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XSelect a Product

Time to Complete: 6 months
Difficulty: Requires careful consideration, exploration
Outcome: Secure messaging solution
What You Will Need
  • Time to investigate vendors
  • References from other family medicine offices
  • Time to discuss with other staff
Example

Structure the references you gather from other family medicine practices using this form (1-page Word document; About downloading files).

When to Ask for Help

Consider hiring a consultant if you and your staff don't have the time or the desire to:

  • Research secure messaging products
  • Interview other family medicine practices
  • Talk with vendors about your practice's needs

 

Steps

Consider the Workflows You've Established

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If you haven't already talked as a team about how to integrate email into the workflow, you might want to do that at the same time you're selecting a product. Differences in how technology products represent workflow will influence how, and when, the humans on your team do their jobs.

Investigate Vendors, Check Out References

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For any product you're considering, ask the vendor for a list of family medicine practices that are using the product. Download this form (1-page Word document; About downloading files) to structure the feedback those references offer -- expect that this step to take a fair amount of time, since the information's coming from busy practices like your own.

Discuss as a Staff and Decide

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Keeping in mind the new processes and changes to the team's workflow, discuss as a staff the various products and vendors.

What You'll Need

  • Time to investigate vendors
  • References from other family medicine offices
  • Time to discuss as a team

Example

Download this form and make several copies. Make arrangements for some other family medicine practices to complete the form and fax it back to your office (1-page Word document; About downloading files).

When to Ask for Help

Hiring a consultant to facilitate the process might be the way to get this done if you and your staff don't have the time or the desire to:
  • Research secure messaging products,
  • Interview other family medicine practices, or
  • Talk with vendors about your practice's needs,
The AAFP Buyer's Guide can help you find consultants and attorneys.
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This Patient-Centered Medical Home section of the AAFP web site was supported in part by a grant from Merck & Co.