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Step 4: Conduct Training & Implement an EHR System

EHR Implementation Go-Live Planning Checklist


The go-live planning checklist is intended to aid providers and health IT implementers in planning for EHR implementation. It can be used to plan for the EHR system go-live event and to identify any issues that need to be addressed beforehand. The checklist will help eliminate some of the “gotcha’s” that often occur on the first day of system implementation.

This resource includes the following checklists: Go-Live Planning Checklist, Several Days Before Go-Live Checklist, Day Prior to Go-Live Checklist, and Day of Go-Live Checklist.

The EHR project team should review the checklists and incorporate any provider-specific items.

download file [DOCX 1.01 MB]

Authors and Contributors

Health Information Technology Research Center (HITRC)
Doctor's Office Quality Information Technology (DOQ-IT)

Use Disclaimer

The material in these guides and tools was developed from the experiences of Regional Extension Center staff in the performance of technical support and EHR implementation assistance to primary care providers. The information contained in this guide is not intended to serve as legal advice nor should it substitute for legal counsel. The guide is not exhaustive, and readers are encouraged to seek additional detailed technical guidance to supplement the information contained herein.

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