Migration

Move off legacy billing software — without stopping cash flow.

Teams migrating from aging on-prem RCM tools or fragmented billing stacks need a structured path. ObsidianRCM provides guided migration — not “export and hope.”

Why teams migrate

  • Legacy UI and workflows — billers waste time navigating outdated modules.
  • No portfolio view — billing companies can’t see all clients in one Command Center.
  • Weak EDI visibility — transmit failures and 835 exceptions hide in email.
  • Institutional gaps — 837I and UB-04 scrubbing treated as an afterthought.
  • No enterprise governance — RBAC, audit, and SSO missing or bolted on.

Migration path

  1. 1

    Import

    CSV and structured data import for patients, providers, payers, and open AR — scoped during discovery.

  2. 2

    Configure

    Scrub rules, clearinghouse enrollment, roles, and facility defaults mapped to your legacy setup.

  3. 3

    Parallel running

    Run ObsidianRCM alongside legacy billing software until your team validates workflows and balances.

  4. 4

    Training

    Command Center, claims, EDI, ERA posting, and denials — role-based sessions for your team.

  5. 5

    Go live

    Cutover with 837 submit gates, production support, and reconciliation checkpoints.

Migrating from legacy RCM

Many billing companies and practices evaluate ObsidianRCM when their current billing software can’t keep up with volume, visibility, or compliance. We map your workflows in discovery and prove fit in a guided demo.

Migration scope, data mapping, and timeline are defined in your implementation plan — not a one-size-fits-all checklist.

ObsidianRCM modern cloud platform architecture after migration

Planning a migration?

Tell us what system you’re on today — we’ll outline a realistic path.

Request a demo