{"id":7155,"date":"2020-03-16T09:13:28","date_gmt":"2020-03-16T09:13:28","guid":{"rendered":"https:\/\/www.kolabtree.com\/blog\/?p=7155"},"modified":"2020-03-20T09:22:51","modified_gmt":"2020-03-20T09:22:51","slug":"ehr-implementation-10-steps-for-success","status":"publish","type":"post","link":"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/","title":{"rendered":"EHR Implementation: 10 Steps for Success"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_45_1 counter-flat ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" area-label=\"ez-toc-toggle-icon-1\"><label for=\"item-69f12f48232ec\" aria-label=\"Table of Content\"><span style=\"display: flex;align-items: center;width: 35px;height: 30px;justify-content: center;direction:ltr;\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/label><input  type=\"checkbox\" id=\"item-69f12f48232ec\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#EHRs_Doing_the_research\" title=\"EHRs: Doing the research\u00a0\">EHRs: Doing the research\u00a0<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#Steps_to_Building_Your_EHR_Implementation_Team\" title=\"Steps to Building Your EHR Implementation Team\">Steps to Building Your EHR Implementation Team<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#1_Who_Should_be_on_the_Team\" title=\"1. Who Should be on the Team?\">1. Who Should be on the Team?<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#2_Software_Preparation\" title=\"2. Software Preparation\">2. Software Preparation<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#3_Determination_of_Hardware_Needs\" title=\"3. Determination of Hardware Needs\">3. Determination of Hardware Needs<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#4_Patient_Room_Layout_Matters\" title=\"4. Patient Room Layout Matters\">4. Patient Room Layout Matters<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#5_Data_Transfer\" title=\"5. Data Transfer\">5. Data Transfer<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#6_The_Efficiency_of_a_Solid_Workflow_will_be_Beneficial\" title=\"6. The Efficiency of a Solid Workflow will be Beneficial\">6. The Efficiency of a Solid Workflow will be Beneficial<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#7_How_to_Handle_an_EHR_Outage\" title=\"7. How to Handle an EHR Outage\">7. How to Handle an EHR Outage<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#8_Create_an_Evergreen_Training_Program_and_Update_Regularly\" title=\"8. Create an Evergreen Training Program and Update Regularly\">8. Create an Evergreen Training Program and Update Regularly<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#9_Determine_How_and_When_You_will_Launch\" title=\"9. Determine How and When You will Launch\">9. Determine How and When You will Launch<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/#10_Feedback_is_Crucial_to_Ongoing_Success\" title=\"10. Feedback is Crucial to Ongoing Success\">10. Feedback is Crucial to Ongoing Success<\/a><\/li><\/ul><\/nav><\/div>\n<p><span style=\"font-weight: 400;\"><em>Heidi West, <a href=\"https:\/\/kolabtree.com\/services\/medical-writing?utm_source=Blog&amp;utm_medium=Post&amp;utm_campaign=EHR\">medical writer<\/a>, provides useful tips on implementing electronic health records (EHRs) successfully.<\/em> <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before you can implement an electronic health record, you need to know what an EHR is and why you need it. What are the outcomes financially, in patient quality, and in staff satisfaction?\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"EHRs_Doing_the_research\"><\/span><b>EHRs: Doing the research\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Someone within a clinical setting has to be the person designated to do the preliminary <a href=\"https:\/\/www.kolabtree.com\/blog\/ensuring-reproducibility-in-ai-driven-research-how-freelance-experts-can-help-in-biotech-and-healthcare\/\">research<\/a> on EHR. There are questions you can base your research upon:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is there any difference between an EHR and EMR?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is there a security risk using EHRs rather than paper?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Do EHRs have the capability of streamlining the healthcare industry?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How can your clinicians utilize data to work smarter rather than harder?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Looking beyond the EHR, is your facility ready to be a part of the digital transformation?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is EHR interoperability truly the biggest challenge?<\/span>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Preparation for your new system: You must start prepping for this tremendous transition far ahead of time. Your groundwork will help you identify needs and potential difficulties.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Begin planning for training and implementation of your system after you have your shortlist of the systems that have the most appeal to you. Review demo notes, workflow practice processes, and establish the requirements that are needed to for flawless functional and technical workflow. <\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A few questions you can ask yourself at this point are:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If an EHR infrastructure is cloud-based is it more beneficial?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Are there hidden costs when running client-server EHRs?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Using a checklist, record each stage and step that needs to be done and delegate responsibilities to other staff members.\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Any change in any industry has a learning curve. Be sure your plan is solid so that several hours of stress can be spared for everyone on your team.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Steps_to_Building_Your_EHR_Implementation_Team\"><\/span><b>Steps to Building Your EHR Implementation Team<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">For implementing EHRs, you\u2019re going to need a powerful team made up of the brightest and most passionate people on your staff. Confident in their knowledge, the members of this team may be doctors, nurses, nurse assistants, and administrative staff. Your team will be the group that is on board for the system and going to live with it. They will be motivated and passionate. They will assist by getting the rest of the staff excited about the new system and teaching them EHR skills and the messengers who will identify potential complexities and helping to find solutions.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Who_Should_be_on_the_Team\"><\/span><b>1. Who Should be on the Team?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">There are three invaluable roles that you need to consider for your team:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Lead Super User: <\/b><span style=\"font-weight: 400;\">The lead superuser is the in-house EHR expert. This person will do template creation and develop the workflows. There may be additional responsibility for creating standard operating procedures for the time that comes when problems users are having need to be addressed (and it will indeed happen).<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Lead Physician:<\/b><span style=\"font-weight: 400;\"> The lead physician\u2019s role is to guide everyone in the organization\/facility\/clinic through EHR Implementation by teaching about the link between front line system users and the technical staff. The ideal clinician would be someone who is already tech savvy and is open to new processes and change.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Project Manager:<\/b><span style=\"font-weight: 400;\"> The project manager will be the key contact and keep communication flowing between the EHR vendor\/designer and the facility staff. This person will assist in keeping staff focused on implementation timelines while tracking progress and problem solving any user issues.\u00a0<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"2_Software_Preparation\"><\/span><b>2. Software Preparation<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you are implementing your EHR you must ensure that security measures are met first and foremost so that you are not violating any HIPPA laws. Performing a <\/span><a href=\"https:\/\/www.ama-assn.org\/practice-management\/hipaa\"><span style=\"font-weight: 400;\">HIPAA risk assessment<\/span><\/a><span style=\"font-weight: 400;\"> is advisable. Additionally, work with your IT professional to be sure that the software you have chosen is fully compliant.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Determination_of_Hardware_Needs\"><\/span><b>3. Determination of Hardware Needs<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Whatever you choose for your hardware will significantly impact your staff\u2019s time and the facility\u2019s budget. Some facilities give every staff member a tablet or a laptop so that time is not spent logging in and out of computers between each interaction with patients. Your IT pro can help you find the equipment you need cost-effectively. Your pro can install the devices and perform troubleshooting to take the burden off staff.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Patient_Room_Layout_Matters\"><\/span><b>4. Patient Room Layout Matters<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The EHR program will require data entry so the layout of the room can significantly impact <\/span><a href=\"https:\/\/www.carecloud.com\/continuum\/7-ways-to-improve-patient-satisfaction\/\"><span style=\"font-weight: 400;\">how the patient feels about being engaged<\/span><\/a><span style=\"font-weight: 400;\"> and whether the setup is satisfactory. If clinical staff are not face-to-face with the patient while performing data entry the patient may feel like they are being ignored or blocked out. Combat this issue by installing a semi-circular desk in rooms or utilize carts that are movable so that the patient is seen and can feel a sense of peace with the care they are receiving.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Data_Transfer\"><\/span><b>5. Data Transfer<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When your hardware and software are ready for the next step, it\u2019s time for EHR implementation. Transferring the data makes this transition a reality. Determine how your data migration from your former system to your new EHR will be done. You can do this several ways. Existing facility staff can be assigned the task or you can hire temporary staff to upload your data to the EHR To ensure that critical data is not missed in the migration a checklist of the information that needs to be migrated should be in place and firmly understood.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_The_Efficiency_of_a_Solid_Workflow_will_be_Beneficial\"><\/span><b>6. The Efficiency of a Solid Workflow will be Beneficial<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A <\/span><a href=\"https:\/\/digital.ahrq.gov\/health-it-tools-and-resources\/evaluation-resources\/workflow-assessment-health-it-toolkit\/workflow\"><span style=\"font-weight: 400;\">solid workflow<\/span><\/a><span style=\"font-weight: 400;\"> will make this entire process much more stress-free for your entire staff. Workflows should be established prior to the EHR implementation. When the workflow is not efficient there will only be an exacerbation of any issues that arise during the process of implementation.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_How_to_Handle_an_EHR_Outage\"><\/span><b>7. How to Handle an EHR Outage<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you utilize any type of technology you must be ready for the inevitable glitch that will come here and there. Brainstorm any potential glitches and formulate a game plan for how to guide your team through them. What if the power is out? What if there is a malfunction that is system-wide that only IT can remedy? Have procedures already laid out for staff to follow if the EHR is not able to be utilized.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having both electronic and paper protocol for staff will help them remain calm and confident when handling <\/span><a href=\"https:\/\/www.healthcareitnews.com\/news\/patient-safety-jeopardized-ehr-downtime-jamia-says\"><span style=\"font-weight: 400;\">EHR downtime<\/span><\/a><span style=\"font-weight: 400;\"> in a manner that puts patient safety as a priority.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Create_an_Evergreen_Training_Program_and_Update_Regularly\"><\/span><b>8. Create an Evergreen Training Program and Update Regularly<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Training for EHR implementation should be extensive to be considered successful. Create a <\/span><a href=\"https:\/\/www.carecloud.com\/continuum\/maximize-ehr-training\/\"><span style=\"font-weight: 400;\">training plan<\/span><\/a><span style=\"font-weight: 400;\"> for the entire facility staff that will \u201cstand the test of time\u201d. It needs to be as evergreen as possible and for the portions that are not, they should be reviewed for update quarterly.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_Determine_How_and_When_You_will_Launch\"><\/span><b>9. Determine How and When You will Launch<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once the implementation plan is set, decide when you will launch. You can either launch all at once, or you can choose to launch in increments. Rolling out with a bang can be disruptive. By launching incrementally, the disruption is easier to manage. If possible, lowering patient volume on the day that the EHR is to go live will assist with a smoother transition.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Feedback_is_Crucial_to_Ongoing_Success\"><\/span><b>10. Feedback is Crucial to Ongoing Success<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you have implemented the EHR successfully, keep the lines of communication open for your staff and your patients alike. Both sides of the table matter when assessing the success levels of the new system. If the patients are a part of your team the EHR system will be an enhancement to your already phenomenal facility or clinic.\u00a0<\/span><\/p>\n<p><strong>Need to speak with a healthcare consultant? Post your project on Kolabtree for free and get quotes from experts. Work directly with <a href=\"https:\/\/www.kolabtree.com\/find-an-expert\/subject\/health-data-analysis?utm_source=Blog&amp;utm_medium=Post&amp;utm_campaign=EHR\">health data analysts<\/a>, <a href=\"https:\/\/www.kolabtree.com\/find-an-expert\/subject\/regulatory-writing?utm_source=Blog&amp;utm_medium=Post&amp;utm_campaign=EHR\">regulatory writers<\/a> and <a href=\"https:\/\/www.kolabtree.com\/find-an-expert\/subject\/medical-technology?utm_source=Blog&amp;utm_medium=Post&amp;utm_campaign=EHR\">medtech experts<\/a>.<br \/>\n<\/strong><\/p>\n<p style=\"font-size: 14px;\">Heidi West is a medical writer for <a href=\"https:\/\/vohrawoundcare.com\/\">Vohra Wound Physicians<\/a>, a national wound care physician group. She writes about healthcare and technology in the medical industry.<\/p>\n<p style=\"font-size: 14px;\">\n","protected":false},"excerpt":{"rendered":"<p>Heidi West, medical writer, provides useful tips on implementing electronic health records (EHRs) successfully. Before you can implement an electronic health record, you need to know what an EHR is and why you need it. What are the outcomes financially, in patient quality, and in staff satisfaction?\u00a0 EHRs: Doing the research\u00a0 Someone within a clinical<\/p>\n<div class=\"read-more\"><a href=\"https:\/\/www.kolabtree.com\/blog\/ehr-implementation-10-steps-for-success\/\" title=\"Read More\">Read More<\/a><\/div>\n","protected":false},"author":12,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[247,443,433],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.1 (Yoast SEO v20.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>EHR Implementation: 10 Steps for Success - The Kolabtree Blog<\/title>\n<meta name=\"description\" content=\"Implementing electronic health records can be a daunting task. 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