Pre-EDM Implementation Tools

Tools designed by HIX to help prepare healthcare sites for EDM (electronic document management) projects. These tools include an EDM Project Timeline, Volume Data Collection Matrix, Project Charter, Document Matrix for paper and electronic forms, Forms and Bar Code Redesign Guidelines and other Tools. These Tools should be utilized prior to commencement of any EDM Project for the HIM (Medical Records, Patient Accounts or Registration departments of hospitals and other healthcare providers.


Item Name+ Price

eDiscovery Checklist

Accompanying Checklist for eDiscovery Presentation

It's Free!

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EDM Project Charter Sample

High level overview of a Project Charter for an EDM (electronic document management) system targeting HIM (Medical Records), Patient Accounts or...

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EDM System Implementation Timeline Overview

EDM System Timeline sample. This timeline sample is built by HIX from dozens of successful EDM (electronic document management) projects for HIM...

It's Free!

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EDM System Volume Data Collection

EDM System Volume Data Collection - This Tool is a matrix that captures the most important data related to sizing and volumes for an EDM project. Use...

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Forms Redesign and Bar Coding

Guidelines for forms redesign and bar coding in preparation for an EDM (electronic document management) project.

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HIX Document Matrix

Microsoft Excel based matrix designed to allow organization and tracking of all paper and electronic documents that will be managed within an EDM...

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