EHR Migration and Archiving

Smartlink specializes in EHR migration, integration, and archiving services built on our patented Smartlink Data Connector (SDC) technology — a powerful integration platform that automates data exchange between disparate health IT systems. Too often, EHR migrations arrive incomplete or trapped in flat formats like PDF. With Smartlink, your migration includes all the data you want — as discrete, usable data — regardless of the EHR involved or operating environment.

Trusted by Healthcare Organizations Nationwide

Smartlink technology is used by leading companies across the ecosystem of healthcare delivery.

The logo for Cary Medical Management, a physicians managing services organization based in Cary, NC.
One Medical logo displayed as a trusted customer of Smartlink Health.
All the Data You Want

Including unstructured data, like progress notes, tasks, and family/social history

In the Format You Want

Insert discrete data in your new EHR where you want it, rather than as a PDF

At an Affordable Price

Migrate more data, many times at a price point that is less than the EHR vendor

Extract All of the Data from Your Legacy EHR

Migrating data out of your legacy EHR is often limited to problems, allergies, medications, and immunizations. Smartlink’s ability to migrate data via APIs, database, and the user interface gives us the unique ability to extract virtually any data. Progress notes, tasks, preferred pharmacy, family/social history, unstructured data – you name it, we can extract it.

A laptop with an arrow pointing outside, representing EHR data extraction by Smartlink Health

Import Data into Your New EHR

Migrating data into your new EHR is often limited to problems, allergies, medications, and immunizations. Smartlink’s ability to migrate data via APIs, database, and the user interface gives us the  unique ability to import virtually any data as discrete data. Progress notes, tasks, preferred pharmacy, family/social history, unstructured data – import virtually any data as discrete data to your new EHR.

Archive Your EHR Data

Archiving your legacy EHR clinical and financial data has never been easier. Our modern, user-friendly SaaS archive platform is accessible via Single Sign-On (SSO) from within your new EHR. The intuitive interface makes it easy to search, print, and export data on demand. Plus, our built-in audit trail ensures transparency and accountability.

A screenshot of Smartlink Health's EMR Archive solution interface.

How Smartlink Migrates Your Data

SDC functions as an intelligent interoperability engine that can extract, normalize, and insert both structured and unstructured data using any combination of methods — direct database access, API connections, or advanced user-interface automation. Unlike traditional ETL tools or vendor-specific connectors, SDC is fully configurable, enabling Smartlink to tailor its workflow to the unique data architecture and access limitations of each EHR.

This flexibility allows Smartlink to deliver comprehensive migrations even when APIs are unavailable or restricted — capturing clinical data, documents, and discrete encounter details with precision. The result is a highly efficient, verifiable migration process that maintains data integrity, minimizes downtime, and ensures that clinicians retain immediate access to patient history and context in their new system.

Unmatched Discrete Data

Because of our unique ability to migrate data via the user interface, Smartlink can consistently migrate the following data elements as discrete data to your new EHR.

CLINICAL
  • Demographics
  • Problems
  • Allergies
  • Medications
  • Immunizations
  • Progress Notes
  • Vital Signs
  • Medical History
  • OB/GYN History
  • Surgical History
  • Hospitalization History
  • Family History
  • Social History
  • Tasks
  • Preferred Pharmacy
  • Preferred Provider
  • Lab Documents (flow sheet/CCDA)
  • Clinical Documents
  • Imaging Documents
  • Other Documents
OPERATIONAL
  • Insurance
  • Charge History
  • Guarantor
  • CPT Codes
  • SKU #
  • Date of Service
  • Location
  • Insurance Card
  • Driver License
  • Financial Reports
  • Statements
  • Claims
  • Invoices

Secure, Validated Migration

Every Smartlink migration is built on enterprise-grade security and validation. All data handling complies with HIPAA, and a Business Associate Agreement (BAA) is executed before any project begins. Data moves through secure, encrypted channels (TLS 1.2 or higher).

To confirm nothing is lost in transit, Smartlink validates extracted data for completeness and format at each stage, performs sample testing across all data categories, and runs record-count verification between the source EHR and the delivered data — so you can confirm your full record set made it across.

U.S. Patent. Smartlink holds a U.S. patent for capabilities that include transferring patient records between EHR vendors during migrations.

EHR Migration Frequently Asked Questions

EHR data migration is the process of moving clinical and operational records from a legacy EHR system into a new one. Smartlink migrates this data as discrete, usable data — including unstructured records like progress notes — rather than as flat PDF files.

Smartlink can extract and migrate virtually any data element, not just the problems, allergies, medications, and immunizations most migrations are limited to. This includes progress notes, vitals, medical and surgical history, tasks, preferred pharmacy and provider, documents, and operational data such as charges, claims, and statements.

Smartlink migrates data through APIs, direct database connections, and a patented user interface-based engine. The UI-based method lets Smartlink reach data that standard APIs can’t access, which is how virtually any data element can be moved as discrete data into the new EHR.

Yes. Smartlink imports data into the new EHR as discrete, structured data placed where you want it — not as static PDF attachments — so the information remains usable inside the clinical workflow.

Yes. All data handling complies with HIPAA, a Business Associate Agreement is executed before the project begins, and data moves through encrypted channels (TLS 1.2 or higher). Smartlink also validates completeness and runs record-count verification between the source and destination.

EHR data archiving stores legacy clinical and financial data in a SaaS platform accessible by Single Sign-On from within your new EHR, so historical records remain searchable, printable, and exportable without keeping the old system running.

Summary

Smartlink delivers EHR data migration that moves all your legacy data — clinical and operational, structured and unstructured — into your new EHR as discrete, usable data rather than PDFs. Using APIs, database connections, and a patented user interface-based engine, Smartlink reaches data other tools can’t, validates it for completeness, and can archive legacy records in a searchable SaaS platform accessible from your new EHR.

Ready to migrate your legacy EHR data without losing what matters?

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