EHR Implementation Guide

Medical practices adopt new EMR or EHR system to gain additional functionality, achieve Meaningful Use, improve usability or get better support. While it carries a great potential, it is also a great risk: the US Coast Guard, for example, had to go back to paper records and went looking for a new EHR vendor for its clinics after their implementation of Epic, worth at least 14 million US dollars, went wrong.

Contact us to know how our EHR experts could help you with EHR transitioning and selection, EHR implementation, training or support!

Medical center executives are looking to mitigate risks and ensure the success of the implementation. This guide contains steps to help them do so. It is based on our 4+ years of experience with developing custom EHRs, official recommendations from the USA government and other reliable sources.

1. Assemble the implementation team

These people will make sure the new EHR is adopted on time and budget. The team should include medical professionals, administrators, compliance specialists and technical specialists (if applicable to your practice). The American Medical Association (AMA) recommends to appoint people to three key positions:

Project Manager

The PM’s primary job is to serve as a liaison between the practice and the EHR vendor. Their duties also include monitoring the project timelines and running the day-to-day activities of the team. A PM could be either a member of your own team, a vendor’s employee, or a third-party specialist.

Lead Physician

This position should be occupied by a medical professional, preferably from your own hospital. A Lead Physician should make sure that the needs of doctors and nurses - the end users of the new EHR - will be addressed during the implementation process. 

As building a custom EHR implies working with a focus group from clinical staff members to gather requirements and test the system, a person from that group would make a great Lead Physician. They already have experience in communicating their needs and providing feedback.

Lead Super User

The Lead Super User should be a tech-savvy person who knows the clinical workflow of your practice. Whenever a medical professional has a problem with the new EHR this is the person they contact. The Lead Super User along with their team (in larger practices)  will have received training with your custom system and will transfer this knowledge to their coworkers. There should be at least one super user for each of your offices.

In small organizations, this position could be combined with PM. This is also true for implementing custom-built EHRs, as the creation of forms and workflows would be done at the development stage. 

The Office of National Coordinator for Health IT (ONC) suggests a similar approach, but defines a more extensive leadership team, including Nurse Champion, Lab Staff Lead, Billing Lead and others. Whether you do need to fill those positions depends on your organization’s circumstances and goals.

For extra help with the implementation process, you can also contact a Regional Extension Center - an ONC-approved organization that can provide technical and educational assistance.

2. Adapt workflows

AMA strongly recommends reviewing your clinical workflows before implementing a new EHR. Otherwise, the problems caused by their inefficiency will only get worse. 

As this is a medical issue and not a software-related one, your doctors and nurses would be far better qualified to give you advice on how to proceed with changing the workflows. The EHR can and should be adapted to accommodate them.

3. Prepare the Hardware 

This stage includes preparing all the physical tools that will work with the EHR, from the servers (if you’ve chosen an on-premise system) to the tablets, desktop computers, and patient-facing registration screens. It is typically done either by the practice’s in-house IT team or by a third-party company, independent from the EHR provider. If there is a need for it, the same company can also be hired to provide continuous hardware support.

Off-the-shelf systems have a set of technical requirements that the vendor will give you, while in custom EHRs this matter would be discussed between you and the development company in advance. 

4. Customize EHR software

Even if the EHR you’re implementing is tailored to your medical specialty (e.g. orthopedics or mental health), it needs extra tuning to adapt to your practice’s workflow. This part also includes ensuring whether your software provides adequate protection of the patients’ data, so feel free to check out our HIPAA-compliance checklist.

In turnkey systems customization starts before the actual development process and is included in the quote. The contractor works with a focus group of stakeholders (typically, clinical and business staff) to determine the challenges and ways to solve them. Then, over the course of the development process, this group tests the system’s functionality and provides feedback so that it can be improved. As a result, the EHR is form-fitted to your practice’s needs and a number of core personnel are already familiar with it, decreasing the time needed for training.

In off-the-shelf EHRs this is done in the beginning of the implementation stage. The vendor’s team will adapt their product to your requirements and workflows. The costs will depend on the rates of the company that supplies your EHR. 

5. Migrate Information

This stage includes the transfer of both clinical (diagnoses, treatment plans, allergies, etc.) and non-clinical (e.g. insurance) data from your old system to the new one. Transition is risky - corrupted or incomplete records might deny your employees access to the new EHR’s functions or even present a health risk to your patients (especially in case of allergy or drug interaction information).

ONC makes a compelling case for tasking your outgoing vendor with data transfer and even suggests including it as a provision in your contract right from the start. Besides saving you money and giving you confidence, this way you won’t become hostage to the inefficient system, should you decide to switch to a different provider later.

The information should be presented in an accessible way, for example FHIR format, so that the new provider can easily migrate it to their system. Alternatively, the outgoing vendor can give you the documentation and/or software that will allow your in-house specialists or the incoming vendor to handle the transfer themselves. 

As the change takes time, make sure to keep access to your old EHR until your new system is up and running, so you will be able to continuously provide care to your patients. You should also check whether you are legally required to maintain access to the old records, as this varies depending on the state you’re based in. For example, Indiana requires keeping the records for 7 years, while in neighboring Ohio the healthcare provider “must retain medical records for 6 years since the date of discharge”. 

6. Choose the implementation strategy

There are two major approaches to adopting a new EHR, whether you are switching from the old system, or implementing a new one from scratch: “The Big Bang” (immediate approach) and incremental.

Both have their inherent pros and cons. 

7. Plan for downtime

You can have the most secure and reliable EHR possible, but it is all for naught if your internet cable is cut by a stray excavator or the power is out due to a hurricane or ice storm. Your provider might discover a security vulnerability that requires an immediate fix. Or shutting the system down might be necessary in the case of a cyberattack to control the damage from it. 

That’s why your practice needs to prepare procedures for both planned and unplanned EHR downtime. It can be a part of a Medicare-required continuity of operations plan. 

The emergency procedures should cover communication with the staff and the patients, patient processing, documentation, billing, prescriptions, and procedures for entering the information back into the EHR once it’s up again. Each location in your practice needs a copy of the plan (or several). 

While the organizational issues would be better addressed by your practice’s leadership, your EHR vendor can help set up the backup procedures and assist in restoring the information.

As with other emergency procedures, you should periodically conduct drills so your staff is prepared for the moment the real disaster strikes. 

8. Conduct EHR training

ONC recommends three ways you can teach your employees to work with a new EHR:

  1. Super users. This is a trickle-down approach, which implies training a core group of employees that will, in turn, train their coworkers.
  2. Role-based. Everyone gets the training depending on their position within the practice: doctors learn only the part related to patient processing; billing staff - financial reporting, payments, insurance etc.
  3. Process-based. “Suppose we have a patient complaining about his broken leg. This is how we would handle it with the new EHR…”

Off-the-shelf systems providers have knowledge bases that are accessible to their customers and dedicated implementation specialists to conduct onsite and offsite training. 

A  custom EHR development company, like ours, can set up online courses to help with onboarding of your current and future staff. 

How We can help with implementing a custom EHR

  1. Data migration. We can work together with your outgoing vendor to speed up the transfer of records from your old system to the new one.
  2. Backup procedure preparation. We can advise you on how to make your system ready for emergencies and quickly restore lost data in case of malicious acts.
  3. Super user training. We thoroughly document the software we build and can use it to teach the core group of your employees who will then impart their knowledge on their colleagues.
  4. Long-term education and onboarding. We can set up a complete training course that will help your current staff refresh their knowledge of your custom EHR and your new employees to quickly become proficient with the system.

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Alex is a Deputy Business Development Director at Belitsoft
I am a customer’s advocate and an expert in Healthcare IT.
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