ChartMaker® Data Transition Options
When your practice is switching to another certified EHR, closing the practice, or merging with another practice, it is your responsibility to retain your clinical and financial data.
Please review the options below to determine the best approach for your practice and complete the Data Transition Form.
Also, if you are terminating any monthly or annual services, completion of a Termination Checklist is required.
The data export options available are: Assisted Export Services (via Azalea Health) and Extended Data Access, with other self-service options available upon request. Click the corresponding links for further details on these options.
For the ASP offices who are not RCM clients, please contact Janell prior to selecting your export option to verify your commitment period has been met for the ASP contract. Janell can be reached at 229-351-7387 or janell.brown@azaleahealth.com.
The data export options available are: Assisted Export Services (via Azalea Health) and Extended Data Access, with other self-service options available upon request. Click the corresponding links for further details on these options.
Clinical Data
- Adult patients: 10 years from date last seen
- Minor patients: 28 years from date of birth
- Deceased patients: 5 years from date of death
Financial Data
- CMS requires a minimum 3-year retention
- For IRS audit purposes, 7 years is recommended
For assistance or more information, please contact: frederick.polito@azaleahealth.com.
Data Transition Form
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