Technology worksheet · local draft
Practice operations toolkitEHR migration planner
Start with discovery: what needs to move, and how? Work through mapping and rehearsal, set the cutover plan, and finish validation before closing the old EHR.
Use sample information—not real client or staff details. This worksheet saves checkbox state and notes in this browser only. Browser storage is not encrypted or secure record storage. Do not use it on a shared or public device. Do not enter client names, clinical details, credentials, financial-account numbers, health information, allegations, or sensitive personnel details. If someone else can use this device, print what you need and clear the local draft.
Draft is stored only on this device.
Section 1
Understand what is moving
Section 2
Rehearse
Section 3
Plan the switch
Decision record