Migration guides
How billing companies switch to Medi
Operating-continuity playbooks for moving a billing-company book off Tebra, Kareo, AdvancedMD, CollaborateMD, or Office Ally. Each guide covers what exports cleanly, what does not, how to run the sixty to ninety day legacy A/R closeout, and how to reconcile ERAs during the parallel-run window.
Migrating from AdvancedMD
How billing companies move accounts, claims, and payment workflows from AdvancedMD to Medi, with contract-renewal timing and CBO migration considerations.
Migrating from CollaborateMD
How billing companies move accounts, claims, and payment workflows from CollaborateMD to Medi, with TriZetto/ABILITY clearinghouse transition planning.
Migrating from Kareo
How billing companies move accounts, claims, and payment workflows from Kareo (now Tebra) to Medi.
Migrating from Office Ally
How billing companies move accounts, claims, and payment workflows from Office Ally Practice Mate or Service Center to Medi.
Migrating from Tebra
What billing companies should consider before moving accounts, claims, and payment workflows from Tebra to Medi.
Don't see your platform?
Athena, eClinicalWorks, DrChrono, NextGen, and the long tail.
The migration shape is the same across most billing-company moves: inventory practices, payers, claims, and ERAs; run sixty to ninety days of legacy A/R closeout in the old system; parallel ERA posting for two weeks; practice-by-practice rollout starting with the simplest client. We work the playbook against your current platform — send a note and we will reply with a draft timeline.