Taming the Electronic Health Record Playbook authors: Jill Jin, MD, MPH; Marie Brown, MD, MACP; and Christine Sinsky, MD, MACP

AMA STEPS Forward also acknowledges the authors of the individual toolkits referenced in the Taming the EHR Playbook for their contributions: Melinda Ashton, MD (Getting Rid of Stupid Stuff); Peter Basch, MD, MACP (EHR Optimization); John Bulger, DO, FACOI, FACP (Choosing Wisely); Catherine DesRoches, DrPH (Sharing Clinical Notes With Patients); Jane F Fogg, MD, MPH (EHR Optimization); Matt Handley, MD (Choosing Wisely); Kevin Hopkins, MD (Patient Portal Optimization); James Jerzak, MD (EHR Inbox Management); Christopher Joseph (EHR Optimization); CT Lin, MD, FACP (EHR Optimization); Margaret Lozovatsky, MD (Patient Portal Optimization, EHR Optimization); Paola Miralles (Sharing Clinical Notes With Patients); Wendy K. Nickel, MPH (Choosing Wisely); James Rice, MD, MHA (Patient Portal Optimization).

This playbook is part of the AMA STEPS Forward® practice innovation program. Each playbook curates the best content AMA STEPS Forward has to offer—toolkits, videos, podcasts, and ready-to-use tools, templates, and resources—into practical, actionable strategies and tactics to help you create positive change in your practice today.

The AMA STEPS Forward program offers practice innovation strategies that allow physicians and their teams to thrive in the evolving health care environment by working smarter, not harder. Physicians and leaders looking to refocus their practice can turn to AMA STEPS Forward for proven, physician-developed strategies for confronting common challenges in busy medical settings and devoting more time to caring for patients. This collection offers more than 70 online toolkits and other resources that help physicians and medical teams make transformative changes to their practices.

The AMA STEPS Forward® Innovation Academy expands on the program to give participants the flexibility to customize their practice transformation journey. The Innovation Academy offers a wide range of opportunities to learn from peers and experts, including webinars, tele-mentoring, virtual panel discussions, boot camps, and immersion programs.

Explore more content, stay in touch, and follow us on LinkedIn.

The AMA Professional Satisfaction and Practice Sustainability group is committed to making the patient–physician relationship more valued than paperwork, technology an asset and not a burden, and physician burnout a thing of the past. We are focused on improving—and setting a positive future path for—the operational, financial, and technological aspects of a physician’s practice. Learn more.

Disclaimer: AMA STEPS Forward® content is provided for informational purposes only, is believed to be current and accurate at the time of posting, and is not intended as, and should not be construed to be, legal, financial, medical, or consulting advice. Physicians and other users should seek competent legal, financial, medical, and consulting advice. AMA STEPS Forward® content provides information on commercial products, processes, and services for informational purposes only. The AMA does not endorse or recommend any commercial products, processes, or services and mention of the same in AMA STEPS Forward® content is not an endorsement or recommendation. The AMA hereby disclaims all express and implied warranties of any kind related to any third-party content or offering. The AMA expressly disclaims all liability for damages of any kind arising out of use, reference to, or reliance on AMA STEPS Forward® content.

© 2023 American Medical Association