HMS implementation checklist.

Before importing records

Inventory sources and owners for patient identifiers, consultants, departments, prices, medicines and balances. Resolve duplicates through an approved process, preserve source backups and document migrated fields.

Configure access

Map tasks to roles and centres. Demonstrate boundaries using individual staff accounts. Confirm permissions for master changes, transaction corrections, clinical documents and email or storage settings.

Reconcile the import

Compare agreed totals and samples; keep an exception list instead of silently changing source values.

• Patient identifiers and approved record counts.
• Opening balances and sample billing documents.
• Pharmacy quantities and units where in scope.
• Selected history and documents where migrated.

Train by role

Practise searching, registration, consultation, billing and corrections. Nominate a department champion and an issue reporting channel. Use synthetic examples for training.

Cutover and recovery

Agree a source freeze, cutover time and rollback owner. Confirm restoration responsibilities and downtime procedures. Review the first working day against acceptance checks and track remaining issues.

Explore related workflows

• Hospital management software buying guide
• Hospital management software for connected care
• Hospital billing software for patient services