How To Implement Electronic Health Records


How To Implement Electronic Health Records


This tool provides a six-step approach for providers and physicians to implement an electronic health record (EHR) system in their practice. Each step provides process and outcome goals, and resources to help assess and determine if an EHR will help improve quality of patient care.

The tool is organized by the six steps and includes the following materials:

  • Step 1: Assess your practice readiness
    • Change management for EHR implementation
    • Creating a leadership team for successful EHR implementation
  • Step 2: Plan your approach
    • Goals and objectives for EHR implementation
    • Information security policy template
    • Workflow process mapping for EHR implementation
    • Workflow redesign templates
  • Step 3: Select or upgrade to a certified EHR
    • Contracting guidelines and checklist for EHR vendor selection
    • EHR demonstration scenario, evaluation, and vendor questions
    • Reference checking for EHR vendors worksheet
    • Request for proposal template for health information technology (HIT)
    • Vendor evaluation matrix tool
    • Vendor meaningful use compare tool
    • Vendor pricing template
  • Step 4: Conduct training and implement an EHR system
    • Chart migration and scanning checklist
    • EHR implementation go-live planning checklist
    • System test plan
  • Step 5: Achieve meaningful use
    • Overview of the Stage 1 and Stage 2 EHR meaningful use
    • My EHR Participation Timeline
  • Step 6: Continue quality improvement
    • HIT patient satisfaction survey


RTI International; National Learning Consortium

Funding Sources:

U.S. Department of Health and Human Services


Original Summary: March 2013
Last Updated: 08/14/13

QualityTool Classification

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