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Plan your EHR rollout backward from go-live

Switching systems without disrupting care means working back from go-live so data migration and staff training are done in time. Here's how to lay that out.

Free for up to 3 members. No credit card.

A sample EHR rollout in Ganty, with requirements, system build, data migration, staff training and go-live, plus milestones for the test environment and go-live
The real Ganty app, showing sample data.

The main phases of a healthcare system rollout

EHRs, scheduling systems, billing or other clinical systems all follow a similar flow when you replace them.

  • Requirements and design: understanding how each department works, deciding what the system must do
  • Build and configuration: setup with the vendor, preparing a test environment. Mark the test environment as a milestone
  • Data migration: extracting data from the old system, validating it, loading it
  • Staff training: role-based training for physicians, nurses and administrative staff
  • Go-live and parallel running: the switchover, a period of running both systems, handling questions. Make go-live a milestone too

Work backward from go-live and link the steps

Go-live dates rarely move easily. Place go-live as a milestone and work out when migration and training must be finished.

Link the steps with arrows and you can see, for example, how far training and migration checks slide when the test environment is late, and whether you still make go-live. Vendors and internal teams can look at the same chart while you adjust.

Compared with a spreadsheet plan

  • Changes: in a spreadsheet you recolor each shifted cell; in Ganty you move one bar and the rest follow
  • Sharing: send a share link and vendors or department leads see the latest plan without an account (view-only, on every plan)
  • Owners and progress: give each task an owner and a progress percentage, and use the board view to see what's not started, in progress and done
  • Export: export to Excel or PDF for internal meetings (Standard and above)

Ganty is a scheduling tool. Please don't enter patient or clinical information.

Draft the plan with AI

Write one line such as "Replace our clinic's EHR, start evaluation in January, go live in May" and the AI drafts a plan with phases, durations and dependencies. Treat it as a starting point and adjust it to your vendor's timeline and your organization. You can also ask the AI to review it and point out unrealistic dates or likely delays.

Getting started

  1. Sign up free and have the AI draft a plan from one line (or start from an empty project)
  2. Place go-live as a milestone, adjust phases, dates and owners, and link them with arrows
  3. Send a share link to the vendor and departments. When plans change, just move the bar

Before signing up, you can also try the sample plan on this page with "Try the demo".

FAQ

Can I export the plan to Excel or PDF?+

Yes. Excel and PDF export are available on the Standard plan and above.

Can the vendor and other departments see it?+

Yes. Anyone with a share link can view the plan without an account (view-only), on every plan including Free. To have someone edit with you, invite them as a member.

What does the free plan include?+

Free covers up to 3 members, 5 projects and 50 tasks per project. If the rollout team is larger than 3 people, you'll need the Standard plan.

Can I enter patient information?+

No, please don't. Ganty is for managing project schedules, not for storing clinical or patient information.

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