It All Starts With the Right Archive Planning — Use This Checklist to Nail It
This isn’t just another downloadable resource. It’s a battle-tested playbook, shaped by a KLAS-rated team with hands-on experience in 250+ implementations.
The same team behind the checklist has:
Completed 100+ data extraction and conversion projects
Archived 50+ legacy systems into our Epic-integrated software
Worked across 30+ legacy EHRs—including Oracle/Cerner, Soarian, NextGen, eClinicalWorks, and MEDITECH
Converted data into Epic-compatible formats like FHIR®, HL7 v2, CCD, CSVs, and flat files
Successfully archived large-scale projects of over 100 TB of clinical and operational data from diverse EHRs
What’s Inside the Checklist? Everything We’ve Learned From Doing It Right
Behind every line is a team that’s handled high-stakes archival projects across healthcare systems of all sizes. We’ve seen what works, what fails, and what makes the difference.
Here’s How We’ve Made Archival Success Repeatable
- Pulled data directly from legacy databases via secure site-to-site VPNs—saving time and reducing costs
- Eliminated intermittent data gaps using timed, incremental extracts during conversion
- Performed data validation using system-specific UI tools—so your SMEs can spend their valuable time on important efforts
The checklist distills these hard-earned lessons into a clear, actionable planning tool—purpose-built for EHR transitions, system decommissions, and long-term compliance.
Download free checklistPlan Archiving Like the Industry Leaders Do.
Start with our expert-approved checklist.