How to Successfully Select and Roll Out a New EHR: Tips and Tricks
post by Molly McCutcheon, TriMed Technologies - May 03, 2022


If your medical practice is in the market for a new EHR system, you're likely feeling both excited and anxious about the change. It's a big decision, and there's a lot to think about! How do you make sure the transition goes as smoothly as possible? These tips and tricks will help make the switch to a new EHR easier and less daunting.

  • Do your research: Not all EHR systems are created equal. Make sure to do your homework and find an EHR that will fit the specific needs of your practice, not necessarily the one with the most bells and whistles. What good is having and paying for features you're never going to use?
  • Ask questions: There is no such thing as asking too many questions in regards to an EHR transition. Make sure to schedule demos from all the platforms you are considering, take diligent notes, and don't be afraid to follow up with more questions throughout the consideration process.
  • Get buy-in from your team: A successful EHR rollout starts with buy-in from your entire team. They are going to be living each and every day within that platform, so making sure they can use the platform and that it has the features they need is essential. Make sure to involve everyone in the decision-making process and get their input on what they need and want from a new system.
  • Set realistic expectations: Give yourself and your team time to adjust to the new system and to learn all of its features. Change can be tough, but with a little patience and perseverance, you'll all be masters of the new EHR in no time.
  • Have a plan: Last but not least, make sure you have a solid plan in place for how you're going to implement your new EHR. This should include a timeline, assigned roles and responsibilities, training materials, and more. Having a plan will help ensure that everyone is on the same page and that the rollout goes as smoothly as possible. The right EHR solutions company should be able to provide you with all the information on the transition timeline including integration, training, and support options. We advise taking caution in purchasing a new EHR platform that does not include a full transition, implementation, and training process with the use of their software. Setting your practice up for success with your new EHR platform starts with having the right tools, which includes the implementation plan.

Once you've selected your new EHR platform and are ready to start the transition, you will want to have a few things in place to ensure a successful rollout, starting with your team. By now they have given input and provided insight on what they would like in a new EHR solution, having them part of the onboarding process is key. We advise your team to know the EHR software better than the providers do. This starts by scheduling regular training sessions with your new EHR solutions client success support division. Training sessions should include:

  • An overview of the new EHR
  • How to use your new EHR
  • How to get the most out of features
  • Customization for your practice workflows

By scheduling training and having an open-door policy for questions and feedback, you are ensuring a successful rollout of your new EHR system.

TriMed offers customer support you've never experienced before. TriMed’s 24/7, friendly, and experienced support staff has been trained to listen to your needs and provide customized solutions for you. Unlike most customer support processes in which the vendor staff member reads off a pre-written script of canned solutions that may not even apply to you, TriMed’s team invites you to share your specific issues and creates a solution customized for you to ensure your success. Whether in the implementation phase or six months down the road, a team of professionals at TriMed will be available to you and your staff to address questions as they arise.

A good EHR system can help improve patient care, increase efficiency, and make office operations run smoother. Make sure to monitor how things are going and address any issues that may come up along the way. With a little time and effort, you'll be reaping the rewards of your new EHR system in no time!