The EHR Data Migration Playbook: Moving Without Losing

Author: Jean Jacques Nya Ngatchou, MD | November 1, 2025

Data migration is the highest-risk phase of any EHR transition. A structured playbook reduces surprises, protects patient safety, and preserves operational continuity.

Migration is where EHR transitions succeed or fail

You can have the best EHR in the world. If the migration loses data, corrupts records, or takes too long, the clinic will never trust the new system.

The migration phases

Phase 1: Discovery and mapping. Phase 2: Extract and transform. Phase 3: Load and validate. Phase 4: Parallel run and cutover.