EHR Optimization

Identifying Your Clinic's Unique Needs

We use our Initial EHR Assessment Checklist to thoroughly evaluate your clinic's workflows, EHR configurations, and key operational areas. Combined with insights gathered during the initial team meeting, this comprehensive approach helps us identify inefficiencies, training gaps, and opportunities for improvement, ensuring our solutions are tailored to your clinic's unique needs.

EHR Initial Assessment Checklist

1. Workflow Efficiency

• Are workflows aligned with clinic operations?

• Are tasks automated where possible?

• Are bottlenecks or delays identified?

2. Template and Form Usage

• Are templates customized for common visit types?

• Are forms integrated into the system for easy access?

• Are unnecessary templates/forms being removed?

3. Data Accuracy and Entry Processes

• Are data entry errors regularly monitored?

• Are fields pre-configured for required inputs?

• Are duplicate records or inconsistencies common?

4. Staff Utilization and Training

• Are staff using all key EHR features effectively?

• Is there a need for additional training?

• Are staff aware of shortcuts and time-saving tools?

5. Reporting and Analytics Setup

• Are reporting tools configured for clinic needs?

• Are compliance reports generated regularly?

• Are key performance metrics being tracked?

6. System Integrations and Interoperability

• Are all necessary integrations functioning correctly (e.g., labs, imaging)?

• Are there issues with data sharing or syncing?

• Is the system compliant with interoperability standards (e.g., HL7)?

7. Compliance and Security Measures

• Are HIPAA compliance measures in place?

• Is access control properly configured (e.g., user roles)?

• Are data encryption and backup processes verified?

8. Patient Communication Features

• Are patient portals fully functional and user-friendly?

• Are reminders and notifications set up effectively?

• Is telehealth functionality utilized, if available?

9. Billing and Coding Accuracy

• Are billing and coding features configured correctly?

• Are claim denials or rejections minimized?

• Is billing staff properly trained on system tools?

10. Technical Support and Maintenance Processes

• Are regular system updates and patches applied?

• Are technical issues resolved promptly?

• Is there a process for escalating unresolved issues?