Illustration of an on-off switch

Guide to switching to e-Charting

November 22, 2016 | Article | By: Kerrie-Ann Bernard

Don’t fear change, embrace it! I’m sure we’ve all heard that before. But when it comes to your work, and more importantly your patients, such advice can be hard to heed. You’ve probably also heard that electronic medical records (EMRs) have helped Canadian healthcare providers increase their efficiency and most importantly, the quality of care patients receive. That is one of many reasons why the adoption of EMRs continues to rise, with 59.5% of specialists using them to enter clinical notes

Stats like that make a strong case for going digital at your clinic, but you might be asking yourself, where do I even begin? The transition can indeed seem daunting, but it doesn’t have to be difficult. Electronic charting (or e-Charting) is a great place to start your transition. We’ve pulled together some helpful tips and resources to help you smoothly shift from paper to e-Charting.

Involve the whole team

Discussing the transition with your team is always a good start. You may find that they are eager to adopt new technology and may have even done some research into possible solutions. Keeping everyone in the loop, taking into consideration any of their concerns will ensure that the whole team is happy with the end choice. You should:

  • Ask questions

  • Get feedback from your team

  • Leverage your team’s knowledge

Audit your workflow

We’ve discussed what auditing your clinic workflow can do for you, but it’s also a good place to start when looking at e-Charting tools. Take note of:

  • How patients flow through your clinic

  • Every team member’s preferred charting style

  • Any current pain points

Once you understand how you and your patients flow through the treatment process, you can be sure to find the perfect e-Charting solution to suit you. But, what’s most important is being aware of your needs.

Pick a solution that works for you

Once you’ve had a look at your workflow, the next step is to find a solution. Whatever solution you choose, it needs to work with your current workflow, and also address any pain points you might have come across in your audit. Think about it. Nothing is worse than having your routine interrupted and having to learn a new piece of software too! This is a critical step, choosing the right e-Charting for you means you can become one of the 39.3% of specialists that have increased their efficiency through EMR use.

Make a Plan and Set a timeline

Make a plan for your transition, once you have a plan for how you will move forward with implementing e-Charting at your clinic you can set firm deadlines and stick with them! The more thorough your planning, the more likely you are to stick to your timeline, and the smoother your transition will be! The smoother your transition, the quicker you can become part of the 50.4% of specialists that report giving better care since implementing EMRs at their practice.

What should you migrate?

What information you transition to EMR will depend on your practice. Obviously, core demographic data should be transitioned, such as:

  • Name

  • Birthdate

  • Gender

  • Contact information

  • Family physician information

As for the information you choose not to transfer, it is always advised that you follow criteria for proper file archiving and storage. In Ontario, for instance, clinicians are required to hold onto patient files for at least 10-years after the patient’s last visit; even longer if the patient is a child. Whatever your requirements, it’s best to double check and be sure to follow guidelines.

With InnoCare, you get exceptional e-Charting that was designed by clinicians and extensively tested by clinicians. We continuously include feedback as part of our ongoing development to make sure our e-Charting works with you, not against you.


Why not try InnoCare Charting+ for yourself? Sign up for your 30-day trial now!