Central AZ InteMed Consulting Firm

EHR Implementation Plan

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VII.
VIII.

IX.

Map out workflows and analyze how work is done

a. Map out clinical workflows
b. Map out data collection
c. Evaluate Internet connection and needs
Map out how the EHR will achieve desired workflow
a. Determine staff needs and expectations with survey
b. Determine effect on the patients
c. Determine changes to revenue cycle
Contingency planning: Backup plan to deal with issues that arise during
implementation process
Build EHR implementation plan.
a. Plan approach
i. Big bang
ii. Phased
b. Start, Stop, Sustain
i. New work tasks/processes to start
ii. Work tasks/processes that will stop
iii. Tasks/work processes that will be sustained and not change
Determine data elements to be migrated from the old system to the new
one.
a. Patient demographics
b. Appointment scheduling
c. Financial data
Select system
a. Request for proposal
b. Narrow selection down to 3 vendors and interview each
c. Contact current customers of vendors and ask about their experience
with the system
d. Meet with client and present top 3 vendors to client
e. Choose vendor
Plan chart migration: Transforming of paper charts to electronic.
a. Entering data elements into EHR
b. Scanning paper items into EHR
Implement privacy and security plan
a. Confirm we are a covered entity
b. Provide leadership
c. Document process, findings, and errors
d. Conduct security risk analysis
e. Action plan to address threats and vulnerabilities
f. Manage and mitigate risks
g. Train workforce on policies and procedures
h. Communicate with patients
i. Update business associate agreements
j. Attest for security risk analysis Meaningful Use objective
Implement system

X.
XI.

a. Installation
b. Training
Achieve Meaningful Use
Continue quality improvement
a. Determine if needs were met
b. Reevaluate workflow processes if needed
c. Determine need for additional training
d. Determine adequate capture of data elements for internal clinical
priorities as well as reportable quality measures
e. Determine need for adjustment of staff roles and responsibilities
f. Evaluate adequacy of location of workstations and/or mobile devices
g. Evaluate reliability
h. Evaluate adequacy of speed
i. Determine whether additional hardware or software is needed

References:
http://www.thecarolinascenter.org/documents/EHR_PlanningYourEHRImplementation
.pdf
https://www.healthit.gov/providers-professionals/faqs/EHR-implementation-plansteps
https://www.healthit.gov/providers-professionals/ehr-implementation-steps
https://www.healthit.gov/providers-professionals/ehr-privacy-security/10-step-plan