Shopping for a new EHR but not sure what to expect during the implementation process? We get it. If you work in health and human services, it’s something you might do only once or twice in your career.

To help demystify the process, we’ve put together three tips that you and your EHR implementation team can use to help keep your project on track.

1. Make sure that you do your homework.

EHR vendors with solid track records for on-time installations typically assign “homework” to members of the core implementation team. While everyone learns differently, reading an instruction manual is very different than actually trying to do it yourself.

For example, bring your core EHR search and implementation team together and identify the most important workflows that impact each functional area. (e.g. Client intake for front desk staff, treatment planning for care providers, etc.) With the help of your vendor implementation team, each person should then work individually to complete their “homework” to ensure the the system is configured in a way that is intuitive and simplifies their workflows.

2. Ask for a single-source of truth for training, timelines and resource documents.

Have you ever tried to find an important document before a meeting and spent valuable time searching your email archives? As you work with your EHR vendor partner throughout the planning process, you will both likely share and create many different types of documents. In order to ensure that all team members (individuals within your agency and on the vendor side) can easily access the important information, ask your EHR vendor to use a project management system that can help centralize all of those resources.

3. Prioritize. Prioritize. Prioritize.

If you work in behavioral health and human services, you likely have a lot of different workflows for handling everything from the intake process to treatment planning and billing. By optimizing the configuration of your EHR, you can optimize your operations too. But, your team only has a finite amount of time and resources. Work together to prioritize the most important workflows that have the most profound impact on your organization and your clients. Focus on those first. For example, if managed care is keeping you up at night, identify those associated pain points and identify how your system can help alleviate those issues.

Work with your EHR vendor to make those your collective priorities throughout the planning process.

Want More Tips?

If you’re thinking about purchasing a new EHR, it’s never too early to start thinking about your implementation. After all, you only get one chance to get it right! To learn more, please join us December 4, 2018 at 12:00 PM CT to learn how Keystone Family Services took a strategic approach to their EHR selection and implementation processes. As a result, they were able to simplify the complexities associated IDD and mental health services.

Register for the webinar: 5 Strategies to Support a Successful EHR Selection and Implementation


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