XY Agent · Front office
Patient Migration Agent
Move patient data fast—even from legacy systems.The Patient Migration Agent extracts patient data from legacy EHRs at scale, transforming weeks-long migrations into automated background processes. No APIs needed—just browser-based extraction that works with any system.
Front office
Safely migrate patient data between EHR systems. Ensure data integrity, compliance, and minimal disruption during transitions.
How It Works
Six steps to fully automated EHR migrations
Secure Login & Access
The XY Flow begins with customer-provided access (URL + credentials) to the legacy EHR environment. XY handles authentication securely via our key-vault
Navigate to Patient List
The agent navigates to the patient list and begins processing records systematically—no manual clicking or screen-by-screen work required
Extract Documents & Data
XY loops through each patient record, retrieving attached documents, record details required for continuity of care, and key patient history artifacts
Package for Handoff
Extracted data is collected and organized inside the XY workflow pipeline, then delivered through a file-share interface for the new EHR system to ingest
Reusable Workflows
XY addresses different legacy EHR UIs with reusable browser workflows—record once via FTE walkthrough, reuse whenever that system appears again
Multiplexed Pipeline
Scale across multiple legacy systems simultaneously, processing migrations in parallel while maintaining full tracking and audit trails
Key Capabilities
Everything you need for seamless EHR migrations
No API Required
Extract data from any legacy EHR using browser-based automation—no API access, no vendor cooperation needed
Multi-System Support
Works with any web-based EHR interface. Create reusable workflows for each legacy system flavor
Secure Credential Handling
Customer-provided credentials stored securely in our key-vault; full HIPAA-compliant data handling throughout
Progress Tracking
Real-time visibility into migration progress, with detailed logs of extracted records and any exceptions
Parallel Processing
Run multiple migrations simultaneously across different legacy systems without bottlenecks
Why It Matters
EHR migrations are notoriously painful because patient data is often trapped behind limited exports, lack of APIs, and "information blocking" patterns that make retrieval slow and manual. For EHR vendors onboarding new customers, this creates a growth constraint: migrations take weeks, teams get buried in manual work, and customers start their new experience with frustration instead of momentum.
Transform weeks-long migrations into hours or days
Eliminate manual point-and-click data retrieval
Onboard new customers faster with data already in place
Avoid throwing headcount at migration work
Use Cases
See how teams are using the Patient Migration Agent
EHR Vendor Customer Onboarding
You're an EHR vendor onboarding new customers who need their patient data migrated from legacy systems—automate the extraction to accelerate time to Live
Practice Acquisitions
You've acquired practices running on different EHR systems and need to consolidate patient data into your standard platform
Legacy System Sunset
You're sunsetting an old EHR but need to preserve patient records for continuity of care and compliance requirements
Multi-Practice Consolidation
You're managing migrations across multiple practices simultaneously and need to process them without scaling your migration team
Use cases
See it applied
EHR Migrations
When a healthcare organization switches EHRs, the biggest blocker isn't the new platform — it's the old one.
Powered by: Patient Migration Agent + Multimodal Browser Agent
Frequently asked questions
What does the Patient Migration Agent do?
How does the Patient Migration Agent work?
Get Started
See the Patient Migration Agent in action. Start with one legacy system, validate the extraction workflow, and scale to your full migration backlog without adding headcount.