EHR Success: 4 Change Management Process Tips
Implementing a successful EHR system depends on first developing an efficient change management plan. Here's how to do it.
the live environment. It is also important to involve any users who requested the enhancement to provide additional details when needed and test the changes as well.
Here's who should be involved:
Build-team managers and at least one analyst
Support-team managers and at least one end-user support specialist
End-user requesting the change
Leadership involved in approving changes
3. Know the details
Another essential aspect of the change process is to understand the details of the change and inform the affected parties when that change will be implemented. Documenting and maintaining a well-organized change management form will help track key elements.
Here are some details to include in a change management document:
Who is making the request
What change is being requested
What specific build or configuration work is required to accomplish the request
When it is scheduled to be implemented in the test/QA system
How the change will be validated
When it is scheduled to be implemented in the live system
The rollback plan, if applicable.
4. Know what happened
Most importantly, establishing a process to track changes will provide a detailed log of who made what change when and why.
It is beneficial to document the following information in a change process tracking system:
When the change was implemented in the test/QA and live systems
Details from the build analyst, complete with before-and-after screenshots if applicable
Who completed the testing and when it was completed
When end-users were notified
How the change affects the system's users a month or so after the change is implemented
These are just a few of the many factors to consider when implementing a change management process. Every organization is unique, and what works for one may not work for another. Even the most efficient organizations can benefit from ongoing reassessments of how their processes are functioning for their staff and, most importantly, their end-users.
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