EHR Integration Readiness Assessment

Your EHR supports FHIR R4 APIs and you have credentials or know how to obtain them.

You have an IT contact (internal or vendor) who can assist with API configuration and troubleshooting.

You have successfully connected a third-party tool (patient portal, billing software, or analytics) to your EHR in the past.

Patient demographics in your EHR are verified and updated at check-in — less than 5% of records have known address or phone errors.

Your clinical staff document consistently using structured fields (problem lists, medication lists, coded diagnoses) rather than free-text notes.

Duplicate patient records are rare — your practice has a process to prevent or merge duplicates.

Frontline staff (front desk, MAs, billing) are comfortable learning new software with minimal resistance.

You have a designated person who can champion a new technology implementation and hold staff accountable for adoption.

Your EHR training is current — staff are using the features available to them, not working around the system.

Your current patient check-in, scheduling, and billing workflows are documented or well-understood by leadership.

You can identify the top 3 workflow pain points you want a new tool to solve — and you have leadership alignment on those priorities.

Your practice has successfully implemented and sustained a new operational process or technology in the past 2 years.