Building or replacing a custom EHR system is a multi-year commitment, and the wrong partner choice compounds every year after go-live — through interoperability gaps, failed audits, or clinicians who abandon the workflows entirely. This RFP template focuses on the questions that predict whether a build will actually work in production: interoperability depth, HIPAA architecture, and certification readiness.

Who this is for: health system CIOs, clinical informatics leads, and digital health founders evaluating vendors for a custom EHR build, module, or major EHR integration project.

Before You Send the RFP

  • [ ] Decide your scope: a full custom EHR platform, a specific module (e-prescribing, scheduling, billing), or an integration layer connecting to Epic, Cerner, or athenahealth
  • [ ] Confirm whether you need ONC 2015 Edition Cures Update certification, and by when
  • [ ] Document every existing system that will need to exchange data with the new platform
  • [ ] Set a realistic timeline — a focused module typically runs 4–6 months; a full custom platform with certification prep runs 9–18 months
  • [ ] Identify clinical, IT, compliance, and billing stakeholders who need sign-off

Interoperability Questions

  1. Which FHIR R4 resources does your platform or integration support natively, with read/write/search capability for each?
  2. Which HL7 v2 message types and versions do you support (ADT, ORM, ORU, SIU, MDM, DFT)?
  3. Do you have direct experience integrating with our existing EHR (Epic, Cerner, athenahealth, or other)?
  4. How do you handle USCDI data class support for ONC certification purposes?
  5. Is your platform FHIR-native, or does it translate between an internal format and FHIR at the edges — and what does that mean for integration speed and cost?

HIPAA & Security Architecture Questions

Safeguard typeWhat to ask
TechnicalHow do you implement encryption at rest and in transit, audit logging, and role-based access control?
AdministrativeWhat's your process for HIPAA risk assessments and workforce security training during the build?
PhysicalIf cloud-hosted, what physical and infrastructure safeguards does your hosting provider maintain?
Audit logsAre access and change logs immutable and retained for the required period?
Breach responseWhat's your documented process if a security incident occurs during or after development?

ONC Certification & Compliance Questions

  • [ ] Have you taken a system through ONC 2015 Edition Cures Update certification before?
  • [ ] How do you architect for the 21st Century Cures Act's information-blocking provisions?
  • [ ] What's your approach to patient access APIs and standardized data exchange requirements?
  • [ ] Who owns certification maintenance and renewal after launch — us or you?

Process & Delivery Questions

  1. What does your six-stage (or equivalent) development process look like, and where does compliance architecture get designed in — early or late?
  2. How do you validate workflows with actual clinicians before and during the build, not just at the end?
  3. What's your QA and testing process for a system handling PHI?
  4. What post-launch support and SLA do you offer for a clinical system where downtime has real consequences?
  5. How do you handle change requests once clinical workflows start surfacing gaps in production?

Vendor Scorecard

CriteriaWeightVendor AVendor BVendor C
HL7/FHIR interoperability depth
HIPAA safeguard architecture
ONC certification experience
EHR integration track record (Epic/Cerner/etc.)
Clinical workflow validation process
Post-launch support & SLA

Red Flags to Watch For

  • Vague answers on which specific FHIR resources or HL7 message types are supported
  • No prior experience integrating with major EHR platforms relevant to your environment
  • Treats HIPAA compliance as something bolted on at the end rather than designed in from discovery
  • No clear answer on who owns ONC certification maintenance post-launch
  • No plan for validating workflows with actual clinical staff before go-live

How to Use This

Send this RFP to every vendor under consideration and require specific, written answers to the FHIR/HL7 questions — vague answers here are the clearest early signal of shallow interoperability experience. Loop in a clinical stakeholder on workflow validation questions specifically; a technically sound system that clinicians won't use is a failed project regardless of how clean the architecture is.