As the year Y2K approached (back in 1998), our practice management company, Fiscal, informed us that they wouldn't be supporting their software for medical practices any longer. This predicament left us in a daunting and expensive situation - we suddenly were needing a new EPM system, and fast. As a result, we decided to go with Medical Manager's system, which can be considered a robust product compared to the offerings at the time. When we did finally make the the move over to EMR, Medical Manager was on the short list for obvious reasons.

We ultimately decided on NextGen as our choice of electronic medical records. Following careful selection, we selected their integrated EPM/EMR solution even though this would mean we would have to abandon our EPM system by Medical Manager. This year we made the move over to NextGen's EPM before first using the EMR module. We had to decide if we were going to convert data from Medical Manager to the new system or not as a result.

If a medical practice decides to make the switch to a newer system with its own EPM module, there are some key issues to take into consideration before moving the data. This is particularly true of demographic and insurance information. We ended up learning this the old fashioned way - through direct experience.

Over time, the info in an EPM database can start to degrade, due mostly to errors in input. As an example, some of our staff were creating duplicate records for patients depending on what type of insurance they were using (be it either personal or workman's comp.). They did so believing that this would save time. Unfortunately, in the end this information was quite difficult to reconcile, becoming an example of one of the challenges of transferring data between systems.

With data field mapping, even when the information is accurate, it could be quite tedious to insure that the outdated info ends up in the correct place within the new database. Also, the majority of software vendors charge a flat rate for converting data from an older system to a newer one. Consider your options for doing the data transfer, and keep in mind that there could be a lot of work required to make adjustments. Even so, clear design and forethought can keep this data entry work to a minimum after the information transfer.

As we decided that NextGen would be the correct platform for us in the long term, we chose to manually input the data into the new system. The NextGen system had added new data fields in places where there were none in Medical Manager; these had to be filled in with the correct info. So, the time saved by converting the data would have been minimal as there was so much new info to be input, regardless. The time on this project was well-spent; we were able to rotate all of our staff members through the training room to learn the new EPM system - meanwhile others called patients to verify demographic and insurance info as they confirmed appointments into the new system.