Resources

The article provides a practical framework for measuring the return on investment (ROI) of workflow changes in clinics using Charm, emphasizing the importance of defining success metrics, capturing baseline data, building a cost model, conducting controlled rollouts, and documenting outcomes.

The guide explains how to prepare Charm, an Electronic Health Record (EHR) system, for audits without disrupting a clinic's operations. The ten steps focus on identifying audit scenarios, setting permissions and roles according to actual clinic operations, standardizing documentation, configuration, stabilizing orders, results, messaging, task management, and running mini internal audits. Finally, it advises making audit readiness a regular, low-overhead habit.