Switch to Refill
Leave your EHR. We'll move everything over.
Replace the EHR, the intake tool, the pharmacy portals, the payment processor and the spreadsheets with one platform. Our migration team does the heavy lifting.
Leave your EHR
You're not running a practice. You're running seven vendors.
- Separate login
EHR
Can't see the pharmacy or the payments
- Separate login
Intake forms
Answers re-typed into the chart
- Separate login
Refill tracking
Due dates tracked by hand
- Separate login
Email & SMS tool
Patient updates sent one by one
- Separate login
Pharmacy portals ×4
Four logins, four price lists
- Separate login
Billing & invoices
Charges disconnected from refills
- Separate login
Spreadsheets
The real source of truth
Everything your practice runs on, connected in one system.
- EHR & charting
- Intake & check-ins
- Prescribing
- Pharmacy network
- Refills
- Payments
- Labs
- Analytics
What you replace
Eight tools out. One platform in.
| What you use today | What it costs you | Replaced by |
|---|---|---|
| Your EHR | Charts that can't see orders, pharmacies or payments | Refill EHR & Charting |
| Form builders & intake tools | Answers exported and re-typed into the chart | Intake & Assessments |
| Pharmacy portals (one per pharmacy) | Separate logins, price lists and order histories | Pharmacy Network |
| Refill reminders & spreadsheets | Due dates and titrations tracked by hand | Refills & Scheduling |
| Payment processor & invoicing | Charges disconnected from what actually shipped | Payments & Subscriptions |
| Website & checkout builder | A storefront that doesn't know your protocols | Refill Connect |
| Email & SMS tools | Patient updates sent manually, one by one | Branded transactional emails |
| Reporting spreadsheets | Revenue and margin stitched together monthly | Practice Analytics |
The migration plan
Live in days. Fully moved in about two weeks.
What we migrate
- Patient demographics and contact details
- Clinical history, allergies and conditions
- Active prescriptions and refill schedules
- Subscriptions, plans and saved payment methods
- Intake and check-in questionnaires
- Provider, staff and permission setup
Day 0
Demo & migration plan
We map your programs, protocols, states, pharmacies and current tools, and agree on what moves and when.
Days 1–2
Account live, prescribing
Your practice, providers and staff are set up. Most practices are prescribing through Refill within one to two days.
Week 1
Records & prescriptions imported
Patient demographics, history, active prescriptions, refill schedules and subscriptions are imported and validated with you.
Week 1–2
Intake & storefront configured
Your intake flows, check-ins and branded Refill Connect storefront are built to your protocols.
Week 2
Team training & go-live
Role-based training for providers, nurses and front desk, then a go-live with your account manager on call.
Ongoing
Your account manager
One person who knows your practice handles questions, optimization and growth planning as you scale.
FAQ
Switching, answered.
Can't find what you need?
What data can you migrate from my current EHR?
Patient demographics, clinical history, allergies, conditions, active prescriptions, refill schedules and subscriptions. We validate everything with your team before go-live.
Do I have to switch everything at once?
No. Many practices start prescribing through Refill in the first days, then move charting, intake and payments over in the following week. Your account manager sequences it around your schedule.
Will my patients notice the switch?
Only in a good way. With Refill Connect, patients get your branded storefront, intake, portal and emails, often a better experience than the tools they used before.
What does migration cost?
Talk to sales. We'll scope your migration on the demo and give you a clear quote before you commit.
Switch to Refill
Ready to leave your EHR?
Book a demo and we'll map your migration on the call: what moves, when, and what it costs.