Still buried under paperwork, clicks, and clunky systems? The best EHR and practice management system can change everything. Use this checklist to find a modern, AI-powered practice management solution that actually works for you, not against you.

KEY TAKEAWAYS

• Cloud-based and AI-ready EHRs save time and reduce errors
• Interoperability and intuitive design are essential in any practice management software.
• Patient engagement and mobile access improve practice management. 

Physicians around the world are increasingly overwhelmed not by patients, but by endless administrative tasks and fragmented systems. Traditional record-keeping and legacy EHR tools often mean lost lab results, disconnected billing, or redundant data entry.

But emerging research shows a better path. Modern, cloud-based, AI-ready EHR and practice-management platforms can dramatically cut documentation time, unify labs, billing, and prescriptions.

To switch from traditional record-keeping to an advanced EHR and practice management software is not as simple as it seems. Vendors go through multiple cross-checks to make sure they are making the best choice.

Let’s go through a checklist a vendor must consider before choosing the best EHR and practice management system!

1. Cloud-based Storage

Physicians often struggle with fragmented patient data scattered across systems, devices, and physical locations. This creates delays in care, incomplete records during consults, and workflow disruptions when clinicians move between clinic, hospital, and home.

Before choosing the EHR for yourself, make sure it comprises cloud-based storage. Cloud-based storage feature provides the following benefits:

• Patient Records At One Place: All medical records are stored on the cloud. This means that you can access your patient’s files from anywhere, at any time. All you need is an internet connection and a compatible device.
• HIPAA Compliance: Cloud-based EHRs must be HIPAA compliant. Research shows that HIPAA compliance ensures strong encryption (for data at rest and in transit) and strict role-based access control with unique user identities, and multi-factor authentication.

In this way, compliance audits and breach detection would be possible!

2. AI-Powered Solutions

Traditional and legacy EHRs must be halting your work and time with endless manual documentation. But the best part of evolving healthcare is advanced healthcare solutions. One of these solutions is AI-powered healthcare technology.

AI solutions have completely transformed the way healthcare is delivered. According to recent data, AI-powered EHR systems can cut clinician documentation time significantly, reducing after-hours EHR burden.

While choosing your EHR, make sure to check a few specific AI tools. For your convenience, these are listed below:

• AI Document Scanner: An AI document scanner automatically reads and extracts key information from scanned documents. It includes the driver’s license and the insurance card. All this process takes less than 5 seconds, reducing the workload on the physician.
• AI Medical Scribe: AI medical scribes listen to your patients while you give them proper attention. Meanwhile, the AI scribe tool generates structured clinical notes at the end of the visit. As per the internal survey conducted by Practice EHR, the AI scribe tool increased patient engagement by 56%.
• AI Fax: An AI fax sorting tool alleviates physician burnout by automatically reading and scanning the incoming faxes. It extracts the information to detect which category the fax document belongs to and attaches it to the relevant patient record.

3. Interoperability

Is your patient information also trapped in disconnected systems? Or you are facing delays and errors because labs, imaging centres, and pharmacies all operate in silos. These daily clashes lead to missing results, medication conflicts, duplicated tests, and inefficient handoffs between healthcare settings.

Ensure that a robust and interoperable EHR becomes part of your medical practice. Research has shown that seamless integration with labs, pharmacies, imaging centers, and billing modules provides real-time updating across modules. In this way, all care team members see the same, current patient data.

Before purchasing an EHR for your practice, make sure your EHR is well-interoperable with:

• BIlling systems
• Labs
• Scheduling tools
• Pharmacies (through e-prescribing)

The best EHR integrates with practice management and revenue cycle management workflows as an all-in-one system for medical practices to run operations smoothly.

4. Intuitiveness of the EHR

Intuitiveness isn’t a luxury; it is a clinical and operational necessity. A difficult interface directly impacts efficiency, documentation quality, patient experience, onboarding time, and clinician well-being.

By prioritizing ease of use, physicians ensure they invest in a system that supports their workflow rather than obstructing it. This eventually enables faster visits, better accuracy, and more meaningful time with patients.

According to recent research, an intuitive, user-friendly interface would have the following benefits for you:

• Clean navigation, minimal clicks, customizable templates for notes, prescriptions, and billing.
• Reduced learning curve — vital for busy clinics with rotating staff.
• An intuitive UI mitigates “information overload” that can arise in complex EHR systems.

5. Affordability (Cost-effective)

Small practices are already under huge financial pressure, and this pressure makes it difficult for them to choose the best EHR. While features like interoperability, billing, and cloud-based storage are crucial to selecting an EHR, practices also consider the long-term financial impact of the EHR.

Common Affordability-related Problems

• High upfront costs for licenses, hardware, and implementation.
• Ongoing subscription or maintenance fees that escalate over time.
• Hidden costs (training, data migration, interfaces, add-on modules).
• Productivity loss during go-live and adjustment periods.
• Poor ROI if the system does not meaningfully improve workflow or billing.

Researchers found that shifting to a cloud-based, automated EHR system saw reduced cost on IT maintenance and less physical storage. This means that the money you spend will give you a tangible return via fewer billing errors, fewer redundant tests, and faster reimbursement cycles.

6. Patient Engagement Tools — Patient Portal & Communication Features

While selecting the best EHR for your practice, ensure that it offers engaging patient tools. These tools should provide patients easy access to their lab reports, medical bills, and scheduling.

It often becomes overwhelming for the staff as well when patients are forced to call or come into the office just to view records. Paying bills or contacting the practice is literally one click away with EHR integration.

By doing so, your patients can stay connected from the comfort of their homes, on the train, or even in the waiting room. All-in-one EHR systems provide a number of patient-engaging tools for better healthcare practice management and optimal patient experience.

The following tools are must-haves in a robust EHR to keep the patient engaged:

• Patient Check-in Kiosk: A patient check-in kiosk is an excellent tool for patients as it ensures efficient check-in processes and an improved patient experience.
• Patient Portal: The digital tools in a patient portal can give patients control over their own healthcare, allowing them to check lab results online, message their physicians, or request appointments from anywhere.
• Telehealth: EHR integration comes with telehealth platforms that can help medical practices expand their services by reaching patients across the nation.

7. Mobile Access

Modern EHRs have revolutionised healthcare delivery. Remote access to patient details has enabled the doctors and patients to view records, approve prescriptions, check lab results, or billing while on the go.

It would be the best choice to make if your EHR also provides mobile access, as multi-device compatibility becomes standard.

With mobile EHRs, you can enjoy the following benefits:

• No more scheduling chaos
• Chart anytime, anywhere
• Secure messaging on the GO
• Scan and upload documents in seconds
• Make decisions backed by data

Practice EHR — The Solution That Checks All the Boxes!

Choosing the right EHR is an arduous task, but the rewards always make it worth it. The best EHR can completely transform your practice from scheduling to billing. With its flexibility and exceptional support, Practice EHR is an all-in-one platform that offers solutions tailored to meet your practice’s unique needs.

Looking for the best EHR for your medical practice? Discover how Practice EHR meets all your needs. Request a free demo today and take the first step toward a simpler, more efficient future!

FAQs