Assign an internal project team who will work together to make high level project related decisions, define system and user requirements, determine and manage budget stewardship, reach issue resolution, and collectively own overall success of the project.

As you begin to research new providers establish your project team, clearly define the project scope and confirm that the entire team understands which systems, processes and activities will change when the new EHR system is implemented.

With agreement on the scope, plan and communications strategy, it’s time to think through how your new EHR platform will be implemented. As you research vendors, it’s important to keep this top of mind. Your new EHR partner should play an active role in making sure everything has been considered to ensure the smooth implementation of your new platform.

Before selecting a new EHR partner, it’s imperative that you assess and analyze your existing workflow, processes, IT infrastructure, and requirements as they relate to the solutions being offered. Without first understanding what your current processes and requirements are, it’s easy to choose a vendor who can’t fully meet your existing or future needs.