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Archiving Patient Records Mistake: “Do nothing” with your legacy EHR.
It feels safe: leave the old system running “just in case.”
The reality is that:
- You’re multiplying the chances of breach and failure
- You’re paying licensing and maintenance fees for multiple EHRs
- Your team doesn’t have bandwidth to maintain both
In this clip, Lauri Shannon (Major Health Partners) explains how she experienced some of this during their move from NextGen to Meditech Expanse — and why “just keep it live in the background” became unsustainable.
▶️ See the full breakdown of all 5 unhealthy mistakes (and how to fix them): https://www.visualvault.com/five-unhealthy-mistakes-to-avoid-when-archiving-patient-records/?utm_source=linkedin&utm_medium=social&utm_campaign=vv_lda_webinar
11/06/2025
Case Tracking Without Replacement
Most agencies already have a system of record. The real friction shows up after intake — getting the right work to the right person, on time, with a clear trail. With a workflow layer, teams keep familiar tools while managers see what’s moving, what’s stuck, and why.
Here's what it looks like in practice:
Smart routing and reminders — no chasing email threads
Timestamped actions with clear ownership — audit-ready history
Simple time-in-stage views — see overdue steps before they become backlog
Once the workflow is live, you can track cycle time from intake to decision, on-time vs. late completion by program, and the share of cases routed automatically — when workflow timers and rules are enabled.
Read the blog → https://www.visualvault.com/blog/case-tracking-workflow-visibility/
Case Tracking Without Replacement: Workflow Visibility Enhance case tracking workflow visibility without replacing legacy systems. Learn how VisualVault layers automation, dashboards, and secure data access seamlessly.
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