Thinking about switching EHRs?

For many doctors of optometry, their EHR system is a daily frustration. Despite facing clunky systems and limited capabilities, most practices stick with their current EHRs rather than take on the daunting task of migrating to a new EHR.  

However, savvy practice owners are finding that switching to a new EHR can be a smooth process and a strategic move to optimize the success of their practices. Along with standout software that includes features such as AI scribe, AI history, and a VoIP phone system, a reputable EHR should also have a migration process in place to ensure a seamless transition. Here are four essential features to look for when considering moving to a new EHR: 

• Kickoff call and weekly check-ins – Rather than leaving a practice to navigate migration alone, the company behind an EHR should be in regular communication to set expectations for what the migration process will look like and to keep tabs on the progress. Weekly check-ins can help fine-tune the EHR to the unique needs and workflow of a practice and address the learning curve that comes with the implementation of a new EHR. 

• White-glove data migration – One of the greatest barriers to switching EHRs is concern surrounding the potential loss of historical data. A proactive EHR company will address this head-on by transferring as much data as possible and mapping it directly into searchable fields—not just static PDFs—allowing doctors of optometry to immediately access and use patient histories. 

• Unlimited staff training – Another obstacle when switching EHRs is staff buy-in. To smooth the transition process, staff members need to see that the new EHR will streamline their day-to-day operations and will be well worth learning a new software. Expert trainers should be made available to provide hands-on guidance until every staff member feels confident using the software, regardless of their technical ability. 
• Post go-live support – The transition journey doesn’t end on launch day, and neither should access to support. A reputable EHR company will provide proactive follow-ups at regular intervals to ensure any potential hiccups are addressed and that the features are being used to their potential.  

Learn more about how AOAExcel®’s endorsed partner, Barti, sets itself apart with AI-powered features and a tailored transition journey designed to help practices move seamlessly into the modern era of optometry.