Tips for a Successful Mobile Strategy
A successful mobile initiative requires a comprehensive strategy that unites IT and clinical teams, ensuring all departments are aligned from the beginning. With first-hand knowledge helping many healthcare organizations and hospitals build and rollout successful mobile device initiatives, we have compiled tips for selecting the right devices and applications to balancing the user experience with robust security measures.
Explore insights and best practices below to elevate your mobile device strategy.

1: Is your clinical and IT team aligned?
A successful mobile device rollout depends on a solid technology and device strategy, coupled with a clinical strategy resulting in a positive user experience with successful user adoption.
What vendor partners have the most experience and can help roll out a successful program?
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Devices selection, user training, user adoption, integrations?
What EHR compatibility considerations are there?
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EHR will be discussed for almost every phase of the project
What are the optimal rollout plans and timing?
Budget requirements for both IT and clinical teams
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Devices and software
Before you select mobile devices, account for all device software, support procedures, and ongoing device management protocols for compatibility and logistics both inside and outside your facilities.
Evaluate a solution to manage mobile devices:
Remote management capabilities to access devices from any location
OS compatibly evaluation so you have flexibility when selecting devices
Provisioning of devices should be streamlined and integrated with access controls
Controlled access to every device, providing governance and mitigating risk, especially with shared devices
Consistent look and feel with applications and icons including locations and settings, so your team has a consistent experience with each mobile device
Support for remote workforce and field locations with batch provisioning, updates, and IT-free healing for any device in any location
Easy to create and maintain integrations with other systems
Tracking capabilities when devices disappear, get lost or stolen
2: Endpoint device management
What features does each team require?
Visibility and tracking of device fleet
Support from anywhere, at any time
Device and application security
Simple deployment and management
IT and mobile teams
Minimal burden from device management
Easy access to tool and applications
Consistent workflows & device experience
Clinical teams
There is an important balance between security and convenience when planning out your mobile strategy.
Shared mobile devices can be used to access PHI, so they require robust security measures.
Clinicians need the devices to be easy to use with quick access to applications, limiting impact to important clinical workflows.
Features that might be important to your organization:
Allow users to seamlessly access the device and applications simultaneously
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Single Sign On/Tap & Go: Provide access to tools and applications for clinical use with simple tap of a badge for an optimal workflow keeping providers focused on their patients
Secure device storage
Eliminate manual password authentication which can lead to poor user adoption and security breaches with written usernames and passwords.
Fast user provisioning
Device tracking and loss prevention
4: Balancing security & ease of access
Considerations when selecting a solution:
Fleet management capabilities
Tracking of devices that have not been returned
Auto-fill password or password ease of use features
Allows for multiple users sharing and/or, check in and check out of a single device
Works with your EHR
Selecting the right solution for managing mobile access will be EHR specific.
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Understand the EHR environment and requirements first
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Consider EHR release cycles and updates for roll-out and compatibility
Tips from your peers
Lessons learned from hospitals recently implementing mobile strategies:
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Choose devices and applications that work with your workflows
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Create an internal communication strategy to update users and team members on:
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Rollout plan and timing
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Training schedule
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Improvements to workflows
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If your EHR requires a browser set up (mobile EHR), work with a device vendor that has expertise and can configure the devices in advance to streamline your rollout.
5: Device access solution

Push updates in a controlled manner, ensuring consistency for all end users
Identify difference between platforms (iOS & Android)
Software & OS updates: Roll out updates in a sandbox and test first before deploying to users
6: Managing updates: testing & sandbox are keys to success
Make sure vendor/partner has done this with other sites & has expertise with your EHR
Assign and train power users
Have a good partner vs. standard purchasing agent
Know your strategy up front
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Align IT and clinical
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Plan early
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Plan now for initial rollout and later phases
7: Best practices
Ready to work with us?
Schedule a complimentary mobile device strategy session. Speak with our experts to explore tailoring your strategy for single sign-on, mobile device management, user authentication, and more. Book your session by letting us know what you're interested in learning about below.
What are your clinical workflows?
Do you allow BYOD?
Do you have patient mobile device programs?
Nurses may have workflows requiring point-of-care features
Providers may use tablets or mobile phones

There are many types of mobile devices used for clinical applications and workflows. It’s important to understand the needs of all the clinical teams and how the devices will be used.
Checklist for things to consider:
Review pros/cons of each device with a vendor partner who has mobile device expertise and understanding of clinical workflows and application integrations
Integration with other applications
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SSO, MFA, remote access, provisioning, other integrations
If using both iOS and Android:
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Ensure solutions and software are support by the devices.
Appropriate battery life
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How often during a shift will a nurse/clinician need to swap out or plug in a device?
Docking stations
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Will the phone/device case fit the docking station?
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Best location for docking stations?
If using badge tap and go, which RFID reader is compatible with your badges and the mobile devices?
Video and image sharing, image file size requirements, etc.
What are your EHR requirements for mobile devices?
Barcode/QR code scanning workflows
Review PHI Compliance Requirements
Do you have workflows requiring users to share devices?

