The process of selecting an EHR system is daunting. Technology businesses are well aware of the required transition for most health practices to move from paper to electronic health record keeping. Because of this vendor awareness, the EHR market is ever-expanding, making the job of selecting the right EHR system even more challenging.If users are unhappy with an EHR system, they will often point their fingers at the selection team. To save yourself this unnecessary headache, it is essential to establish a clear plan for the EHR selection process. That plan should always begin with a requirements gathering phase.
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How to gather and prioritize EHR requirements across clinical staff, billing teams, operations, and leadership stakeholders
Why regulatory compliance, HIPAA security, and insurance coding accuracy must be your number one priority
How to create a structured vendor shortlist using objective search strategies and professional recommendations
How to conduct focused EHR demos and evaluate vendors using scorecards aligned with clinic priorities
Final decision factors, contract essentials, and implementation planning for a confident go-live
EHR selection checklist covering shortlisting, RFPs, demos, and evaluation scoring
Guidance on balancing cost, usability, compliance, and clinical workflow needs
Contract negotiation insights including pricing, implementation fees, users, and billing specifications
Practical answers based on the Internal Medicine EHR selection framework.
Download the full guide to access the complete vendor evaluation checklist and decision roadmap.
Begin with structured requirements gathering. Identify clinical, billing, operational, and administrative stakeholders. Document workflow needs, regulatory compliance requirements, insurance coding standards, and technical infrastructure before researching vendors.
Limit demonstrations to three to five shortlisted vendors. This prevents confusion, keeps the process manageable, and allows your selection team to properly evaluate each system using a structured scorecard.
Clearly define pricing, payment plans, implementation fees, number of users, locations, billing specifications, training timelines, support services, and compliance responsibilities. Review and negotiate contract terms carefully before signing and beginning implementation.