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Health Information Exchange Toolkit


This toolkit is designed to assist health care leaders in managing the challenges associated with developing, adopting, operating, and sustaining a health information exchange (HIE). It addresses the steps needed for starting an HIE: creating a sustainable model, technical aspects of connectivity, marketing and promoting of HIEs, enhancing services, and tracking progress.

The toolkit is divided into the following sections:

  • Introduction
  • How to get started
  • Setting up a governance structure
  • Legal and information sharing agreements
  • Protecting patient privacy
  • Sustainability
  • Marketing
  • Connecting technically
  • Moving forward
Links to the Tool:
This tool is available at:


eHealth Initiative

Funding Sources

eHealth Initiative

QualityTool Topic



  • Release Date: 06/2011
  • Original Summary: 11/2011
Disclaimer: The inclusion of a tool in the Innovations Exchange does not constitute or imply an endorsement by the U.S. Department of Health and Human Services, the Agency for Healthcare Research and Quality or Westat of the tool or of the submitter or developer of the tool. Read more.
QualityTool Classification
Patient Care Process:
Funding Sources:

Last updated: November 20, 2013.