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Patient Information
Organize demographic and contact information for your existing patients.
SWITCHING EHR GUIDE
Switching EHR? Start With a Clear Plan.
Moving to a new EHR involves more than transferring patient information. It's an opportunity to organize your clinical workflows, configure your practice settings, and prepare your team.
Explore the essential steps for planning your EHR transition with HealthVision.
Plan your transitionPrepare patient dataConfigure your practice
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Plan your moveData • workflows • team
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Connected EHRFrom scheduling to billing
BEFORE YOU MAKE THE SWITCH
Know What Your Practice Needs.
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Clinical Workflows
Review how your team documents encounters, manages medications, and completes clinical notes.
03
Practice Settings
Identify your providers, facilities, user roles, and scheduling requirements.
04
Billing Operations
Review how your practice manages superbills, patient payments, and follow-up tasks.
A Clear Transition Starts With an Organized Practice.
PATIENT DATA IMPORT
Bring Patient Demographics Into HealthVision.
The documented HealthVision import process covers structured patient demographics.
Export
Export patient demographic information from your existing EHR.
Prepare
Prepare the patient file in Excel, CSV, TXT, or ZIP format, with a header row and one patient per row.
Import
Upload the file through the supported workflow. The HealthVision team completes the demographic import and communicates when it is finished.
IMPORT DETAILS
Know the documented import requirements.
50+Minimum patients per batch
5–7Business days for processing, as described in the manual
Supported file formats
ExcelCSVTXTZIP
Supported import content: Structured patient demographics. Use a header row and one patient per row.
Scope to note: The documented demographic import does not include automatic transfer of complete clinical histories.
PRACTICE SETUP & CUSTOMIZATION
Set Up HealthVision Around Your Practice.
Users & Permissions
Configure staff accounts and assign access based on clinical and administrative responsibilities.
Facilities & Practice Details
Maintain practice-location information and relevant administrative settings.
Clinical Documentation
Configure available note types and templates for encounter documentation.
Scheduling & Notifications
Set up provider schedules, facility hours, and supported appointment reminder settings.
ACTUAL HEALTHVISION PRODUCT SCREEN 
Your Team. Your Settings. Your Clinical Workflow.
Provider scheduling and administrative workflows within HealthVision.
GET YOUR PRACTICE READY
Five Things to Review Before Getting Started.
Your EHR Transition Checklist
Explore HealthVision EHR Features Check off the areas you've reviewed so your team can prepare for the next step.
EHR TRANSITION CHECKLIST0 / 5 reviewed
Use this checklist as a preparation aid during your practice transition.
DISCOVER HEALTHVISION
A New EHR. A More Connected Practice.
HealthVision brings patient records, clinical documentation, scheduling, and billing workflows into one EHR environment, with configurable practice settings and AI-assisted clinical documentation.
Explore how HealthVision can support your practice's transition.