All new DrChrono by EverHealth customers are supported through our implementation program with a structured, dedicated engagement designed to get your practice live and confident on DrChrono as quickly as possible. Three weeks from kickoff is our fastest path to go-live, though your actual go-live date depends on your practice's readiness — including payer enrollments, staff availability, and how quickly you set up and configure your account.
Implementation Stakeholders
Your practice will be supported by a dedicated team throughout the engagement.
| Role | Responsibilities |
|---|---|
| Implementation Specialist (IS) | Your primary point of contact throughout the project. Manages the overall timeline, coordinates tasks, leads working sessions with your team, monitors progress, and ensures a successful go-live. |
| Billing Consultant (BC) | Works alongside the Implementation Specialist for billing and RCM implementations to ensure best practices within DrChrono, including claims, A/R management, statements, and reporting. |
| Your Main Contact (Customer Team) | Your organization's designated point of contact during implementation. Responsible for ensuring all users complete their pertinent digital learning and attend their scheduled working sessions, ensuring the account is set up to meet the practice's needs, and patient data is provided for import (if applicable). |
Implementation Timeline
Your implementation follows a structured, IS-led engagement built around your plan: every practice follows the same core path to go-live, with additional sessions layered on for billing, RCM, payments, or data migration — running in parallel, not delaying your launch. Three weeks from kickoff is our fastest path to go-live; your actual date depends on your practice's readiness, and how long you remain in active implementation afterward depends on which services are part of your plan.
Your Timeline in Detail
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* Data import customers only
Training & Learning Resources
DrChrono pairs self-paced, role-based digital learning with live working sessions led by your Implementation Specialist — so your team learns the basics on their own schedule, then uses time with your IS to optimize workflows specific to your practice. Your learning path and working sessions are scoped to your plan features based on notes from your Account Executive and your Kickoff Call.
Before each working session, you'll work through self-paced guides built around your specific role, so you can learn the basics on your own schedule with minimal disruption to clinic hours.
Organized by role, these sessions with your Implementation Specialist build on what you've already learned to optimize your workflows — they're not a repeat of the basics.
Available directly in the DrChrono application around the clock, so most routine setup and workflow questions can be answered instantly, without waiting on a callback, email reply, or the next scheduled session.
How Much Time to Expect:
Your total time investment depends on your plan. Across your implementation, expect:
Self-Paced Learning: 1–2 hours per user — reviewed by all users within the first week (before each working session).
*Setup: 2–4 hours (3–5 hours for Billing & RCM plans) — account configuration and administrative tasks.
Live Working Sessions: 4–5 hours (6–7 hours for Billing & RCM plans) — scheduled time with your Implementation Specialist.
* Additional time is required for creating custom clinical forms or intake forms.
Data Migration
What Can Be Migrated
DrChrono supports import of the following data types. Details on scope and format requirements are available in the Data Migrations section of our knowledge base.
- Patient Demographics — Name, date of birth, contact information, insurance details
- C-CDA Records — Continuity of Care Documents from your previous EHR
- Appointment History — Past and future appointments
- Documents, Images & Clinical Notes — Available as part of a comprehensive data migration (post-go-live)
Migration Timeline
Data migration is delivered in phases to minimize disruption and support an earlier go-live:
- Phase 1 (Week 0–1): Provide initial patient demographics, C-CDA, and a sample appointments file for format validation.
- Phase 2 (Pre-Go-Live): Provide an updated demographics, C-CDA, and full appointments file no later than 12:00 PM EST the day before your scheduled go-live.
- Phase 3 (Post-Go-Live, Comprehensive Only): Send documents, images, and clinical notes immediately after go-live. Completed within 4–8 weeks of receipt. Use your previous EHR as a read-only reference in the interim.
Data Quality Requirements
- Duplicate Records: Patient records with duplicates must be merged prior to providing data. DrChrono cannot merge records after import. Merging should be completed in the source system or the dataset directly.
- Timing: Once you export your pre-go-live batch, all new chart and schedule updates (excluding clinical documentation on existing patients) should be made directly in DrChrono — even before go-live day.
Interface Setup
Third-party interface timelines vary by vendor and may not be set up by go-live date. We strongly recommend partnering with your representative(s) for these third party vendors to facilitate a quicker and smoother transition. Below are typical setup windows:
| Vendor | Typical Setup Time |
|---|---|
| Quest Diagnostics | Up to 3 weeks |
| Labcorp | Up to 6 weeks (coordinating with your Labcorp rep early can significantly reduce this) |
| Immunization Registries (via Ironbridge) | Varies — a few days to several weeks; contact your registry for details |
Hours of Operation
| DrChrono by EverHealth Implementation Team | DrChrono Support |
|---|---|
| Hours: Monday – Friday, 8:00 AM – 5:00 PM EST Your assigned Implementation Specialist's name and contact information will be included in your kickoff email. | 24/7 AI-powered Chat Assistant (in-app) Live Phone Support: Monday – Friday, 8:30 AM – 5:00 PM EST Knowledge Base: support.drchrono.com |
Frequently Asked Questions
What data can and cannot be migrated?
Patient demographics, C-CDA records, appointments, documents, and clinical notes can be migrated. Data that cannot be migrated includes clinical templates, billing/ledger/payments, recurring appointments, and credit card information. See the Data Migrations section of our knowledge base for full details.
How long does data migration take?
Migration is delivered in phases to support an earlier go-live. Initial demographics and C-CDA are imported in the first week. A pre-go-live batch is imported the day before go-live. For comprehensive imports (documents, images, clinical notes), provide data immediately after go-live; import is typically completed within 4–8 weeks of receipt. Importing all data before go-live is possible but will delay your go-live by up to 4–8 weeks.
How soon can I go live with DrChrono?
Three (3) weeks from kickoff is the fastest path, and many practices hit that mark — but your go-live date is ultimately based on when your practice is ready. Payer contracting, staffing, and how quickly your team completes setup tasks all factor in, so it's common for practices to need more time. Let your IS know where things stand so we can build a realistic timeline together.
Does go-live mean my implementation is finished?
Not quite — go-live is when you start using DrChrono day-to-day, but your implementation officially wraps up a bit later depending on your plan. Measured from the kickoff date: around week 5 if only using the EHR features, week 6 if you are on a billing or RCM plan (once your first ERA/remittance is confirmed), or around week 8 if you have a document import included. Go-live itself occurs around week 3 at the earliest, regardless of plan.
Do I need to start implementation immediately after signing up?
We strongly recommend starting as soon as possible to get maximum value from your implementation window. Delayed starts are generally honored up to 1 month, unless special terms apply. Note that software fees are invoiced upon signing and continue per your agreement terms regardless of implementation start date.
Can I pause my implementation?
Brief pauses of up to 2 weeks are accommodated. Longer pauses can reduce momentum and diminish the effectiveness of training, as learnings are best reinforced through active use.
What if an external factor delays my implementation (e.g., licensing, credentialing, construction, hiring, etc.)?
We understand delays happen and will do our best to accommodate. We'll work with you to determine if there's anything we can advance in the meantime. Note that recurring software and service fees continue per your agreement terms during delay periods.
What happens if a new user joins our team during implementation?
New users should review the resources in our Getting Started learning center to understand the basics of DrChrono. Live working sessions are structured, group-based sessions and generally aren't repeated for individual new hires during the implementation engagement.
Should I expect every user to be fully proficient on DrChrono when we go live?
Not on day one — and that is completely normal. Becoming proficient with any new software or tool takes time and real-world repetition. Working sessions are designed as group sessions by role and function to reinforce the content your team reviews ahead of go-live, but true confidence builds through daily use. It is perfectly normal for users to still be finding their way around on go-live day, and it is acceptable to expect best practices to continue developing in the weeks that follow.
This is exactly why DrChrono includes a 24/7 AI-powered chat assistant built directly into the application — so your team always has support in the moments they need it, whether it is go-live day or three months later. The DrChrono knowledge base is also available to support continued learning at every stage.
Who is responsible for account setup?
Account setup is the customer's responsibility. DrChrono provides knowledge base guides covering account setup, clinical and intake form building, and billing enrollments. Your IS and the 24/7 chat assistant are also available to provide guidance throughout.
Can clinical or intake forms be migrated from my current EHR?
No. Forms cannot be migrated from another EHR. Stock forms are provided and can be modified to meet your needs. Knowledge base guides on form building are available, and customers will receive a form-building working session during implementation if needed.
Do you offer onsite implementation services?
Yes, onsite engagements are available (additional per-day fees plus travel expenses apply). We require a minimum 2-day commitment for onsite work. That said, our remote implementation services are highly effective, and the majority of customers complete implementation entirely remotely.
Do you provide credentialing services?
DrChrono by EverHealth does not provide credentialing services.
Can you accommodate unique or custom workflows?
For specific or highly customized workflows, we recommend discussing this with your Account Executive prior to signing up. We want to ensure DrChrono can meet your needs before you commit.