EMR & Data Migration Guide

In the ever-evolving world of healthcare, EMR and data migration brings a new level of complexity and challenge. But don’t worry: we’ve got your back! In this blog, you’ll find all the tips and tricks you need to navigate the treacherous waters of data migration and get ahead of the competition. So grab a coffee, kick back, relax, and let us guide you through this journey.

EMR & Data Migration Guide

The Data Migration Process

The EMR data migration process begins with an analysis of the source system(s) and an assessment of what patient records need to be transitioned during the implementation. Next, any historical data needs to be made available by converting it from its current format into compatible formats for both the source and target systems. A mapping or coordinate file must be created that maps each data element from the source system into its new format in the target system.

The actual start of migration begins by extracting selected patient records from their current system and formatting them so that they may be imported into the new EMR. To ensure accurate transitions to occur during importation into the target EMR system, organizations should conduct rigorous tests before migrating all records over to validate if everything was successfully transferred. Additionally, organizations typically conduct post-implementation tests after switching over entire databases of patients to identify any discrepancies between current processes and state-of-the-art technology used in today’s EMRs/HISs (health information systems).

EMR Migration Checklist

When you decide to enact an electronic medical record (EMR) migration, there are several steps you must take prior to beginning the migration process. To plan and execute a successful EMR migration, your infrastructure must be in place and there should be clarity on the goals of the migrations. This EMR Migration Checklist is designed to help ensure that your EMR migration project is successful and runs as smoothly as possible.

1. Develop a strong vision & timeline – Make sure that everyone involved in the project understands what you are attempting to accomplish with the migration and your target timeline for completing it.

2. Review existing infrastructure – Assess which components of your current system need to be migrated, how many providers & users will be affected by the migration, and if any data will need to be extracted from legacy systems & converted into usable form.

3. Identify necessary data mappings – You should also identify which sources of data within legacy systems will require transformation into compatible formats for use with the new system.

4. Assess stakeholder needs – Organizations should consider how stakeholders, such as providers or regulatory bodies, may influence factors such as record location or type of access needed from multiple sources or devices.

5. Develop a comprehensive testing plan – Performing a thorough review on each component that must be migrated is essential during this step in order to ensure accuracy of patient information, while guaranteeing that all processes function properly across different platforms throughout the process.


By understanding the working components and best practices for successful data migration, you can take the necessary steps towards improving patient care. In addition to knowing which methods are used for migrating EMRs, it is important to also recognize potential obstacles such as lack of resources or understanding the process. With these considerations in mind, you can ensure a smoother transition from paper records or older systems and take advantage of opportunities presented by an efficient data migration strategy.