Go live checklist

https://edhub.ama-assn.org/steps-forward/module/2702512

A Go-Live checklist is a critical tool for ensuring the success of any project. The checklist provides a framework to ensure that all critical elements are addressed prior an implementation (especially EHR implementations). For this module’s assignment, you will be creating a Go-Live checklist for your EHR implementation. As a first step in understanding the creation of your checklist please review the following materials:
1. AMA web site: Electronic Health Record Implementation Module.
2. Read the following article: Electronic Health Record (EHR) Implementation GO-LIVE Planning Checklist.

Directions
Based upon the readings and supplied checklist templates, create your own one-page Go-Live checklist that addresses the following areas:
1. Staff
2. Hardware
3. Down Time Procedures
In your checklist make sure you list the sequence of how you would like your “Go Live” to occur. For example:
1. Two weeks prior to “Go Live”: Ensure all staff have met training requirements
2. One week prior to “Go Live”: All equipment has been tested and meets specification for operating with the EHR.

Feel free to be creative and use the supplied resources or others you might locate to assist in drafting your “Go live” checklist. Remember to ask your instructor for additional information to bridge any gaps that might exist.

Case Study: (Use this project case study to fill out your PMP document).
The Waverly Family Health services has decided to implement an electronic health record (EHR). They have decided to implement a web-based EHR called Practice Fusion http://www.practicefusion.com. You will need to review the website to understand about the product. You may sign up for free access to their product to learn more and answer questions you might have about the product (see also provided youtube videos about Practice Fusion).
The clinic has no prior experience implementing an EHR, but they feel assured they can accomplish a web install and system conversion (migrating from paper charts to digital content) using the skill of their staff and providers. Hardware is already provided. The following is baseline information on the clinic and project resource allocation:

Budget
The clinic acquired a small business development loan on their American Express Card business account in the amount of $40,000.00 for the entire project. This includes all startup costs, labor, training, and “unforeseen costs.”

Staff
The following is a breakdown of staff who will need EHR access and new hardware to run the EHR:
Dr. Waverly, clinic owner and medical director (*Key stakeholder)
Dr. Jones, physician and clinic partner (*Key stakeholder)
Mrs. Johnson, physician’s assistant (will function as project team member)
Mrs. Wright, MSN, NP, nurse practitioner [Project team member (has previous EHR install experience)]
Mrs. Jones, clinic director (*Key stakeholder)
Ms. Felps, front office clerk (Project team member)
Ms. Smith MA, back office medical assistant (Project team member)
Mr. Lawrence, clinic accounts and billing [Project team member (has I.T experience)]

You have 6 months to complete the project.

Environment Assessment Information:
The clinic has a high speed T-line, which provides internet access with Wi-Fi access throughout the clinic. There is ample hardware throughout the clinic. Each clinic exam room (there are 4) has a workstation consisting of a Dell “all-in-one” desktop with 8GB of ram and Intel i7 processor, and a 23-inch screen. The units are wall mounted and the monitor is on an articulated arm allowing the patient to see the screen when the clinician wants to share information. Each of the Medical Assistants (MAs), front office clerk, biller and directors have similar work stations. The workstation configurations meet the minimum standards for utilizing the web-based EHR.