EHR and records
Choosing an electronic health record and living with it after go-live.
An electronic health record is the system a practice leans on hardest and changes least often, which is why a poor choice lasts for years. The articles here cover how to compare vendors fairly, what to ask for in a demo, and how to get through go-live without losing a week of clinic time.
If you are shopping, the Toolkit has a vendor question list. If you are replacing a system you already have, it also has a step-by-step switching guide.
Reference pages for this topic
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01 Walkthrough
Switching EHR systems without losing a week of clinic
The order of work for moving records, schedules and billing to a new system, from the test export to the first month.
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02 Run sheet
EHR vendor questions to ask before you sign
A question list for EHR demos and contract talks, grouped by data, workflow, security, cost and support.
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03 Term file
Clinic software glossary: terms vendors use
Plain-language definitions of the terms that come up in EHR, billing and compliance conversations.
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04 Desk calculator
No-show cost calculator for clinics
Turn your no-show rate into the revenue your practice loses each month.
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