Discovery Phase – EHR Software Development

Do you know that almost 64% of US hospitals share patient data with external providers electronically?
The widespread adoption has improved efficiency and effectiveness in care delivery but has also given rise to a new set of challenges and problems. These problems consist of clerical and additional data-entry burdens on healthcare providers.
This has been one of the major reasons why many healthcare providers are today shifting towards custom EHR software development. But despite this shift to custom healthcare IT solutions from off-the-shelf software solutions, the satisfaction rate of healthcare providers has hardly changed.
Recognizing the trends and patterns in the healthcare landscape and providing healthcare software consulting to many prominent healthcare institutions, we observed that the problems usually lie in the discovery phase while you build your own EHR.
Being the very first step of healthcare software engineering, the whole idea and curation of EHR software depends on this. And many healthcare providers, being fairly new to the digital health transformation, fail to turn their ideas into a reality.
On that note, let this blog be your guide to the discovery phase for your custom EHR software development. In this blog, let’s explore different facets of personalized EHR solutions and how the discovery phase can set the bedrock for the development of ideal Electronic Health Records software.
So, without further ado, let’s get started!
Guide to Overcoming Top 5 Healthcare IT Challenges
Download eBookStep 1: Defining Project Goals & Objectives

In the very first step of the discovery phase, you basically articulate the desired outcomes of the EHR software. Being the EHR software, it should help your practice effectively manage patient health data, sharing and aligning it with the clinical and non-clinical workflow of your practice.
Based on this, the specific features and functionality of the software are determined. This is where you have to identify the specific pain points that lie in your system. To name a few, here are some of the things that you must consider if not implemented:
1. Interoperability: Your EHR system should have the ability to seamlessly integrate with other healthcare systems such as labs, pharmacies, etc., to reduce error and smooth information sharing.
2. Usability: The software should be user-friendly with interactive and intuitive interfaces. This will improve efficiency and reduce the margin of error.
3. Data Entry Efficiency: The EHR software should automate data entry practices to reduce the time spent on documentation.
4. Scalability: It is natural that with time your practice will grow, with respect to that, your EHR should be capable of handling the load and adapt to the changing nature of the practice.
5. Security and Privacy: Since the EHR software will be dealing with sensitive data, it should adhere strictly to the security and privacy standards to protect patient data from unauthorized access and breaches.
While you are at this, you should also establish some key performance indicators (KPIs) to measure the success of the software. The key performance indicators must be time saved on delivery care and documentation, effective patient engagement, etc.
At this stage you must involve the key stakeholders for setting achievable goals. Apart from that, they will also help you in deciding the full scope of the software, according to which you can build an ideal EHR software for your practice.
Step 2: Understanding the Target Audience

While you are preparing for the digital health transformation of your practice with personalized EHR solutions, it is crucial for you to understand your core user group aka target audience. Understand that the aim here is to bring ease in healthcare delivery and effective sharing of healthcare information.
Furthermore, it will be your doctors, nurses, administrative staff and other healthcare professionals who will be using the software. So medical software development should be focused on them, and make their lives easier.
Here you need to analyze the specific needs of each user group and finalize the workflow of your practice. In this way, you will not only be able to identify the core pain points of your users but also curate a workflow that suits your practice and takes up a holistic way to care delivery.
One of the best ways to understand your target audience is to conduct user interviews and surveys and create user personas to represent different types of users. This is crucial for determining features of the software.
Having said that, the major advantage of creating user personas is to make informed design decisions and designing a user friendly UI/UX design in the future processes of your EHR software development.
Step 3: Assessing Existing Systems & Data
Data migration and ensuring completeness of the data are some of the major aspects of healthcare software engineering, especially in EMR software development. For this you have to evaluate the current EHR system you are using.
During the evaluation what you need to check is its limitations, identify the data sources and its unique formats. Once that is done, with the help of your healthcare IT vendor, you can easily assess the quality of the data and its completeness.
However, the work doesn’t end here. After it is done, you need to curate a data migration plan to transfer the data from the existing system to your new system. During this data mapping, best practices can come in handy as they can help you match and standardize data from multiple sources and define seamless data flow,
Step 4: Identifying Technical Requirements

Up until this point, everything can be considered as paperwork. After the paperwork is done, it is now time to identify the technical requirements you need for your EHR software development. Starting with the creation of the base, determine all the necessary hardware and software infrastructure for your electronic health records system.
Though most of the things you would consider in this would be related to administration, do not leave the clinical requirements behind. Depending on the type of practice and the specialty you are addressing, identify the specific technical features and functionalities that you would require. These technical requirements might include electronic prescribing, patient portals, educational libraries, etc.
Addressing the security and compliance requirements also comes under the technical requirements of your software. Identify what are the security requirements that you need in your software and the necessary compliances that you need to abide by. At this stage, proactively involving your EHR developers can help you in ease identification of the requirements and identification of the potential risks and challenges.
Step 5: Budgeting & Timelines
Cost is one of the major concerns when it comes to EHR software development, and by the end of the discovery phase of your EHR software, you can get an estimation of the budget and timeline of the custom EHR software development.
Develop a realistic project budget that does not allow you to overstretch your limits and gives you enough flexibility to do all the necessary customization, at the later stage. Along with the budget, create a detailed project development plan and timeline with milestones. Since the timeline and budget is oftentimes intertwined, they should both go hand-in-hand.
While you are creating your timelines and budget, identify the potential risks that you might encounter during the development stage. Identifying these can come in handy by allowing you enough time to develop mitigation strategies to minimize the damage and speed up the development process.
Last but not least, as the custom EHR software development process progresses, regularly review your budget and make adjustments according to the latest developments in the process. Furthermore, choose agile development methodologies that help you in effectively managing project timelines and move the project forward smoothly and effectively.
Conclusion
If you closely observe the timeline of EHR software development, then you can easily recognize that the discovery phase takes the least amount of time. However, the impact it can have on every aspect of your software development can be huge, let that be budget, timeline, or even features.
That is why, as a healthcare professional, you need to have keen attention to detail during the discovery phase of your custom EHR software development. On that note, let this blog be your guide to having a smooth and complete discovery phase for your custom EHR software development.
How to Ace the Healthcare IT Discovery Phase
Download Free eBookFrequently Asked Questions
The Discovery Phase in EHR software development is the initial stage where the project’s goals, requirements, and scope are defined through research and analysis. It involves gathering information, conducting market research, consulting stakeholders, creating prototypes, testing, and establishing a detailed roadmap. This phase is crucial for ensuring a clear direction and avoiding potential pitfalls later in the development process.
The Discovery Phase is crucial because it sets the foundation for a successful project. It involves:
- Understanding Goals: Clearly defining project objectives and desired outcomes.
- Identifying Requirements: Pinpointing specific functionalities and features needed.
- Researching: Gathering insights into the market, competitors, and user needs.
- Risk Assessment: Identifying potential challenges and developing mitigation strategies.
- Planning: Creating a detailed project plan with timelines, milestones, and resource allocation.
By investing time in the Discovery Phase, you can avoid costly mistakes, ensure alignment with stakeholders, and increase the likelihood of project success.
The key steps involved in the Discovery Phase are:
- Define Goals: Clearly articulate the project’s objectives and desired outcomes.
- Identify Stakeholders: Determine who is involved in the project and their specific needs.
- Gather Requirements: Collect detailed information about the project’s functional and non-functional requirements.
- Conduct Research: Analyze industry trends, market research, and competitor analysis to inform the project’s direction.
- Create User Personas: Develop detailed profiles of the target users to understand their needs and behaviors.
- Develop User Stories: Break down the project’s requirements into user-centric stories to guide development.
- Create Prototypes: Design low-fidelity prototypes to visualize the user interface and user experience.
- Estimate Effort and Cost: Assess the project’s scope and complexity to estimate the required resources and budget.
- Define Project Timeline: Create a project schedule with milestones and deadlines to track progress.
- Present Findings and Recommendations: Share the project’s findings and recommendations with stakeholders and secure approval for the next phase.
The Discovery Phase typically takes 4 to 6 weeks. This phase involves gathering requirements, analyzing existing workflows, and defining the project scope. It’s a crucial step to ensure the project is well-defined and aligned with your specific needs.
The Discovery Phase should involve a diverse team, including:
- Key stakeholders: Project sponsors, decision-makers, and end-users.
- Domain experts: Healthcare professionals, IT experts, and regulatory compliance officers.
- Technical team: Developers, architects, and database administrators.
- Design team: UX/UI designers to ensure user-friendliness.
- Project manager: To oversee the process and coordinate efforts.
A well-defined Discovery Phase offers numerous benefits, including:
- Clear Project Vision: It establishes a shared understanding of project goals, objectives, and scope among stakeholders.
- Risk Mitigation: Identifies and addresses potential risks early on, preventing costly surprises later in the project.
- Improved Decision-Making: Provides data-driven insights to inform strategic decisions and resource allocation.
- Reduced Development Time: Streamlines the development process by eliminating the need for rework and changes.
- Enhanced User Experience: Ensures the final product meets user needs and expectations through user research and feedback.
- Cost Savings: Avoids unnecessary expenses by optimizing resource allocation and preventing project scope creep.
- Successful Project Outcomes: Increases the likelihood of delivering a high-quality product on time and within budget.
To ensure the success of your EHR development project, consider these key factors:
- Clear Requirements: Define precise functional and non-functional requirements.
- User-Centric Design: Prioritize user experience and usability.
- Robust Security: Implement stringent security measures to protect sensitive health data.
- Interoperability: Ensure seamless integration with other healthcare systems.
- Compliance: Adhere to industry standards and regulations (e.g., HIPAA, GDPR).
- Agile Development: Use agile methodologies for flexibility and adaptability.
- Rigorous Testing: Conduct thorough testing to identify and fix bugs early.
- Effective Project Management: Employ strong project management practices.
- Continuous Improvement: Regularly update and enhance the system based on user feedback.
Common challenges in EHR development include:
- Data Integration: Integrating data from various sources, such as labs, pharmacies, and other healthcare providers.
- Interoperability: Ensuring seamless communication and data exchange with other healthcare systems.
- Security and Privacy: Protecting sensitive patient information from unauthorized access and breaches.
- User Interface Design: Creating intuitive and user-friendly interfaces for healthcare professionals.
- Regulatory Compliance: Adhering to complex healthcare regulations and standards.
- Cost and Time Constraints: Balancing development costs and timelines with desired features and functionalities.
To choose the right EHR development partner, consider these factors:
- Healthcare Expertise: Seek a partner with a proven track record in healthcare software development, understanding regulations like HIPAA.
- Technical Proficiency: Ensure they have expertise in relevant technologies like EHR integration, cloud computing, and data security.
- Project Management: Assess their ability to manage complex projects, meet deadlines, and communicate effectively.
- Security and Compliance: Prioritize a partner who prioritizes data security and adheres to industry standards.
- Client Reviews: Research their past projects and client feedback to gauge their reliability and quality of work.
The cost of EHR software development varies widely based on factors like complexity, features, and customization. Generally, it ranges from $50,000 to $500,000. Consider additional costs for implementation, training, and ongoing maintenance.
Recent EHR trends include AI-powered clinical decision support, increased interoperability, cloud-based solutions, mobile accessibility, patient portals, and advanced analytics for predictive insights. These advancements aim to improve efficiency, accuracy, and patient care.
EHR software can significantly improve patient care by:
- Centralized Patient Records: Providing easy access to comprehensive patient history, reducing errors and improving decision-making.
- Enhanced Communication: Facilitating efficient communication between healthcare providers, leading to better coordination of care.
- Improved Efficiency: Automating routine tasks, streamlining workflows, and saving time for healthcare providers.
- Data-Driven Insights: Enabling data analysis to identify trends, predict risks, and implement preventive measures.
- Patient Engagement: Empowering patients with access to their health information, promoting self-management and adherence to treatment plans.
EHR systems must prioritize security and compliance to protect sensitive patient data. Key considerations include:
- Data Encryption: Encrypt data both at rest and in transit to prevent unauthorized access.
- Access Controls: Implement strong access controls to limit user permissions and monitor user activity.
- Regular Security Audits: Conduct regular security audits to identify and address vulnerabilities.
- HIPAA Compliance: Adhere to HIPAA regulations to ensure the privacy and security of patient health information.
- Data Backup and Recovery: Maintain regular backups and have a robust disaster recovery plan in place.
EHR software improves operational efficiency by automating routine tasks, streamlining workflows, and reducing paperwork. This leads to faster appointment scheduling, improved billing accuracy, and enhanced communication between providers. Additionally, EHRs enable better data analysis for informed decision-making and resource allocation.
The future of EHR software is poised for significant advancements, driven by technological innovations and evolving healthcare needs. Key trends include:
- Enhanced Interoperability: Seamless data exchange between different healthcare systems to improve patient care coordination.
- Artificial Intelligence Integration: Leveraging AI for automated data entry, predictive analytics, and personalized treatment plans.
- Blockchain Technology: Ensuring secure and transparent data sharing while maintaining patient privacy.
- Cloud-Based Solutions: Scalable and accessible EHR systems delivered through cloud platforms.
- Patient-Centric Design: User-friendly interfaces and patient portals to empower individuals in their healthcare journey.
These developments will ultimately lead to more efficient, accurate, and patient-centered healthcare delivery.
To measure the success of your EHR implementation, consider these key metrics:
- User Satisfaction: Conduct surveys and gather feedback on user experience and system usability.
- Efficiency: Track improvements in workflow efficiency, reduced paperwork, and faster appointment scheduling.
- Accuracy: Monitor the accuracy of data entry and retrieval, as well as the reduction of medical errors.
- Financial Performance: Analyze cost savings from reduced administrative costs and improved revenue cycle management.
- Patient Outcomes: Assess improvements in patient outcomes, such as reduced hospital readmissions and enhanced patient satisfaction.
Best Practices for EHR Data Migration:
- Data Mapping: Clearly define the mapping between source and target systems.
- Data Cleaning: Ensure data accuracy and consistency before migration.
- Data Validation: Verify data integrity post-migration.
- Incremental Migration: Migrate data in smaller batches to minimize downtime.
- Testing: Rigorously test the migrated data and system functionality.
- Security and Compliance: Prioritize data security and adhere to HIPAA regulations.
- Backup and Recovery: Implement robust backup and disaster recovery plans.
To ensure usability, prioritize user-centered design principles:
- Intuitive Interface: Design a clean, intuitive interface with clear navigation and minimal clicks.
- Consistent Design: Maintain consistent layout, terminology, and workflow across the system.
- Clear Information Hierarchy: Organize information logically, highlighting essential data.
- Contextual Help: Provide in-app guidance and tooltips to assist users.
- Regular User Testing: Conduct usability tests with real users to identify pain points and areas for improvement.
- Iterative Design: Continuously refine the system based on user feedback and evolving needs.
Integrating EHR systems with other healthcare systems can be challenging due to factors like:
- Interoperability: Different systems may use incompatible data formats and standards, hindering seamless data exchange.
- Data Security and Privacy: Ensuring secure and compliant data sharing across systems is crucial, especially with sensitive patient information.
- Vendor Lock-in: Proprietary systems can limit integration options and increase costs.
- Complex Workflows: Integrating systems may disrupt existing workflows and require significant changes.
- Technical Challenges: Technical difficulties, such as network connectivity and system compatibility, can arise during integration.
To reduce EHR implementation failures, prioritize thorough planning, effective change management, and robust training. Involve key stakeholders, conduct pilot testing, and allocate adequate resources. Consider a phased approach and continuously monitor and adapt to ensure a smooth transition.