety Analyst Risk Analyst HIP ROLE PROFILES 28 COACH: Canada s Health Informatics Association

29 Canadian Health System 4.10 Junior Business Analyst EMERGING PROFESSIONAL The Junior Business Analyst supports more senior staff in determining requirements for new health informatics initiatives including, information systems (design/implementation, integration, and upgrade), performance measurement and reporting, and program development. Through his/her knowledge of the health system, the Junior Business Analyst documents processes, gathers requirements, and performs current state assessments and gap analysis on initiatives. As the role often works with different clinical, IT and business stakeholders, a good general understanding of the e-health environment is important. Junior ehealth Analyst HIP ROLE PROFILES 29 COACH: Canada s Health Informatics Association

30 Table 2. Detailed HIP Core Competency Ratings for the Canadian Health System Domain CIO ehealth Strategist ehealth Program Director Business Development Specialist esafety Manager ehealth Analyst Senior Business Analyst Business Analyst esafety Analyst Information Management Information Technology Clinical & Health Services Canadian Health System Organizational & Behavioural Management Project Management Analysis & Evaluation Junior Business Analyst

31 5 Project Management 2013 HIP ROLE PROFILES 31 COACH: Canada s Health Informatics Association

32 Project Management 5.1 Project Services Vice President MASTER The Project Services Vice President provides leadership, direction and subject matter expertise to ensure the organization s project management function properly supports the organization s business objectives and operations. He/she contributes to the organization s strategic direction by providing key recommendations on investment priorities, project governance, program structure, budgeting, sourcing, resourcing, and contracting. The Project Services VP uses extensive operations experience to establish and refine practices to monitor and provide oversight for progress reporting, deliverable management, risk management, financial management, and contract management. He/she identifies and addresses the interdependencies between seemingly diverse projects. The Project Services VP ensures organizational and stakeholder executives understand how risks or issues with one project affect other projects in the organization. Project Management Vice President Program/project management certification (e.g., PgMP, PMP, PRINCE2) HIP ROLE PROFILES 32 COACH: Canada s Health Informatics Association

33 Project Management 5.2 Project Management Office Director EXPERT The Project Management Office (PMO) Director directs the centralized coordinated management of an organization s projects (program), ensuring they achieve strategic objectives and benefits. The position is often located in a formalized project management office. The PMO Director is a point of escalation for project risks and issues, and draws on health informatics knowledge and experience in order to understand project interdependencies and address risks. He/she ensures that the proper program/portfolio reporting structures are in place, and is responsible for providing regular updates to executive decision making bodies. The PMO Director ensures that the PMO adequately educates the organization s employees on project management best practices. Project Portfolio Director Project Services Director Program/project management certification (e.g., PgMP, PMP, PRINCE2) HIP ROLE PROFILES 33 COACH: Canada s Health Informatics Association

34 Project Management 5.3 Project Director EXPERT The Project Director is responsible for managing large-scale projects (large budgets, numerous stakeholder groups etc). He/she plans and directs the project team s activities to manage and implement from contract/proposal initiation to final operational stage. The Project Director uses subject matter expertise to establish/create work products and processes to further enhance existing project management methodologies focused on project delivery. As he/she is responsible for large-scale projects, the Project Director determines, monitors, and reviews business cases, costs, operational budgets, staffing requirements, resources, and benefits realization plans. He/she uses strong stakeholder relationship skills to initiate, build and foster effective and lasting relationships with clients, vendors and partners. Senior Project Manager Project management certification (e.g., PMP, PRINCE2) HIP ROLE PROFILES 34 COACH: Canada s Health Informatics Association

35 Project Management 5.4 Project Management Office Manager PROFICIENT The Project Management Office (PMO) Manager manages the organization s central coordination of a group of related projects (programs). The position is often located in a formalized project management office. The PMO Manager draws on health informatics knowledge and experience in order to understand project interdependencies and address risks. He/she ensures that the proper program/portfolio reporting structures are in place. The PMO Manager flags risks and issues that may affect other projects, escalates them appropriately. He/she manages educating the organization s employees on project management best practices. Program Management Office (PMO) Manager Project Portfolio Manager Program/project management certification (e.g., PgMP, PMP, PRINCE2) HIP ROLE PROFILES 35 COACH: Canada s Health Informatics Association

36 Project Management 5.5 Program Manager PROFICIENT The Program Manager manages a group of related projects (program) in a harmonized way to ensure the successful completion of project objectives within scope, budget and on time. At this level the projects are smaller in scale, and related in nature. Drawing on health informatics knowledge and experience, he/ she flags and escalates project interdependencies and addresses risks between the projects under his/ her management. The Program Manager participates in program/portfolio reporting and ensures his/her projects are following project management best practices. He/she often supervises more junior staff in the project management function. Portfolio Manager Project Portfolio Manager Program/project management certifications (e.g., PgMP, PMP, PRINCE2) HIP ROLE PROFILES 36 COACH: Canada s Health Informatics Association

37 Project Management 5.6 Project Manager PROFICIENT The Project Manager provides project management and/or subject matter expertise in support of the organization s projects. He/she is responsible for applying existing organizational project management methodologies, documents and processes to ensure the successful completion of project objectives within scope, budget and on time. The Project Manager s health informatics knowledge allows him/her to lead, guide and coach a diverse group of employees, stakeholders and contractors that results in a team that can meet its goals and objectives. Additionally, the Project Manager is responsible for meeting regularly with program/ project team members and interdepartmental teams to review program/project status and plan future actions. The Project Manager may occasionally not directly manage a project but function as a subject matter expert on project management within an organization. Project Leader Project Specialist Project Consultant Project management certification (e.g., PMP, PRINCE2) HIP ROLE PROFILES 37 COACH: Canada s Health Informatics Association

38 Project Management 5.7 Project Analyst COMPETENT The Project Analyst supports a specific project (or multiple small projects). He/she analyzes information related to the project, liaises with different departments and functional areas to collect this information and may even perform lower-level project management tasks. His/her health informatics knowledge allows for knowledgeable interaction with these other areas. The Project Analyst is also part of regular meetings with program/ project team members and interdepartmental teams to review program/project status and plan future actions. ehealth Project Analyst Project management certification (e.g., CAPM, PMP, PRINCE2) HIP ROLE PROFILES 38 COACH: Canada s Health Informatics Association

39 Project Management 5.8 Program Coordinator EMERGING PROFESSIONAL The Program Coordinator provides administrative and junior project management support to an organization s program/portfolio management function. He/she assists in the development of a project portfolio review package performing detailed evaluation of current project status reports and consolidating into an overall report. The Program Coordinator coordinates resources, which may include people, data, processes, and/or financial plans. He/she tracks project interdependencies and flags risks for management to address related to a program/portfolio. Project Control Officer, PMO PMO Coordinator Portfolio Coordinator Junior project management certification (e.g., CAPM) HIP ROLE PROFILES 39 COACH: Canada s Health Informatics Association

40 Project Management 5.9 Project Coordinator EMERGING PROFESSIONAL The Project Coordinator provides junior project management support for a single project, or a collection of individual projects managed separately. Leveraging his/her health informatics knowledge he/she gathers the necessary information to complete project documentation (e.g., business case, benefits realization plan). The Project Coordinator works with more senior project management staff to coordinate and track project activities and communications to ensure project goals are accomplished within the prescribed time frame and budget parameters. Project Administrator Project Control Coordinator Junior project management certification (e.g., CAPM) HIP ROLE PROFILES 40 COACH: Canada s Health Informatics Association

41 Table 3. Detailed HIP Core Competency Ratings for the Project Management Domain Project Services VP PMO Director Project Director PMO Manager Project Manager Program Manager Project Analyst Program Coordinator Project Coordinator Information Management Information Technology Clinical & Health Services Canadian Health System Organizational & Behavioural Management Project Management Analysis & Evaluation

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43 Organizational and Behavioural Management HIP ROLE PROFILES 43 COACH: Canada s Health Informatics Association

44 Organizational and Behavioural Management 6.1 Chief Transformation Officer MASTER The Chief Transformation Officer is the senior executive responsible for ensuing effective clinical change management and adoption of health information systems. He/she is a master facilitator capable of directing diverse, multi-disciplinary teams. The Chief Transformation Officer is also responsible for ensuring that his/her function has the skills and assets to address current issues and trends in health informatics. Extensive health informatics knowledge enables the Chief Transformation Officer to resolve complicated business issues and gaps with innovative solutions. Vice President, Adoption Change Management Executive Master s degree (e.g., MBA, MHA, MPH) HIP ROLE PROFILES 44 COACH: Canada s Health Informatics Association

45 Organizational and Behavioural Management 6.2 Changes and Evaluation Services Director EXPERT The Change and Evaluation Services Director establishes a strategic approach to change management and adoption of EHRs and other technologies across the organization. He/she develops and implements strategies, methods and tools to support coordinated change management for internal and/or external clients. The Change and Evaluation Services Director fosters the development of clinical transformation processes and capacity both within the organization and with professional associations and other key organizations. In addition the portfolio may include direction over the function that evaluates the tangible and intangible results of this change making recommendations to senior management on future investment priorities. Change Management Strategist Change management certification (e.g., Prosci) Clinical designation HIP ROLE PROFILES 45 COACH: Canada s Health Informatics Association

46 Organizational and Behavioural Management 6.3 Process Improvement Director EXPERT The Process Improvement Director plans and implements the organizational strategy with respect to process improvement. An expert in one or more process improvement methodologies, he/she directs a team of individuals (and/or virtual teams of individuals who are concerned with process improvement) to ensure the strategy is followed consistently. The Process Improvement Director stays abreast of new developments in process improvement methodologies and liaises with executives from other organizations who are leaders in process improvement. Process Improvement Senior Consultant Process improvement methodology certification (e.g., Lean, Six Sigma) HIP ROLE PROFILES 46 COACH: Canada s Health Informatics Association

47 Organizational and Behavioural Management 6.4 Change Manager PROFICIENT The Change Manager provides leadership and support in the adoption of EHR solutions to assigned programs and projects within a defined scope. He/she evaluates and recommends appropriate change management deliverables, required efforts, level of involvement and budget allocation to ensure each project s or program s success. The Change Manager nurtures champions for change through a deep understanding of the business areas he/she is supporting and organizational behaviour. The Change Manager leverages lessons learned from previous projects and apply them to current engagements. Transition and Change Management Lead Change management certification (e.g., Prosci) Clinical designation HIP ROLE PROFILES 47 COACH: Canada s Health Informatics Association

48 Organizational and Behavioural Management 6.5 Process Improvement Specialist PROFICIENT The Process Improvement Specialist is a subject matter expert on process improvement, who is expert in one or more process improvement methodologies. He/she either works a team of individuals (and/or virtual teams of individuals who are concerned with process improvement) to ensure the organization s process improvement strategy is followed consistently. The Process Improvement Specialist stays abreast of new developments in process improvement and functions as an expert on project teams. He/she also leads educational initiatives on process improvement. Process Improvement Consultant Process Improvement Engineer Process improvement methodology certification (e.g., Lean, Six Sigma) HIP ROLE PROFILES 48 COACH: Canada s Health Informatics Association

49 Organizational and Behavioural Management 6.6 Engagement Manager PROFICIENT The Engagement Manager develops communication and strategic engagement strategies with key stakeholder groups. He/she is a respected member of the health informatics community with expert knowledge of what motivates clinical and business and stakeholder groups. The Engagement Manager is a master facilitator that resolves issues between stakeholders on projects. He/she is typically brought in when new initiatives are launched in order to ensure that the right mix of stakeholders is involved appropriately. Stakeholder Engagement Manager Change management certification (e.g., Prosci) HIP ROLE PROFILES 49 COACH: Canada s Health Informatics Association

50 Organizational and Behavioural Management 6.7 Trainer COMPETENT The Trainer plans, develops, and delivers training programs and specific classes, and evaluates performance of participants in training programs. He/she works with project and operational teams across the organization to determine training requirements (environment, data, use cases, etc). The Trainer understands the environment (clinical setting, professional roles etc) as well as the system, application or process on which he/she is delivering the training. Educational Telehealth Coordinator Pharmacy Trainer System Trainer HIP ROLE PROFILES 50 COACH: Canada s Health Informatics Association

51 Organizational and Behavioural Management 6.8 Product Specialist COMPETENT The Product Specialist is an expert for a health information application product/service or a group of related products or services. He/she is the main point of contact with the clients (internal and/or external to the organization) related to the specific product/service. The Product Specialist has the authority to resolve most client issues on his/her own, and prepares regular reports for management summarizing their interactions with the client. The Product Specialist also liaises with marketing/communications and product development groups on future enhancements and feature sets. Product Support Specialist Service Specialist Account Manager Product-specific training/certification HIP ROLE PROFILES 51 COACH: Canada s Health Informatics Association

52 Organizational and Behavioural Management 6.9 Process Improvement Analyst COMPETENT The Process Improvement Analyst provides organizational support on process improvement to more senior staff, and is well-versed in one or more process improvement methodologies. He/she works as part of a team of individuals (and/or virtual teams of individuals who are concerned with process improvement) to ensure the organization s process improvement strategy is followed consistently. The Process Improvement Analyst analyzes processes and workflows and makes recommendations for where they can be improved. He/she stays abreast of new developments in process improvement and functions as a support resource on project teams. He/she also supports educational initiatives on process improvement. Workflow Analyst Process improvement methodology certification (e.g., Lean, Six Sigma) HIP ROLE PROFILES 52 COACH: Canada s Health Informatics Association

53 Organizational and Behavioural Management 6.10 Training Coordinator EMERGING PROFESSIONAL The Training Coordinator supports the development and maintenance of training materials within the context of an organizational training strategy. He/she interacts with a diverse group of stakeholders, both internal and external to the organization in preparing the materials, and assisting with the training itself. The Training Coordinator has a basic understanding of the technical aspects of the systems and processes on which he/she developing the materials and how they relate to the trainees work environment. Training Analyst HIP ROLE PROFILES 53 COACH: Canada s Health Informatics Association

54 Organizational and Behavioural Management 6.11 Product Analyst EMERGING PROFESSIONAL The Product Analyst is the primary day-to-day operational point of internal and external customer contact for a specific organizational product or service. He/she is responsible for maintaining a positive relationship and product/service image with both internal staff and external customers. The Product Analyst supports the creation of new solutions with the product and also provides operational support (troubleshooting etc.) of existing solutions which utilize the specific product. His/her health informatics knowledge allows the Product Analyst to verify the accuracy of customer information, prioritize the issue/ request, communicate an expected response time, gather customer suggestions for system and service improvements, and summarize the feedback for senior professional staff. Product Support Analyst Product-specific training/certification HIP ROLE PROFILES 54 COACH: Canada s Health Informatics Association

55 Table 4. Detailed HIP Core Competency Ratings for the Organizational and Behavioural Management Domain Chief Transformation Officer Change and Evaluation Services Director Process Improvement Director Process Improvement Specialist Change Manager Engagement Manager Process Improvement Analyst Trainer Product Specialist Training Coordinator Information Management Information Technology Clinical & Health Services Canadian Health System Organizational & Behavioural Management Project Management Analysis & Evaluation Product Analyst

56

57 Analysis and Evaluation HIP ROLE PROFILES 57 COACH: Canada s Health Informatics Association

58 Analysis and Evaluation 7.1 Chief Knowledge Officer MASTER The Chief Knowledge Officer provides the strategy and leadership for an organization s health information/informatics research and analysis function. As an organizational executive, he/she ensures that information is used effectively across the organization to advance the organization s strategic objectives. The Chief Knowledge Officer is an expert who participates in and engages with stakeholders, external working groups and related organizations at the provincial and national level. Research and Analysis Vice President Knowledge Management Vice President Advanced academic credentials HIP ROLE PROFILES 58 COACH: Canada s Health Informatics Association

59 Analysis and Evaluation 7.2 Senior Methodologist EXPERT The Senior Methodologist leads complex health informatics research and analysis projects. He/she develops analytical plans and implements analytical protocols. The Senior Methodologist understands the systems that collect and store health information, in the context of the data s limitations and capabilities. He/she is an expert resource that provides valuable input into the design of health informatics-related research and analysis. Health Informatics Research Expert Advanced academic credentials HIP ROLE PROFILES 59 COACH: Canada s Health Informatics Association

60 Analysis and Evaluation 7.3 Senior Information Analyst PROFICIENT The Senior Information Analyst performs health informatics research and analysis, designing and executing research projects to support key business goals and drivers. He/she generates organizational and health system-wide knowledge on the nature of health information and information systems, their evaluation and performance. The Senior Information Analyst is an information enabler deciding what information is available from what sources and in what format. As an advisor on projects, he/she ensures that analytics and management information use are considered along with technical and clinical requirements. Senior Business Intelligence Analyst Advanced academic credentials HIP ROLE PROFILES 60 COACH: Canada s Health Informatics Association

61 Analysis and Evaluation 7.4 Outcomes Specialist PROFICIENT The Outcomes Specialist provides thought leadership for identifying, measuring, and communicating outcomes (clinical, performance, utilization, etc.). He/she engages a variety of stakeholders internal and external to the organization to advance outcome methodologies. The Outcomes Specialist is a subject matter expert in the field of health informatics and outcomes research. He/she provides outcomes expertise to health informatics projects teams or operational units. Outcomes Consultant Clinical Informatics Outcomes Specialist Often from a research or epidemiology background HIP ROLE PROFILES 61 COACH: Canada s Health Informatics Association

62 Analysis and Evaluation 7.5 Information Analyst COMPETENT The Information Analyst provides advices and support on information issues to management. Working with a variety of groups and individuals throughout the organization and external stakeholders, he/ she evaluates information needs and identifies and develops and proposes the solutions to meet those needs. He/she understands the clinical and technical areas of the organization but more importantly understands how information is required at the management and health system levels in order to support decision making. The Information Analyst educates stakeholders on organizational information analysis topics including data holdings, de-identification, access and extraction. Decision Support Analyst Business Intelligence Analyst HIP ROLE PROFILES 62 COACH: Canada s Health Informatics Association

63 Analysis and Evaluation 7.6 Benefits Evaluation Analyst COMPETENT The Benefits Evaluation Analyst assesses and monitors the effectiveness of adoption and implementation of health informatics initiatives (e.g., return on investment, adoption rates, and client satisfaction). He/she prepares identifies and collects the information and prepares reports for management. The Benefits Evaluation Analyst develops approaches to improve evaluation criteria and performance indicators. He/she supports the organization s evaluation function and works collaboratively with representatives from various functional areas. Benefits Realization Analyst HIP ROLE PROFILES 63 COACH: Canada s Health Informatics Association

64 Analysis and Evaluation 7.7 Research Coordinator EMERGING PROFESSIONAL The Research Coordinator performs basic information research including reviewing, collecting and reporting on a variety of data sets and information sources to support more senior staff including senior researchers and methodologists. He/she understands where information is located, and follows accepted methods of retrieval and consolidation. The Research Coordinator typically works under the guidance of more senior research staff and as part of a larger group. Junior Information Analyst HIP ROLE PROFILES 64 COACH: Canada s Health Informatics Association

65 Table 5. Detailed HIP Core Competency Ratings for the Analysis and Evaluation Domain CKO Senior Methodologist Senior Information Analyst Outcomes Specialist Research Coordinator Information Analyst Benefits Evaluation Analyst Information Management Information Technology Clinical & Health Services Canadian Health System Organizational & Behavioural Management Project Management Analysis & Evaluation

66

67 Information Management HIP ROLE PROFILES 67 COACH: Canada s Health Informatics Association

68 Information Management 8.1 Chief Privacy Officer MASTER The Chief Privacy Officer (CPO) is the most senior privacy official within a large health organization. He/ she develops the strategy for the organization s privacy program and has the overall responsibility for ensuring the organization s privacy principles, policies, procedures and practices are in keeping with existing legislation. The CPO is additionally responsible for fostering a culture of privacy and directs a team of information privacy professionals. His/her health informatics expertise ensures that the organization s privacy program remains current in keeping with the development of the EHR, broader information governance considerations, and other e-health initiatives. The CPO is a respected advisor internal and external to the organization, and represents the organization on local/jurisdictional/national committees and working groups. Information Privacy Vice President Privacy certification CHIM HIP ROLE PROFILES 68 COACH: Canada s Health Informatics Association

69 Information Management 8.2 Standards Director EXPERT The Standards Director sets the strategy for health information standards in a regional, provincial or national context. He/she has substantial health informatics experience, and is recognized as a health information standards expert beyond his/her own organization. The Standards Director provides strategic leadership to standards development, implementation, maintenance and conformance projects and contributes to the work of national and international standards development organizations. His/her strong facilitation skills ensure collaboration between stakeholders on the standards projects under his/her direction. Senior Standards Consultant Standards certification/training (e.g., HL7, SNOMED CT) CHIM HIP ROLE PROFILES 69 COACH: Canada s Health Informatics Association

70 Information Management 8.3 Information Management Director EXPERT The Information Management (IM) Director leads the organization s information management function. He/she ensures the organization is equipped with high quality, timely and accurate management and clinical information. The Information Management Director is responsible for the development and delivery of strategic information requirements for the organization. He/she works closely with other members of senior management to ensure that the information management function is adequately supported and enabled by appropriate levels of technical support and that information is treated as a strategic organizational resource and governed appropriately. Information Services Director CHIM HIP ROLE PROFILES 70 COACH: Canada s Health Informatics Association

71 Information Management 8.4 Privacy Specialist PROFICIENT The Privacy Specialist provides subject matter expertise on information privacy, performing privacy impact assessments and developing the information privacy strategy (for smaller organizations with no Chief Privacy Officer). He/she is a respected expert that participates in information privacy committees and working groups external to the organization in addition to project and operational teams internally. Privacy Consultant Privacy Advisor Privacy certification CHIM HIP ROLE PROFILES 71 COACH: Canada s Health Informatics Association

72 Information Management 8.5 Data Architect PROFICIENT The Data Architect develops the organizational data architecture strategy. He/she understands health information data flows, and the interrelationships between systems both internal and external to the organization. The Data Architect often functions as an expert resource on project and operational teams and provides guidance related to the structure of information when implementing new systems, as well as integration into the EHR. He/she is forward-thinking and fully understands and plans for health informatics trends and how they will impact the way that data is stored and used in the organization. Data Warehouse Architect Information Architect HIP ROLE PROFILES 72 COACH: Canada s Health Informatics Association

73 Information Management 8.6 Standards Specialist PROFICIENT The Standards Specialist is a subject matter expert in health information standards. He/she is familiar with all relevant health information standards. As the organization s expert, the Standards Specialist often conducts standards awareness training for appropriate staff and recommends advanced training opportunities external to the organization for staff that require further standards expertise. He/she may also participate in regional, provincial, national or international standards development and governance committees. Standards Subject Matter Expert Standards Consultant Standards certification/training (e.g. HL7, SNOMED CT) CHIM HIP ROLE PROFILES 73 COACH: Canada s Health Informatics Association

74 Information Management 8.7 Standards Manager PROFICIENT The Standards Manager ensures the organization is using health information standards appropriately and effectively. He/she is familiar with all relevant health information standards. Depending on the size of the organization, the Standards Manager may supervise subject matter experts participating on project teams, or perform the role of subject matter expert him/herself. The Standards Manager coordinates and conducts standards awareness training for appropriate staff and recommends advanced training opportunities external to the organization for staff that require further standards expertise. Health Information Standards Manager Standards certification/training (e.g., HL7, SNOMED CT) CHIM HIP ROLE PROFILES 74 COACH: Canada s Health Informatics Association

75 Information Management 8.8 Data Integrity Analyst COMPETENT The Data Integrity Analyst supports organizational data quality by ensuring the integrity of electronic health records or registries. Through compliance with organizational policies and procures, he/she investigates and resolves linkages, overlays, duplicates and data integrity issues. Working under the direction of senior staff, the Data Integrity Analyst resolves data integrity issues, coordinating efforts with the affected stakeholders. He/she understands the value and impact of data integrity for analytical purposes and assists in developing strategies for improving data integrity. Data Integrity Lead Registries Analyst CHIM HIP ROLE PROFILES 75 COACH: Canada s Health Informatics Association

76 Information Management 8.9 Privacy Analyst COMPETENT The Privacy Analyst supports the development, implementation, maintenance of and adherence to the organization s policies and procedures covering the privacy of personal information and personal health information. He/she is familiar with relevant legislative and legal requirements and industry best practices, and flags gaps between best practices/legal requirements and organizational practice. The Privacy Analyst provides analysis and report generation support to senior staff surrounding privacy breaches. He/she is may also provide operational advice and services to departments in relation to privacy matters. Privacy Business Analyst Project Privacy Analyst Privacy certification CHIM HIP ROLE PROFILES 76 COACH: Canada s Health Informatics Association

77 Information Management 8.10 Standards Analyst COMPETENT The Standards Analyst coordinates an organization s standards development and maintenance activities. He/she assists project teams by gathering standards requirements and performing environmental scans and qualitative and quantitative analysis. The Standards Analyst also provides education, coordination and support to internal and external users of standards products. He/she reviews and distributes incoming standards-related communications to appropriate audiences within the organization. Data Standards Analyst HL7 Analyst Standards certification/training (e.g. HL7, SNOMED CT) CHIM HIP ROLE PROFILES 77 COACH: Canada s Health Informatics Association

78 Information Management 8.11 Privacy Coordinator EMERGING PROFESSIONAL The Privacy Coordinator supports and implements existing privacy policies and procedures. He/she works under the direction of more senior privacy staff, and monitors the organization s projects and operations to ensure they are compliant with the organization s privacy policies. The Privacy Analyst is required to be knowledgeable in recent/suggested changes to privacy legislation and guidelines in order to suggest modifications to the organization s privacy policies to keep them current. Junior Privacy Analyst CHIM HIP ROLE PROFILES 78 COACH: Canada s Health Informatics Association

79 Information Management 8.12 Data Coordinator EMERGING PROFESSIONAL The Data Coordinator plays a key role in the day-to-day operational activities of an organization s data receipt and processing. Under the direction of more senior staff, he/she coordinates in-house processing of data and production of reports. The Data Coordinator maintains data input flow, information output, security and integrity of raw data files, and submits and monitors data processing jobs. He/she ensures the adherence to privacy policies and procedures related to raw data and record-level data release to the internal and external stakeholders. Production Coordinator Reporting Analyst CHIM HIP ROLE PROFILES 79 COACH: Canada s Health Informatics Association

80 Table 6. Detailed HIP Core Competency Ratings for the Information Management Domain CPO IM Director Standards Director Standards Manager Standards Specialist Privacy Specialist Data Architect Data Integrity Analyst Privacy Analyst Standards Analyst Privacy Coordinator Data Coordinator Information Management Information Technology Clinical & Health Services Canadian Health System Org & Behav Management Project Mgmt Analysis & Evaluation

81 Information Technology HIP ROLE PROFILES 81 COACH: Canada s Health Informatics Association

82 Information Technology 9.1 Chief Technology Officer MASTER The Chief Technology Officer (CTO) oversees the development and management of a comprehensive portfolio of information technology and related services in support of organizational programs and services. He/she provides leadership in establishing the strategic direction for the organization s information technology function including security, architecture, system development operations and more. The CTO works with other executives to ensure that the services provided by his/her function align with organizational requirements. His/her health informatics knowledge and experience provides him/her with the tools to successfully interact with internal and external stakeholders, particularly at the executive level. Example Titles : Information Technology and Services Vice President Master s degree (e.g., MBA, MHA, MPH) HIP ROLE PROFILES 82 COACH: Canada s Health Informatics Association

83 Information Technology 9.2 Information Technology Director EXPERT The Information Technology (IT) Director oversees the implementation of an organizational IT strategy in support of business goals. He/she ensures that the IT function is adequately equipped in terms of financial and human resources, and that it remains current with health informatics trends and directions. The IT Director understands clinical/business areas and works with management from those areas to ensure the IT function is properly supporting them. In smaller organizations, this position is often the most senior IT employee. Information Systems Director IT service management certification (e.g., ITIL) HIP ROLE PROFILES 83 COACH: Canada s Health Informatics Association

84 Information Technology 9.3 Enterprise Architecture Director EXPERT The Enterprise Architecture Director provides strategic direction for the technical architecture in a large, complex organization. He/she ensures that senior management across the organization understands the key role that architecture plays in a modern healthcare organization. The Enterprise Architecture Director ensures that the business areas business and functional requirements are being met this requires a deep understanding of the organization s specific context and the healthcare environment overall and also often requires overseeing architects. He/she is also a strategist ensuring that the organization is proactive when it comes to application and system architecture and interoperability. Architecture Strategist Senior Architectural Consultant Architecture certification HIP ROLE PROFILES 84 COACH: Canada s Health Informatics Association

85 Information Technology 9.4 Security Specialist PROFICIENT The Security Specialist designs and enables the organization s information security strategy. He/she ensures that the organization is properly equipped to deal with information security-related issues and is following security best practices, including overseeing the development and deployment of securityawareness training. The Security Specialist ensures that management is aware of areas of potential security weakness. His/her strong healthcare and analytical knowledge ensures that the strategies the Security Specialist develops are appropriate and applicable to the organizational context. A recognized subject matter expert, he/she often participates in security groups and committees external to the organization. Security Consultant Security Architect Information security certification HIP ROLE PROFILES 85 COACH: Canada s Health Informatics Association

86 Information Technology 9.5 Service Manager PROFICIENT The Service Manager maintains the relationship between clients and the information technology or business operations function. His/her understanding of the business and clinical areas enables them to assess the feasibility of requests for projects and/or services. The Service Manager is the primary point of management contact for service planning, development, execution and maintenance. He/she is wellversed in technology and the client s operations and business to ensure that the proper mix of resources is assigned to support the initiative/project/program. Service Delivery Manager IT service management certification (e.g., ITIL) HIP ROLE PROFILES 86 COACH: Canada s Health Informatics Association

87 Information Technology 9.6 Solutions Architect PROFICIENT The Solutions Architect participates in a design team providing technical expertise in all architectural aspects of a complex health information system build or integration. He/she manages the overall solution architecture and determines if new technological solutions fit within this framework. The Solutions Architect provides architectural education to the business area. He/she ensures that the application selection or development process incorporates the appropriate architectural considerations, and considers how the organizational architecture fits within a larger regional/jurisdictional architecture. ehealth Architect Architecture certification HIP ROLE PROFILES 87 COACH: Canada s Health Informatics Association

88 Information Technology 9.7 Senior Testing Analyst COMPETENT The Senior Testing Analyst works with project or operational teams to coordinate all aspects of system testing. He/she coordinates testing amongst technical specialists as well as the business areas, ensuring there is adequate test case coverage. The Senior Testing Analyst participates in all phases of the system development life cycle through to maintenance and customer support. Thorough health informatics knowledge is required in order to understand the complex systems environment and business/clinical needs. Senior Software QA Engineer Quality Assurance Lead Testing Lead HIP ROLE PROFILES 88 COACH: Canada s Health Informatics Association

89 Information Technology 9.8 Technical Lead COMPETENT The Technical Lead manages technical project or operational teams supporting defined, complex initiatives/operations or groups of smaller initiatives/operations. He/she works with the business areas to ensure the technical team is performing adequately and the client needs are being met. The Technical Lead understands how his/her team s work contributes to both the IT strategy and the overall organizational direction. His/her health informatics knowledge enables him/her to tailor communications to technical or business audiences accordingly. IT Team Lead Technical certifications IT service management certification (e.g., ITIL) HIP ROLE PROFILES 89 COACH: Canada s Health Informatics Association

90 Information Technology 9.9 Service Desk Analyst EMERGING PROFESSIONAL The Service Desk Analyst is the on-the-ground resource monitoring the IT operations and business continuity. He/she examines service desk incidents and reports trends to more senior staff. Through a basic understanding of the healthcare system and clinical areas, the Service Desk Analyst is able to resolve some issues without escalation and to communicate effectively with individuals from the business areas. Service Desk Coordinator IT service management certification (e.g., ITIL) HIP ROLE PROFILES 90 COACH: Canada s Health Informatics Association

91 Information Technology 9.10 Testing Analyst EMERGING PROFESSIONAL The Testing Analyst executes defined test strategies as a key member of a project or operational team. He/she writes/reviews test case, scripts and conditions to ensure that they provide adequate coverage and flags issues of concern to more senior staff. The Testing Analyst works with the technical and business teams (internal and/or external) to review and ensure adherence to applicable testing standards. He/she understands the healthcare environment and the downstream impacts that proper system testing has on patients. Quality Assurance Analyst HIP ROLE PROFILES 91 COACH: Canada s Health Informatics Association

92 Table 7. Detailed HIP Core Competency Ratings for the Information Technology Domain CTO IT Director Enterprise Architecture Director Security Specialist Solutions Architect Service Manager Senior Testing Analyst Technical Lead Service Desk Analyst Information Management Information Technology Clinical & Health Services Canadian Health System Organizational & Behavioural Management Project Management Analysis & Evaluation Testing Analyst

93 Appendix A COACH HIP Career Matrix A 2013 HIP ROLE PROFILES 93 COACH: Canada s Health Informatics Association

94 2013 HIP ROLE PROFILES 94 COACH: Canada s Health Informatics Association

95 Explanation of Levels Level Description Education Years of HI Experience 5 Master 4 Expert 3 Proficient 2 Competent 1 Emerging Professional Mastery is mostly about style; these positions tend Master s degree 10+ (depends on to be senior leadership positions in organizations. And/or previous roles and Leadership ability and other personal characteristics Bachelor's degree + individual capabilities) differentiate between master and expert levels. additional professional designations Optimal performance becomes second nature. Master s degree 10+ Experience is so vast that normally each specific situation And/or immediately dictates an intuitively appropriate action. Bachelor's degree + additional professional designations Understanding of skill or domain is an instinct or intuition. Master s degree 3+ Perceives a complete system instead of a set of different parts. or Because of large amount of real-world experience understands Bachelor's degree 5+ there are often multiple competing solutions to a specific problem and has a gut feeling about which is correct. Sees patterns and principles rather than a discrete set of rules Bachelor s degree 3+ rules become rules of thumb. Led more by experience and active decision-making than by strictly following rules (not following the strict rules and context of the previous stage). Accountable for decisions. Comes after considerable experience actually coping with real situations. Rules-based, but rules start to have situational conditions. College diploma/certificate 1+ (Use one rule for one situation, in other situations use another.) Able to identify the limited need to selectively apply different rules. Instructions followed have a few decision points. Limited experience, especially in the health informatics sector. Visit for other HIP Careers resources. COACH: Canada s Health Informatics Association Consumers Road, Toronto, ON Canada M2J 4V6 Phone (416) Toll Free info@coachorg.com HIP ROLE PROFILES 95 COACH: Canada s Health Informatics Association

96 About COACH COACH: Canada s Health Informatics Association is the voice of health informatics (HI) in Canada, promoting the adoption, practice and professionalism of HI. COACH represents a diverse community of accomplished, influential professionals who work passionately to make a difference in advancing healthcare through information technology. HI is the intersection of clinical, IM/IT and management practices. Members are dedicated to realizing their full potential as professionals and advancing HI through access to information, talent, credentials, recognition, programs and a broad range of services and specialized resources HIP ROLE PROFILES 96 COACH: Canada s Health Informatics Association

97