EHR Transition Tips – Motivation and Planning

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EHR Transition Tips – Motivation and Planning

Pearls from health centers undergoing EHR transition

Updated July 2017.

This discussion of planning and motivation is the first in a series of three EHR transition resources created from the collective EHR transition experiences of several health centers interviewed by HITEQ. The second in the series discusses vendor solicitation and selection, and the third discusses implementation of a new EHR. 

This tip sheet covers two main areas:

  1.  What are your motivations for transitioning to a new EHR? Are your needs met? What are the data exchange requirements?

  2.  Planning is integral to successfully selecting and implementing a new EHR, including assessing IT and financial resources, assessing current workflows, and talking with staff about priorities and likes/dislikes.

Download the resource below.

Documents to download

  • [Infographic] Motivation and Planning for EHR Transition(.pdf, 630.71 KB) - 720 download(s)

    [Infographic] There are many reasons why health centers transition from one electronic health record (EHR) to another. However, since switching EHRs can be challenging and takes significant time, effort, and financial resources, health centers should consider many factors before making the transition. Updated July 2017.

  • [Word Document] Motivation and Planning for EHR Transition(.pdf, 169.84 KB) - 708 download(s)

    [Word Document] There are many reasons why health centers transition from one electronic health record (EHR) to another. However, since switching EHRs can be challenging and takes significant time, effort, and financial resources, health centers should consider many factors before making the transition.

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Intended AudienceHealth Center Leadership, Health Center EHR Staff, PCA or HCCN Staff supporting health centers