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It frames meaningful use as change management, emphasizing clinician “thoughtflow” over traditional manufacturing-style documentation. The toolkit supports goal setting and workflow documentation to improve selection decisions, performance-based RFPs, contract negotiation leverage, implementation scripts and testing, and training effectiveness. It also guides baseline data use for validation and workflow redesign.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/ehr-workflow-toolkit-physician-practices-overview-purpose-and-process/242855/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/ehr-workflow-toolkit-physician-practices-overview-purpose-and-process/242855.png","ImageObject",442,249,{"name":88,"@type":89},"Alex Sinclair","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-18","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"Why are workflow changes critical to EHR success?","Question",{"text":109,"@type":110},"Workflow changes are described as vital to EHR success because effective planning and documented workflows improve readiness for EHR selection, implementation, and adoption. The toolkit stresses goal setting and workflow documentation as key preparatory actions.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What is the purpose of establishing goals and documenting workflows?",{"text":114,"@type":110},"Goal setting and workflow documentation help organizations increase their chances for successful EHR outcomes. They support better selection evaluation, enable stronger change management, and improve implementation and training using well-designed workflows.",{"name":116,"@type":107,"acceptedAnswer":117},"What tools does the EHR Workflow Toolkit provide?",{"text":118,"@type":110},"The toolkit includes an overview and background for goal setting, a SMART goal setting module (with change management and monitoring), an orientation to workflow documentation covering ambulatory processes and validation, and workflow documentation tools provided on accompanying spreadsheets.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},242855,1791718744,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},1099523882182,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","EHR Workflow Toolkit  \nFor  \nPhysician Practices  \nDeveloped by:  \nMargret Amatayakul,  \nMBA, RHIA, CHPS, CPHIT, CPEHR, FHIMSS  \nMargret\\A Consulting, LLC  \nOverview, Purpose, and Process of EHR Workflow Toolkit  \nOverview  \nAddressing workflow changes has been described as vital to EHR success. More thorough planning, including establishing goals and documenting workflows, has been cited by virtually every organization that has adopted an EHR as the \\#1 task they wished they had done more of in advance. In discussing the Federal incentives for making meaningful use of certified EHR technology, David Blumenthal, the U.S. National Coordinator for Health IT between 2009 and 2011, observed: “It’s not the technology that’s important, but its effect. Meaningful use is not a technology project, but a change management project. Components of meaningful use include sociology, psychology, behavior change, and the mobilization of levers to change complex systems and improve their performance.”  \nWith such a transformative change, how workflows are understood and redesigned must also change. Most workflow documentation is focused on the manufacturing principles of following “man and machine.” This approach does not address the fundamental way clinicians need to use the EHR at the point of service to make patient care decisions. Sam Bierstock, MD, has coined the term “thoughtflow”to distinguish between understanding how clinicians work, and how they think – and then work. Dr. Bierstock notes that “vendors long have developed systems based on presumption about the way clinicians work, but without a clear understanding of how clinicians think.” He believes that “although workflows are complex and varied, they can be observed, described, measured, and addressed.” 1  \nPurpose  \nWorkflow documentation alone will not change the EHR marketplace. But establishing goals and attending to workflows can help organizations improve their chances for successful selection, implementation, and adoption of EHR. While the following steps should begin prior to selecting an EHR,  \n1 Ball, M.J. and S. Bierstock. 2007 (Summer) . Clinician use of enabling technology: Creating a new healthcare system through the use of enabling technologies requires changes on a profound scale. Journal of Health Information Management 21(3):68-71 .  \n[http://www.himss.org/content/fi](http://www.himss.org/content/fi)les/jhim/21_ 3/14_features_Technology. pdf  \n1  \ngoal setting and workflow documentation is beneficial at any entry point. Goal setting and workflow documentation:  \n• Helps create informed consumers by focusing on the usability of products visa vie current workflows rather than only price and personality of the sales force.  \n• Initiates change management because understanding current practice metrics and workflows creates “ah ha” moments where users see for themselves opportunities for better support.  \n• Aids in developing a performance-based request for proposal (RFP) that seeks information on how the product performs standard functions, again with respect to current workflows, rather than serving merely as a validation that standard functions exist.  \n• Focuses due diligence in product selection by helping to evaluate whether the product can meet the organization’s established goals and workflow needs.  \n• Provides leverage during contract negotiation, wherein specific product deficits are addressed through terms for future upgrades or concessions in price and payment schedule.  \n• Supports implementation with scenarios and scripts for system configuration and testing based upon well-designed workflows and improved processes.  \n• Serve as training tools so that the user understands not only how to navigate around the computer screen but how thought processes and workflow are impacted.  \n• Enables identification of successes and rapid attention to course correction in comparison to baseline data and workflows.  \nProcess  \nThis EHR Workflow Toolkit includes the foll","cbCaiaW8ASNmYJKW","https://ap.wps.com/l/cbCaiaW8ASNmYJKW","pdf",496183,19,"English","# Overview, Purpose, and Process of EHR Workflow Toolkit\n## Overview\n## Purpose\n## Process\n## Tools Included in the Toolkit\n# Glossary of Terms","[{\"question\":\"Why are workflow changes critical to EHR success?\",\"answer\":\"Workflow changes are described as vital to EHR success because effective planning and documented workflows improve readiness for EHR selection, implementation, and adoption. The toolkit stresses goal setting and workflow documentation as key preparatory actions.\"},{\"question\":\"What is the purpose of establishing goals and documenting workflows?\",\"answer\":\"Goal setting and workflow documentation help organizations increase their chances for successful EHR outcomes. They support better selection evaluation, enable stronger change management, and improve implementation and training using well-designed workflows.\"},{\"question\":\"What tools does the EHR Workflow Toolkit provide?\",\"answer\":\"The toolkit includes an overview and background for goal setting, a SMART goal setting module (with change management and monitoring), an orientation to workflow documentation covering ambulatory processes and validation, and workflow documentation tools provided on accompanying spreadsheets.\"}]","EHR Workflow Toolkit - Physician Practices - Overview, Purpose, and Process | PDF",1789195725,7]