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Jane: A practitioner’s top tips for switching EMRs 💡

Mon, May 13, 2024 2:49 PM | OSRP (Administrator)

Making a move that impacts your business, team, and your patients or clients — like switching to a new EMR — can feel daunting.

This is especially true for Allie Joy, a licensed professional counselor, who, after much consideration, decided to switch clinic software.

Allie shares her experience with switching, and a few tips she picked up along the way — starting with her top 3 things to look for in a software:

  • ☎️ Unlimited customer support - Having access to support both during and after onboarding will be an invaluable asset to you and your team.
  • Onboarding resources - Look for a software that offers a variety of resources to match your team’s learning styles
  • A user-friendly interface - Reduce the learning curve by selecting a software that has intuitive, easy-to-learn workflows.

You can read more about Allie’s switching journey at Or, visit to book a 1-on-1 demo.

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