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Overview

This section provides resources and guidance for the selection of an electronic health record (EHR) vendor and product. Tools are available that can be used as part of a structured process to identify and procure the EHR system that fits the functionalities and needs of your center, and which will support developing a mutually beneficial relationship with the software vendor for successful EHR implementation.  Tools and resources are available to help assess organizational readiness and financial resources, and to develop a communication plan, workflow redesign, migration plan, and solicitation and negotiation for EHR vendor selection.  

Identifying and Selecting EHR
EHR Transition Tips – Vendor Solicitation and Selection
HITEQ Center

EHR Transition Tips – Vendor Solicitation and Selection

Best practices and pearls of wisdom from health centers who have recently selected and transitioned EHRs.

This resource is the second in a series of three EHR Transition resources created from the collective EHR transition experiences of several health centers interviewed by HITEQ.  See the other two resources here: EHR Transition- Motivation and Planning and EHR Transition- Implementation.

 

 

This tip sheet covers two main areas:

  1. EHR vendor solicitation, including developing a formal health center-focused request for proposal (RFP), and identifying the vendors to include in the selection process;
  2. EHR vendor selection, including how to score RFP responses, how to conduct EHR demonstrations, and how to reach the final decision.

Additional resources are linked to within the resource, available for download below.

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Documents to download

  • EHR Vendor Solicitation and Selection(.pdf, 62.17 KB) - 2123 download(s)

    [Word Document] A successful EHR transition requires that the solicitation and selection process be thoughtful, comprehensive, well directed—this resource spells out lessons learned from other health centers to ensure that your transition is all of these things.

  • EHR Vendor Solicitation and Selection(.pdf, 279.79 KB) - 808 download(s)

    [Infographic - Created in July 2017] A successful EHR transition requires that the solicitation and selection process be thoughtful, comprehensive, well directed—this resource spells out lessons learned from other health centers to ensure that your transition is all of these things.

Acknowledgements

This resource collection was compiled by the HITEQ Center staff with guidance from HITEQ Advisory Committee members and collaborators of the HITEQ Center.