EHR Implementation Guide

  • EHR Implementation Guide, 3rd Edition
    The Link to a Better Future

    EHR Guide  

    Successfully implementing HIT into an office practice can bring improvements in both quality of patient care and practice profitability. The implementation guide offers a nontechnical view of the steps necessary for the successful introduction of HIT with an emphasis on the needs of smaller practices. This publication will walk you through the process of acquiring and learning to use HIT.

    TMA gratefully acknowledges the Texas Medical Association Special Funds Foundation for its support of this publication through funds awarded by The Physicians’ Foundation.
  • Course Highlights

    Chapter 1 Introducing Health Information Technology

    Chapter 2 Why Now?

    Chapter 3 American Recovery and Reinvestment Act
    Meaningful Use
    Medicare and Medicaid Incentives
    Privacy Provision

    Chapter 4 Is the Practice Ready for HIT?
    EHR Readiness Tool
    The Impact of Workflow Redesign

    Chapter 5 Which Product Is Right for Your Practice?
    Determining Your Technology Needs
    Best-of-Breed Vs. Fully Integrated Solutions
    Assessing Software

    Chapter 6 Open Source Solutions
    Advantages and Disadvantages
    Certification Issues

    Chapter 7 Making the Selection
    Narrowing the Choices
    Site Visits and Vendor Demonstrations

    Chapter 8 The Request for Proposal
    RFP Format and Content

    Chapter 9 Budgeting and Financing for HIT
    Budgeting for HIT Acquisition
    Getting the Most Return on Investment
    Obtaining Help and Financing Options

    Chapter 10 Creating the Contract
    Contract Review Checklist

    Chapter 11 Moving Forward: Implementation
    The Vendor's Role
    Planning for Implementation

    Chapter 12 Health Information Exchange
    HIE Models

    Chapter 13 Meeting Meaningful Use
    Stages of Meaningful Use

    Chapter 14 Using Technology to Engage Patients
    Tools for Patient Engagement

    Chapter 15 The Law and HIT
    Antikickback and Stark Rules
    Technology Liability Exposure and HIPAA

  • The Authors

    David D. Marcus, MBA, PhD is a Nashville-based writer, seminar presenter, and consultant on physician payment and health policy issues. Before founding Physician Payment Resources in 1998, Dr. Marcus headed TMA’s Department of Health Care Financing, where he developed nationally recognized physician advocacy and education activities to guide TMA’s membership in adapting to the growth of health care payment plans and the evolution of Medicare reimbursement. His writings have appeared in AMNews, Texas Medicine, The Journal of Practice Management, and in numerous TMA publications on physician payment and health policy. He can be reached at

    John Lubrano, PhD is the founder and owner of Protis I.T. Solutions. For nine years, Protis has provided information technology consulting and support for professional service firms in Texas. Dr. Lubrano specializes in office automation and electronic health record selection and deployment for medical practices. He works exclusively with TMA Practice Consulting as its technology expert. He graduated summa cum laude with a BA from the University of Notre Dame, and earned his PhD from The University of Texas at Austin. He can be reached at

    Jennifer Murray, MHA worked in health care administration for more than eight years for organizations such as the Texas Medical Association and St. David’s Healthcare Partnership. She now offers business and technical writing services to health care and medical companies as the founder of her own company, JGM Business Services, Inc. Ms.Murray has coauthored articles in Texas Journal for Rural Public Health and Journal of Health Administration Education. She has written for organizations such as Seton Healthcare Network, Premium Health Products, and the Comprehensive Breast Center of Arizona. Ms. Murray holds a bachelor of science in biology and a master of health care administration, and is a fellow of the American College of Health Care Executives. She can be reached at jengmurray[at]gmail[dot]com.

    Shannon Vogel has been at the Texas Medical Association since 1999 and is director of the Health Information Technology Department, which provides advocacy, education, and resources for Texas physicians. Ms. Vogel is a Health Information Management Systems Society (HIMSS) fellow and serves on the board of the Austin chapter. She received her bachelor’s degree summa cum laude from St. Edward’s University in Austin and a master’s degree in health informatics through the School of Biomedical Informatics at The University of Texas Health Science Center at Houston. She can be reached at shannon.vogel[at]texmed[dot]org.

  • Continuing Medical Education

    The Texas Medical Association (TMA) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

    TMA designates this educational activity for a maximum of 3 AMA PRA Category 1 Credits™. Physicians should only claim credit commensurate with the extent of their participation in this activity.

    TMA designates this activity for 3 credits in ethics and/or professional responsibility education.

    Course Objectives
    Upon completion of this course, participants should be able to:
    (1) Discuss the efficiency and quality benefits of an electronic health record system;
    (2) Evaluate their practice with a needs assessment to determine EHR readiness in terms of financial and operational variables;
    3) Summarize necessary steps for contracting, selecting, implementing, and maintaining an EHR system; and
    (4) Describe the federal EHR incentive program and steps needed for meaningful use achievement.

    Target Audience
    This course was developed for physicians, practice managers, and administrators considering adoption of an electronic health record system.

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