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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
Health IT Financial Forecasting Tool

Health IT Financial Forecasting Tool

HITEQ Center, Capital Link, June 2025

Health Information Technology (health IT) is an essential foundation for delivering highquality, coordinated care in today’s healthcare environment. However, implementing and maintaining these systems requires thoughtful planning and sustainable financial investment, particularly for health centers that serve safety net populations.

The Excel-based Health IT Financial Forecasting Tool is designed to help community health centers clearly and comprehensively document both the costs and funding sources associated with health IT systems.

Whether your clinic is considering a new system, upgrading existing tools, or seeking to better understand your current cost structure, this tool provides a structured way to capture and assess your financial commitments and potential revenue streams.

Download the tool and the user guide in the Documents to Download Section below.

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Documents to download

Acknowledgements

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