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
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Submit the Practice Information Form
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Complete the Kickoff Call (set up check-ins, assign IT/admin contacts, review requirements)
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Submit essential forms: Facility, User, and Account Invoice
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Begin data collection and team organization
Make sure all form details match Medicare records to prevent delays.
Week 2: Integrations & Training Prep
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Start RCM/EHR Integration Kickoff
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Submit CCDA test files
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Begin EDI enrollments (key for billing readiness)
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Schedule EHR Admin Training once facility and user forms are submitted
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Review account options (MIPS, ACO, eRx, dictation, etc.)
Week 3–4: Admin Training & Customization
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Complete high-level admin training for workflow and customization setup
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Submit payer, provider, and fee schedule imports (RCM)
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Review CCDA test results
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Finalize customizations, note types, and add-on service requests
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Address any flagged risks to the go-live timeline
Week 5: System Setup & Patient Imports
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Submit patient imports (separate for EHR and RCM)
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Run first round of CCDA imports and file attachments
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Send invites for end-user training
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Conduct final readiness checks: billing integration, note delivery, provider assignments
Week 6: End-User Training & Final Reviews
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Conduct end-user training sessions (role-based if needed)
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Complete second round of imports (patients + CCDA)
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Finalize note types, customizations, and workflows
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Confirm all system integrations are functioning
Week 7: Go-Live & Support
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Go-Live with EHR and RCM systems
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Access optional office hours for live support
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Schedule second training session for RCM billing teams (2–3 days post-go-live)
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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.
