EHR Implementation Checklist
Evaluate and track your organization's readiness for Electronic Health Record (EHR) system implementation.
Organization Name
*
Project Lead Full Name
*
First Name
Last Name
Project Lead Email Address
*
example@example.com
Current EHR Implementation Stage
*
Please Select
Planning
Vendor Selection
System Configuration
Data Migration
Staff Training
Go-Live Preparation
Post-Go-Live Support
Leadership & Governance: Is there a dedicated team and clear leadership for the EHR project?
*
Yes
No
In Progress
Resource Allocation: Are sufficient financial and human resources allocated to the project?
*
Yes
No
In Progress
Technical Readiness: Rate the current status of technical infrastructure (hardware, network, devices, security, etc.)
*
Not Ready
1
2
3
4
Fully Ready
5
1 is Not Ready, 5 is Fully Ready
Workflow Analysis: Has a thorough review and redesign of clinical and administrative workflows been completed?
*
Yes
No
In Progress
Staff Training: What percentage of staff have completed EHR system training?
*
Please Select
0-25%
26-50%
51-75%
76-100%
Data Migration: Rate your confidence in the accuracy and completeness of migrated data.
*
Not Confident
1
2
3
4
Fully Confident
5
1 is Not Confident, 5 is Fully Confident
Go-Live Planning: Has a detailed go-live and support plan been developed?
*
Yes
No
In Progress
Risk Assessment: Select the areas where you anticipate the highest risk during implementation.
Technical Issues
User Adoption
Data Migration
Workflow Disruption
Training Gaps
Other
Additional Comments or Notes
Submit Checklist
Should be Empty: