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Order Set and OPA Governance

This is the full policy and procedure. For how to submit a request, see OPA and Order Set Requests.

Freeman Health System, Clinical Informatics. Drafted September 4, 2026. Modeled on the Inova Health System order set review program (XGM 2026, ClinAC097) with Inova's permission to adapt. Part A is the policy: the standing rules Freeman adopts for order sets, SmartSets, and OurPractice Advisories (OPAs). Part B is the procedure that carries the policy out.

Version 1.0. Approved by the Provider Advisory Council September 17, 2026, and by the Pharmacy and Therapeutics Committee and the Medical Executive Committee October 13, 2026. The official policy is on the Freeman Policies and Procedures site (Freeman network only).

Part A: Policy

Title
Order Set and OPA Governance
Owner
Chief Medical Informatics Officer
Approving bodies
Provider Advisory Council; Pharmacy and Therapeutics Committee; Medical Executive Committee
Official version
Freeman Policies and Procedures site (Freeman network only)
Approved
Provider Advisory Council September 17, 2026. Pharmacy and Therapeutics Committee and Medical Executive Committee October 13, 2026.
Review
Annually, and at each Epic upgrade that changes Round Table

A1. Purpose

To define how order sets, order panels, ambulatory SmartSets, and OPAs are requested, approved, built, validated, released, reviewed, and retired at Freeman Health System, so that clinical decision support content is current, evidence-based, safe, and maintained without unnecessary burden on clinicians.

A2. Scope

Applies to all Freeman facilities and clinics using Epic, to all physicians, APPs, pharmacists, nurses, and staff who request or review this content, and to the Information Systems teams that build it. Applies to inpatient order sets and panels, ambulatory SmartSets, and OPAs. Does not apply to personal preference lists, user versions of order sets, or single order and medication records governed by their own application teams.

A3. Policy statements

  1. All requests for new, changed, or retired order sets, SmartSets, and OPAs are submitted through the IT Service Request system. Requests received by other means are redirected there and are not acted on until submitted.
  2. Every request is triaged by the Clinical Informatics team before assignment. Triage determines scope, duplication, form, required approvals, and completeness.
  3. Epic Round Table is the system of record for all review, decision, build, and validation documentation. Instructions, comments, and issues not documented in Round Table are not acted on by the build team.
  4. Clinical content decisions belong to the designated clinical owner for the specialty. Build teams implement approved decisions and do not interpret unresolved discussion.
  5. The Pharmacy and Therapeutics Committee reviews any order set that contains medications, and any other request at the discretion of the Pharmacy P&T Coordinator. Adding a medication to an order set is an order set change: it goes through the Round Table review process and P&T review of the medication content. Adding a medication to the Freeman formulary is not an order set change: it does not go through Round Table, but it does go to P&T. A medication that is not on formulary must be approved by P&T before it can be built into an order set. The Pharmacy P&T Coordinator determines which path applies when the requester is unsure.
  6. New OPAs and material changes to existing OPAs require approval by the Decision Support Committee before build. Retirement of an OPA that reduces alert burden without patient safety risk may be approved electronically.
  7. All content is validated in a non-production environment and released only after open review comments are resolved and build is marked complete in Round Table.
  8. Release dates are scheduled and published in advance. Off-cycle release requires Clinical Informatics approval and is limited to patient safety.
  9. Every order set, SmartSet, and OPA is reviewed on a scheduled periodic cycle: annually for protocols, in keeping with accreditation standards, and every three years for all other content. Content with negligible use is retired on recommendation of the Round Table Coordinator and confirmation of the clinical owner.
  10. Communication of released changes is shared: Information Systems issues the release notice to all affected disciplines, not providers only; the requesting department provides education to its own staff.
  11. Requests outside the scope of this policy, or that duplicate existing content, are declined at triage with the reason documented in the request.

A4. Responsibilities

The roles in Part B, section 3 are defined by this policy. They are not changed, added, or removed without approval of the Provider Advisory Council, Medical Executive Committee, Pharmacy and Therapeutics Committee, and Decision Support Committee. Assignment of individuals to roles is an operational decision of the CMIO.

A5. Definitions

A6. References

Inova Health System, ClinAC097 Improving Order Set Review with Round Table, XGM 2026. Epic Round Table documentation. Freeman P&T Committee charter. Freeman Decision Support Committee charter.

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Part B: Procedure

1. Purpose and scope

This process governs how order sets and OPAs are requested, approved, built, validated, released, and reviewed over time.

In scope from go-live:

Out of scope, with examples of requests that will be declined at triage:

2. Principles

  1. Round Table is the source of truth. If a request, comment, decision, or issue is not documented in Round Table, it is not getting built. Email and Teams messages are not instructions to the build team.
  2. One intake. Every request starts as an IT Service Request in ITSM. No side channels.
  3. The Clinical Informatics team triages every request before anything is assigned. Until the team is developed, this is the CMIO.
  4. Clinical owners decide. Analysts build. The build team does not interpret discussions or chase answers. Every comment thread ends in a clear decision before build starts.
  5. Fixed, published dates. Review, build, validation, and release windows are set in advance and held.
  6. Pharmacy review follows the P&T rule in section 5. Not every order set goes to P&T.

3. Roles

Roles, not names. People change; the process does not.

ROLERESPONSIBILITY
RequesterAny physician, APP, pharmacist, nurse, or department leader. Submits the ITSM request, enters details in Round Table when asked, answers questions promptly, and shares responsibility for communicating the change.
Clinical Informatics teamIntake owner. Triages every request, decides scope, identifies the clinical owner and approvals needed, and routes to the correct Epic lead. The CMIO performs this role until the team is developed and resolves disputes.
Epic Inpatient LeadAssigns the orders analyst and, when medications are involved, the pharmacy (Willow) analyst for inpatient sets and OPAs.
Epic Outpatient LeadAssigns the analyst for ambulatory SmartSets and ambulatory OPAs.
Orders AnalystBuilds and migrates order set and SmartSet changes. Round Table Builder role.
Pharmacy (Willow) AnalystBuilds medication content within order sets. Round Table Builder role.
Pharmacy P&T CoordinatorPerforms the pharmacy review on every request that meets the P&T rule and distributes it to the pharmacy team and P&T as needed.
Clinical OwnerThe physician or APP responsible for a specialty's order sets or an alert. Round Table Owner role: reviews reviewer comments, approves or rejects each one, and submits to builders. Usually the specialty's Physician Champion or Specialty Review Physician.
ReviewerSubject matter experts for the specialty: physicians, APPs, pharmacists, nurses, ancillary staff. Round Table Reviewer role: leaves and responds to comments.
Round Table CoordinatorShared by the Informatics team and the Pharmacy Clinical Coordinator. Opens and manages review periods, assigns owners, reviewers, builders, service lines, and specialties, curates comment threads to a clear decision, and maintains the master schedule.
Decision Support Committee (DSC)Approves new OPAs and material changes to existing OPAs. Meets monthly or every other month; votes electronically between meetings for ad hoc items.
Provider Advisory Council (PAC)Sets cross-specialty standards and resolves disagreements that the CMIO escalates.
P&T CommitteeReviews order sets that contain medications, and approves formulary additions. Formulary requests reach P&T directly, not through Round Table.

Owners are instructed not to close review periods. Builders close them when records move to production.

4. Intake through ITSM

All requests are submitted through IT Service Request at fhsitsm.saasit.com ↗. Four request types:

  1. New Order Set or SmartSet
  2. Order Set or SmartSet Change
  3. New OPA
  4. OPA Change or Retirement

Required at submission:

Detailed line-item changes do not go in the ticket. They go in Round Table once the review period is opened, so the requester enters them once.

The ticket routes to the Clinical Informatics team for triage.

5. Clinical Informatics triage

Within five business days of submission, the Clinical Informatics team completes five checks and records the outcome in the ticket.

  1. Scope. Is this an order set, SmartSet, or OPA request within section 1? If not, decline with the reason and, where one exists, the correct path.
  2. Duplication. Does a similar set or alert already exist? If yes for a new set, the existing set becomes the starting point. If yes for a change, the request is merged into the existing record.
  3. Form. Order set, order panel, or SmartSet. All three arrive on the same order set request type; triage decides the form. Panels are preferred for small reusable groups of orders that belong inside several sets. A panel that affects more than one order set gets its own Round Table review period; a panel used inside a single set is reviewed with that set.
  4. Approvals. Apply the P&T rule below and, for OPAs, the DSC path in section 8. Identify the clinical owner.
  5. Completeness. Is there enough detail to route? If not, return to the requester with the specific gap.

The P&T rule. P&T reviews any order set that contains medications, and any other request at the discretion of the Pharmacy P&T Coordinator. Two things are easily confused. Adding a medication to an order set is an order set change: it goes through the Round Table review process, with pharmacy review and P&T review of the medication content. Adding a medication to the Freeman formulary is a separate action: it does not go through Round Table, but it does go to P&T. A medication that is not on formulary must be approved by P&T before it can be built into an order set. The Pharmacy P&T Coordinator makes the determination when the requester marks "unsure." This rule is policy statement A3.5.

After triage, the Clinical Informatics team routes the ticket to the Epic Inpatient Lead or Epic Outpatient Lead for analyst assignment.

6. Workflow A: order set or SmartSet change

  1. ITSM request submitted (section 4).
  2. Clinical Informatics triage (section 5). Ticket routed to the Epic lead.
  3. Epic lead assigns the orders analyst and, when medications are involved, the pharmacy analyst. The ticket is the parent record for the orders build; a child task tracks the pharmacy build.
  4. Round Table Coordinator opens an ad hoc review period on the set and assigns the clinical owner, reviewers, and builders.
  5. Requester and reviewers enter the change details in Round Table as comments at the correct level: set-level comments on the set, order-level comments on the specific order or panel. Each comment includes order name or ID, dose, rate, frequency, and priority where applicable.
  6. Pharmacy P&T Coordinator reviews the medication content in the set and documents the outcome in Round Table, routing to P&T where the medication is not yet on formulary.
  7. Clinical owner approves or rejects each comment. Coordinator adds a final summary comment stating exactly what will be built.
  8. Owner submits to builders. Build is completed in POC (adjust environment as needed).
  9. Build migrated to the validation environment. Reviewers validate against the approved comments and document any issues in Round Table by reopening the relevant comment. No issue reported outside Round Table is actioned.
  10. Analysts fix issues and mark build complete in Round Table.
  11. Migration to PRD on the published release date. Builder closes the review period.
  12. Communication and education (section 10).

Ad hoc review periods are short, typically two weeks, because the requester already knows what they want. Comments not entered by the close of the period wait for the next opportunity.

7. Workflow B: new order set or SmartSet

Follows Workflow A with these additions:

8. Workflow C: OPA new, change, or retirement

  1. ITSM request submitted with the alert-specific detail: trigger, target population, action requested of the user, acknowledge and override reasons, and expected firing volume. For changes and retirements, current firing and override data if available.
  2. Clinical Informatics triage. Safety-critical requests are flagged for electronic DSC vote.
  3. Decision Support Committee reviews at its next monthly or bimonthly meeting, or electronically for ad hoc items. Outcomes: approve, approve with changes, defer for data, or decline. The decision is recorded in the ticket.
  4. Approved requests route to the Epic lead for analyst assignment, and the Coordinator opens a Round Table review period on the alert.
  5. Build, validation, and release follow Workflow A steps 5 through 12, with the clinical owner and DSC representative as reviewers.
  6. Post-release check. Thirty days after release, the Coordinator pulls firing count and override rate and posts them in Round Table. The DSC reviews alerts with override rates above 75 percent for revision or retirement.

Retirement requests that reduce alert burden without patient safety risk may be approved electronically without waiting for a meeting.

9. Validation and release

10. Communication and education

Responsibility is shared.

11. Periodic review

The full library is reviewed at go-live. That review is the baseline for the periodic cycle. Order panels have no periodic cycle of their own; they are reviewed with the order sets that contain them, and on request.

12. Decision rights and escalation

QUESTIONDECIDED BY
Content within a specialty's order setClinical Owner
Scope, duplication, form, and routing of a requestClinical Informatics team
Whether an order panel needs its own review periodRound Table Coordinator, based on how many sets it affects
Medications in an order set, and formulary additionsP&T Committee via the Pharmacy P&T Coordinator
New or changed OPAsDecision Support Committee
Standards that cross specialties or disagreements between ownersProvider Advisory Council, on Clinical Informatics referral
Off-cycle releaseClinical Informatics team

13. Metrics

Reported quarterly by the Coordinator:

14. Phasing around go-live

15. For providers: how to request a change

Submit an IT Service Request for a new or changed order set, SmartSet, or OPA. Describe what you want and why in a paragraph. The Clinical Informatics team reviews every request within five business days and tells you the next step. If your request moves forward, you will be added to a Round Table review period in Epic where you enter the specific changes and can see progress, approvals, and the release date. Anything you want built must be written in Round Table; a message to an analyst does not count. Release dates are published in advance, and your department leads your colleagues' education on the change.

Version 1.0. Approved by the Provider Advisory Council September 17, 2026, and by the Pharmacy and Therapeutics Committee and the Medical Executive Committee October 13, 2026. The official policy is on the Freeman Policies and Procedures site (Freeman network only).

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