A template scorecard for your EHR vendor demos

When selecting the right EHR, you should consider several practice-specific variables. Further, the selection process should be based on a set of objective criteria that allows a practice to measure their needs and match a vendor’s performance against these criteria. During this process, you should consider how an EHR’s functionality and other characteristics aligns with a practice’s needs.

Successfully aligning EHR selection with practice needs rests on using a methodical approach; this allows stakeholders in the practice to identify their needs and then measure how closely an EHR aligns with them.

The most effective way to approach this process involves creating a scorecard that can be filled in by stakeholders during vendor demos, which allows them to assign a numerical value to each function on a scale of 1 to 5, with 1 representing the lowest priority and 5 representing the highest priority.

Guide: four steps to making the most of your EHR vendor demos

Stakeholders would then score an EHR’s performance on each of these functionality or usability characteristics on a scale of 1 to 5 with 1 representing poor performance and 5 representing excellent performance. With these data, a practice can weight performance according to priority and then gauge suitability accordingly.

Below, you’ll find a template scorecard for your EHR vendor demos. You may have to customize it a little to suit your needs - but it’s an excellent starting point.