EHR Tools and Resources

The EHR Planning & Procurement Toolkit contains links to various tools and resources to aid you through the four phases of EHR procurement.

For your convenience, the links have been consolidated below.

 

PHASE I   Pre-Solicitation and Preparation

Practice Readiness Assessment

Creating a Leadership Team for Successful EHR Implementation

Financing Resources

Budget Planning and Interactive Spreadsheet

Communication Plan

Chart Migration and Scanning Checklist

Workflow and Process Redesign

 

 

PHASE II   Vendor Solicitation

Request for Proposal (RFP) Template for Health Information Technology

Abbreviated RFP Template Outline

Certified Health IT Product List (CHPL)

PHASE III   Vendor Evaluation and Selection 

Reference Checking Worksheet for EHR Vendors

Vendor Evaluation Matrix Tool

Vendor Selection Site Visit Checklist and Questionnaire

Key Contract Terms for Users to Understand

NLC Contracting Guidelines and Checklist for EHR Vendor Selection

ONC EHR Contract Guide

ONC Health IT Playbook

 

PHASE IV   Vendor Relationship Management 

Issues Management

Software Management Checklist