EHR Setup Review & Guidance

EHR Setup Review & Guidance

A focused service designed for providers who need guidance setting up or optimizing their Electronic Health Record (EHR) system.

This service is ideal for providers who have already selected an EHR system but want to ensure it is configured correctly for scheduling, documentation, and billing.

The Wonsi Method provides a structured review of your current setup along with recommendations to help you avoid common issues and improve workflow efficiency.

What’s Included

• Review of current EHR setup and configuration
• Guidance on provider profiles and practice settings
• Recommendations for appointment types and service codes
• Insurance payer setup review
• Billing workflow guidance
• Recommendations for intake forms, consents, and documentation
• Workflow optimization suggestions

Why This Service Matters

Proper EHR setup is essential to ensure your practice can:

• document services accurately
• submit claims correctly
• maintain organized records
• operate efficiently

Important

This service includes guidance and recommendations only. Full EHR setup, configuration, or migration services are not included and are available separately.