INTERACTIVE TIMELINE

Save time switching to your new EHR

Planning to implement a new EHR? Whether you are switching systems or getting started for the first time, use this interactive timeline to build your roadmap and find the right transition pace to set your practice up for success.
A step-by-step planning guide
Tips to speed up implementation
Red flags to look for
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FAQs

  • How should providers prepare to switch EHRs?

    Set aside ample time (typically 2-4+ weeks) to review your current tools and workflows, as well as document feedback from your team. Define a list of non-negotiable features and set a clear budget to follow. Assign an EHR selection team to review vendors and designate an internal implementation team to plan for the transition.

  • What are the steps to transition to a new EHR?

    Start by developing a clear transition timeline and assign responsibilities to your team. Research and evaluate potential vendors before selecting the one that best fits your practice needs. Work with your chosen vendor to configure the EHR to your current workflows and prepare your data to be migrated into the new system. Partner with your vendor to create a comprehensive staff training plan, incorporating hands-on practice and real-world scenarios. Identify a go-live date and closely monitor the system for issues during the rollout. Continue to encourage feedback from your staff and collaborate with your vendor to optimize workflows and templates for greater efficiency as you move forward.

  • How do I know I’m switching to the right EHR?

    Ask your vendor for comprehensive product details and demos to make sure that your new EHR meets all of your practice’s most important needs. Consult other practices for testimonials and check online reviews to evaluate the user experience. Review detailed cost breakdowns and calculate your potential ROI to be confident you are making a strong financial decision for your practice.