Welcome back to MyRDJourney! There are a lot of really great things happening this Summer in my practice. I updated my website (again), am finally finishing my first book, and am gearing up to launch a virtual support group! I’m looking into a lot of online platforms for selling subscriptions/courses and I will post a blog once I finally decide on what I want to use.
One other huge thing I finally did this week was to make the switch to an EMR platform for patient charting and appointment keeping. I had been holding off since I started my practice back in 2014. Initially, I used paper charts in a filing cabinet, but realized this was a terrible idea due to my lack of space. For the past 3 years, I have been using an encrypted flash drive that I locked in a filing cabinet. Every one of my clients had a folder where I stored their initial/follow-up notes (Docs) and initial forms (PDFs). This saved me a lot of money initially, especially when I didn’t have a lot of clients.
Why I Switched
I’ve been thinking a lot lately how my “time is money” and trying to cut down or streamline the things that cause me to be less productive. One of those time sinks was how I was scheduling appointments and charting. I would normally email my clients open appointments, have them schedule through me, and I would send the reminder email. I really wanted to have the ability to do more online bookings and integrate the calendar so reminders were automated. As for charting, I kept my flash drives at home, so I would have to be at home to type up client notes. I also encrypted my USBs with my Mac so I couldn’t use another operating system to open the files. There were also times when I needed to access a client’s information and I didn’t have a number on hand (in the case of a no-show) since I didn’t carry around the USBs. Lastly, I felt like moving to an EMR platform would be more secure and professional.
My Research Process
I’ll be honest; it took me forever to find a platform that I liked. I had tested out a few a couple of months ago; however, I didn’t really find one that suited my needs. I was also too focused on price when I first started looking, which wasn’t the best idea. I mean, I would spend almost an hour or two charting plus 1-2 hours scheduling appointments. If you think about your time as “money” I was losing money by wasting so much time on the admin side of things. So, my price point became more flexible once I thought about the time I would be saving.
What I Wanted
I would highly suggest doing the free trials and actually using the platforms with clients. Just looking around at the platform wasn’t enough to let me get a feel for how it would work with my practice. As you go through some of the free trials, take notes on what you liked and didn’t like to be able to compare platforms. I am already billing insurance with Navinet, which is free, and on specific insurances’ websites, so I knew that was not a feature I was heavily focused on. I also didn’t need multiple logins since I am the only RD in my practice that would be charting.
There were a few key features that I was looking for in an EMR platform. I wanted to be able to:
-Upload past notes
-Schedule client appointments in a calendar myself and to have clients to be able to do the same
-Edit templates for client forms
-Upload my own forms for clients to sign
-Access via an app
-Message clients via portal
-Have the ability to do secure video conferencing
In the end, I ended up with Simple Practice. This platform had the key features I wanted for a decent price. All-in-all I am happy I switched to an EMR platform. Even though it was time consuming at first to upload client files, I am much more efficient at scheduling and charting. I find that I keep more detailed notes, especially for points of contact between appointments.
If you have any questions about EMR platforms, feel free to post a comment below!
Check out my previous blog for tips to running a weight management support group.