An evaluation matrix is a simple grid. Across the top are the criteria you want in your EHR and down the side are the EHRs you're considering. You can enter the information about how each EHR meets your criteria and easily compare products. You can also send the empty matrix to each vendor you are considering and ask them complete it.
When EHR certification standards become a reality in the not-too-distant future, it will be easier to evaluate products based on their functionality. Then the evaluation matrix becomes easier and criteria such as vendor stability, compatibility, and interoperability will move to the forefront of the evaluation process.
Develop an EHR Evaluation Matrix
California HealthCare Foundation EMR Evaluation Tool
-- An example of an evaluation matrix, this tool consists of an Excel spreadsheet (compressed as a zip file) and a PDF with instructions.
FPM Vendor Survey
-- Although the survey data is from 2001, you can use the approach and the matrix to create your own evaluation matrix.
A Critical Pathway for Electronic Medical Record Selection -- This article outlines the selection process used in the COMPETE study -- a comprehensive evaluation of EHR implementation in family practices in Canada. They used an evaluation matrix as part of their process.
(5-page PDF file; About PDFs)
(5-page PDF file; About PDFs)
