Worksheet

Room by room move plan

A one page plan with a row per room: registration, nursing, consultation, billing, pharmacy and records, with one more row for the old files in the cabinet. Columns show the paper in use, the screen replacing it, the owner, the go live date, the fallback and the check that proves the room is stable. A parallel week log sits at the bottom.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Plan a Move From Paper OPD Files to Digital Records”, www.gullysystem.com/blog/how-to-plan-a-move-from-paper-opd-files-to-digital-records