The document provides a comprehensive guide on upgrading to a new Electronic Health Record (EHR) system, detailing key considerations such as data import, hardware requirements, customizable medical forms, and ICD-10 preparedness. It emphasizes the importance of a seamless transition, adequate support, and features like cloud-based storage and integrated billing services. DrChrono is highlighted as a recommended EHR solution, praised for its user-friendly features and positive user feedback.

1. www.drchrono.com
UPGRADING YOUR EHR
A guide to a pain-free EHR transition

2. Import of patient demographics Import of paper records
Hardware and server requirements
Choosing an EHR is hard work; it’s no wonder most providers are hesitant to switch to another
EHR, even if it’s better solution for their practice. When you’re ready to make the switch, be
sure to review the key considerations presented in this guide.
Data should be able to be easily imported into your
EHR. When choosing a new EHR make sure that
they can import your prior EHR’s data straight into
your new EHR. This should be an easy process that
simply requires you to furnish an .xls or .csv file.
Ideally, the new EHR will also allow for the import of
other pertinent patient information like medication
lists, allergy information and lab results so long as
this data is in industry standard C-CDA format.
Finally, your new EHR should allow you to move
your patient data with you should you ever decide
to adopt another EHR. EHR’s that allow you to move
your data will be very clear about this capability - so
be sure to ask!
Are you using an EHR in conjunction with paper pa-
tient records? Ensure that your new EHR offers you
paper conversion services which will allow you to
have your paper patient records imported directly
into your new EHR.
Ensure that your new EHR does not require you to
purchase any servers or back-up solutions. The best
EHRs will offer you a solution that is serverless and
cloud-based; this means that your only “hardware”
investment is a laptop or iPad. Additionally, your
new EHR should provide you with an integrated
cloud-based & HIPAA compliant back-up solution
that will allow you and your staff to save pertinent
files, share files in a HIPAA compliant-fashion with
colleagues and patients, and back-up any key infor-
mation. Finally, make sure that your new EHR does
not charge you for storage of patient records and
other key data on your EHR; some EHR’s offer free
unlimited storage, while others charge you for incre-
mental storage units.
Upgrading your EHR

3. Customizable medical forms
eRx setup
Integrated fax
ICD-10 Preparedness
Lab integration
Customizable medical forms are a huge time saving
feature that allows doctors and their staff to custom-
ize and use forms that are customized to their work
flow and specialty. Some EHRs will even take the
first step at creating custom forms for your practice;
typically these EHR-created custom forms include
your patient intake forms and other forms that are
a part of your clinical documentation process. Your
new EHR should also provide you with the ability to
create and customize medical forms using an easy-
to-use form creator. Additionally, your EHR should
provide you with access to a template library, which
allows you to customize medical forms created by
other providers in your EHR’s provider community.
Look for an EHR that makes sending prescriptions
electronically to your patient’s favorite pharma-
cy easy. Some EHR’s will take your existing eRX
account information from SureScripts and others
and use that to accelerate the eRX set-up process.
Additionally, your new EHR should handle the
credentialing process for you in the case that you
don’t have an eRX account setup to ensure that you
have accelerated access to eRX services.
Your new EHR should come with an electronic fax
line that facilitates paperless document transfer,
This will allow you to have all of your inbound and
outbound faxes managed entirely in your EHR - no
paper required!
Before you choose a new EHR,
ensure that your choice is ICD-
10 ready. As this new standard
rolls out, it will be essential to
be able to use ICD-10 codes
across your notes, billing, and
any other functions that will require this new code
standard. Also, be sure that any billing solutions
you choose via your EHR are ICD-compliant.
Your new EHR should feature a bi-directional con-
nection, which means you can send lab requests
and receive results in your EHR. Additionally, your
new EHR should be integrated with Quest Labs and
Lab Corps, which make up 90% of the US lab mar-
ket. The EHR setup for labs should be extremely
simple and an EHR rep should walk you through all
relevant steps and provide you with instruction on
integrating with other local partner labs.

4. Medical billing & coding
drchrono, an award-winning choice
Implementation specialist on board
You didn’t go to medical school to handle account-
ing; your new EHR should offer billing services that
take the stress and pain out of billing. Your new
EHR provider should offer a fully-managed billing
service that allows you to outsource billing at a cost
that is far lower than hiring your own billing team.
Additionally, you should have access to a self-serve
billing option that allows your staff to bill as soon as
you finish charting. Some EHRs even offer multiple
processing options like Emdeon or Trizetto/Gate-
way, which allow you to pick the option best suited
for your practice.
We hope that this checklist has been helpful. Many
of our clients have chosen drchrono because our
EHR meets and exceeds the suggestions we put
forward in this paper. Our EHR was voted #1 Best
Mobile EHR for three years in a row in an indepen-
dent survey of over 27,000 EHR users by BlackBook
rankings. Additionally, we were voted Top 5 EHR
across all ambulatory EHR’s, regardless of speciality.
Our EHR offers users an end-to-end solution that
includes practice management, billing and records
management in one convenient EHR. drchrono is
proud to be listed in the INC500 for being one of
the fastest growing companies in America; we are
able to grow rapidly due to the positive response
from EHR users like yourself who adopt our system
everyday.
For questions or a demo, please feel free to contact
us today.
Your new EHR should provide you with a profes-
sional onboarding experience that includes an im-
plementation specialist who will not only guide your
EHR transition, but train you on all of the key fea-
tures of your new EHR. In addition, ensure that your
EHR provides you with consistent and reliable sup-
port in the case that you or your colleagues have
questions about your EHR in the future.
sales@drchrono.com 844-569-8628 650-215-6343 drchrono.com
–Oncologist and Breast Cancer
Surgeon, Michigan
Everything about drchrono
screams efficiency. I’ve
used several other EHR
alternatives and drchrono
is the best of all of them.
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