EHR onboarding that starts with your success

From dedicated humans to specialty support, here’s how athenahealth sets up practices for long-term success

Switching to a new EHR is never just about data migration. It’s about rethinking how your staff delivers care, how your patients interact with your practice, and how every person in your organization will adjust to a new digital environment. And for many healthcare organizations — especially those with limited support or time — the transition can feel like a major disruption.

At athenahealth, we believe onboarding is more than just implementation. It’s about understanding how your practice works and giving your team the tools, guidance, and confidence to thrive from the first patient interaction onward. That’s why our onboarding experience is fundamentally different — because it’s personal, proven, and grounded in what makes each organization unique.

EHR training in the first 90 days that doesn’t just get you live but sets you up to thrive

Successful onboarding starts with understanding your practice. That’s why athenahealth surrounds every organization with a team of people — not just tools — to guide your transition and train your staff during the go-live period. With decades of experience and insight from over 160,000 providers on our network, we deliver EHR training that feels like it was built just for you.

Every practice is supported by:

• A dedicated customer success manager who learns how your team works — and stays engaged well beyond go-live
• An onboarding success manager who keeps implementation running smoothly and aligned to your timeline
• Clinical workflow specialists who personalize EHR functionality around the way you deliver care
• Mock patient encounters that let your team train in realistic, low-stress environments

This isn’t just a switch to a new platform — it’s a strategic partnership from day one, built to help your team feel confident, supported, and ready.

A library of EMR training tools that meet you where you are now and in the future

We know that practices don’t all train the same way — and that your time with patients comes first. Even after go-live, you’ll receive ongoing onboarding support. That’s why our EHR training ecosystem is designed to meet teams where they are, combining expert support with flexible learning options through the athenahealth Learning Portal:

• Workflow based training for all staff managed by your Training Lead for the ability to match your specific role to our array of curriculums and courses
• Live classes and workshops led by athenahealth instructors
• Self-paced eLearning modules your team can revisit anytime
• 1:1 coaching opportunities for revenue cycle, clinical workflow and patient engagement support
• A searchable virtual catalog of all our training offerings

And when your team grows or changes, the support is still there. With on-demand resources, scalable training, and flexible learning options, your staff can get up to speed anytime — without starting from scratch. Plus, new materials are frequently added to the training catalog to reflect our triannual product updates, evolving regulations, and real-world user needs.

This isn’t just a switch to a new platform — it’s a strategic partnership from day one, built to help your team feel confident, supported, and ready.

Onboarding and training designed for healthcare practices of all sizes

Every healthcare organization has different resources, staffing models, and operational needs. That’s why athenahealth approaches onboarding as a collaborative process, not a checklist. We start by learning how your team operates, and then tailor support and training based on your size and goals.

For small, independent practices

When you’re managing care, operations, and everything in between, training needs to be clear, accessible, and respectful of your time. Our team works closely with yours to make sure you get the right support without added complexity. We become an extension of your practice team — guiding you through each step so you don’t have to figure it out on your own.

What this looks like:

• Personal setup based on how your practice delivers care
• One-on-one coaching for your most-used workflows
• Self-paced, workflow-specific training courses to fit busy schedules
• Access to the Success Community to learn directly from peers

We do the heavy lifting, so you can focus on your patients.

For growing and mid-sized practices

As your practice grows across locations, departments, or service lines, your onboarding needs to work at scale — without losing its personal touch. We support your team with structure, clarity, and hands-on collaboration.

What this looks like:

• Workflow discovery sessions to map how your staff and systems operate
• Tailored configuration across locations or specialties
• Super-user training to build internal experts at your practice
• Real-time dashboards to track adoption and progress
• Regular check-ins with your onboarding team and CSM to make sure no one falls behind

Our job is to help your organization hit the ground running and then maintain that momentum every day.

For large, enterprise-level organizations

When your organization is managing complex operations, legacy systems, or change-resistant teams, you need more than training. You need a partner who can help drive transformation. That’s why we offer white-glove support built around your strategic goals.

What this looks like:

• Executive-level onboarding strategy and governance
• On-site support and instructor-led training options
• Customized training tracks by department, provider type, or specialty
• Expert consultants to configure workflows around your highest-impact use cases
• Ongoing insight reviews to support adoption and performance

We bring structure, clarity, and accountability to every phase — from planning to post-launch.

What happens after the initial EHR onboarding is complete?

At some EHR companies, onboarding ends at go-live. With athenahealth, that’s just the starting point.

We stay connected through every stage of your journey. Your customer success manager continues to work with you long after implementation — helping you adapt as your needs evolve. You’ll also have access to a community of peers navigating the same challenges, sharing ideas, and learning together.

And as the platform grows, your team stays up to speed. From product release updates to ongoing training and workflow optimization, we make sure your staff feels supported, informed, and confident — every step of the way.

Learning from the network, supporting your specialty

At athenahealth, onboarding goes beyond step-by-step instructions. It opens the door to a dynamic learning ecosystem powered by our nationwide network of 160,000+ providers. You’ll find quick-reference guides, sample reports, videos, and tutorials that reflect how real practices use the system every day. Interactive Q&As, blogs, and peer-to-peer troubleshooting forums give you access to practical insights and shared experience.

Specialty support is a cornerstone of the experience. Whether your focus is orthopedics, urgent care, cardiology, or another field, you'll have access to role-specific training, clinical templates, and specialty-focused learning centers. The Success Community connects you with peers who understand your challenges — and how to solve them. You can even vote on product enhancements based on what matters most to your workflows.

This level of connection and collaboration helps practices not only go live, but grow smarter over time.

EHR training and onboarding support that set the standard

Switching EHRs is a big decision — but it doesn’t have to be disruptive. With the right support, change becomes momentum. When onboarding is tailored to your team, aligned with your goals, and led by people who understand your world, it sets the tone for everything that comes next.

At athenahealth, we see onboarding as the foundation for long-term success — not a box to check. Let’s build something better, together.