{"id":2461,"date":"2012-04-22T16:00:30","date_gmt":"2012-04-22T20:00:30","guid":{"rendered":"http:\/\/www.poweryourpractice.com\/?p=2461"},"modified":"2012-04-22T16:00:30","modified_gmt":"2012-04-22T20:00:30","slug":"ehr-planning-task-list","status":"publish","type":"post","link":"https:\/\/carecloud.com\/continuum\/ehr-planning-task-list\/","title":{"rendered":"Organize Your Efforts: EHR Planning Task List"},"content":{"rendered":"<p>There are a number of factors to consider while preparing to purchase an electronic health record for your practice \u2013 namely the <strong>size, specialty and relationships of your practice.<\/strong><\/p>\n<p>While these considerations will determine many of the specifics of your planning phase and how many tasks you\u2019ll complete before deciding on a vendor, the process is similar for all practices.<\/p>\n<p><!--more--><\/p>\n<p>Below is our planning task list, created to help your practice manage your EHR pre-purchase plan outline from a bird\u2019s eye view. The due dates are to be set by your practice, and they depend on size, specialty, and whether your EHR is client-server or cloud-based.<\/p>\n<p><strong>[do action=&#8221;titled-box&#8221; title=&#8221;Preparing for the Electronic Health Record&#8221; colortitle=&#8221;&#8221; titleboxcontent=&#8221;Provide your staff with EHR education.<br \/>\nAssess practice readiness.<br \/>\nPrepare your practice for change to overcome potential obstacles.<br \/>\nIdentify practice benefits.&#8221;]<\/strong><\/p>\n<p><strong>[\/do]<br \/>\n<\/strong><\/p>\n<p><strong>[do action=&#8221;titled-box&#8221; title=&#8221;Setting Goals&#8221; colortitle=&#8221;&#8221; titleboxcontent=&#8221;Review S.M.A.R.T. Implementation Goals.<br \/>\nAgree on goals with your practice.&#8221;]\u00a0<\/strong><\/p>\n<p><strong>[\/do]<br \/>\n<\/strong><\/p>\n<p>For more information on implementation goals, <a href=\"https:\/\/www.carecloud.com\/continuum\/questions-before-ehr-implementation\/\" target=\"_blank\" rel=\"noopener\">click here.<\/a><\/p>\n<p><strong>[do action=&#8221;titled-box&#8221; title=&#8221;Initiating and Organizing the Project&#8221; colortitle=&#8221;&#8221; titleboxcontent=&#8221;Identify steps to plan, select, implement and maintain.<br \/>\nOutline all EHR costs, from purchase through maintenance.<br \/>\nEstablish a communications plan to document tasks listed here.<br \/>\nEstablish how your practice will document processes involved with the project.<br \/>\nOutline your practice workflows and processes.<br \/>\nExamine opportunities for improvement.<br \/>\nOutline expectations for how workflows will improve.<br \/>\nOutline functional requirements.<br \/>\nOutline technical requirements.<br \/>\nDecide what your practice needs and wants from its system.&#8221;\/]<\/strong><\/p>\n<p>For more information on mapping workflows and processes, <a href=\"https:\/\/www.carecloud.com\/continuum\/how-ehr-impacts-practice-processes-workflows\/\" target=\"_blank\" rel=\"noopener\">click here.<\/a> For functional and technical requirements, <a href=\"https:\/\/www.carecloud.com\/continuum\/ehr-checklist-functional-and-technical-essentials\/\" target=\"_blank\" rel=\"noopener\">visit this link.<\/a><\/p>\n<p><strong>[do action=&#8221;titled-box&#8221; title=&#8221;Chart Conversion&#8221; colortitle=&#8221;&#8221; titleboxcontent=&#8221;Decide how you will organize charts to be scanned and uploaded.<br \/>\nPlan and create new processes for moving forward with future digital conversion of charts.&#8221;\/]<\/strong><\/p>\n<p><strong>[do action=&#8221;titled-box&#8221; title=&#8221;Selecting the EHR&#8221; colortitle=&#8221;&#8221; titleboxcontent=&#8221;Analyze the marketplace.<br \/>\nReview vendor profiles.<br \/>\nWatch several demos.<br \/>\nAnalyze constructively key differentiators based on specialty and size.<br \/>\nConsult with an attorney before agreeing to a contract.<br \/>\nPlan installation of hardware and additional applications.<br \/>\n<\/strong><strong><strong>Narrow vendor field by conducting site visits, reference checks, ROI comparison, corporate information, contract terms and prices and legal aspects of contracts.<\/strong>&#8220;\/]<\/strong><\/p>\n<p>For information on vendor demo tricks, <a href=\"https:\/\/www.carecloud.com\/continuum\/ehr-demo-tricks-to-avoid\/\" target=\"_blank\" rel=\"noopener\">click here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are a number of factors to consider while preparing to purchase an electronic health record for your practice \u2013 namely the size, specialty and relationships of your practice. While these considerations will determine many of the specifics of your planning phase and how many tasks you\u2019ll complete before deciding on a vendor, the process [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":32785,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2461","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Organize Your Efforts: EHR Planning Task List - Continuum<\/title>\n<meta name=\"description\" content=\"Check out our EHR planning task list, created to help your practice manage your EHR pre-purchase plan outline from a bird\u2019s eye view.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/carecloud.com\/continuum\/ehr-planning-task-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Organize Your Efforts: EHR Planning Task List - 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