Full Patient Chart Migration into Osmind

Last updated: March 18, 2026

As part of joining Osmind, we offer a complete patient chart migration service for practices that want to bring their entire patient history into Osmind from their legacy EHR.

⚠ When requesting a full patient chart migration you must first complete the Patient Demographics and Appointments Migration into Osmind.

When a patient is added to Osmind, they will automatically receive an email invitation to join their patient portal. We recommend finalizing your new patient intake flow before we migrate your patients to ensure a smooth onboarding experience.

What's Included

A full patient chart migration transfers everything contained within your patients' charts in your current EHR, including:

  • Patient demographics

  • Appointments

  • Osmind will download historical medical records from your legacy system and upload those as PDF documents into the patient charts in Osmind. We'll work with you to scope what's exportable from your legacy system.

Please be advised that we do not provide individual exports for each note or document within your legacy EHR. Typically, most EHR systems offer the functionality to export a single comprehensive historical medical record file per patient.

Legacy Medical Records

We generally require a minimum of 2 weeks for 100 patients; however this also depends on the EHR and number of documents. For over 100 patients, a good estimate is an extra week per every 100 patients (ie. 4 weeks for 300 patients).

  1. Grant us access to your legacy EHR to scope the legacy medical records export. Do so by creating a new user with the email support+yourpracticename@osmind.org.

    1. Ensure that this user has access to view and download clinical notes and documents

    2. If you are unable to create a new user with the above access, we recommend working with your legacy EHR's support team to provide you with an export of your records.

  2. We will provide the clinical export scope once we have a login to your legacy EHR

    1. Alternatively, if your legacy EHR has provided you with a compatible export, we will work with you to transfer those files.

  3. Sign off on the scope and timeline

  4. Osmind begins uploading legacy medical records and sending forms

  5. You can begin migrating your schedule

Pricing

Pricing is based on the number of active patients in your current EHR at the time of migration.

Active Patients

Fee

Demographics + appointments only

$0

0 – 100

$500

101 – 500

$1,000

501 – 1,000

$2,000

1,001 – 2,000

$3,000

2,001 – 3,000

$4,000

3,001+

$5,000

How to Get Started

To request a full patient chart migration, reach out to your Osmind contact directly or submit a request through the Migration Request Form. An Osmind team member will follow up to confirm your patient count, scope the migration, and provide an estimated timeline.

Important Notes

  • Migration timelines vary based on the size and complexity of your chart data and the capabilities of your legacy EHR's data export.

  • Your Osmind contact will guide you through any data export steps required on your end.

  • All data is handled securely and in compliance with HIPAA requirements throughout the migration process.

  • If you have questions about what can be migrated from your specific EHR, contact your Osmind representative.