This document outlines many aspects of planning and implementing an electronic health records (EHR) system across a large healthcare organization, including project management, technical infrastructure, data migration, testing, training, go-live support, and ongoing maintenance. Key areas discussed are workflow management, application configuration, infrastructure requirements, user acceptance testing, go-live preparations, and transitioning to ongoing support. The level of detail involves considerations from practice to enterprise level.

1. Return on Investment (ROI)
Benefits Realization
Total Cost of Ownership (TCO)
Applications Implementation
Solution Delivery Implementation
Workflow Management
Practice Business Intelligence
Practice Sample
Lessons learned
Rollout modeling
Medical Discipline
Geography
Patient and Provider Counts
Practice and subsidiary clinics
Technical acumen
Paradigm shift adoption
Team development
Champion identification
and training
Communications planning
Model office – staff utilization
Staff augmentation
Vendor professional services
Project based subject matter experts
Project / Program Management Office (PMO)
Office of the Chief Information Officer (OCIO)
Existing staff utilization
Work Breakdown Structures
Inter-Dependencies
Resource Planning
Sponsor communications
Stakeholder communications
Steering Committee communications
End user communications
Vendor, subcontractor, temp, communications
Statement of Work (SOW)
Division of responsibility
Control systems
Application configuration
Static databases
Dynamic databases
Transaction databases
Departments, Procedures, Dropdowns
Patients, Providers, Insurers
Screen Flow
Workplace management
Role management Supervisory Role management
Exceptions management
Break Glass management, reporting, and auditing
To new application
To replacement application
To upgraded application
Middleware
Extract Transform and Load (ETL)
Transaction resiliency
Traffic management
Real-time
Batch
Nightly
Periodic
Daily
Weekly
Monthly
Quarterly Yearly
Reports
Mining
Scheduled
Ad hoc
Dashboard design and deployment
Templates
Reports
Forms
Definitions and access declarations
Daily Operating Procedure
Champions
General support
Provider
Unit
Module
Functional
Enterprise
Stress, capacity, performance
User Acceptance Testing
Local Area Network
Communications Providers
– Data Pipes
Data center
Image
Inventory
Enterprise desktop management
Provisioning Management
Ghosting
Staging
Deployment
Spares management
Computers
Printers
Scanners
Exam Room
Desktop
Laptop
Tablet
PDA
Back office
Home office
Configuration baseline
Document printers
Prescription printers
Forms printers
Admissions ID printers
Encounter ID printers
Document
Card
Bar Code
Driver s License
Insurance Card
Membership Card
Wired
Wireless
Guest portal
Router / Switch allocation and assignment
Site floor plan drawings
Drop identification
Electrical
Voice
Data
Transponder positioning
Coverage Floor plan management
Neighborhood collision/conflict management
Patients, visitors, vendors, contractors
Router inventory management
Capacity planning
Failover – minimum configuration planning
Proximity Interleaved Port assignment planning
Data Pipe provider 1
Data Pipe provider 2
Application Service
Provider model (ASP)
Hosted – internal or outsourced
Service Level Agreement
Servers
Environment Management
Network Attached Storage
Performance Monitoring
Web servers
Application servers
Scanning Servers
Training and Testing Servers
Virtualization
Load Balancing
Cluster configurations
Live - Production
Development
Demo
Train
Test
Utilization
Consumption monitoring
Cloud storage
Mirroring
Stripping
CPU
Disk
WAN
LAN
Print Services
Dry run
User login and functionality access test
WAN bandwidth capacity test
Go-Live team introductions and assignments
Go, No Go?
On-site support staff
Off-site support staff
Issue management
Helpdesk utilization
Subject Matter Expert (SME) utilization
Sustaining Support utilization
End Of Day (EOD) briefing
Workflow
Practice Operations
Technical
Infrastructure on site
Servers in data center
Databases
Workflow tuning
Continuation of Go-Live command and control center
Daily briefing
Transition to Production
Technical Support
Provisioning uplift
Call Tree managementTicket avoidance
Issue Response time
Escalation management
Known issues
communications
Staff SME s
Contracted SME s
On-demand SME s
Vendor SME s
Down Time Procedures
Business Continuity Planning
Disaster Recovery Procedures
Switch to Paper
Operating Procedures
– workflow
Information
Resynchronization procedures
Authorship
Monitoring and compliance management
Application Availability Schedule
EHR
Enterprise
Order of execution
Validation checkpoint procedures
Communication plan execution
Customizations
New Features delta
Regression Testing Enterprise regression testing
Data migration and transformation
Recommendations and request analysis
Prioritization and release planning
Design, Build, Test, Deploy
Credit/Debit
Computers
Ambulatory Practice
Solutions Services
Go Live
Services
Day +1
Day 30+
Day -1
Sustaining
Support
Services
Quality Management
Preparedness
Infrastructural Preparedness
Responsibility
MatrixHelp Desk
Level 2+
Failover
Service Level
Agreement
Steady State
Documentation
Shutdown
Data Archiving
Version 1.1
Applications Upgrade
Planning
Version 2.x
Future State
Planning
Day 0
Scenarios
Use Cases
Test cases
Testing and Training
database populations
Testing
Data Preparedness
Data Migration
Data Integration
Data transportation
Enterprise Data Modeling
Data Warehouse
Business Intelligence
Forms and Reports
Staff
Preparedness
Roles and responsibility
Separation of Duty
Training
Design, Build,
Configure
Workflow
User access and entitlement
Application
Preparedness
Module definition
Pilot deployment
Site Selection
Deployment Calendar
Critical path planning
Enterprise Preparedness
- Practices
Operational
Preparedness
HIPAA
ACA
CMS
MU
Practice
Management
Business Model
Technology Model
Operations Model
Regulatory Model