by Jesse Collier

With the end of the year approaching, agencies are starting to have conversations about what will be included in the ‘23-’24 budget. When your EHR program is on the docket, a common mistake we see is not leaving enough time to participate in demos, involve ideal stakeholders, and negotiate contracts. If you want to explore your electronic health record software options next year, the time to start 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 – Choose Mental Health EHR Software:

  • Understand your organization’s needs
  • Review options on Capterra, G2, or similar
  • Book a demo with your top 3 EHR software choices
  • Finalize your choice with a deep dive demo, including all organization decision makers

Month 2 – Proposal & Contract:

  • Review proposal & pricing from electronic health record software vendor
  • Align on costs, finalize contract details, then sign the contract
  • Determine who will be your System Administrator for the EHR product

Month 3 – Allocate Resources:

  • Build implementation roadmap and training schedule with your EHR software vendor
  • Begin implementation to create a fully customized EHR solution

Month 4-5 – Focus on Implementation:

  • Ongoing meetings with your internal and vendor implementation team
  • Migration of client and organizational data
  • Define go-live activities
  • Determine critical success factors

Month 6-7 – Reporting:

  • EHR testing
  • Conduct user trainings
  • Evaluate and optimize as needed

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

Request a Demo with Exym behavioral health EHR software