Switching from another EHR

Practice Fusion → EnWella

Step-by-step export menu paths, column mappings, and pitfalls when moving from Practice Fusion.

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Updated
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migrationpractice-fusionpfcsv

Practice Fusion exports cleanly via the built-in admin tools — no third-party scripts required. This article documents the exact menu paths, the column-mapping table EnWella applies, and the three places where PF data tends to surprise the importer.

Where to find the export in Practice Fusion

In PF: Practice Settings → Data Export → Patient Records. Pick "Full export (CSV)" and check Patients, Appointments (last 12 months), Insurance, Problem list, Medications, Allergies, Immunizations, and Documents. Click "Generate". PF emails the admin a download link within 10–60 minutes depending on practice size. The file arrives as pf-export-YYYY-MM.zip — unzip it and drop the whole folder into EnWella's migration wizard.

Column mapping table

EnWella auto-recognizes every column PF emits. The most important rows: PF PatientID → EnWella patient.externalid, PF MRNpatient.mrn, PF DOBpatient.dob (PF uses M/D/YYYY; we normalize), PF PrimaryInsurance.PayerCodeinsurance.payer (PF uses a proprietary numeric code; we ship a lookup table for the top 400 payers and surface the rest for manual mapping), PF PrimaryDxproblem.icd10primary. Custom fields under PF Notes are imported as a per-patient note with an imported-from-pf tag so you can find them later.

Three things that surprise the importer

(1) PF allows duplicate MRN values when a patient was merged. We deduplicate on PatientID (always unique) and flag the merges for your review. (2) PF stores phone numbers without country code; we normalize to E.164 assuming US, but international clinics need to set the default country before running the import. (3) PF "deleted" patients are exported with a soft-delete flag; we import them with archived: true so the historical chart is preserved without polluting your active patient list.

After the import

PF is still alive at this point — keep it running for 30 days as a read-only reference. EnWella ships a Chrome extension that overlays a "Source: PF" badge next to every imported chart, so your team can click through to the PF record if anything looks off. After 30 days, archive the PF account and download a final ZIP for your records — we recommend retaining it for 7 years per HIPAA records policy.

Frequently asked questions

PF is sunsetting our plan and the export tool is greyed out. Can you still pull the data?
Yes. We have a screen-scraping path that works on a logged-in PF session — contact migration@enwella.com and we will set up a 1-hour session with one of your admins.
Do you import PF lab results?
Yes if they are attached to a chart as a PDF. Discrete lab values (LOINC-coded) are on our roadmap for Q3.