Moving from paper records to an electronic system is not just a software purchase — it changes how every department works. Here are the seven things our team asks customers to settle before go-live.

1. Codes and data standards

Agree on diagnosis, procedure and drug codes across the whole hospital first, or reports will never add up.

2. Role-based user permissions

Draft a table of who can see and edit what, by profession and department.

3. Legacy data migration plan

Decide how many years to migrate and which records are fine as scanned attachments.

4. Floor hardware

Workstations, scan points and the network must be ready before training.

5. Downtime fallback

Prepare emergency paper forms and a back-entry procedure.

6. Training in waves

Small groups close to go-live beat one big session booked far ahead.

7. Post-go-live ownership

Name the system owner and the issue-reporting channel from day one.