Practice Fusion EHR Go-Live Checklist Sarah Armenio

Go-Live: November 7, 2018 HCIN-542-02A-SU18

Task Practice lead Due date Completed?

Staff Readiness

1 1 months prior: Develop training plan and material Sarah Armenio 10/23/18

2 2 weeks prior: Front Desk staff EHR training Ms. Felps 10/24/19

3 2 weeks prior: Clinical Staff EHR Training Mrs. Johnson 10/24/18

4 2 weeks prior: Back-office and financial training Mr. Lawrence 10/24/18

5 2 days prior: Create training “Cheat Sheets” and have available at workstations Sarah Armenio 11/05/18

6 Day prior: Ensure all staff have interacted and tested the EHR on their own time Sarah Armenio 11/06/18
for training and readiness. Go/No-Go Decision

Hardware

7 1 month prior: Create inventory of all workstations for EHR use Sarah Armenio 10/07/18

8 1 month prior: Confirm hardware and network compatibility and readiness for all Mrs. Wright 10/12/18
workstations

9 Completed 1 week prior: Test access to EHR and all workflows at workstations Mrs. Wright 11/01/18

10 2 weeks prior: Install any scanners at necessary workstations Ms. Felps 10/23/18

Downtime procedures

11 1 month prior: Downtime procedures created for all scenarios Sarah Armenio 10/07/18

12 2 weeks prior: Staff trained on all downtown procedures Mrs. Wright 10/23/18

13 Day prior: All paper downtime forms printed and available Ms. Felps 11/05/18

14 Day prior: Downtime procedure process printed and available Ms. Felps 11/05/18

Data Migration

15 3 months prior: All patients created or back-loaded into Production EHR Mr. Lawrence 8/15/18

16 Day prior: All workflows migrated from test to production Mrs. Wright 11/06/18

17 2 months prior: All patient records scanned or converted to EHR Ms. Smith 9/30/18

18 1 months prior: Proactively communicate with patients (e.g., send informational Sarah Armenio 10/07/18
letter).

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