Module 1 Electronic health records (EHR) introduction
Unit 1
Unit 2
Module 2 Making the value case
Unit 1
Unit 2
Unit 3
Module 3 Clarifying legal and policy issues
Unit 1
Unit 2
Unit 3
Module 4 Forming partnerships
Unit 1
Unit 2
Unit 3
Module 5 Analyzing clinical data and workflows
Unit 1
Unit 2
Unit 3
Module 6 Analyzing technical options
Unit 1
Unit 2
Unit 3
Module 7 Implementing data exchange
Unit 1
Unit 2
Module 8 Optimizing data quality and use
Unit 1
Unit 2
Unit 3
Module 9 All toolkit downloads
Unit 1

EHR_toolkit_Logo

The supplemental information is very important to review prior to using this toolkit. They lay the groundwork for many of the decisions you will make in EHR planning.

Tool downloads

Accessing EHR data for surveillance

This overview of EHR data retrieval models offers an overview of essential concepts of accessing EHR data.

Alternative Models for Accessing EHR


Deciding scope for an EHR project

Both a singular, focused approach and a longer-term, broad-scope approach are valid pathways when undertaking an EHR-based surveillance undertaking. This resource provides information on different scope options.

Lessons Learned: How Broad and How Collaborative?


Understanding modern surveillance models

The federated query model offers an approach to surveillance that could signal the future of public health surveillance.

Federated Query: An Emerging Model for Surveillance


Academic resources on using EHR data for surveillance

This comprehensive literature review curates a collection of research articles on using EHR data for surveillance.

EHR Toolkit Background Recommended Reading


Understanding barriers to surveillance implementation

This issue brief summarizes some of the core issues and challenges present when implementing a surveillance system that uses EHR data.

EHR Use Issues and Challenges

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