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EHR/EMR Implementation Plan and Checklist

Explore how proper EHR implementation can transform your practice, improve patient engagement, and reduce operational costs. For more insights: https://prognocis.com/ehr-implementation/<br>

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EHR/EMR Implementation Plan and Checklist

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  1. Your EHR Implementation Checklist

  2. Assessing the Practice Needs • What slows you down? • What is working well? • What is not working well? • What specific needs do you have?

  3. Choosing the Right EHR Software • Book a demo • Get providers and staff involved • Get feedback from all departments

  4. Setting Clear Goals and Expectations • Have a Kick-off call • Aligning goals with implementation milestones • Set up implementation timelines • Define responsibilities

  5. Engaging Key Stakeholders • Physicians and Clinic Staff - help shape how system will support team • IT Team - ensures everything runs securely and smoothly • Administrative Leaders - handles training, scheduling and adoption • Billing Managers - ensures claims are generated correctly

  6. Budgeting, Planning, and Cost Considerations • Budget for extra resources during the implementation period • Reduced patient load during training periods • Extra expenses not included in the implementation cost

  7. Configuration • Setting up User Roles and Responsibilities • Creating usernames and passwords • Customization to practice needs • Creating workflows • Set up integrations with vendors and devices

  8. Prepare for Data migration • Identify data to be imported • Backup All Data • Extract data • Reformat data to the new EHR structure • Import data • Test to ensure accuracy

  9. Role-Based Training • Front Desk • Clinical Staff • Providers • Billings • Super Users

  10. Testing • In the live environment, run through real-life clinical and administrative workflows • Send real-life orders to labs and other interfaces • Ensure ICD and CPTs are being captured and generating claims • Identify any technical issues

  11. Go-Live • Identify your go-live support team • Determine if they will be on-site or online • Remember you got this!

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