Transitioning EMRs: Strategies For Planning & Execution

Private Practice Survival Guide

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Transitioning EMRs can either be the upgrade that unlocks your practice’s next level—or the operational nightmare that drains cash, kills productivity, and torpedoes patient experience. In this hard-hitting episode of Private Practice Survival Guide, Brandon Siegel demolishes the “4–6 week” implementation myth and lays out a battle-tested roadmap: a realistic 3–6 month (often 9–12 month end-to-end) plan, a 90-day parallel run, airtight data migration (HL7/FHIR/CCD/CCDA), and surgical timing for EDI/ERA so revenue doesn’t evaporate mid-switch. You’ll learn how to map workflows, choose features that matter (not “massaging seats”), set KPIs, avoid AI-driven compliance traps, stage go-lives during low-volume windows, and build a true stakeholder taskforce (project lead, super users, vendor coordination) with downtime contingencies and HIPAA-grade security. If you’re changing EMRs in 2025–2026, this is your no-BS playbook to protect cash flow, staff, and patients—while actually improving care.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.
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Podcast Website: https://www.privatepracticesurvivalguide.com/
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https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book