Checklist for Capability to Exchange Key Clinical Information

The Exchanging Key Clinical Information checklist is designed for Eligible Professionals (EPs) practicing in a physician office or clinic setting.  This checklist helps EPs prepare for the electronic exchange of key clinical information with other care providers and/or patient authorized entities. This checklist is a practical guide to outline options EPs may use for exchanging key clinical information under stage 1 Meaningful Use requirements, to achieve Core Objective 14 – Electronic Exchange of Clinical Information.


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.

Reference in this web site to any specific resources, tools, products, process, service, manufacturer, or company does not constitute its endorsement or recommendation by the U.S. Government or the U.S. Department of Health and Human Services.

Practice Role
Health Care Mgmt - Practice Mgrs Admin
Providers (MDs, DOs, NPs, PAs, RNs, LPNs)
PSR, Schedulers, Front Desk, Med Secretaries
Providers & Professionals
Setting/Practice Type
FQHC or Community Health Center
Large Practice 11 or more
Small Practice 1 - 10
Specialty Practice
EHR Steps
Step 5: Achieve Meaningful Use

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