Practice Launch & Migration
Example Wellness Practice
Primary Care | Portland, OR
People. Prevention. A Healthier Tomorrow.
You’re in Planning
Complete setup and data preparation to move forward.
- 1Planning
- 2Requested
- 3Eligible
- 4Configured
- 5Tested
- 6Live
Setup Tasks
Complete each step to launch your practice.
Define data to migrate and review plan
Due in 5 days
Technical team
Set up settings, templates and workflows
Due in 7 days
Practice admin
Run a test import and validate data
Due in 12 days
Technical team
Confirm steps if needed
Due in 2 weeks
Practice admin
Ensure continued access during transition
Due in 2 weeks
Clinical lead
Data migration scope
Define which patient data will be migrated, review scope with your team, and confirm the plan.
Authorized data categories (example)
Task owners
Clinical workflows and data review
Operations and practice setup
Migration, integration and configuration
Payer and jurisdiction requirements
Migration source
Connect your current EHR to begin data migration.
Practice
Example Wellness Practice
Portland, OR
Setup Tasks
Complete each step to launch your practice.
Define data to migrate and review plan
Due in 5 days
Technical team
Set up settings, templates and workflows
Due in 7 days
Practice admin
Run a test import and validate data
Due in 12 days
Technical team
Confirm steps if needed
Due in 2 weeks
Practice admin
Ensure continued access during transition
Due in 2 weeks
Clinical lead