A template scorecard for your EHR vendor demos
When selecting the right EHR, you should consider several practice-specific variables. Further, the selection process should be based on a set of objective criteria that allows a practice to measure their needs and match a vendor’s performance against these criteria. During this process, you should consider how an EHR’s functionality and other characteristics aligns with a practice’s needs.
Successfully aligning EHR selection with practice needs rests on using a methodical approach; this allows stakeholders in the practice to identify their needs and then measure how closely an EHR aligns with them.
The most effective way to approach this process involves creating a scorecard that can be filled in by stakeholders during vendor demos, which allows them to assign a numerical value to each function on a scale of 1 to 5, with 1 representing the lowest priority and 5 representing the highest priority.
Stakeholders would then score an EHR’s performance on each of these functionality or usability characteristics on a scale of 1 to 5 with 1 representing poor performance and 5 representing excellent performance. With these data, a practice can weight performance according to priority and then gauge suitability accordingly.
Below, you’ll find a template scorecard for your EHR vendor demos. You may have to customize it a little to suit your needs - but it’s an excellent starting point.
|Can templates be easily customized?|
|Does the system allow for an accurate and uncomplicated way to enter data?|
|Does the system allow a user to multi-task?|
|How easily can clinical documentation be edited?|
|Does the system allow me to automate certain data entry functions?|
|Can I complete a prescription with a few clicks?|
|Can I look up medication information?|
|Does the system allow a user to lookup drug interaction data?|
|Can the system send prescriptions electronically?|
|Can I complete a lab order within a few clicks?|
|Can the system send and receive lab orders electronically?|
|Does the system alert me when patient data indicates an intervention is recommended?|
|Does the system provide clinical support?|
|Are alerts disruptive and can they be overridden?|
|Are patient education materials available?|
|Is a patient portal available?|
|Does the system track patients for follow-up and send out reminders?|
|Can I customize reports?|
|Can I query the system to produce a database of patients with certain health conditions?|
|Can I manage tasks and messages remotely?|
|Is the display of data entry fields and functions intuitive for a user?|
|Does the system support collaboration and exchange of information internally and externally?|
|Does the vendor offer a subscription based option?|
|Is the software available modularly or only as a complete package?|
|Can you add functionality as you go along?|
|How are software licenses issued?|
|Is the total cost of ownership reflected in the price?|
|How much will maintenance and upgrades cost?|
|Will the vendor handle all aspects of implementation?|
|Where does training occur and how is it offered?|
|Is training offered beyond implementation and after upgrades or enhancements?|
|How is support provided once the system goes live?|
|How does the vendor respond if the system fails?|
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