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Client Data Toolkit: Implementation

Original Publication Date: April 18, 2012
Last Updated: April 2, 2023
Estimated Read Time: 2 minutes

Implementing a Client Data Management System

The steps required to implement a new management system will depend on the type of system that you purchase. Online web applications will require less setup and ongoing maintenance than a product that is purchased and installed in your office (on-premise).

Database Planning Guide From TechSoup

TechSoup(link is external) has published an excellent Database Planning Guide(link is external) and made it available for free in PDF format. It includes templates, worksheets, questionnaires and many other resource. The Database Planning Guide is specifically geared to small to medium sized non-profit organizations with an average operating budget of less than 2 million dollars per year and fewer than 30 staff on site. It was written for the person responsible for assessing and determining “the best” way to address your agency’s database needs and solutions. Although parts of this methodology can be used by larger organizations, the authors recommend that larger groups consider hiring a database consultant or refer to resources designed to assist larger organizations. The authors do not recommend this guide for the following types of organizations:

Articles on Implementing an EHR/EMR in Behavioral Healthcare Settings

Privacy of Protected Health Information: How Will You Keep the Data Private?

Please refer to the government Resources for the U.S. Health Insurance Portability and Accountability Act of 1996 (HIPAA, Title II) listed below for information on HIPAA regulations.

Check out the next section of the toolkit: Resources for Client Data Management Systems