Whether your organization is just starting to consider how to manage its electronic records, or wants to improve an existing program, here are some tips:

1. Communicate. User adoption and compliance is typically the last mile on the long road to a successful e-records program. Many users are resistant to change, and may be particularly suspicious of programs that could affect their day-to-day work styles.

  • Identify users who are influencers and involve them early. Ask their opinions about design and functions, and rely on them to champion adoption.
  • Explain the basis for the changes — how they will help users’ units (and the organization as a whole) become more productive and compliant.
  • E-record managers: Work closely with communications managers to craft effective internal marketing campaigns promoting new or modified procedures.
  • Make it easy for users to find answers to frequently asked questions by combining relevant procedures and guidelines in a single location.

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