Track · Implementation team, Administrators

Go-live

Bringing a practice across: what the old EMR must export, standing up fax and referral intake, and the day-one checklist in an order where nothing blocks anything else.

3 lessons · 22 minutes · Implementation team and the practice's project lead

Lessons

Take them in order the first time. After that, use this page as a reference index.

  1. 01 Bringing the chart across What your old EMR has to export, how the import behaves, and why the first run never writes anything. 7 min
  2. 02 Fax and referral intake Documents arrive, get read and filed automatically, and the ones that couldn't be wait for a human — with a clean way to undo a wrong guess. 7 min
  3. 03 The day-one checklist Everything that has to be configured before the first real patient, in the order that makes each step possible. 8 min

When you finish this track you can

  • Specify the export your outgoing vendor has to produce
  • Work the fax inbox and undo a wrong auto-file cleanly
  • Configure a practice from empty to first patient
  • Know the three settings that silently stop money moving