STEPS Forward™: Taming the Electronic Health Record Playbook

Taming the Electronic Health Record Playbook authors: Jill Jin, MD, MPH; Jessica Reimer, PhD; Marie Brown, MD, MACP; 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).

Taming the EHR Playbook

Access key STEPS, best practices, and resources to save time and reduce the burden of EHR work.


This Playbook is part of the AMA STEPS Forward® interactive practice transformation program. Each Playbook in the series highlights key messages and links to free online toolkits, videos, podcasts, and practical tools to start creating change today. The objective of the Playbook series is to offer you a high‑level overview of an area that you can choose to dive deeper into at your own pace.


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 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, including in the areas of managing stress, preventing burnout, and improving practice workflow.

Learn more.


Expanding on AMA STEPS Forward® practice innovation strategies, the AMA STEPS Forward® Innovation Academy gives participants the flexibility to customize their practice transformation journey. The Innovation Academy offers a spectrum of opportunities to learn from peers and experts, including webinars, telementoring, virtual panel discussions, bootcamps, and immersion programs.


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.

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.

© 2022 American Medical Association

Anyone interested in maximizing the benefits and minimizing the burdens of the EHR can benefit from the content outlined and linked to within this Playbook (PDF). 

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