ChartPath Implementation Timeline: From Kickoff to Go-Live

Implementing a new EHR or RCM system doesn’t have to feel overwhelming. With a clear week-by-week plan, practices can stay on track, avoid delays, and feel confident heading into go-live. Here’s what the ChartPath implementation process looks like.

Week 1: Kickoff & Initial Setup

• Submit the Practice Information Form

• Complete the Kickoff Call (set up check-ins, assign IT/admin contacts, review requirements)

• Submit essential forms: Facility, User, and Account Invoice

• Begin data collection and team organization

Make sure all form details match Medicare records to prevent delays.

Week 2: Integrations & Training Prep

• Start RCM/EHR Integration Kickoff

• Submit CCDA test files

• Begin EDI enrollments (key for billing readiness)

• Schedule EHR Admin Training once facility and user forms are submitted

• Review account options (MIPS, ACO, eRx, dictation, etc.)

Week 3–4: Admin Training & Customization

• Complete high-level admin training for workflow and customization setup

• Submit payer, provider, and fee schedule imports (RCM)

• Review CCDA test results

• Finalize customizations, note types, and add-on service requests

• Address any flagged risks to the go-live timeline

Week 5: System Setup & Patient Imports

• Submit patient imports (separate for EHR and RCM)

• Run first round of CCDA imports and file attachments

• Send invites for end-user training

• Conduct final readiness checks: billing integration, note delivery, provider assignments

Week 6: End-User Training & Final Reviews

• Conduct end-user training sessions (role-based if needed)

• Complete second round of imports (patients + CCDA)

• Finalize note types, customizations, and workflows

• Confirm all system integrations are functioning

Week 7: Go-Live & Support

• Go-Live with EHR and RCM systems

• Access optional office hours for live support

• Schedule second training session for RCM billing teams (2–3 days post-go-live)

• Continue weekly check-ins as needed

Final Thoughts

By following this timeline, practices ensure a smooth transition to ChartPath with minimal disruption. Each week builds on the last, so staying on schedule is key to hitting your go-live date with confidence.