Behavioral Health EHR Implementation Roadmap

What should you think about when creating an EHR implementation roadmap?

At a high level, you need four steps on your EHR implementation roadmap to guide your project to a successful completion.

  1. Set goals

Goals will help you determine how the agency should perform once your new EHR solution goes live.

Goals should be measurable and achievable, such as:

  • Improving charting to automatically submit claims.
  • Providing better access to data across clinicians and programs.
  • Improving workflows from client intake to claims submission and payment.
  1. Create an implementation plan

Assign an EHR implementation team who is responsible for engaging and communicating with staff and clinicians about the implementation.

Determine the specific steps that need to occur during EHR implementation, assign a person to each task, and create a timeline for completion.

Include in your EHR implementation roadmap training needs for each user and make sure to communicate what the expectations are for each individual team member,

  1. Manage change

Make sure your implementation team understands change management methodology.

Change refers to a cultural shift your team should address in a systematic way with a documented change management plan. Your roadmap should cover why, what, and how any changes will happen.

Part of managing change is providing clear, transparent communication about each phase of EHR implementation. Engage your staff and clinicians and get them excited about being involved with the changes.

  1. Reassess workflows

During EHR implementation, take this opportunity to reassess your workflows. Optimize the use of your new EHR solution by aligning your workflows with your system’s functionality.

  1. Go live

Once your new EHR platform goes live, monitor how employees are using the new system and any changes/requests they may have. 

How Remarkable Health helps you achieve your EHR implementation roadmap.

CT|One helps you improve your agency’s workflows from client intake to claims submission and payment. With over 25 years of successful EHR implementations, we know what works and what doesn’t.

  • We create a formal project plan for each program we set up with timelines and expectations.
  • You’re assigned a project manager and a project team who will focus on your business and agency needs.
  • We even offer on-site and remote training
  • And we provide walk-throughs and documentation to help you train employees in real-time and when you onboard new users.

Schedule a demo today.

See how a fully integrated behavioral health EHR platform can help you succeed.