EHR Implementation: A Step-by-Step Guide for Optometrists
Navigate the complexities of electronic health records with this comprehensive implementation roadmap.
December 7, 2025
Why EHR Implementation Matters
A well-implemented EHR system can transform your practice efficiency, improve patient care documentation, and streamline billing. A poorly implemented one can be a daily frustration.
This guide walks you through the entire process from vendor selection to go-live and beyond.
Phase 1: Planning (4-6 weeks)
- Assess current workflows and pain points
- Define requirements and must-have features
- Set budget and timeline expectations
- Identify implementation team and champions
Phase 2: Vendor Selection (4-8 weeks)
- Research optometry-specific EHR vendors
- Request demos from top 3-5 candidates
- Check references from similar practices
- Negotiate contract terms and pricing
Phase 3: Implementation (8-12 weeks)
- Data migration from existing systems
- System configuration and customization
- Staff training (plan for 20+ hours per person)
- Parallel testing before go-live
Phase 4: Go-Live and Optimization
- Plan for reduced patient volume first week
- Have vendor support on-site or on-call
- Collect feedback and iterate on workflows
- Schedule 30/60/90 day reviews