OBJECTIVES This article describes a method for developing electronic health record (EHR) tools for use in primary care settings. METHODS The "Translating Research into Agile Development" (TRIAD) method relies on the close collaboration of researchers, end users, and development teams. This five-step method for designing a tailored EHR tool includes (1) assessment, observation, and documentation; (2) structured engagement for collaboration and iterative data collection; (3) data distillation; (4) developmental feedback from clinical team members on high-priority EHR needs and input on design prototypes and EHR functionality; and (5) agile scrum sprint cycles for prototype development. RESULTS The TRIAD method was used to modify an existing EHR for behavioral health clinicians (BHCs) embedded with primary care teams, called the BH e-Suite. The structured engagement processes stimulated discussions on how best to automate BHC screening tools and provide goal tracking functionality over time. Data distillation procedures rendered technical documents, with information on workflow steps, tasks, and associated challenges. In the developmental feedback phase, BHCs gave input on screening assessments, scoring needs, and other functionality to inform prototype feature development. Six 2-week sprint cycles were conducted to address three domains of prototype development: assessment and documentation needs, information retrieval, and monitoring and tracking. The BH e-Suite tool resulted with eight new EHR features to accommodate BHCs' needs. CONCLUSION The TRIAD method can be used to develop EHR functionality to address the evolving needs of health professionals in primary care and other settings. The BH e-Suite was developed through TRIAD and was found to be acceptable, easy to use, and improved care delivery during pilot testing. The BH e-Suite was later adopted by OCHIN Inc., which provided the tool to its 640 community health centers. This suggests that the TRIAD method is a promising research and development approach.

中文翻译：

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将研究转化为敏捷开发（TRIAD）：开发用于基层医疗机构的电子健康记录工具。

目的本文介绍一种开发用于基层医疗机构的电子健康记录（EHR）工具的方法。方法“将研究转化为敏捷开发”（TRIAD）方法依赖于研究人员，最终用户和开发团队的紧密协作。设计量身定制的EHR工具的这一五步方法包括：（1）评估，观察和记录；（2）有组织的参与协作和迭代数据收集；（3）数据蒸馏；（4）来自临床团队成员对高优先级EHR需求的开发反馈，以及对设计原型和EHR功能的投入；（5）用于原型开发的敏捷Scrum冲刺周期。结果TRIAD方法用于修改现有的EHR，该EHR用于嵌入基层医疗团队的行为健康临床医生（BHC），称为BH e-Suite。结构化的参与流程引发了关于如何最佳地自动化BHC筛选工具并随时间提供目标​​跟踪功能的讨论。数据蒸馏程序提供了技术文档，以及有关工作流程步骤，任务和相关挑战的信息。在开发反馈阶段，BHC提供了关于筛选评估，评分需求和其他功能的信息，以帮助原型特征开发。进行了六个为期2周的冲刺周期，以解决原型开发的三个领域：评估和文档需求，信息检索以及监视和跟踪。BH e-Suite工具具有八项新的EHR功能，可满足BHC的需求。结论TRIAD方法可用于开发EHR功能，以满足初级保健和其他环境中卫生专业人员不断发展的需求。BH e-Suite是通过TRIAD开发的，被认为是可以接受的，易于使用的，并且在试点测试过程中改善了护理质量。BH e-Suite后来被OCHIN Inc.采用，后者为其640个社区卫生中心提供了该工具。这表明TRIAD方法是一种很有前途的研发方法。