Skip to main content
Electronic Medical Record System Proposal Concepts

You also get the following 2 Excel spreadsheets with the static Word template:
Budget Three Year Calculator, ROI Calculator Spreadsheet

Excel spreadsheets are only used with the static Word template. If you get a Proposal Pack or the Professional Bundle, these pages are calculated and built using an automated line-item database in the included software.

What's Included
This single static template
Calculator spreadsheets
Create variations of this template
All 2200 chapter templates
All 700 proposal layouts
All 200 completed samples
Novice quoting software
All 340 contract templates
All 110 project templates
Expert quoting software
Document branding features

How to write your Electronic Medical Record System Proposal

We include this 22 page layout with every Proposal Pack. If you want this template to have a different visual design theme than the one illustrated here, purchase any Proposal Pack design and create this template using the purchased design theme. If you get a Proposal Pack or the Professional Bundle, you can also make any variation of this template with different chapters to suit your needs.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.


Electronic Medical Record System Sample ProposalView Electronic Medical Record System Sample Proposal

This sample proposal is based on the same layout as this template and is included in every Proposal Pack. The visual design of the templates will match whichever Proposal Pack design you purchase. To get this template in a different design theme than shown in the sample, purchase any other Proposal Pack design theme and this template will be included.

You can create an editable Word version of this sample in any design theme of your choice including branded to your logo.

Proposal Pack Medical #7 Screenshot of Pages

( Design themes, color schemes, fonts, and images are all customizable )

The Electronic Medical Record System (EHR) Proposal is an example of a proposal using Proposal Pack to outline an internal company proposal for a medical record computer system upgrade (electronic health records) to save costs, reduce errors and improve security. This is a good example to follow for anyone proposing internal company projects.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters if ordering a Proposal Pack or Pro Bundle.
Quote Logo What Our Clients Say

The Proposal Kit has helped me with the very basics of getting started. The templates are ones that are real world value and is a must for all businesses that want to bring about a change in the way you promote and grow your business."


What's the Best Way to Write Your Electronic Medical Record System Proposal?

The prospect can seem overwhelming when tasked with upgrading an electronic medical record system (EMR), especially without prior experience. The best way to navigate this is using the Proposal Kit template and software package. This robust tool simplifies the process by providing structured templates and a comprehensive line item quoting database, which helps create detailed cost summaries, estimates, and budgets. For those unfamiliar with writing proposals, Proposal Kit is a straightforward solution that transforms a complex task into a manageable one.

Are you looking to write a proposal for an electronic medical record system upgrade or a related project?

What Types of Projects Are Electronic Medical Record System Proposals Written For?

Upgrading an electronic medical record system encompasses a variety of projects. Here are ten examples where an electronic medical record system proposal might be necessary:

  • Integration of EMR with other hospital management systems
  • Migration from paper-based records to a fully digital system
  • Updating existing EMR software to enhance data security
  • Implementing a new EMR system in a newly opened facility
  • Adding patient portal capabilities to existing EMR systems
  • Upgrading data storage solutions to support larger EMR systems
  • Enhancing EMR systems for better compliance with health regulations
  • Integrating advanced data analytics features into EMR systems
  • Deploying mobile access to EMR for healthcare professionals
  • Implementing backup solutions for EMR to ensure data integrity


Components of a Electronic Medical Record System Proposal

There are countless ways you can structure your proposal using the Proposal Kit. This template uses the following chapters. However, you can customize this layout using the Proposal Kit's Wizard software and template library.

These chapters, written with the help of the Proposal Kit, ensure that every aspect of your electronic medical record system proposal is detailed, professional, and persuasive, tailored to meet the unique needs of your healthcare facility.

Each chapter template from the Proposal Kit helps you comprehensively address the specifics of your EMR system upgrade proposal. These templates are just a small selection of the thousands available in the Proposal Kit library, which can be customized to cover all aspects of your proposal.

Cover Letter

The cover letter is at the forefront of your proposal, setting a professional tone and underscoring the critical nature of the EMR upgrade. It should articulate your dedication to delivering a seamless and efficient solution tailored specifically to the healthcare facility's needs. Highlight your understanding of the challenges associated with outdated systems and your commitment to addressing these with innovative solutions.

Executive Summary

This section should capture the essence of the proposal by briefly summarizing the key points. Outline the main upgrades proposed and the rationale behind each, and succinctly argue why your solution outmatches any others on the market. It's essential to make clear the overarching benefits: cost efficiency, improved security, and compliance with the latest healthcare regulations.

Needs Assessment

Perform a thorough assessment of the current EMR system to determine its functionality gaps and limitations. This evaluation should detail how the existing system fails to meet current demands and the potential risks, such as data breaches or compliance penalties. Highlight the specific needs for upgrading or overhauling the system to underscore the project's urgency.


Identify the potential challenges that could arise while implementing the new EMR system. This may include technical issues, like integrating new software with existing hardware, operational challenges, such as training staff on new protocols, or budgetary constraints. Discussing these challenges upfront prepares stakeholders for realistic situations and demonstrates your proactive approach to problem-solving.


The benefits section should clearly outline the advantages of the EMR system upgrade. Focus on how the new system will improve patient care by enabling quicker access to medical records, enhancing data security with advanced protection measures, ensuring compliance with health regulations, avoiding penalties, and enhancing the facility's reputation.

Project Deliverables

Define the EMR upgrade project's goals and deliverables. List deliverables such as new software installations, staff training sessions, data migration, and system testing. This section should clarify the project's scope and set clear expectations for its completion.

Delivery Date

Establish a timeline with specific deadlines for each phase of the EMR system upgrade. This timeline should be realistic, allowing for adequate time for each task, including unforeseen delays, and should ensure that the project keeps pace to meet critical healthcare operational needs.

Records Access Security Plan

Propose a comprehensive security plan that outlines the measures to protect patient data in the upgraded EMR system. Discuss encryption, access controls, audit trails, and other security protocols to safeguard information against unauthorized access and data breaches.

Conversion Plan

Detail the process for transferring existing records into the new system, focusing on maintaining data integrity and minimizing downtime. Describe how data will be validated and cleaned before migration to ensure accuracy and completeness.


Discuss any necessary software development or customization required to tailor the EMR system to the specific needs of the healthcare facility. This could involve creating custom modules for unique medical specialties or integrating new patient engagement features.

Content Management

Explain how the upgraded EMR system will handle medical records management, including data entry processes, how records will be accessed, and long-term archiving procedures. This should address concerns about how data will be handled securely and efficiently.


Detail the coordination efforts required among various departments to ensure a smooth transition to the new EMR system. This includes collaboration between IT, clinical staff, and administration to align all parties with the project objectives and timelines.

System Integration

Describe the integration process of the new EMR system with other existing hospital management systems. This should cover technical details on data interoperability, user interface compatibility, and support systems.

Hardware and Software

List the hardware and software specifications required to support the new EMR system. This should include servers, workstations, portable devices for mobile access, and any specific software requirements or licensing needed.

Legacy Systems

Discuss the plan for phasing out or integrating legacy systems with the new EMR setup. This should address data migration, decommissioning old systems, and managing overlap during transition.


Provide a detailed budget, including all financial aspects of the EMR system upgrade. Use Proposal Kit's tools to itemize software purchases, hardware installations, staff training, and system maintenance costs.

Cost Savings

Project the long-term cost savings the new EMR system will offer. Highlight reductions in manual record-keeping, decreased likelihood of errors, and potential savings from enhanced operational efficiencies.

Return on Investment

Analyze the financial and operational return on investment for the EMR system upgrade. Illustrate how future savings and increased efficiency will offset the initial costs, providing a clear timeline for when benefits will outweigh expenses.


Offer well-founded recommendations based on your analysis and the needs assessment. Guide decision-makers toward the most effective and efficient EMR system solutions, ensuring that the proposed upgrades align with the facility's long-term goals.

Electronic Medical Record System Proposal Use Cases

Mia's Medical Milestone

Mia, the owner of a health tech startup, recognized the potential for growth by upgrading small clinics to more advanced EMR systems. She wrote a comprehensive proposal using the Proposal Kit to secure funding and partnership from a more prominent healthcare provider.

Her proposal detailed how the EMR upgrade would enhance operational efficiency and patient data security. The straightforward, compelling narrative built around data integrity and compliance with health regulations, realistic budget estimates, and a robust security plan helped Mia win the contract. The upgrade has since significantly reduced administrative errors and improved patient satisfaction for the clinics involved.

Tom's Timely Transformation

Tom, a project manager at a mid-sized healthcare facility, was tasked with updating their outdated EMR system within a tight deadline imposed by pending healthcare regulations. Leveraging the Proposal Kit, Tom efficiently structured his proposal, outlining the critical needs and the solutions his team could offer.

By using the software's tools to detail each stage of the development process and integrating AI-assisted writing tools for creating precise content, he was able to meet the project's tight deadlines. His proposal was submitted on time and praised for its clarity and thoroughness, leading to swift approval and implementation of the upgrade, thus ensuring compliance and enhancing system reliability.

Nina's Non-Profit Network

Nina, a non-profit health network director, needed to draft an RFP to upgrade the EMR systems across several community health centers. Using the Proposal Kit, Nina created a detailed and organized RFP outlining the community centers' specific needs, including system integration, data security, and user-friendly interfaces suitable for multiple health service providers.

The RFP's comprehensiveness and clarity facilitated precise and competitive bids from technology providers. The successful upgrade improved the network's service delivery, patient data handling, and compliance with new health regulations, which enhanced its funding eligibility and community trust.

Conclusion: Mastering Your Electronic Medical Record System Proposal with Proposal Kit

Proposal Kit is an invaluable resource for anyone needing to create a professional and effective electronic medical record system proposal. The structured templates and tools provided help simplify the complex process of proposal writing, ensuring that all aspects of the project are covered comprehensively.

Also Known As

The Electronic Medical Record System Proposal may also be referred to in different ways or be used in more specialized situations, such as:

  • Digital Health Record System Initiative
  • Electronic Patient Record Implementation Plan
  • Healthcare Information Technology Upgrade Proposal
  • Medical Digital Documentation Enhancement Plan
  • E-Health Record Transformation Proposal
  • Electronic Clinical Record Deployment Strategy
  • Health Informatics Modernization Proposal
  • Digital Patient Chart System Project
  • Integrated Electronic Medical Documentation Proposal
  • Smart Health Record System Implementation Plan


Frequently Asked Questions

What should an electronic medical record system proposal include?

An electronic medical record (EMR) system proposal should include a comprehensive overview of the project's purpose, objectives, and benefits. Key elements include an executive summary, a detailed description of the current system's limitations, scope of work, technical requirements, budget and cost analysis, implementation timeline, risk management, training plans, and expected outcomes. Additionally, stakeholder analysis and data security measures should be addressed to ensure the proposal meets regulatory standards and organizational needs.

How do I justify the cost of implementing an EMR system?

Justifying the cost of an EMR system involves highlighting both the direct and indirect benefits. Direct benefits include improved efficiency, reduced paperwork, and better data management, which can lead to long-term cost savings. Indirect benefits include enhanced patient care, improved medical record accuracy, and better compliance with legal and regulatory requirements. Providing case studies or data from similar organizations that have successfully implemented EMR systems can strengthen your justification.

What challenges should be addressed in an EMR system proposal?

Common challenges that need to be addressed in an EMR system proposal include data migration, user training, system integration, and cybersecurity concerns. Additionally, staff resistance to change, potential downtime during implementation, and the need for ongoing technical support must be considered. Identifying these challenges upfront and presenting viable solutions or mitigation strategies demonstrates thorough planning and helps gain stakeholder confidence.

How can I ensure stakeholder buy-in for the EMR system proposal?

It is crucial to involve key stakeholders early in the planning process to ensure stakeholder buy-in. Conducting needs assessments, gathering input through surveys or meetings, and communicating the benefits and impact of the EMR system can foster support. Tailoring the proposal to address stakeholders' specific concerns and priorities, such as healthcare providers, administrative staff, and IT personnel, can also help gain their buy-in.

What are the best practices for writing an EMR system proposal?

Best practices for writing an effective EMR system proposal include clarity, conciseness, and organization. Use clear, jargon-free language to explain technical aspects and ensure the proposal is logically structured with headings and subheadings for easy navigation. Include data and evidence to support your claims and ensure all sections are aligned with the project's overall objectives. Proofreading the document for errors and seeking feedback from colleagues can further enhance the quality of the proposal.

20% Off Discount

Chapter Templates Used in the Electronic Medical Record System Proposal

Cover Letter, Title Page, Table of Contents, Executive Summary, Needs Assessment, Challenges, Benefits, Project Deliverables, Delivery Date, Records Access Security Plan, Conversion Plan, Development, Content Management, Coordination, System Integration, Hardware and Software, Legacy Systems, Budget, Cost Savings, Return on Investment, Recommendations, Back Page

Electronic Medical Record System Proposal Calculator Spreadheets

These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the static Word template.

Budget Three Year Calculator, ROI Calculator Spreadsheet

You use this proposal for

  • General business proposal
  • Technical proposal
  • Project pitch proposal
  • Internal company proposal
  • Medical, healthcare, wellness proposal
  • IT, software, hardware proposal

How to create the Electronic Medical Record System Proposal with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme. Names and stories in examples are fictional; however, the templates are from real client use cases.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed Proposal Pack so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software with an entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software. You can also edit Word document templates in other office software such as Word for Mac. We will assist Mac users in assembling complex templates for their first project if they do not have the required platform to run the Wizard software.

You only get the single assembled Word document if purchased as a stand-alone template. The individual template products - Electronic Medical Record System Proposal - include no other templates, samples, or software.

How to Build Templates Featured on Proposal Kit Website

Many people find the Proposal Kit website after searching for a specific proposal. Once you've purchased and installed the software, how do you build that template you found in the first place? This video shows you how to build any proposal you see on the Proposal Kit website.

Key Takeaways

  • The Electronic Medical Record System Proposal is available as a ready-to-edit template.
  • You can create unlimited custom variations of this template using a Proposal Pack or the Professional Bundle.
  • Using a Proposal Pack or Professional Bundle, you can automate quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • We made Proposal Kit for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
Proposal Kit LogoPublished by Proposal Kit, Inc.
© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.