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

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Tool downloads

Preparing to meet with your attorney 

It is important to initiate early conversations with your attorney to address any legal issues related to creating a surveillance system. This tool helps planners become prepared in key areas and provides advice on presenting your case, working with your community partners’ attorneys and understanding the attorney’s roles.

Preparing to Meet with an Attorney Guide (Word download)

Preparing to Meet with an Attorney Guide (PDF download)


Clarifying legal authority

Before meeting with agency attorneys, planning teams need to understand the legal implications surrounding health data collection. This tool outlines the process of verifying legal authority and addressing privacy concerns.

Clarifying Legal Authority Guide (Word download)

Clarifying Legal Authority Guide (PDF download)


Distinguishing privacy, confidentiality and security

Confidentiality, privacy and security are all important topics to pay attention to when implementing an EHR-based surveillance program. This resource describes these terms’ legal and ethical meanings and how one impacts the other.

Distinguishing Privacy, Confidentiality and Security Resource (Word download)

Distinguishing Privacy, Confidentiality and Security Resource (PDF download)


Distinguishing surveillance from research

Is your program surveillance or research? See how these terms are defined and what the requirements and procedures for each could mean for your surveillance program.

Distinguishing Surveillance from Research Resource (Word download)

Distinguishing Surveillance from Research Resource (PDF download)

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