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Best Practices for Implementing a New EHR

April 24, 2023

Implementing a new Electronic Health Record (EHR) system can be a daunting task for any clinic. However, it’s an important step towards improving patient care and streamlining operations. With proper planning and execution, the transition to a new EHR can be smooth and successful. Here are some best practices to consider when implementing a new EHR:

New EHR System
  1. 1. Identify key stakeholders:

    Before implementing a new EHR, it’s essential to identify the key stakeholders who will be impacted by the change. This may include healthcare providers, campus administrators, IT staff, and even patients. Engage these stakeholders early in the process to ensure that their needs and concerns are addressed.

  2. 2. Plan for training:

    Training is critical to the success of any EHR implementation. Make sure that all staff members who will be using the new system receive adequate training before it goes live. This can include in-person training, online courses, and hands-on experience during the testing phase.

  3. 3. Develop a data migration plan:

    If you’re transitioning from an existing EHR system, you’ll need to develop a plan for migrating data to the new system. This can be a complex process, so it’s important to work closely with your IT team to ensure that all data is migrated accurately and securely.

  4. 4. Create a testing plan:

    Before going live with a new EHR system, it’s important to thoroughly test it to identify any issues or bugs. Create a testing plan that includes scenarios that mimic real-world situations to ensure that the system is functioning as expected.

  5. 5. Monitor and adjust:

    After the new EHR system is implemented, it’s important to monitor its performance and make adjustments as needed. This can include making changes to workflows or training additional staff members.

  6. 6. Ensure data security and privacy:

    With the increased use of technology in healthcare, it’s essential to ensure that patient data is protected from cyber threats. Make sure that the new EHR system has robust security measures in place, and that staff members are trained on how to identify and prevent data breaches.

  7. 7. Consider interoperability:

    Interoperability is the ability of different EHR systems to communicate with each other. When selecting a new EHR system, consider its interoperability with other systems that your organization uses.


Implementing a new EHR system can be a significant undertaking, but with careful planning and execution, it has the power to vastly improve patient care and streamline operations.

By identifying key stakeholders, planning for training and data migration, creating a testing plan, monitoring performance, ensuring data security and privacy, and considering interoperability, healthcare organizations can successfully implement a new EHR system.

Interested in learning more about how your campus health solutions can become more integrated and impactful?  Connect with a member of our team.