EHR & Workflow Optimization Checklist

1.1 Are you utilizing the full range of features available in your EHR system (patient portals, e-prescribing, clinical decision support, reporting tools)?

1.2 Are all staff members (clinical and administrative) consistently trained and proficient in using the EHR system for their specific roles?

1.3 Has your EHR been customized with templates, smart phrases, or workflows aligned with your practice's specific needs and specialties?

2.1 Are you effectively utilizing online scheduling, automated appointment reminders (text/email), and digital check-in to reduce administrative burden and no-shows?

2.2 Are patients actively encouraged and supported in using the patient portal for communication, accessing records, and managing their health?

2.3 If applicable, are telehealth platforms integrated with your EHR for efficient scheduling, documentation, and billing of virtual visits?

3.1 Are you using digital document management within or integrated with your EHR to minimize paper, streamline record access, and improve security?

3.2 Is your billing and Revenue Cycle Management (RCM) software integrated with your EHR to automate charge capture, claims submission, and payment posting?

3.3 Are secure digital tools (secure messaging, collaboration platforms) used to streamline communication between clinical, administrative, and billing staff?

4.1 Are you regularly generating and utilizing reports from your EHR for clinical quality measures, operational efficiency, and practice performance analysis?

4.2 Are processes in place to ensure the accuracy, completeness, and integrity of patient data within the EHR and other systems?

4.3 Are comprehensive audit logs enabled within your EHR and critical systems, and are they regularly reviewed for suspicious activity or unauthorized access?

5.1 Are all key practice management systems (EHR, billing, scheduling, lab interfaces) integrated to minimize manual data entry and improve data flow?

5.2 Do you have reliable and responsive IT support for your EHR and other systems, including proactive maintenance and troubleshooting?

5.3 Is your current IT infrastructure (hardware, network, cloud services) scalable to accommodate future growth in patient volume, services, or staff?