Electronic Health Record Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Electronic Health Record Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Electronic Health Record related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Electronic Health Record specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Electronic Health Record Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Electronic Health Record improvements can be made.

Examples; 10 of the 994 standard requirements:


1. Does your practice use an EHR or other health IT system to provide practice team members with clinical decision support based on evidence based clinical guidelines?
   
   

2. Does your practice use an EHR or other health IT system to monitor patient expenditures and utilization for services rendered by other providers?
   
   

3. How will the GDPR affect the maintenance, use and disclosure of personal data in Electronic Health Record and other clinical information systems?
   
   

4. What technology, functionality, or infrastructure do stakeholders deem most necessary to the successful expansion of digital care delivery?
   
   

5. Does your practice use an EHR or other health IT system provide practice team members with online clinical decision support tools?
   
   

6. Is the EHR capable of communicating the same or similar nursing information and knowledge that is provided in the nursing handoff?
   
   

7. Is it possible to find entities that share all indicators chosen and have standard information available for evaluation purposes?
   
   

8. When thinking of your members future needs/expectations regarding virtual care, when do you expect to implement each offerings?
   
   

9. Are there technology gaps or challenges that need to be addressed to make virtual care accessible, effective, and sustainable?
   
   

10. How has the experience of the past year shaped the experience and expectations of payers, providers and especially clinicians?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Electronic Health Record book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Electronic Health Record self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Electronic Health Record Self-Assessment and Scorecard you will develop a clear picture of which Electronic Health Record areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Electronic Health Record Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Electronic Health Record projects with the 62 implementation resources:


• 62 step-by-step Electronic Health Record Project Management Form Templates covering over 1500 Electronic Health Record project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Variance Analysis: How do you verify authorization to proceed with all authorized work?
   
   

2. Procurement Audit: Were additional works brought about by a cause which had not previously existed?
   
   

3. Stakeholder Management Plan: Are risk oriented checklists used during risk identification?
   
   

4. Project Scope Statement: Have the configuration management functions been assigned?
   
   

5. Responsibility Assignment Matrix: Evaluate the performance of operating organizations?
   
   

6. Procurement Management Plan: Does the business case include how the Electronic Health Record project aligns with your organizations strategic goals & objectives?
   
   

7. Source Selection Criteria: Are types/quantities of material, facilities appropriate?
   
   

8. Activity Duration Estimates: Describe Electronic Health Record project integration management in your own words. How does Electronic Health Record project integration management relate to the Electronic Health Record project life cycle, stakeholders, and the other Electronic Health Record project management knowledge areas?
   
   

9. Procurement Audit: Does the procurement function/unit have the ability to negotiate with customers and suppliers?
   
   

10. Change Management Plan: Has the relevant business unit been notified of installation and support requirements?


 
Step-by-step and complete Electronic Health Record Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Electronic Health Record project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Electronic Health Record project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Electronic Health Record project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Electronic Health Record project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Electronic Health Record project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Electronic Health Record project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Electronic Health Record project with this in-depth Electronic Health Record Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Electronic Health Record projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Electronic Health Record and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Electronic Health Record investments work better.

This Electronic Health Record All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.