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With the end of the year approaching, agencies are starting to have conversations about what will be included in the next year's budget. When an EHR program is on the docket, a common mistake we see is not leaving enough time to participate in demos, involve executive leadership and c suite decision makers, and negotiate contracts. If you want to explore electronic health record software options next year, the time to start choosing an EHR system is now.

Here’s a timeline of how you can get your behavioral health EHR solution and billing software fully set up by June 1st.

Month 1 – Choosing an EHR

  • It's important that you assess and understand your organization’s needs, and which features you want when choosing an EHR

  • Explore the EHR options available on platforms like Capterra and G2, where you can find valuable insights and user reviews to guide your decision-making process

  • Schedule a live demonstration with your top three EHR software options.

  • Make sure to solidify your decision by conducting an in-depth demonstration that involves the active participation of your executive leadership team and key decision makers

Month 2 – Proposal & Contract

  • Examine the proposal and pricing provided by your preferred EHR software vendor

  • Come to an agreement on the costs, finalize all the details of the contract, and officially sign the contract

  • Identify the individual within your organization who will take on the role of System Administrator for the EHR product and manage the coordination of staff training

Month 3 – Allocate Resources

  • Build an implementation roadmap and training schedule in coordination with your EHR software vendor

  • Begin implementation and work with your EHR vendor to create fully customized EHR solutions


Months 4 to 5 – Focus on Implementation

  • Conduct ongoing meetings with your internal staff administrators and the EHR vendor implementation team

  • Begin the migration of client and organizational data in to the new EHR software system

  • Identify the specific activities that will be included as part of the go-live process

  • Determine the critical success factors you will use to measure success during implementation

Months 6 to 7 – Testing the EHR System & User Trainings

  • Conduct thorough testing to identify any potential glitches or areas that need improvement. 
  • Provide comprehensive user trainings to your staff, ensuring they are well-equipped to utilize the EHR system effectively and efficiently.

  • Evaluate and optimize as needed. This stage plays a vital role in fine-tuning the system and optimizing its performance to meet your organization's unique needs.

This may seem like a lot, but Exym will walk you through every step of the way. Let's get started today!


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About Exym EHR Software

Exym is a comprehensive EHR software solution designed specifically for behavioral health agencies. Trusted for 20+ years, our intuitive and customizable software empowers providers to improve client outcomes, manage revenue cycles, and increase agency efficiency. Exym allows you to spend more time on what matters most- the clients in your care.

If your executive leadership has questions about choosing an EHR, have them book a demo or visit our Leadership page for more information.

Jesse Collier
Post by Jesse Collier
May 30, 2023