Chart Conversion Planning
A chart conversion strategy describes how previous paper records will be used with and/or integrated into the new EHR. This spreadsheet will direct you to answer the necessary questions for creating a conversion plan.
 Download the Chart Conversion Planning document
Cost Inventory (added 8/28/06)
This tool can be used to track the various costs associated with implementing an EHR. It also allows you to track annual costs for five years.
Download the Cost Inventory document
EHR in the Exam Room (added 8/28/06)
The easy part was gaining access to your EHR from the exam room. Now the difficult task is to figure out how to use the EHR and still maintain effective communication with your patient. This document can assist you with tips in using an EHR in your exam room.
Download the EHR in the Exam Room document
Implementation Overview (added 8/28/06)
Implementation of an EHR system includes all of the steps necessary to prepare for, install, build, test, train, convert, go live, and adopt the EHR. This document provides an overview of considerations and key steps in EHR Implemenation.
Download the Implementation Overview document
Implementation Planning Checklist
The purpose of this tool is to aid your practice in planning the EHR system live event and to identify any issues that need to be addressed before the go-live.
Download the Implementation Planning Checklist document
Implementation Team Structure
If you haven't already formed an implementation team, this document will assist you in identifying the necessary team members and the responsibilities they will have throughout implementation planning.
Download the Implementation Team Structure document
Issues Log (updated 8/28/06)
This spreadsheet was designed to aid you in documenting implementation issues and how they were resolved.
Download the Issues Log
Metadata Change Control
This spreadsheet can be used to document metadata change requests, approvals, performance and tests during EHR implementation.
Download the Metadata Change Control document
Patient Flyer (added 3/14/07)
 Please Be Patient flyer
Please Be Patient pamphlet
Five Reasons Your Doctor Is Using an EHR System flyer
Patient Letter Sample (added 2/8/07)
 Download the Patient Letter Sample
Press Release Sample (added 2/8/07)
Download the Press Release Sample
Scanning and Backloading Tips
Scanning and backloading data are two mechanisms for paper chart conversion. By discussing each method, this document will assist you in gaining the necessary knowledge to create a conversion plan.
Download the Scanning and Backloading Tips document
Space Inventory (added 9/22/06)
Use this tool to plan and manage your EHR space needs.
Download the Space Inventory document
System Backup 101
A proper backup solution involves several key considerations—the data you choose to back up, the format of backup, safe storage of the backup, and the ability to recover the data. The purpose of this document is to give you a basic understanding of these key considerations. Your EHR vendor will be able to give you application-specific requirements for your system.
Download the System Backup 101 document
Test Planning
This tool describes the types of tests typically performed on EHRs, and can be used to identify responsibility for who within the clinic will perform the test and the date that the test results have been accepted. If a test is performed and results not accepted the first time, issues should be posted to the EHR issues log and resolved before indicating acceptance.
Download the Test Planning document
Training Plan (added 8/28/06)
This is a sample training plan that you can to organize the process. It provides training purposes, methodologies, and key considerations.
Download the Training Plan document
Turnover Strategy (updated 8/28/06)
A turnover strategy refers to how the EHR will be implemented throughout the clinic. This guide lists possible turnover strategies and the characteristics of each.
Download the Turnover Strategy document
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