
Your EHR is creating more work than it should
Staff are struggling with workflows or developing workarounds
You are preparing for an EHR implementation or go-live
You went live, but adoption and workflow challenges remain
Training is not translating into confident system use
You are considering a new EHR and need an independent perspective
You know improvements are needed but are not sure where to begin
A structured approach to selecting the right EHR for your organization.
May include:
• Current-state workflow assessment
• Clinical and operational requirements gathering
• Stakeholder interviews and consensus building
• RFP development and refinement
• Vendor identification and shortlisting
• Demo scripts, evaluation criteria, and scoring tools
• Vendor demonstration facilitation
• Gap analysis and fit-to-workflow assessment
• Contract and total cost of ownership review
• Reference checks and due diligence
• Future-state workflow planning
• Final vendor recommendations and selection support
An independent check before configuration, testing, or launch.
May include:
• Project plan review
• Clinical requirements review
• Workflow readiness
• Stakeholder and decision structure review
• Testing preparation
• Training readiness
• Risk and gap summary
A structured review of how prepared your organization and staff are for EHR related change.
May include:
• Change readiness assessment
• Stakeholder identification
• Change impact assessment
• Leadership alignment review
• Communication planning
• Training readiness
• Workflow change preparation
• Adoption risk identification
• Resistance and barrier assessment
• Go-live support planning
Focused support to help organizations navigate EHR go live and identify issues as they emerge.
May include:
• Go-live readiness check
• At-the-elbow workflow support
• End-user issue identification
• Workflow observation
• User feedback collection
• Issue triage and prioritization
• Workflow and process troubleshooting
• Training gap identification
• Communication and escalation support
• Emerging risk identification
• Daily issue and trend review
• Stabilization recommendations
A focused review for organizations experiencing workflow, adoption, or user challenges after go-live.
May include:
• End-user interviews and feedback
• Workflow observation
• User pain-point identification
• Workaround identification
• Adoption and utilization assessment
• Training gap identification
• Workflow and process gap analysis
• Support and communication review
• Prioritized recommendations
• Reinforcement planning
• Stabilization and improvement roadmap
• End-user interviews and feedback
A focused review of how staff use the EHR today and where workflows may be creating unnecessary burden.
May include:
• Stakeholder interviews
• Workflow observation
• Current-state workflow assessment
• User pain-point identification
• Workaround identification
• Documentation and process review
• Workflow variation assessment
• EHR utilization review
• Training gap identification
• Efficiency and usability opportunities
• Prioritized recommendations
• Future-state workflow outline
An evaluation and redesign of your EHR training approach.
May include:
• Training needs assessment
• Role-based curriculum outline
• User guides and job aids
• User acceptance testing recommendations
• New-hire and refresher training plans
• Feedback and reinforcement strategy
A structured plan for organizations that know improvement is needed but do not know where to begin.
May include:
• Current-state assessment
• Opportunity prioritization
• Recommended phases
• Ownership and governance recommendations
• Training and communication considerations
• Measures for monitoring progress
© Copyright 2026. All Rights Reserved.