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

Chartering a new project

A sample template to create a project charter.

Stakeholder analysis matrix

Conducting a stakeholder analysis is critical to projects because it impacts communications planning and helps identify all those who will be influenced by your agency’s activities. This tool shares a model stakeholder analysis matrix and detailed instructions to create your own.

Worksheet

Stakeholder Analysis Worksheet (PDF download)

Stakeholder Analysis Worksheet (Word download)


Understanding provider concerns

Some health care organizations may have concerns about partnering as data suppliers due to associated costs for staff, vendor fees, etc. This set of resources helps planners adjust their procedures to accommodate such concerns.

Worksheet

Understanding and Responding to Provider Concerns Worksheet (Word download)

Understanding and Responding to Provider Concerns Worksheet (PDF download)


Identifying actors and goals

This tool helps planners identify who are the actors, or primary stakeholders, in the surveillance program and what their roles and responsibilities are.

Worksheet

Identifying Primary Actors and Goals Worksheet (Word download)

Identifying Primary Actors and Goals Worksheet (PDF download)


Defining system roles and responsibilities

Defining and assigning roles when planning for a surveillance system is essential to ensuring team members are clear on expectations.

Worksheet

Defining System Roles and Responsibilities Worksheet (PDF download)

Defining System Roles and Responsibilities Worksheet (Word download)


Data governance and data sharing agreements

This resource summarizes information found in the article, “Data Governance and Data Sharing Agreements for Community-Wide Health Information Exchange: Lessons from the Beacon Communities.” It provides direction on dealing with data governance issues.

Data Governance and Data Sharing Agreements- Word download

Data Governance and Data Sharing Agreements- PDF download

Have you completed this unit? Then mark this unit as completed.

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