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  1. Bowles, Kathryn H. PhD, RN, FACMI, FAAN
  2. Potashnik, Sheryl PhD
  3. Ratcliffe, Sarah J. PhD
  4. Rosenberg, Melissa BSN, RN
  5. Shih, Nai-Wei MPhil, IMBA
  6. Topaz, Maxim MA, RN
  7. Holmes, John H. PhD, FACMI
  8. Naylor, Mary D. PhD, RN, FAAN


Administrators play a major role in choosing and managing the use of the electronic health record (EHR). The documentation policies and EHR changes enacted or approved by administrators affect the ability to use clinical data for research. This article illustrates the challenges that can be avoided through awareness of the consequences of customization, variations in documentation policies and quality, and user interface features. Solutions are posed that assist administrators in avoiding these challenges and promoting data harmonization for research and quality improvement.