Ethical Healthcare’s electronic patient record (EPR) Domain Lead, Jennifer Dunne, has used her extensive experience of EPR procurement and implementation to write a 6-step guide to support those on their EPR journey.   

In step 4, Jennifer describes how to prepare for EPR readiness activities.  


Step 4: Readiness activities  

The implementation of an EPR solution is a transformative step for healthcare organisations seeking to enhance patient care and optimise administrative processes.  

However, a successful EPR implementation requires careful planning and readiness activities. Readiness activity prior to the commencement of implementation is a crucial phase that runs alongside the procurement and investment approval timeline and ensures that the organisation is well-prepared for the upcoming EPR deployment, encompassing both technical and organisational readiness aspects.  

Understanding EPR readiness activities  

EPR readiness activities form a pivotal bridge between the strategy phase and implementation. This phase aims to evaluate the organisation’s preparedness to embrace the new EPR solution effectively. It involves a thorough assessment of technical infrastructure, staff capabilities, and existing workflows to identify potential gaps and areas that require improvement.  

By conducting readiness activities before the implementation begins, healthcare organisations can reduce the likelihood of unforeseen challenges and ensure a smoother transition to the new EPR solution.  

Technical readiness assessment  

Technical readiness assessment is a foundational step in EPR implementation preparation. It involves evaluating the organisation’s existing IT infrastructure and solutions to determine if they can support the EPR solution.  

Key elements of this assessment include:  

  • Hardware and software compatibility: Ensuring that the hardware and software currently in use are compatible with the EPR solution’s requirements. 
  • Network capacity: Assessing the organisation’s network capacity to handle the increased data traffic generated by the EPR solution.  
  • Data security: Evaluating the existing security measures and protocols to safeguard patient data and ensure compliance with data protection regulations.  
  • Integration capabilities: Determining if the EPR solution can seamlessly integrate with other existing healthcare software and solutions.  

Organisational readiness assessment  

Apart from the technical aspects, organisational readiness is equally crucial for the successful implementation of an EPR solution. This assessment aims to gauge the willingness and capacity of staff to embrace the changes brought about by the EPR solution.  

Key elements of this assessment include:  

  • Stakeholder engagement: Engaging all stakeholders, including medical staff, administrators, and IT personnel, in the decision-making process and keeping them informed about the implementation’s progress.  
  • Change management: Developing a comprehensive change management plan to address potential resistance to change and ensure a smooth transition to the new EPR solution.  
  • Learning and education: Identifying training needs and providing comprehensive education to staff members to familiarise them with the EPR solution’s functionalities.  
  • Workflow analysis: Analysing existing workflows to identify opportunities for optimisation and alignment with the EPR solution.  

Procurement and investment approval timeline alignment  

To achieve seamless EPR readiness, it is essential to align the procurement and investment approval timeline with the readiness activities.  

This synchronisation ensures that the organisation’s technical and organisational preparations are well-coordinated with the EPR solution’s procurement and implementation timeline.  

By aligning these critical elements, healthcare organisations can optimise the utilisation of resources, minimise delays, and ensure that the EPR solution is deployed within the set timelines.  

Mitigating potential challenges  

During the EPR readiness activities phase, potential challenges and risks may come to light. Identifying and addressing these challenges early on is crucial for a successful implementation.  

Some common challenges include:  

  • Resistance to change: Overcoming resistance from staff members who may be apprehensive about adopting new technology or adjusting to new workflows.  
  • Data migration: Ensuring the smooth and accurate transfer of existing patient data to the new EPR solution.  
  • Training gaps: Addressing any training gaps and ensuring that all staff members are adequately prepared to use the EPR solution. 
  • Workflow disruptions: Mitigating disruptions that may arise during the transition from traditional paper-based processes to digital workflows.  


The readiness activities phase preceding the implementation of an EPR solution plays a vital role in ensuring a successful deployment.  

By conducting technical and organisational readiness assessments, healthcare organisations can identify potential challenges and opportunities for optimisation. Aligning the procurement and investment approval timeline with readiness activities facilitates a smooth transition and maximises resource utilisation.  

EPR implementation represents a significant step towards enhancing patient care and administrative efficiency. By investing time and effort in readiness activities, healthcare organisations can lay a strong foundation for a seamless EPR implementation journey, ultimately leading to improved patient outcomes and streamlined workflows.  


Recap the previous steps now: 

Step 1: Strategy 

Step 2: Procurement 

Step 3: Investment 


Follow our blog, LinkedIn and Twitter pages for the next steps in Jennifer’s 6-step guide to electronic patient record (EPR) procurement and implementation.  


Get in touch  

If you’d like to discuss your EPR strategy with Jennifer, contact her on