Data Migration Services

Transition easily to ChartPerfect with customized implementation and data migration support – at no extra cost.

Confidently move your data

Making the transition to a new EHR shouldn’t be an overwhelming task. We offer hassle-free migration services to ease the transition from your existing EHR system to the ChartPerfect platform at no cost. Our team of data specialists can securely map your data enabling you to keep your existing patient and clinical data during the move.

Customized Strategy

Customized Strategy

Every successful project starts with a good plan. Your dedicated Success Coach will work with you to understand your goals and establish a customized data migration strategy that meets the unique needs of your practice.

Mapping and Planning

Mapping and Planning

Each data migration process begins with a mapping strategy. This plan determines what data is to be moved and the field naming convention from your current EHR to ChartPerfect. We do this to be sure the data is displayed as discrete data in the proper fields when you go live.

Data Cleanup

Data Cleanup

We work with your team to assist in cleaning up inaccurate and outdated data. This is necessary to ensure data is current before implementation so your go-live day is a smooth one.
Test and Validation

Test and Validation

Our team starts with a small sample set in a testing environment for initial approval. We test and QA every step of the way to make sure you have accurate data available on your go-live day.

Stress-Free

Stress-Free

Your time is valuable. Let ChartPerfect do the heavy lifting to successfully meet your go-live date, while you continue to focus on patient care during the transition.

Ongoing Support

Ongoing Support

We take pride in delivering the highest quality of customer support and go-live resources you need to thrive with ChartPerfect. Every ChartPerfect account includes unlimited support by phone, email, or live chat from our customer service team at no additional cost.

Data security is our top priority

Our number one priority during data migration is the security of your data. Maintaining HIPAA-compliance during data migration is a critical part of our services. Our team employs secure techniques to keep your data safe including:

  • Encryption of data during transmission
  • Encryption of data while at rest (not in use) on our network
  • Encryption of data once go-live takes place
  • Limited access to Protected Health Information (PHI) data to only staff members involved in the process


Whether you’re moving from a retired system or in need of a more advanced platform, our team of data specialists have decades of experience to ensure your transition to ChartPerfect is smooth, seamless, and successful.

data security migration

Frequently Asked Questions

Can data come from any EHR to migrate to ChartPerfect?

ChartPerfect can assist with the conversion from any EHR to ChartPerfect. Most modern systems use standard data formats including; CSV, XML and PDF. We can also work with raw data like Excel, Word and SQL data formats. Our data migration experts can evaluate your data to devise a migration strategy that will meet your needs.

What are common modules of data to migrate to ChartPerfect?
The most common data modules that practices import include; Patient Demographics, Appointment History, Insurance Details, Payer List, Provider List, Scanned Documents, Clinical notes in PDF or Word, EHR histories like Vitals, Medications, Allergies, ICDs, and Histories
Who is responsible for obtaining the data from my existing vendor?
Most modern EHRs have teams and tools to assist you with data extraction for migration. You should work with your existing vendor to receive your data. We can also work with a technician from your existing EHR to assist them as needed. If you do not have a modern system or a support agreement with your existing EHR, we can take a look at the data with you to determine if the data can be extracted.
What are my options to extract data?
Data extraction from your existing system varies based on the vendor. Some vendors provide practices with the option to export data from within the application itself. These are typically available as reports that can be downloaded or extracted in a CSV or Excel format. In some situations, practices will have to request data assistance from their vendor. ChartPerfect has decades of experience with assisting practices with data migration from other EHR systems, and can provide guidance in most cases.
What types of files can we accept data in?
We can work with all modern data file formats. Some standard formats are; CSV, TAB, XML, PDF, JPG, TIF, PNG, Excel, Word, and SQL. CCD files also come in as XML.

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