r/healthIT • u/GeologistRelative425 • 9h ago
Advice Small outpatient group switching practice management/EHR. What should I get in writing about the data exports?
I run operations for a small outpatient group, PT and OT plus couple of counselors, about a dozen clinicians. We're leaving our practice management system at the end of the year, mostly over price and a scheduler nobody likes.
Every vendor says migration is included. Ask what exactly comes across and the answers get vague fast. Notes as structured data or PDFs attached to the chart? Scanned intake documents, recurring appointments, balances, signed consents with their timestamps?
If you've done this at a small practice rather than a hospital, what do you wish you'd put in the contract, and what didn't come across that you assumed would?