Supporting the Patient Experience During EHR Migration

3 June 2025

AUTHORED BY: Chloe Williams

Switching to a new electronic health records (EHR) system is a monumental decision for healthcare organizations. And, with 82% of patients saying EHRs help to enhance care coordination and provider communication, ensuring a smooth transition is paramount for maintaining patient trust and satisfaction.

While the benefits of implementing a new EHR system are vast—including improved functionality, interoperability, and cost savings—the process of EHR data migration can be complex and challenging. Today, we’re discussing the fundamentals of EHR migration and how your healthcare organization can support the patient experience throughout.

How to Know if You Need a New EHR

Before implementing a new EHR system, it’s essential to evaluate whether your current system meets your organization’s needs. Common reasons for switching to a new EHR vendor include enhanced functionality, cost savings, improved interoperability, or organizational changes, such as a merger.

However, delaying an upgrade can present significant challenges for your healthcare organization, including:

  • Workflow inefficiencies that increase administrative burden and reduce productivity.
  • Security vulnerabilities that could expose sensitive patient data.
  • High maintenance costs associated with maintaining outdated systems.
  • No solution for EHR downtime that disrupts data access and patient care.
  • Lack of system interoperability, which complicates sharing patient information across healthcare providers.

What is EHR Data Migration?

EHR data migration is the process of transferring patient records and data from one EHR system to another. While it sounds straightforward, it involves multiple steps, including:

  1. Extracting data from the legacy EHR system.
  2. Transforming the data to ensure compatibility with the new EHR.
  3. Uploading the data into the new system.
  4. Validating the data to ensure accuracy and integrity.

Why is EHR Data Migration Important?

A seamless and thorough migration process is critical for a variety of reasons:

  • Improved data integrity ensures your patient records remain accurate and up-to-date.
  • Enhanced data interoperability supports better communication across healthcare providers.
  • Increased workflow efficiency minimizes downtime and administrative burdens during the transition.
  • Compliance and security with regulations like HIPAA protect patient information from potential breaches.

Key Considerations for EHR Migrations

Implementing a new EHR system hinges on careful planning and attention to detail. Here are some critical considerations for healthcare organizations:

  • Determine what data will be migrated to the new EHR and identify data that needs to be maintained but not migrated.
  • Assess the data lifecycle on the legacy system, ensuring compliance with patient record retention policies.
  • Evaluate integration with existing systems to maintain a seamless operational environment.
  • Conduct a comprehensive security audit to protect sensitive health information during migration.
  • Confirm that the new EHR’s functionality and features align with your organization’s specific needs.
  • Understand the levels of support offered by the new EHR vendor to minimize disruption during and after the implementation process.

How to Support the Patient Experience During the Transition

Patients are directly impacted by EHR data migration, and their experience must be at the forefront of planning. To ensure it’s a positive one, healthcare organizations should prioritize the following:

  1. Clear communication about the transition, including the benefits and reasons for the migration.
  2. Address potential patient concerns promptly and transparently.
  3. Ensure the patient portal includes detailed instructions and tutorials for navigating the new system.
  4. Provide support options such as phone, email, or chat for any technical issues or questions.
  5. Implement and respond to patient feedback to continuously improve functionality and usability.
  6. Guarantee continuity of patient data, so patients can access their historical health information without interruptions.

dbtech Offers a Comprehensive Approach to EHR Migration

When it comes to EHR data migration, dbtech provides healthcare organizations with a secure and efficient solution. Our comprehensive approach ensures your legacy systems are effectively managed throughout the transition, preserving historical patient data for continuity of care and compliance with regulatory requirements.

Instead of discarding valuable data, dbtech securely archives and maintains it for future use. This process ensures:

  • Guaranteed compliance with industry best practices and laws like HIPAA.
  • Data protection and integrity for sensitive patient health information (PHI).
  • A seamless, comprehensive approach that minimizes disruptions to your workflow.
  • An improved patient experience through data continuity and high-quality support.

Contact dbtech for Seamless Patient Experience During Data Migration

Are you considering implementing a new EHR system? Schedule a demo with dbtech to learn how we can simplify your EHR data migration and improve your patient care. 

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