On my first week supporting our EHR, I learned fast that granting “temporary” access can linger and turn into a security gap. We now enforce MFA and 90‑day access reviews, but I’m curious how others teach newcomers the data flow — from intake to archive — without slowing clinicians down; what’s worked for you?
We run a 20‑minute sandbox “intake→archive” walkthrough with a dummy chart and “show the audit log early” so newcomers see who touches what and when; we pin a one‑page swimlane map in the EHR help menu and tie any temp access to an auto‑expire ticket. It’s sped clinicians up because they know where to park data instead of guessing — like handing them a trail map before the hike; would a quick visual map or short screen‑record work better for your team?
Do a 10‑minute “break‑glass” tabletop where a test intake flows to archive and triggers a real‑time alert; have the newbie trace each hop in the audit log so the data path clicks fast. Pair it with making every “temporary” access they request during onboarding have a 24‑hour TTL and named owner, so they watch it auto‑expire — your “90‑day access reviews” become backstop, not the control. Have you or @a_richardson101 tried step‑up MFA only on export/print so clinicians aren’t slowed during routine charting?
Run a 3‑minute ‘intake→archive speed run’ with a wall map of EHR/HIE/PACS/billing, and have the newbie mark where PHI is in motion vs at rest. Tie one step to your MFA (e.g., order sign‑off) so they feel the security touchpoint without slowing clinicians, and write any temporary exceptions right on the map. If you can keep a simple interface dashboard visible, they connect the dots fast.