The Ultimate EHR Selection Checklist

Selecting an EHR system can be high stakes, particularly when considering the costs associated with not selecting the right system. Breaking it off with an EHR vendor carries with it both software- and hardware-related costs and staff time spent migrating over to a new system, coupled with all costs related to lost productivity in the switch.

In a highly segmented EHR market, many consumers, not just the hard-to-please or impulsive ones, often find themselves seeking out greener EHR system pastures (to the tune of a 30% churn rate) after they realize they have selected the wrong system. When starting the acquisition process, using a checklist which can serve as a framework for decision-making serves as a useful tool, not only for making the acquisition process more methodical, but also for engaging stakeholders within your organization during the acquisition process.

To get started toward a successful acquisition, you first must understand what your requirements are for an EHR.

Startup cost, operating costs and ROI - Do the startup and operating costs satisfy our desired ROI?

• What is our organization’s desired ROI from an EHR system and how long will it take to meet this ROI goal?
• Can our EHR needs be met by a free open source system or does it require off-the-shelf software?
• How much training is needed to implement the software?
• Does the vendor offer training and ongoing support?
• What are the out of the box and ongoing costs for the software?

Recommended Reading: EHR Selection survival Guide - Partner your EHR selection checklist with our survival guide

Implementation - How long and what resources will be needed to roll out the EHR system?

• How long will the system take to get up and running?
• How much disruption will the roll out cause?
• Does the vendor offer technical support in designing the implementation process?
• What have other clinicians and staff currently using the EHR system experienced during the implementation process?

Functionality - What does it do and does it meet present and future needs?

• Does the EHR offer patient demographic and care management data?
• Does the EHR offer clinical decision support and reports
• Is the EHR data interoperable with other providers, laboratories, pharmacies, patients and government disease registries?
• Does the EHR's functionality fit into Meaningful Use goals?

The EHR selection checklist presented above streamlines the selection process; however, it is important to note that the lists under the three main themes can be expanded to fit specific needs. Overall, when considering the selection process, the decision-making process is best understood as being a function of cost, ease of implementation, and functionality. If an EHR shows potential issues in any of these areas, it may be an indication that it is not a good fit for your organization.