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.
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.
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.)
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
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
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
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
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.