Steps to a Successful EHR Implementation

By July 20, 2017
EHR implementation

Whether you are replacing paper records or replacing an existing EHR system, the process of transitioning to a behavioral health EHR platform requires significant preparation.

The following steps will help you plan your specific goals and understand the overall impact, easing the transition process and increasing your chance of success.

  1. What are your goals?

Establishing key goals for EHR implementation should be one of the first things you should document. Goals should be measurable, realistic, and include timelines for completion.

Example goals to include:

  • Identify inefficiencies in your current workflow processes
  • Improving revenue cycle, clinical and productivity metrics
  • Providing better access to data across providers and programs.

Key goals should be dynamic. Be prepared to modify your goals as you learn more about your workflows in the next step and how an EHR solution will mesh with or change them.

  1. Is your agency ready for a transition?

The first step is to document your administrative, clinical, and financial workflows. You need to understand how you currently do things to determine where there are areas for improvement and how they may change after EHR implementation.

Are there any technical literacy gaps that require training outside of using the EHR system?

Finally, consider additional financial costs like staffing changes, updates needed to hardware, and a loss of productivity while employees become proficient with the new EHR solution.

  1. Who will be part of your core implementation team?

Designated leadership can make or break your EHR implementation process. Your team should include clinicians, staff, and management of all levels and from all roles.

Your implementation team must have the authority to make decisions concerning the transition process. Also, assign a champion to lead the team. You want someone who can engage others and create excitement around your new EHR solution.

Finally, appoint someone willing to be the point person during and after implementation to answer questions and help others through the transition.

Your EHR provider should also provide a key contact to help you undertake the transition.

  1. Who will be your EHR vendor?

Now you need to search for prospective EHR providers. Your planning in the above steps provides guidance on what to look for in preferred vendors.

A behavioral health EHR vendor supplies a configured platform designed to take your agency’s workflows and optimize them in a way that functions within the EHR system. Part of selecting an EHR vendor is determining whether they will provide the security necessary for your protected health information, so it’s important to look for a certified vendor.

Finally, it’s important to find a vendor that values relationships. You want a vendor that will guide you through implementation and support you like a business partner after go-live. Without this type of business partnership, it’s likely you will have a failed implementation.

Conclusion

While these four steps summarize a successful EHR implementation, planning the details before selecting an EHR vendor puts you on the path to success. Agencies are more likely to experience a smoother implementation and better outcomes when they take the time to plan accordingly.

Where to find more information

Remarkable Health’s comprehensive best practice guide, Behavioral Health EHR Implementation Roadmap, shows you how to create a roadmap for a successful implementation. Download your free copy of the guide today.

The Remarkable Health difference

Remarkable Health offers an implementation methodology that puts your agency first. Our goal is to ensure you have remarkable experiences throughout each stage of your relationship with us.

When you engage with our implementation team expect formal project plans for each program we set up and establish. Once your organization is ready, our extensive training process helps your staff and clinicians become efficient users of CT|One from well before your go-live date.

And once you go live with the system, we are here to provide assistance through any hiccups or roadblocks encountered with the process, serving as a trusted advisor for your organization.

Request a demo of CT|One today to experience the difference a powerful fully integrated behavioral health EHR platform can make in your client care and agency goals.