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Did you miss part three of our series on transitioning from paper to electronic medical records? Read part three and then check out the next tip to help make your clinics switch as smooth as possible.

Tip #4: Adjust EMR Workflow As Needed

New processes often need refinement. Once you’ve switched from paper to your EMR, take a step back and look at your digital workflow. Are templates in the EMR working to their max potential for your providers? Is staff doing additional work that the EMR could do for them? Don’t be afraid to tweak workflow as you begin using your EMR.

Mentally prepare your staff for slight changes to workflow for the first few months. Don’t feel bound to your previous paper workflow—or the workflow you first create in your EMR. View workflow creation as something you can alter and improve as providers’ needs change or as services are added to your urgent care. Document your workflow so your staff can visualize the complete patient visit using the EMR. You may decide to add or remove interfaces in the EMR as well; keep staff up to date on expected changes and train them on new steps as they are added.

Create EMR training documentation as needed to keep staff current with clinic policies and procedures—and to reduce frustration. Your EMR vendor should also provide EMR training for updated software features and functionality that could improve workflow. A periodic audit of workflow by your EMR vendor is also recommended—typically 6 months after your transition—so you urgent care can be sure it’s using the EMR to its full potential.

Be sure and read the rest of the tips so you can learn how to switch from paper to electronic medical records. Download our free eBook.

Looking to make the switch from paper to electronic medical records? Take a look at DocuTAP’s cloud-based, tablet-run EMR and revenue cycle management services designed specifically for urgent care clinics.

1. Urgent Care Benchmarking Study (2012). Urgent Care Association of America.

2. MLN Matters. Centers for Medicare and Medicaid Services.

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