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EHR Setup

The right EHR for your specialty and budget, chosen and set up so charting, scheduling, prescribing and billing work from the first day.

Get a free consultationPaid upfrontFree with billing · $300 on its own

An EHR that doesn't fit your specialty slows every visit, and a poorly configured one causes billing errors for years.

We help you compare options against your specialty and workflow, then configure the system properly before you see your first patient.

What's included

EHR selection

Shortlist and comparison based on specialty, budget and billing needs.

Templates

Visit templates and favorites lists for your specialty.

Scheduling setup

Visit types, provider schedules and online booking.

E-prescribing

E-prescribing and controlled substance prescribing (EPCS) enabled.

Patient portal

Portal, intake forms and messaging set up.

Billing connection

Clearinghouse, fee schedules and payer settings configured.

Price

Free with billing · $300 on its own

Paid upfront

Paid before work starts, because it covers costs we incur. How payment works

Who it's for

New practices and practices switching EHRs.

Get started

How it works

  1. Launch plan

    A 30-minute call maps your timeline, budget and the order of every step.

  2. Paperwork

    Entity, licenses, NPI, payer enrollment and compliance run in parallel.

  3. Systems

    EHR, billing, phones, scheduling and website are set up and tested.

  4. Open doors

    You open with payers active, systems working and patients able to book.

Hire it alone or as part of a package

EHR Setup is available on its own, and it is also included in Practice Startup Assistance. See all packages on our pricing page.

Specialties we provide EHR setup for

We work with practices of every specialty. These pages explain what is different about yours:

See every specialty and provider type →

EHR Setup FAQs

Which EHR is best?

There's no single best one. The right choice depends on your specialty, size, budget and whether you bill insurance.

Can you migrate data from my old EHR?

We coordinate migration with both vendors and check the results.

How long does setup take?

Usually two to four weeks.

Related startup & growth services

Ready to talk about EHR setup?

Book a free 30-minute consultation. We'll review your practice and tell you where to start.

Get a free consultation