Implementation · 4 min read
Bring security and integration into the first conversation.
Questions for evaluating the data path, EHR connection, operating burden, and exit plan.
Ask for a diagram of the actual deployment and its data flows. Broad platform claims rarely answer configuration-specific questions.
Map the data boundary
Identify each system that receives identifiable data, the purpose of that access, and the contractual relationship. HHS cloud guidance makes clear that a cloud provider can be a business associate even when it cannot view encrypted ePHI. Appropriate agreements and risk management remain necessary.
Questions to take into the conversation
- Which data is sent, where is it processed, and who can access it?
- Which subprocessors, logs, backups, and support tools are involved?
- What retention, deletion, training-use, and incident terms apply?
Test the integration claim
'EHR integration' can describe very different arrangements: a supported interface, a partner connector, a browser extension, or copying text. Ask for the exact route supported for your EHR version, environment, and workflow. Agree which party maintains it.
Questions to take into the conversation
- Is access read-only or can the system write back?
- How are patient matching, permissions, audit logs, and errors handled?
- What happens during an EHR upgrade or vendor outage?
Plan for change and exit
Request release notices, change controls, support escalation, export formats, and evidence of deletion. Review the scope and period of assurance reports. Certifications and attestations can support due diligence; they cannot establish that your whole deployment is compliant or safe.
Questions to take into the conversation
- Who approves a model change before it reaches users?
- Can you restore the prior workflow without losing records?
- What continuing internal work does this product require?
Sources & scope
This guide combines HealthIT's suggested evaluation questions with the primary references below. It is educational material; application depends on the specific product, workflow, organization, and jurisdiction.
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