EHR Implementation Project Checklist
This is a practical guide to building a project checklist for an ehr implementation project — a step-by-step checklist covering the project from start to finish, adapted to the realities of implementing an electronic health records system.
What a Project Checklist is
A project checklist is a step-by-step checklist covering the project from start to finish. For the full concept and how it works in general, see Project Management Checklist. On an ehr implementation project it plays the same role, tuned to this kind of work.
Why it matters for an EHR Implementation project
EHR Implementation projects live or die on implementing an electronic health records system. A well-built project checklist gives the team a shared, explicit reference for exactly that — reducing ambiguity, aligning stakeholders, and making problems visible early enough to act. Skipping it, or doing it generically, is how ehr implementation projects drift into avoidable delay and cost.
What to include
- Initiation checks
- Planning checks
- Execution checks
- Closure checks
EHR Implementation-specific considerations
Tailor the project checklist to the risks that most often derail ehr implementation projects:
- Clinical workflow disruption
- Patient-data privacy
- Clinician adoption
Example
On a real ehr implementation project, the project checklist would be shaped by implementing an electronic health records system. In particular, it should explicitly account for the project’s biggest risks — clinical workflow disruption, patient-data privacy, clinician adoption — rather than treating them as afterthoughts.