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Data Migration and Mapping

Data conversions fail in the same place every time: the exceptions. Records that do not fit the mapping, and no owner for deciding what happens to them. We build the map, run staged loads, and reconcile what landed against what left.

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Scope of work

How the work is structured

Legacy EHR conversions, practice acquisitions onto a single instance, and consolidation of duplicate patient populations.

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  • Source assessmentWhat is actually in the legacy system: record counts, data quality, custom fields, scanned document volume, and what is realistically convertible against what should be archived.
  • Field level mapping documentEvery source field mapped to an eCW destination, with transformation rules, default values and an explicit decision for anything with no home. Reviewed and signed before any load.
  • Staged test loadsSmall representative loads into a test environment first. Clinical and billing staff validate real charts they know before we go near production.
  • Exception handlingA named owner and a documented decision for every record class that fails the mapping. This is where migrations are won or lost.
  • Document and image conversionScanned charts and external documents indexed so they are findable by date and type, not dumped into one undifferentiated folder.
  • Post load reconciliationCounts and control totals compared source to destination: patients, encounters, medications, allergies, problems, immunizations, open balances. Signed off in writing.

Deliverables

What you receive

A migration you cannot audit is a migration you will be arguing about for two years.

01 · Mapping documentThe signed field level map, versioned, with every transformation rule and exception decision recorded.
02 · Validation planThe specific charts, encounters and balances your staff will check, and the pass criteria for each.
03 · Reconciliation reportSource versus destination counts and control totals, with variances explained rather than rounded away.
04 · Archive planWhat stays in the legacy system, how long it is retained, and how staff retrieve it after decommission.
05 · Cutover runbookHour by hour sequence for go live weekend, including freeze windows, verification gates and the rollback decision point.
06 · Day one support planWho to call for what during the first week, and the queue for issues that surface after cutover.

Before you call

Common questions

How much of our legacy data can move?

Structured data usually converts well: demographics, problems, medications, allergies, immunizations, encounters and balances. Free text notes and scanned documents are a retention decision more than a technical one, and we help you make it deliberately.

We are acquiring a practice. Is that different?

Yes. You are merging two live populations, which means duplicate patient resolution, two fee schedules, two sets of templates and two sets of habits. The technical load is the easy half.

Who signs off that the migration worked?

Your clinical and billing leads, against a validation plan they approved beforehand. We do not declare a migration successful on our own authority.

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A clinician entering patient information at a workstation keyboard
A nurse in scrubs and gloves preparing a syringe at a clinical supply trolley
A clinician reviewing information on a tablet
A clinician scanning a patient wristband against a chart
A laboratory technician labelling specimen tubes

Get started

Let us make eClinicalWorks work better.

A 30 minute call, no charge. Bring the report that will not reconcile, the upgrade that stalled, or the migration nobody wants to own.