Switching guide
How to switch chiropractic EHR without losing data
A practical checklist for moving your practice software and insurance billing to a new system, whether you are leaving ChiroTouch, Jane, ChiroFusion, or another EHR.
Facts checked November 9, 2026
Quick answer
Export everything from your current system before you cancel, pick a cutover date for new dates of service, have the new system import and verify your data, and let claims already in flight finish in the old system. Soundry migrates your patients, visits, and history, plus clinical notes and future appointments when you can provide an export from your current system, from systems such as Jane and ChiroTouch at no cost, and guides the setup.
Step by step
Step 1
Check your contract and notice window
Find your renewal date and how much notice you must give. Annual plans often auto-renew unless cancelled 30 days ahead, so start early. Keep your old account active until the switch is complete.
Step 2
Export and archive your data
Export the items in the checklist below while your account is in good standing. Open a sample of each file to confirm it is readable, and store copies in a secure, HIPAA-appropriate location.
Step 3
Pick a cutover date
Choose the first date of service that will be billed from the new system. Visits before that date finish billing in the old system; visits on or after it bill from the new one.
Step 4
Migrate and verify
Soundry imports your patients, visits, and history from systems such as Jane and ChiroTouch at no cost, brings over billing history where it is available, and migrates clinical notes and future appointments when you can provide them in an export. Spot-check patients, insurance details, and balances against your old reports before go-live.
Step 5
Set up insurance billing
Soundry’s team guides clearinghouse and electronic remittance (ERA) enrollment for your payers; five enrollments are included. Start enrollment early, because payers can take time to approve ERAs. Save each appointment type’s CPT codes and modifiers so every visit starts with the right codes.
Step 6
Go live and run billing in parallel
Schedule and chart new visits in Soundry from the cutover date. Run eligibility checks for upcoming patients. Keep working old claims to completion in your previous system until their payments stop arriving, typically a few weeks.
Step 7
Reconcile, then close the old account
Compare collections, open claims, and patient balances across both systems. Once the old queue is empty and your archive is verified, move the old account to read-only or cancel it.
What to export before you cancel
Even when a new vendor migrates your data, keep your own archive. Most systems can export demographics cleanly; clinical notes often come out as PDF documents rather than editable notes.
- Patient demographics, contact details, and each patient’s account or chart number
- Insurance policies, member IDs, and any active authorizations or VA referrals with remaining visits
- Past and future appointments
- Clinical notes and documents (PDF exports are fine if that is all you can get)
- Patient balances and an aged accounts receivable report as of your cutover date
- A list of claims submitted but not yet paid or denied
Comparing systems before you switch
See how Soundry compares with Jane, ChiroFusion, and ChiroTouch, how billing works in Soundry, and whether a billing service, billing software, or built-in billing fits your practice.
Frequently asked questions
How do I switch chiropractic EHR without losing patient data?+
Export everything from your current system before you cancel, pick a cutover date for new dates of service, have the new system import and verify your data, and let claims already in flight finish in the old system. Soundry migrates your patients, visits, and history, plus clinical notes and future appointments when you can provide an export from your current system, from systems such as Jane and ChiroTouch at no cost, and guides the setup.
What data does Soundry migrate?+
Soundry migrates your patients, visits, and history, plus clinical notes and future appointments when you can provide an export from your current system, at no cost. Billing history comes over where it is available. Export and keep your own archive of everything from your old system as well.
What happens to claims I already submitted in my old system?+
Let them finish there. Bill new dates of service from Soundry starting on your cutover date, and keep your old account active until those earlier claims are paid or resolved.
Do I need a new clearinghouse when I switch to Soundry?+
No. Soundry has a built-in clearinghouse. Its team guides enrollment for claims and electronic remittances; five clearinghouse enrollments are included and additional enrollments are $10 each.
Is there a contract when I switch to Soundry?+
No long-term contract. Soundry is $100 per month plus $2 per claim and 3% of insurance payments, with a 7-day free trial, and you can cancel anytime in the app.
Sources (checked November 9, 2026)
Competitor prices and features change; confirm current terms with each vendor before you decide.
Switch to Soundry with free migration
Book a demo to plan your cutover, or start a 7-day free trial.
No long-term contract. Free migration from supported systems.