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Switching to WithinEHR

Migrating from another EHR to WithinEHR is a structured process. This guide covers the key steps to ensure a smooth transition with minimal disruption to your clinical operations.

Migration Checklist​

1. Export Data from Your Current System​

  • Export client records, appointment history, billing data, and clinical notes from your existing EHR.
  • Confirm the export format is compatible with WithinEHR's import tools (CSV for client data).

2. Set Up Your WithinEHR Account​

  • Complete your practice profile and settings.
  • Add your team members and assign roles.
  • Configure services, locations, and operational hours.

3. Import Client Data​

  • Use WithinEHR's import tool to upload your client records.
  • Review the import for errors and correct any data issues.

See: Import Client Data

4. Configure Billing​

  • Connect your Stripe account for online payments.
  • Set up invoice templates and billing settings.

See: Getting Started with Billing

5. Train Your Team​

  • Walk your team through the key workflows — scheduling, documentation, billing, and messaging.
  • Use the Getting Started guides for each feature area.

6. Go Live​

  • Set your go-live date and communicate it to your team.
  • Monitor the first week closely for any issues and address them promptly.

Need Help?​

Contact WithinEHR support at withinehr.com/contact for migration assistance.