Getting Started

with our EMR and EHR data conversion and archiving process

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Project manager

Migrating and archiving data with 100% integrity can bring challenges.  That’s why we put an EMR conversion process and ERP conversion process in place.

A dedicated project manager (PM) will act as the liaison between your team and ours.  Your PM will build a project plan, allocating the appropriate resources to hit defined timelines and budget.

Project Plan Milestones

Kick Off

An initial kick-off call will include demonstrating HealthData Archiver™ for your whole team, aligning resources, setting expectations and reviewing high-level project timelines.


Data is mapped to the specification and HealthData Archiver™ is configured within a validation environment. Your Project Manager will keep you informed on progress until the data is loaded.

deploy & close

HealthData Archiver™ will launch, online training will be provided and product documentation reviewed. A transition to our support team and portal ensures all admins and users know how to contact us and access product information.

access & extract

Work closely with our System Analysts and Implementation Specialists to identify necessary data requirements.  Our team will establish access to your legacy system and begin extracting the data.

Validate & Approve

Once data is loaded, testing and validation begin with accuracy being checked by resources from both teams. When both parties are satisfied, preparation for deployment will begin.

Resource Planning

Key players needed for a seamless data archiving process

Vendor Team Members

Project Manager

Your primary contact who focuses on clear communication, timelines, and general coordination.

Executive Sponsor

An executive-level contact who oversees and ensures project success.

Systems Analyst

A technical resource who establishes secure system access and manages data extraction and transfer.

Data Integration Team Lead

Manages the team responsible for data transformation and mapping to HealthData Archiver™.

Implementation Specialists

Focuses on defining requirements, configuring the system, performing data validation, and training new users on HealthData Archiver™.

Personally Identifiable Information (PII) Specialist

Delivers PII for our team members so secure access to systems may be gained.

A/R Finance

Manages payables & receivables for your Harmony Healthcare IT account.

Client Team Members

Project Manager

Receives updates and communicates them to your leadership team. Also assists with all communication and identification and scheduling of technical subject matter experts.

Technical Resource

Helps establish connectivity to each source system.

Subject Matter Experts

Helps define and validate data specifications and HealthData Archiver™ configuration.

Executive Sponsor

Serves as both a champion and escalation point for your Project Manager if any issues or concerns arise.

Account Management

Cultivates a long-term partnership, serving as point-of-contact

account manager

account manager

It’s likely that other legacy systems within your organization will need to be decommissioned. Your account manager will assist in inventorying, prioritizing, and scheduling future system retirements.  This will include:

• Putting a legacy data management strategy into place
• Developing statements of work for new projects.
• Performing routine account reviews to ensure our goals are aligned


Live helpdesk support from our team of technicians and medical retention specialists is available during normal business hours. After-hours support is available as needed.


Call us at
(800) 781-1044


Ready to schedule time to talk through our project and account management process in more detail?

Contact US