Free EHR Migration Assessment
Before you switch EHR systems, know exactly what it involves: what data moves, how long it takes, and what it costs. This assessment gives you a written migration plan for your practice — no sales call required to get it.
Why it matters
Why Practices Consider an EHR Migration
The trigger is rarely one thing: a vendor sunsetting a product, per-provider licensing costs climbing every renewal, missing specialty-specific templates, support tickets that go nowhere, or an acquisition forcing a system change nobody asked for. If you’re not sure whether it’s time, How to Know It’s Time to Change Your EHR covers the signals worth watching for.
The deliverable
What’s Included in Your Free Assessment
Full Data Audit
What lives in your current system and what needs to migrate cleanly — records, scheduling history, billing and claims data, documents.
A Real Timeline
A migration timeline specific to your practice size and data volume, not a generic “4–6 weeks” estimate.
Integration Risk Review
What breaks, what needs rebuilding, what carries over cleanly. See EHR Integration in 2026 for what migrations commonly get wrong.
Straight Cost Picture
What migration and the new system will run, with nothing buried in a contract addendum.
Ready to see your migration path?
The process
How the Assessment Works
Tell us about your system
Practice size and current system — 2 minutes, the form above.
We review your data
Data structure and current vendor contract terms.
You get a written plan
Timeline, cost, and risk points — within 2 business days.
No pressure
You keep the plan either way, no obligation to proceed.
Coverage
EHR and Practice Management Systems We Migrate From
Common questions
Frequently Asked Questions
QHow long does an EHR migration typically take?
Most practices complete a migration in 4 to 10 weeks depending on data volume, provider count, and how much historical data needs to carry over. Your assessment gives you a specific timeline for your practice, not a generic range.
QWill I lose patient data during the migration?
Not if the migration is planned properly. The assessment identifies exactly what data needs to move, what format it’s in, and what validation steps confirm nothing was dropped before your old system is retired.
QDo I need to stop seeing patients during the switch?
No. Migrations typically run in parallel with your existing system until the new one is validated and your team is trained, so there’s no forced downtime in patient care.
QCan I switch if I’m still under contract with my current vendor?
Yes. Many practices start the assessment while still under contract so they understand cancellation terms and timing before their renewal date, rather than waiting until the last minute to plan a switch.
QWhat does the free assessment actually include?
A written review of your current data, a realistic timeline, an integration risk breakdown, and a cost estimate — delivered within 2 business days. There’s no obligation to proceed afterward.
QWhich EHR systems can you migrate data from?
Common migrations include Epic, Athenahealth, eClinicalWorks, NextGen, Greenway Health, CureMD, and Allscripts/Veradigm, among others. If your system isn’t listed, the assessment will confirm feasibility either way.
QHow much does a full EHR migration cost?
It depends on data volume, provider count, and how much custom configuration your current system has. The assessment gives you a specific number for your practice rather than an industry-wide average that may not apply.
Ready to see your migration path?
Or if you’d rather see the platform first, schedule a full demo — or check your numbers with our MIPS ROI Calculator.