Changing EHRs feels risky because the whole practice runs on it. A little preparation removes most of that risk.
Before you sign
- List every workflow your team uses daily
- Ask how your data will be exported and imported
- Confirm which labs, pharmacies and payers are connected
- Get the go-live plan in writing
During setup
Name one person as the internal lead. Review imported patients and appointments for a sample of charts before go-live, and rebuild your most-used templates first.
Go-live week
Lighten the schedule for the first two or three days, keep a shared list of questions, and hold a ten-minute huddle at the end of each day.