Quickstart Guide

Whether you’re using an electronic health record system for the first time or switching from another EHR, we have resources to help you make a smooth transition.

How to build your patient list

Get step-by-step guidance for uploading patient records in bulk or manually creating a new patient list using Practice Fusion’s EHR. We’ll show you how to import data from an existing EHR or billing software program. Setting up your patient list is the first step to effectively using an electronic health record service.

How to manage medical documents

What kinds of patient documents need to be scanned in? What is the best way to create electronic versions of paper records? Does every paper chart need to be scanned? Read tips for developing a document import strategy and getting your office live on Practice Fusion.