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Defining EHR System Requirements
The purpose of this document is to help an organization consider and prioritize needs and expectations for an EHR system and choose the best option.
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Goal Setting Priority Worksheet
While sorting through many different EHR systems and features, this worksheet will help practices and their care teams refer to the goals they agree are the top priorities.
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EHR Functional and Technical Requirements
Use this tool to document current and planned functional requirements for an EHR. Typical requirements are provided as an example; tailor this worksheet as needed to meet your practice's needs.
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EHR Roles and Responsibilities Matrix
The purpose of this document is to provide a framework for assigning roles and responsibilities for your EHR implementation.
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Assembling the Right EHR Project Teams
The purpose of this document is to describe the critical roles that must be filled by key members of the EHR project team and to provide a general estimate of the required time commitments.
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Hardware - Pros and Cons
The purpose of this document is to provide an overview of what a clinic might need to start planning for hardware needed to support the electronic health record (EHR). Choice of EHR software directly affects decisions regarding hardware choices.
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Practice Workflow Assessment Guide
This downloadable tool will help you think through and plan for changes to your workflow when adopting an EHR, and is meant to guide your workflow analysis. It includes processes that are common to most primary care offices, but it may not include all the processes of a particular office.
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Guidelines for Evaluating EHR Vendors
This guide gives you tips for evaluating EHR Vendors throughout the process.
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Sample Scenario for Vendor Demo
This scenario was crafted by a family medicine clinician to help standardize vendor presentations, making it easier to compare different EHR products. Organizations may want to customize this format to develop scenarios that reflect the most typical visits or conditions.
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Chart Abstraction & Patient Information Management
When implementing an EHR system, many documents that used to be paper-based will switch to being stored, transferred and/or reviewed in electronic format, fundamentally changing the way the office functions. This document assists clinics in thinking through their goals and considering potential issues before implementation begins.
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