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EHR Preparation - Documents and Resources

This page contains links to documents and other resources that should be helpful to your facility and staff while preparing for EHR and after going live. These links will be updated as each document is revised.

Getting Started:

  • REQUIRED! EHR Site Survey [DOC-112KB]
    If your site is considering the move to EHR, please download and complete this survey. Instructions for submission are included with the survey. This document will help with the self-assessment process, and will provide the EHR Program and your Area Office with valuable information about your facility. Once received by the Program, your Area Office will begin to work with you toward EHR implementation. Submission of this document to the EHR Program is required for entry into the EHR queue.
  • REQUIRED! EHR Site Tracking Record [XLS-38KB]
    After you complete and return the Site Survey, use the Tracking Record to track your site's progress through the implementation process. The EHR Program and/or your Area Office will request periodic updates from your site, in order to be able to coordinate the activities of national staff involved with training, software installation, and other support. Periodic submission of this document to the EHR Program is required for progression along the EHR queue. To see a good example of how this document should be completed, click here. [XLS-42KB]
  • REQUIRED! EHR Cost Survey [DOC-44KB]
    Nationwide implementation of EHR is a very high profile activity, and the Office of Information Technology is required to report to DHHS and OMB on EHR progress and costs. In order to get reasonably accurate information on implementation costs at the local level, EHR sites are requested to complete and return this survey, preferably around the time they go live with EHR.
  • EHR Business Process Recommendations [DOC-86KB]
    Suggestions for self-evaluation of organizational business processes, based on assessment of early EHR sites conducted by MITRE Corporation.
  • EHR Timeline[DOC-717KB]
    An estimated timeline for the major milestones in the EHR implementation at a site. Please note that every site is unique and will take a different amount of time for some tasks.
  • EHR Implementation First Steps Checklist [DOC-35KB]
    Are you not sure how to get started with your EHR implementation? Look at this EHR Implementation First Steps Checklist to get you going in the right direction.
  • RPMS Package Optimizations[DOC-37KB]
    Before you can successfully implement EHR at your site, you must make sure that you are optimizing your RPMS packages. This document lists the types of ways that your different RPMS packages should be optimized. This is a key step in the successful (and smooth) implementation of EHR at your facility!

User Guides: These are references used at various EHR-related training sessions.

Preparing for Pharmacy 5/7:
You can find the most current Pharmacy 5/7 documents on the Pharmacy FTP site [FTP Link].

Patient Information Management System information:

EHR Clinical Reminders:
Because implementing EHR Clinical Reminders is a difficult process, the OIT Training and Deployment Program has identified some criteria and tools to assist both you (at the site) and us (OIT Training and Deployment Program) with readiness, development, and implementation. See the (a) EHR Reminders Metrics and (b) EHR Site Tracking Record (Reminders) spreadsheets below. EHR must have been implemented at your site for at least six months before utilizing Clinical Reminders.

Implementing Clinical Reminders at your site is an ongoing process. Clinical and management groups need to evaluate the needs of your site. They should review and prioritize the clinical guidelines that need to be implemented.

It is imperative that all EHR patches be installed at your site. In addition, basic Resource Patient Management System (RPMS) infrastructure needs to be in place as Clinical Reminders searches for information relevant to the patient in data created by other RPMS packages. These packages include Lab, Order Entry, Pharmacy, PIMS, Radiology, PCC, Diabetes, and Asthma. The reminders can be displayed using the Indian Health Service RPMS Health Summary or the EHR.

Clinical Application Coordinator (CAC) Sample Position Descriptions:

EHR-related articles and literature:

This file last modified: Wednesday October 24, 2007  12:36 PM