EHR Migration: Transitioning from Generic to Custom EHR Systems


A study suggests a dismal 83% failure rate for data migration projects in general, including EHRs. This implies exceeding budget and deadlines or not achieving desired outcomes.

Well, what is EHR migration? EHR Migration is the process of transitioning from a generic to a custom EHR system. This process requires meticulous planning and execution to ensure the accuracy and integrity of the data, minimize downtime, and maintain the accessibility of the data.

When choosing an EHR system, factors such as functionality, customizability, interoperability, security, scalability, integration, support and training, certification, and cost-effectiveness are considered. 

Moreover, a solid chart migration strategy decreases the risk of lost productivity and helps to avoid patient safety issues that can emerge when key patient data are not available.

In this blog, we will discuss the concept of EHR migration and the benefits of custom EHR software development.

Why Migrate from Generic EHRs?

Healthcare organizations are considering migrating from generic EHRs to more specialized or adaptable systems.

Some of the most common challenges of using generic EHR systems:- 

1. Lack of Flexibility:

Generic EHRs often struggle to accommodate the unique workflows and processes of different healthcare specialties, departments, or individual practitioners. This can lead to cumbersome workarounds, inefficiencies, and errors.

Customization options in generic EHRs are often restricted, making it difficult to tailor the system to specific needs and preferences. This can hinder user adoption and workflow optimization.

2. Limited Functionality:

Generic EHRs may lack features crucial for certain specialties, such as oncology treatment planning tools, ophthalmology imaging modules, or mental health assessment scales. This can compromise the quality and efficiency of care.

Generic systems may not cater to the specific needs of patients with chronic conditions, rare diseases, or geriatric care requirements. This can lead to gaps in care and suboptimal outcomes.

3. Interoperability Issues:

Generic EHRs often struggle to seamlessly share data with other healthcare systems, laboratories, or medical devices. This can impede care coordination, hinder information exchange, and duplicate tests.

Data quality problems are prevalent in EHR migration. A study reveals that 58% of healthcare organizations face challenges ensuring data accuracy during migration.

Incompatible data formats further complicate data exchange, leading to delays, errors, and missed opportunities for collaborative care.

4. Vendor Lock-In:

Dependence on a single EHR vendor can restrict options and make switching to another system costly and time-consuming. This can limit bargaining power and lead to vendor price hikes.

Vendors may impose restrictions on customization, preventing healthcare organizations from adapting the system to their specific needs.

5. Compliance Concerns:

Generic EHRs may not be updated promptly to comply with evolving healthcare regulations, potentially putting organizations at risk of non-compliance and penalties.

Generic systems may not offer the same level of data security and privacy as specialized solutions, raising concerns about patient information protection.

Advantages of Custom EHR Systems:

HIMSS Analytics report cites a 62% success rate for organizations undergoing EHR conversions.

Electronic Health Records (EHR) systems play a crucial role in modern healthcare, facilitating the digital storage, retrieval, and sharing of patient information. Custom EHR software development to meet the specific needs of healthcare organizations can offer several advantages:

1. Tailored Workflows:

Custom EHR software development can seamlessly mirror your practice’s unique processes. It lets you design and refine workflows specific to your needs, optimizing efficiency and minimizing unnecessary steps. This translates to:

  • Reduced time spent on documentation and administration.
  • Improved patient flow and faster turnaround times.
  • Enhanced staff satisfaction and reduced frustration.

2. Enhanced Functionality:

Generic EHRs may lack features critical for your specialty or practice. With a custom system, you can incorporate functionalities specific to your needs, such as:

  • Specialized order sets and templates for faster data entry.
  • Customizable dashboards and reporting tools for real-time insights.
  • Integrations with niche medical devices or software.

3. Improved Interoperability:

Data silos are a headache for healthcare providers. Custom EHRs enable seamless data exchange with other systems and institutions, facilitating:

  • Smoother referrals and collaboration with specialists.
  • Easier participation in research studies and public health initiatives.
  • Improved care coordination and continuity for patients.

4. Reduced Vendor Lock-in:

Relying on a single vendor can stifle customization and leave you vulnerable to price hikes. Custom EHRs grant you:

  • Greater control over your system and data.
  • Flexibility to choose or switch vendors without data migration headaches.
  • Reduced dependence on proprietary software and licensing fees.

5. Enhanced Regulatory Compliance:

Evolving regulations can be a hassle. Custom EHRs allow you to:

  • Adapt the system to meet specific compliance requirements.
  • Automate reporting and data collection for regulatory audits.
  • Minimize the risk of non-compliance and potential penalties.

Planning a Successful EHR Migration

The smooth transition to a new EHR system is a significant undertaking, fraught with challenges and complexities. However, with meticulous planning and strategic execution, organizations can navigate this journey with confidence and emerge stronger than ever. 

Here’s a concise guide to Planning process for EHR migration:-


  • Identify Limitations: Begin by conducting a thorough assessment of your current EHR system’s limitations. Pinpoint areas where it falls short in meeting your organization’s needs and expectations.
  • Define Objectives: Clearly outline your goals and objectives for the new custom EHR system. Determine what improvements you aim to achieve and how the new system will address existing shortcomings.

Vendor for custom EHR implementation:

  • Research Vendors: Invest time in researching and shortlisting potential custom EHR software development vendors. Look for vendors with extensive experience in healthcare IT, proven expertise in EHR development, and compatibility with your specific requirements.
  • Due Diligence: Conduct thorough due diligence on each vendor, including checking references and requesting product demonstrations. Ensure that the vendor’s track record aligns with your expectations and that their solutions meet your organization’s needs.

Data Migration Strategy:

  • Comprehensive Planning: Develop a comprehensive plan for data migration that ensures the secure and efficient transfer of data from the old system to the new custom EHR. Consider factors such as data volume, complexity, and potential challenges.
  • Data Integrity: Prioritize data integrity throughout the migration process. Implement measures to verify the accuracy and completeness of transferred data, minimizing the risk of errors or discrepancies.
  • Regulatory Compliance: Ensure compliance with healthcare data privacy regulations, such as HIPAA, throughout the data migration process. Implement robust security measures to safeguard sensitive patient information and mitigate the risk of data breaches.

Ensuring a Smooth Transition

Whether it’s upgrading to a new Electronic Health Record (EHR) system or adopting a novel workflow, ensuring a smooth transition is paramount for uninterrupted operations and optimal patient care. Here’s a concise roadmap to steer you through the process:

User Training and Support:

  • Comprehensive Training: Arm your staff with the necessary skills and knowledge to navigate the new EHR system effortlessly. Conduct thorough training sessions covering functionalities and workflows tailored to their roles.
  • Ongoing Support: Transition periods often come with questions and challenges. Establish a robust support system to address queries and concerns promptly. This proactive approach fosters confidence and competence among your team.

Change Management:

  • Effective Communication: Communication is the cornerstone of successful change management. Clearly articulate the benefits of the new system to your staff. Highlight how it streamlines processes, enhances efficiency, and ultimately improves patient outcomes.
  • Addressing Concerns: Acknowledge and address apprehensions head-on. Develop a proactive plan to manage resistance to change. Encourage open dialogue, actively listen to concerns, and provide reassurance where needed.
  • Ensuring User Buy-in: Foster a sense of ownership and involvement among your staff. Involve key stakeholders in the decision-making process and seek their input. By engaging users early on, you cultivate a sense of investment and commitment towards the transition.


In conclusion, migrating from generic to custom EHR systems offers tailored workflows, enhanced functionality, improved interoperability, reduced vendor lock-in, and enhanced regulatory compliance. Success hinges on meticulous planning, vendor selection, and a robust data migration strategy. Embrace the journey towards optimized healthcare data management and make informed decisions and strategic execution. Explore further with our free guide or consultation.



  • What are the main advantages of transitioning to custom EHR systems?

The main advantages of transitioning to custom EHR systems are as follows:-

  • Tailored functionality to suit specific workflow needs.
  • Enhanced interoperability with existing systems.
  • Improved data security through customized security measures.
  • Increased efficiency and productivity with streamlined workflows.
  • Greater flexibility for future updates and modifications.
  • How do generic EHR systems compare to custom solutions in terms of scalability?

Generic EHR systems typically offer better scalability due to their standardized infrastructure and ability to accommodate a wide range of healthcare practices. Custom solutions may struggle with scalability as they often require significant adjustments and resources to adapt to growing needs efficiently.

  • What challenges should healthcare providers anticipate during the EHR migration process?

Healthcare providers must anticipate the following challenges during the EHR migration process:-

  • Data migration errors leading to loss or corruption of patient records.
  • Training staff on new EHR system can be time-consuming.
  • Disruption to workflow during transition phase.
  • Integration issues with existing systems.
  • Ensuring data security and compliance throughout the migration process.
  • How can user training and adoption be effectively managed during EHR migration?

During EHR migration, effective management of user training and adoption involves comprehensive communication, tailored training programs, user involvement in the planning process, continuous support, and feedback mechanisms. Clear communication of benefits and resources helps mitigate resistance and ensures a smoother transition.

  • What factors should be considered when choosing a custom EHR solution provider?

Following factors should be considered when choosing a custom EHR solution provider:-

  • Functionality: Ensure the EHR meets your specific needs.
  • Customization: Ability to tailor the system to your workflows.
  • Integration: Compatibility with existing systems.
  • Security: Robust measures to protect patient data.
  • Support: Reliable customer service and technical assistance.
  • Cost: Consider upfront and ongoing expenses.
  • Are there specific regulatory considerations that need to be addressed during EHR migration?

Specific regulatory considerations that need to be addressed during EHR migration process are as follows:-

  • Compliance with data protection laws (e.g., HIPAA).
  • Ensuring data integrity and security during migration.
  • Addressing interoperability standards for seamless data exchange.
  • Training staff on new EHR systems and workflows.
  • Continuity of care and minimizing disruptions to patient services.
  • Proper documentation of the migration process for auditing purposes.
  • What are the best practices for data migration from a generic to a custom EHR system?

Best practices for data migration from a generic to a custom EHR system include thorough data mapping and cleansing, ensuring data integrity, validating migrated data against source data, conducting comprehensive testing, involving end-users for feedback, and implementing a rollback plan for contingencies.

  • How can healthcare providers ensure a seamless transition for both staff and patients during EHR migration?

Healthcare providers can ensure a seamless transition during EHR migration by providing comprehensive staff training, offering ongoing support, conducting thorough testing, communicating effectively with patients about changes, and maintaining data integrity throughout the process to minimize disruption to patient care.

  • How can custom EHR systems improve overall efficiency and patient care in healthcare settings?

Custom EHR systems can streamline workflows, tailor interfaces to specific needs, integrate with existing systems, automate repetitive tasks, provide real-time data access, enhance communication among healthcare professionals, and personalize patient care plans, ultimately improving efficiency and patient outcomes.