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/

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 Softw are
•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
•Identify data to be imported
•Backup All Data
•Extract data
•Reformat data to the new EHR structure
•Import data
•Test to ensure accuracy
•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!