Switching · Implementation
Four weeks, and you keep seeing patients.
Implementation is not a project you staff. It is four weeks of configuration, data migration and parallel running, with your programs operating normally throughout.
No implementation fee on Solo or Group Practice. Larger migrations with historical data are quoted separately.
What's included
Six things you no longer buy separately.
Implementing Unisona Health takes four weeks: configuration in week one, data migration in week two, role-based training in week three, and parallel running in week four, with your programs operating normally throughout. There is no implementation fee on Solo or Group Practice, and you retire old systems only once you are confident.
Included
ConfigurationPrograms, levels of care, note types, roles and permissions set up against how you actually operate.
Included
Data migrationActive patients, demographics, insurance, active treatment plans and open claims brought across.
Included
Payer enrollmentEDI enrollment per payer and per billing entity, started on day one because it is the longest pole.
Included
TrainingRole-based sessions — clinicians, front desk, billing, leadership — recorded so new hires get the same thing.
Included
Parallel runningBoth systems live until your team trusts the new one. You decide when to switch off, not us.
Included
A named personOne implementation contact throughout, not a ticket queue.
The four weeks
Who does what, week by week.
Programs, levels of care, note types, roles and permissions built with you.
Decide who makes configuration calls and give us your payer list.
Active patients, insurance, treatment plans and open claims imported and reconciled.
Spot-check charts against your current system and tell us what looks wrong.
Role-based sessions for clinicians, front desk, billing and leadership.
Attendance in week three is the single best predictor of a smooth go-live.
Both systems live. New work happens in ours; the old one stays available.
Book, chart and bill in the new system with the old one as a safety net.
We confirm claims and remittances are flowing before anything is decommissioned.
Cancel the systems you are retiring once you are confident, not on a date we set.
Before you commit
Five things to check first.
We would rather you find these now than three weeks into a cutover. Every one of them has delayed somebody's go-live.
Print this, or bring it to the walkthrough and we will go through it with you.
Active patients always. Whether closed episodes migrate is a cost and effort decision worth making early.
Implementation goes materially faster with one person on your side who can make configuration decisions.
Enrollment timelines vary widely, and the slowest payer sets your go-live date.
Notice periods on your existing systems should be planned around the parallel period, not before it.
Training lands best in the week before go-live, not a month ahead when nobody has a reason to remember it.
Operations
Admissions & intake
An embeddable pre-screening form on your site feeds a lead queue.
Read more →Revenue cycle
Claim scrubbing
Validation runs before the claim leaves, highlights the exact field that will get it kicked back, and says why in plain language — not a rejection code you have to look up.
Read more →Audit & compliance
Roles & permissions
A tech, a biller, a clinical director, and an owner should not see the same chart.
Read more →The longest pole is not you
Payer EDI enrollment is the slowest part of every implementation, and it is entirely outside both our control. That is why it starts on day one rather than after configuration is finished.
Bring your current contracts and renewal dates to a walkthrough and we will map the timeline against them.
Questions
Common questions.
How long does it take to switch behavioral health EHRs?
About four weeks with Unisona Health. Week one configures programs, levels of care, note types, roles and permissions; week two migrates and reconciles active patients, insurance, treatment plans and open claims; week three is role-based training; week four runs both systems in parallel. Payer EDI enrollment starts on day one because it is the longest pole.
Is there an implementation fee?
No, not on Solo or Group Practice. Configuration, migration of active records, payer enrollment, role-based training, parallel running and a named implementation contact are all included. Larger migrations that bring historical data across are quoted separately, and the history window you choose is the biggest driver of that quote.
Do we have to stop seeing patients during an EHR switch?
No. Implementation runs alongside normal operations: both systems stay live during the parallel period, new work happens in Unisona Health, and the old system remains available as a safety net. The production data import is timed outside operating hours, and you decide when to switch the old system off.
What does our team need to do during implementation?
Nominate one internal owner who can make configuration decisions, provide your payer list, spot-check imported charts in week two, and send people to training in week three. Training attendance is the single best predictor of a smooth go-live, and a single owner makes implementation materially faster.
Is staff training included in implementation?
Yes. Role-based sessions for clinicians, front desk, billing and leadership are included and recorded, so new hires get the same training later. Training lands best in the week before go-live rather than a month ahead, which is why it sits in week three of the four-week plan.
Switching
The rest of what moving to Unisona Health involves.
Switching
How migration works
Migration is a data question, not a project-management one. Exactly which records move by default, which move on request, and which are better left alone.
Read the switching guide →Switching
Clearinghouse included
Claims go out, remittances come back, and eligibility runs through Claim.MD — connectivity already built in, priced in, and enrolled on your behalf.
Read the switching guide →Switching
Leaving Unisona Health
You can export everything, in a usable format, at any time — during your subscription or on the way out. No fee, no notice requirement, no retention team.
Read the switching guide →By role
Who this matters to most.
By role
Owner / executive
Occupancy is in one head, denials in another, payroll in a system nobody logs into. Every question costs someone half a day, and the answer arrives stale.
See the week from this role →By role
Practice manager
Every gap between the scheduling tool, the EHR, the billing service and payroll is filled by someone retyping. Invisible, unbillable, most of the week.
See the week from this role →Get started
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