EHR Go-Live Readiness Checklist: Steps for a Successful Activation
Backed by CSI’s Proven Activation Methodology
A successful EHR go-live requires careful planning, clear communication, and the right support at every step. This checklist is your essential guide, backed by CSI’s proprietary tools and experience supporting over 360+ EHR go-lives, including two of the largest Epic rollouts in U.S. history, to ensure your team is fully prepared for a smooth activation, no matter the scale.
Phase 1: Initiation – Laying the Groundwork for Your EHR Go-Live
Every successful activation begins with clarity and alignment. This early stage defines scope, establishes leadership engagement, and ensures both technical and operational readiness foundations are in place. The groundwork laid here sets the tone for a smooth activation later.
Objective: Establish project scope, identify stakeholders, and align leadership around go-live project goals.
Timeline: Typically 60+ days before Go-Live
Key Actions:
- Gather project requirements, scope, and target dates
- Identify internal stakeholders and define roles
- Conduct a kickoff meeting to align
- Complete CSI Activation Questionnaire to confirm readiness scope
- Execute site walkthrough or virtual assessment
- Finalize the statement of work (SOW) and project budget
- Gather onboarding requirements for project team
- Schedule initial executive touchpoint with client leadership
CSI Tip
Early alignment on goals, scope, and expectations prevents scope creep and ensures operational readiness.
Phase 2: Planning & Readiness – Building the EHR Go-Live Framework
Once your project foundation is set, the focus turns to refining schedules, logistics, and communication. This stage ensures that all readiness elements, from staffing and training to escalation protocols, are confirmed and coordinated before activation.
