Electronic Health Record Implementation with Migration Checklist
Step-by-step guide for migrating from paper records to a digital system.
Plan and execute EHR implementation while ensuring LGPD, medical board compliance, and uninterrupted patient care during the transition.
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Prompt objective
Plan and execute EHR implementation while ensuring LGPD, medical board compliance, and uninterrupted patient care during the transition.
Real use case
A pediatric clinic in Curitiba has 15 years of paper records (12,000 files). After nearly losing a file containing critical drug allergy information, the lead physician decided to go digital. They need a plan that doesn't halt daily operations.
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Prompt
Create a comprehensive EHR implementation plan for [CLINIC NAME], specializing in [SPECIALTY], with [NUMBER] physicians, [NUMBER] staff, and [NUMBER] paper medical records. **PHASE 1 — System Selection (weeks 1-4):** - Evaluation criteria: 15 mandatory requirements for EHR systems - Comparison of 5 popular systems (iClinic, Shosp, Amplimed, Clínica nas Nuvens, Feegow) - Pricing by physician count - SBIS/CFM certification requirements - Integration with: TISS, e-SUS, digital prescriptions, telemedicine - Data backup and security (LGPD compliance) **PHASE 2 — Preparation (weeks 5-8):** - Current process mapping (paper record workflow) - Template customization by specialty [SPECIALTY] - Mandatory field configuration - Data migration: which records to digitize first (selection criteria) - Digitization plan: [NUMBER] records → time and cost estimate **PHASE 3 — Training (weeks 9-10):** - Training schedule by role (physician, nurse, reception) - Estimated hours per role - Support materials: printable quick guide + video tutorials - Internal champion (who leads adoption) **PHASE 4 — Go-live (weeks 11-12):** - Parallel run period (paper + digital): [DURATION] - Intensive support: direct line to vendor - Daily validation checklist - Contingency plan if system goes down **PHASE 5 — Stabilization (months 4-6):** - Record quality audit - Adoption metrics (% of consultations on digital) - Template adjustments based on real usage - Secure disposal of paper records (legal retention: 20 years per CFM) **COMPLIANCE:** - LGPD: consent, access, data portability - CFM: Resolution 1,821/2007 on digital records - Minimum retention period: 20 years - Backup and business continuity plan Available budget: [BUDGET]. Desired timeline: [MONTHS] months.
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