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Happy Place Primary Care has two locations serving approximately 60,000 patients. The practice has 8 physician partners, 4 registered nurses, 6 medical assistance, 3 billing

Happy Place Primary Care has two locations serving approximately 60,000 patients. The practice has 8 physician partners, 4 registered nurses, 6 medical assistance, 3 billing clerks, 3 registration support staff, a business manager, and a director of operations. They have been resistant to change from a paper-based organization but have finally made a commitment to implement an electronic health record. The practice has asked for your assistance in finding the best system.

  1. Determining System Requirements
    1. Thinking about some of the steps you will take to determine the needs requirements for the new system, you decide to examine the following. Remember that "requirements" is referring to what the system will need to be able to do or accomplish for your organization.
      1. 5 key questions you should answer or considerations you will need to analyze in your planning
      2. You need to develop a stakeholder team. Who are some of the key members you would recruit? How large will your team be? Explain why you would select these key members as opposed to those you chose not to include.
      3. How do you plan to prioritize the requirements that you have identified? In other words, what is the order of importance and why? For example, is cost more important than user acceptance? If so, than why?
  2. Vendor Search Strategies
    1. Discuss at least 3 vendor search strategies your team will follow before deciding whom to send the RFP to. You will need to explain why you chose these strategies.

Responses to the questions should be written as an executive summary to the managing partners. You can format the document as you prefer as long as it looks professional and is well written. Do not provide the questions and answers as a list.

Crucial document for this question- EHR Selection Survival Guide:

GATHER YOUR EHR REQUIREMENTS The process of selecting an EHR system is daunting Technology businesses are well aware of the rYou should also include: .. A project manager (if youre reading this, thats likely to be you) A C-level sponsor who will aWhat compliance and insurance documentation requirements do we have? Do I need an EHR that also works as a management/productPRIORITIZE YOUR EHR REQUIREMENTS Having formed your EHR selection team and mapped out your basic requirements, you must beginFor example, your nurses may have requested a system that provides a simple workflow for taking blood pressure gathering basiCREATE YOUR VENDOR SHORTLIST Once you have your practice requirements delineated and prioritized, you must begin to researchYou will likely perform an online search for EHR. Be cautious here. Just because a vendor has invested heavily in marketing t

SEND OUT RFPS TO SHORTLISTED VENDORS Once you know what you require from your EHR system, you need to identify the vendor tha

RFP section Project purpose Baseline project limitations Timeline What to include In a nutshell why you want a new EHR. Tie t

EVALUATE RESPONSES TO YOUR EHR REP When you receive vendor responses to your EHR REP, you will have the challenging but ultim

Focusing on your top three priorities, analyze how closely each proposal meets your needs Evaluating a system by grading the

ma INVITE TOP VENDORS TO DEMO THEIR EHR After you have identified the vendors that best match your needs, it is time to see t

EVALUATING YOUR EHR VENDOR DEMOS The process here is similar to the one you used to evaluate RFPs. Create a scorecard based o

EA MAKE YOUR FINAL DECISION Based on software demonstrations, proposals and many hours of analysis you should now be able to

Many vendors have their own software contracts pre produced for adding new clients. If not, you may choose to create your own

EHR SELECTION CHECKLIST CREATE YOUR EHR SELECTION TEAM Identify key stakeholder groups Recruit representatives from each stak

Identify key requirements across all areas: O compliance and insurance documentation requirements (eg HIPAA, Meaningful Use)

o Request for implementation services information A deadline for responses Ask current colleagues for recommendations from pr

MAKE YOUR FINAL SELECTION DECISION Gather your selection team to discuss pros and cons of each system Make your decision Iden  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

GATHER YOUR EHR REQUIREMENTS The process of selecting an EHR system is daunting Technology businesses are well aware of the required transition for most health practices to move from paper to electronic health record keeping. Because of this vendor awareness, the EHR market is ever-expanding, making the job of selecting the right EHR system even more challenging. If users are unhappy with an EHR system, they will often point their fingers at the selection team. To save yourself this unnecessary headache, it is essential to establish a clear plan for the EHR selection process. That plan should always begin with a requirements gathering phase. MAP OUT YOUR EHR PROJECT STAKEHOLDERS Your key stakeholders for EHR requirements gathering include: Clinical staff members, for example: Doctors Nurses Midwives Therapists Counsellors Physiotherapists . Support staff, for example: Reception staff Billing team Operations team Insurance and accounting Board members and senior managers All of your key stakeholder and user groups should be represented on your EHR selection team. EHRIN PRACTICE EHR selection survival guide Page 3 CONVERTED MEDIA

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