Techniques to reduce EHR usability burden

You can implement techniques to make your EHR more usable. Take advantage of these tips, which fall into three main areas.

Female physician colleagues reviewing something on screen.

Why EHR usability matters

A 2024 study published in the Annals of Family Medicine found that for every eight hours of patient care, family physicians’ time spent on the EHR rose by 28 minutes, and time spent on orders increased by 20 minutes. For every eight hours of patient care, physicians spent more than six hours on the EHR, including more than an hour per day entering orders. This additional work distracts from patient care and contributes to physician burnout.


Eliminate unnecessary work

Eliminating tasks and processes that detract from your patient care is crucial. EHRs are designed to support workflows for different physicians, specialties and practices. Make sure yours is configured to your practice’s real workflow, leaving out unnecessary steps and tasks. Create a list of burdensome tasks and ask your support team to help you eliminate them to simplify your processes. Such tasks could include:

Minimize alerts and redundant data fields

  • Retain only those alerts with evidence of a favorable cost-benefit ratio.

  • Reduce requirements for input of excessive clinical data prior to ordering a test (e.g., eliminate fields attesting to possible pregnancy in males or women over 60 years old).

Reduce note bloat and irrelevant inbox notifications

  • Streamline your templates and leverage documentation guidelines that require less work.

  • Reduce links that automatically pull in irrelevant or redundant data from other parts of the EHR.

  • Stop sending notifications for tests ordered but pending.

  • Stop sending notifications for tests ordered by another physician.

  • Eliminate multiple notifications of the same test result or consultation note.

Simplify order entry processes

  • Optimize technology to auto-populate necessary discrete data fields if the information already exists in the EHR (e.g., if your medical assistant [MA] has documented “last menstrual period,” pre-populate your pap smear order).

  • Create order sets or personalized templates, and make sure you understand how your EMR assists you in streamline ordering.

Use verbal orders

  • Allow verbal orders in low-risk and crisis situations as legally permitted.

AMA STEPS Forward: Taming the EHR playbook

This playbook shows you how to develop a plan to minimize redundant tasks, streamline workflows and enhance EHR proficiency.
View playbook

Optimize your EHR system

Tasks and processes you can’t eliminate still can be improved with attention to hardware and software solutions.

  • Install widescreen monitors (at least 24 inches).

  • Optimize screen real estate, particularly on the initial screen, to reduce clicks.

  • Have networked printers in every exam room if printing items for patients or other use.

  • Optimize sign-in processes with technology, such as radio frequency identification or bio-identification.

  • Optimize exam room layouts for your workflow, team documentation and information sharing.

Optimize templates and macros

  • Make sure your templates and macros are optimized for the least clicks in documentation.

  • Build pre-populated templates for common visit types (e.g., a viral upper respiratory infection [URI] or a skin procedure).

Use favorites lists

  • Save your most common medications prescribed, admitting conditions or other orders in a favorites folder for easy reuse.

Use a patient portal

  • Encourage patients to use the portal, allowing tasks to be transferred to the care team or the patient.

Configure user-defined filters

  • Optimize EHR use and configuration so that it presents only the information you need for tasks.

  • Set default filters to deliver the most important information when you first open a patient’s record.

FPM Cover Image May June 2017.

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Delegate tasks strategically

Many EHRs were designed to be physician-centered, placing the burden of most tasks on you. But many of your EHR tasks can be delegated to other members of your care team, reducing your workload.

  • Team order entry

    Use checklists for communicating physician-ordered tests that the care team can enter into the EHR. Use standing orders for common tests and immunizations, allowing the care team to close care gaps.

  • Team documentation

    Configure templates to allow entries into the notes from the patient and other team members.

  • Team inbox

    Configure the inbox to allow the team to address messaging and notification tasks.

  • Documentation assistant

    Use a scribe, a virtual scribe, an AI assistant or voice recognition to assist you in documenting your notes.

  • Medication reconciliation

    Use a pharmacist, a technician, an MA or a nurse to perform medication reconciliation before you see the patient.

  • Patient portal

    Allow your care team to use the portal to communicate with patients.

  • Rooming protocols

    Allow your care team to conduct medication reconciliation, agenda setting, care-gap closure and quality measurement.