1. Assess Your Practice Readiness
2. Plan Your Approach
3. Select or Upgrade to a Certified EHR
4. Conduct Training & Implement an EHR System
5. Achieve Meaningful Use
6. Continue Quality Improvement

View tools for Step 4

EHR implementation involves the installation of the EHR system and associated activities, such as training, mock “go-live,” and pilot testing. The EHR implementation plan and schedule (developed during the planning phase) should be followed and executed during this phase, in addition to execution of the following:

• Chart abstraction plan and other data migration plans in conjunction with your EHR vendor
• Execution of an EHR implementation training plan that includes practice specific goals and needs, as well as compliance with Meaningful Use objectives
• Privacy and security risk management mitigation plan

National Learning Consortium Resources

Over the coming months, the NLC will continue to share experiences from the field and the resulting leading practices and tools that can be used throughout all phases of the EHR Implementation Lifecycle. Please check back often for updates.

Learn more about the National Learning Consortium >

The material in these guides and tools was developed fr om the experiences of Regional Extension Center staff in the performance of technical support and EHR implementation assistance to primary care providers. The information contained in this guide is not intended to serve as legal advice nor should it substitute for legal counsel. The guide is not exhaustive, and readers are encouraged to seek additional detailed technical guidance to supplement the information contained herein.

Reference in this web site to any specific resources, tools, products, process, service, manufacturer, or company does not constitute its endorsement or recommendation by the U.S. Government or the U.S. Department of Health and Human Services.

Name	Description	Details
Chart Migration and Scanning Checklist	Checklist intended to help document and formalize a plan for migrating charts into an EHR system, including the identification of documents, information and formats that should be available within a new EHR. * Persons using assistive technology may not be able to fully access information in this file. For assistance, contact ONC at onc.request@hhs.gov.	Download [DOCX 1.07 MB]
EHR Implementation Go-Live Planning Checklist	Checklist for planning an EHR system go-live event and to help identify issues that may need to be addressed beforehand. * Persons using assistive technology may not be able to fully access information in this file. For assistance, contact ONC at onc.request@hhs.gov.	Download [DOCX - 1.01 MB]
System Test Plan	Plan that describes the types of tests typically performed on EHR systems and other health information technology (HIT) before go-live. * Persons using assistive technology may not be able to fully access information in this file. For assistance, contact ONC at onc.request@hhs.gov.	Download [DOCX - 1.01 MB]