The EMR Dozen

Evaluation Scorecard

The RFP you send to three to five vendors and the workbook you score them in. Every vendor quotes against the same practice profile on the same pricing worksheet. The workbook calculates 3-year total cost of ownership, cost per visit and EMR cost as a share of net collections, and counts the red flags from the session for each vendor. Set your trade-off positions and scoring weights before you read a single response. Allow about 2 hours to set up and an hour per vendor to score.

Tabs: Start here, Practice profile, Trade-off positions, Must-haves, Scenarios, Data and security, Contract, Pricing, Scoring, References.

• Download the scorecardExcel, works in Google Sheets, 37 KB

90-Day Timeline Template

Enter your current contract's auto-renewal notice deadline and a target go-live date, choose the standard or compressed path, and the plan dates all seven phases with owner and vendor lanes. It warns you if signing would land after your notice deadline or if read-only access to the old system ends too soon. The ramp-up planner turns protected go-live time into a budgeted cost.

Tabs: Start here, Setup, Timeline, Ramp-up planner, Issue log, Living FAQ, Exit checklist.

• Download the timelineExcel, works in Google Sheets, 54 KB

Post-Go-Live Audit Checklist

Run it at 90 days, 6 months and every year with the evidence you already have: the scorecard, the contract, the issue log and your Phase 0 baselines. It checks promises, productivity, revenue cycle, cost, vendor support and staff workload, then looks for the silent productivity drains that never show up as tickets. It ends with a decision: on track, fix with the vendor, escalate, or consider leaving.

• Open the checklistPDF, 2 pages, 106 KB
• Download to editWord, 39 KB