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Electronic Health Records Planning Checklist
Use the checklist below when implementing an Electronic Health Record system in your school to ensure a smooth launch.
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Form a committee with:
- IT
- School Nurses
- Head of School Nursing (Coordinator, Director or Lead Nurse)
- Administrative level advocate
- Any other person who could be involved in the decision process
- Determine your desired platform
- Web based or client server
- Be sure to ask about any facility certification and compliance for hosting
- Determine most important features to your nursing staff and, if applicable, your special education team and social workers
- A good EHR will offer a solution to support coordinated care and consolidation of programs for Nursing Services, Special Education and Mental Health
- Request a demo of the software
- Determine how many user licenses you will need
- Secure funding
- Does the software have a revenue source that will offset the cost?
- Determine timeline with your EHR vendor:
- Configuration (setting security rights in your program, etc.)
- Desired training dates – training 1 to 2 days or more (depending on size of your district)
- Launch date – when all end-users will begin to use the program as their method of charting
- Develop plan for implementation
- Your EHR provider should have an implementation team to assist you through this process
- Develop policies and procedures relating to your new EHR system
- Training
- Launch Program