Ask anyone who has done it: switching EHRs usually means two weeks of chaos, data scattered everywhere, and patients gone missing. JotPsych rebuilt the whole thing. You send us your data, we reconcile it, and you go live before you ever flip the switch. You do not even have to switch to start.
Practices stay on an EHR they have outgrown because the move sounds worse than the pain. Here is how a migration usually goes, and how it goes with JotPsych.
Every other EHR hands you a template and tells you to make your data fit it. JotPsych's AI reads whatever you have, writes the conversion itself, and sorts each record into the right place.
A scanned chart, a spreadsheet, a raw database dump. However it comes out, we take it.
Billing history stays in your old system, where claims from before your switch date finish. Templates, forms, and settings get set up fresh in JotPsych.
Your data is in. Now three passes make sure every record is right: our AI first, then our team, then you. Each one catches what the last could not.
Every record you send gets matched against the chart you already have. Duplicates collapse, the clear conflicts resolve, and the easy majority is done before a person ever looks.
Whatever the AI cannot settle, our migration team resolves by hand: which record is the right one, which detail is current. We clear it so you never have to.
Only the few records we genuinely cannot resolve reach you, with both versions side by side. You make the final call. Nothing touches your live account until you press commit.
Every layer runs the same two moves: match, then merge. We go first and do the hard part. You only ever see what truly needs your eyes, and nothing goes live until you say so.
Here is the part no other EHR offers. Add JotPsych alongside the system you use today and write your first note in five minutes. Send us your data whenever you are ready, and we will load your account so you can see your patients and their charts inside JotPsych before you commit to anything.
Run both side by side. Keep the one that wins. Move over fully on your timeline, never on ours. Migration is free when you make JotPsych your EHR.
Run both at once. Switch fully when you are confident.
A behavioral-health group came to us on an older system with years of patients, appointments, and notes to bring over. We converted and reconciled all of it before the practice had to weigh in on more than a handful of records.
One longtime clinician described his own switch simply: run JotPsych in parallel, a five-minute import, a thirty-day cutover behind the scenes, and a launch day with zero snags.
You upload your export, and we do most of the work from there.
The things every practice asks before they move. If yours is not here, ask us on a call.
Talk to us about your data →No. Most practices add JotPsych alongside the system they use today and write their first note in five minutes. You move your clinical record over whenever you are ready, and not a moment before.
Your clinical record: patients, clinicians, insurance plans with a member ID, medications, diagnoses, allergies, chart documents, past visit notes, and upcoming appointments on or after your switch date. We check eligibility on each imported insurance plan at our cost. From your switch date, you book and bill only in JotPsych. Billing history and messages stay in your old system. Claims from before your switch date finish there, so keep the old system at least two months after that date. If an ERA (a payer's electronic payment record) for one of those claims reaches JotPsych, you download it and post it in your old system. Templates, forms, and settings get set up fresh in JotPsych.
Usually days, not weeks. You upload your export, our team converts and reconciles it, and you review only what we flag. Larger and messier datasets take a little longer, and nothing goes live until you approve it. If your export is more than a week older than your switch date, we ask for a fresh one the week before and run the import again.
That is normal, and it is one of the best parts of moving. We surface duplicates and conflicts so you can clean them up as you go, and start in JotPsych with a chart you trust.
Yes. JotPsych is HIPAA compliant and signs a Business Associate Agreement. Your data moves through secure, access-controlled channels, never over unprotected email.
Any that can export your data, which by law they must let you do. We have moved practices off systems like ICANotes and Tebra, and we add a new one almost every time.
It is free when you make JotPsych the EHR and billing system for your practice. You get the move, the review, and the clean start at no extra charge.
Start free alongside the EHR you use today, or send us your data and see your patients and their charts in JotPsych before you commit to anything.
HIPAA compliant. Migration is free when JotPsych becomes your EHR.