HIPAA Assessment
- Complete Business Associate Agreement
- Verify PHI handling and storage compliance
- Review access controls and audit logging
- Confirm encryption standards (at rest and in transit)
- Document minimum necessary data access
EHR Integration
- Map integration points and data flows
- Test HL7/FHIR connectivity
- Verify patient matching accuracy
- Confirm real-time vs batch sync requirements
- Document failover and error handling
Staff Training
- Identify power users and champions
- Develop role-specific training materials
- Train on escalation procedures
- Practice common scenarios
- Establish ongoing support resources
Patient Communication
- Update privacy notices if required
- Prepare patient-facing communication
- Configure opt-out preferences
- Test message delivery and formatting
Go-Live Preparation
- Complete user acceptance testing
- Verify clinical escalation workflows
- Establish monitoring dashboards
- Document rollback procedures
- Schedule post-implementation review