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.

Data Export Options for On-Prem Clients

You can export your data using self-service options or request assisted export services (additional cost applies). There are three data export options available: DIY Export Methods, Assisted Export Services (via Azalea Health), and Extended Data Access. Click the corresponding links for further details on these options. 

Data Export Options for ASP (Cloud) Clients

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.

You can export your data using self-service options or request assisted export services (additional cost applies). There are three data export options available: DIY Export Methods, Assisted Export Services (via Azalea Health), and Extended Data Access. Click the corresponding links for further details on these options. 

As an ASP (Cloud) account, your data will be exported to a secured, HIPAA compliant, location.  STI Managed Services has outlined the process for your office to create the S3 Storage Bucket.

Data Retention Guidelines

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

Contact Information

For assistance or more information, please contact: frederick.polito@azaleahealth.com.

Data Transition Form

"*" indicates required fields

How do you plan to transition your data?*
You can export your data using self-service options or request assisted export services (additional cost applies).

There are 3 data transition options you can select from: DIY Export Methods (On-Prem Offices orASP (Cloud) Offices), Assisted Export Services (via Azalea Health), or Extended Data Access (Cloud Clients). Click the corresponding link for further details and pricing for these options and then select the applicable choice below.

Practice Address*
Contact Name*