National Practice Management & EHR System Selection Experts

Independent guidance. Better systems. Stronger revenue.

Choosing the right Practice Management or EHR system can directly impact your cash flow, staff efficiency, and patient experience—but most practices are forced to make decisions based on vendor demos and sales promises.

Legacy Consulting Services provides independent, vendor-neutral guidance to help healthcare organizations select, implement, and optimize PM and EHR systems that truly support their clinical workflows and revenue goals.

From system evaluation to implementation and integration, we ensure your technology works for your practice: not the other way around.

Vendor-neutral. Revenue-focused. Nationwide.

Practice Management & EHR System Implementation

Whether you’re implementing an EHR for the first time or replacing a system that no longer works, Legacy Consulting Services provides vendor-neutral guidance to help you choose technology that supports your workflows, staff, and revenue.

With experience across dozens of PM and EHR platforms, we help healthcare organizations avoid costly system mistakes and select solutions aligned with their specialty and operational goals.

How We Help

Legacy Consulting Services supports you through every phase of the process, including:

  • Evaluating current systems and workflows
  • Identifying best-fit PM and EHR solutions
  • Coordinating vendor demos and RFPs
  • Negotiating contracts and long-term pricing
  • Assisting with clearinghouse selection

What We Do

Legacy Consulting Services provides end-to-end technology advisory services for healthcare organizations, including:

  • Practice Management (PM) system selection
  • EHR system selection
  • Integrated vs stand-alone PM/EHR analysis
  • Workflow mapping between clinical and billing systems
  • Implementation, training, and post-go-live optimization

We work with medical, behavioral health, specialty, and rural providers across multiple states and payer environments.

Practice Management (PM) Systems

Practice Management systems handle the administrative and financial operations of a healthcare organization, including scheduling, billing, claims, payments, A/R, and reporting.

PM systems must either:

  • Be embedded within an EHR, or
  • Function as a stand-alone add-on integrated with an EHR

EHR Systems

Electronic Health Record systems manage clinical documentation, treatment plans, compliance, and patient care workflows. EHRs do not replace PM systems. Both must work together to support accurate billing and reimbursement.

Implementation & Training

Once a system is selected, we ensure a smooth rollout and successful adoption:

  • Project management to keep timelines on track
  • Staff training tailored to your system and workflows
  • Office-specific documentation, including policies, procedures, and quick-reference guides
  • Revenue cycle best practices built into daily operations

Systems Experience

Our consultants have trained on a wide range of platforms, including eClinicalWorks, Kareo, Allscripts, Greenway, WebPT/TheraBill, Lytec, NueMD, Office Ally, Raintree, Dentrix Enterprise, Dentrix Ascend, Epic, Athena, NextGen—while remaining fully vendor-neutral.

Who We Serve

We support healthcare organizations nationwide, including:

  • Physician practices (single & multi-specialty)
  • Rural hospitals and critical access facilities
  • Physical therapy and specialty clinics
  • Multi-location and growing organizations

Why It Matters

Choosing the wrong PM or EHR system can lead to inefficiency, denied claims, staff burnout, and lost revenue. We help healthcare organizations nationwide:

  • Select the right PM and EHR systems
  • Align workflows for clean claims and faster reimbursement
  • Implement systems that work in real-world practice—not just demos

How We’re Different

  • Independent & Vendor-Neutral

    We do not sell software. Our only priority is selecting systems that fit your organization and its specific needs

  • National, Multi-State Experience

    We understand payer variability, credentialing structures, and billing complexity across different states and specialties.

  • Revenue-Cycle Informed Decisions

    Every PM and EHR recommendation is evaluated through a billing, compliance, and cash-flow lens—not just usability.

  • Real Implementation Support

    We don’t stop at selection. We support configuration, training, go-live, stabilization, and optimization.

Our Structured Approach

  • 1. Operational & Revenue Assessment

    We evaluate workflows, payer mix, staffing, billing complexity, and growth plans.

  • 2. PM & EHR System Evaluation

    We compare integrated and stand-alone options based on real operational fit, not marketing claims.

  • 3. Selection & Contract Guidance

    We help narrow options, validate functionality, and support informed decision-making.

  • 4. Implementation & Integration

    We align PM and EHR workflows, assist with system configuration, and train staff.

  • 5. Optimization & ROI Improvement

    We refine workflows post-go-live to reduce denials, improve A/R, and strengthen reporting.

Frequently Asked Questions

Do you provide PM and EHR system selection nationwide?
Do you help choose both PM and EHR systems?
Are you vendor-neutral?
Can you support multi-state or multi-location organizations?

What Our Customers Have to Say

Going live on an EHR for the first time is a major undertaking. Switching from one EHR to another, however, is a whole new ballgame, and one for which there isn’t a ton of collective industry experience. Donna White and Jennifer Geoppinger led our practice confidently through the EHR selection and contract negotiation process to help ensure we were making the best decision for our present and future needs. Where they truly earned their keep, however, was in the implementation phase. They helped us construct a doable, yet aggressive, implementation timeline and made sure we stayed on track with no unexpected A/R delays. Their razor-sharp project management skills, combined with their A/R management and technical knowledge, were the ideal combination for our project.

Hamilton Moore

Practice Administrator, Internal Medicine Associates

I first heard about Legacy Consulting from a trusted friend in the industry. Now after more than 8 months and several successful projects later, I have recommended their services to other local hospitals in the area. We are so confident about Legacy Consulting’s abilities we have turned over our patient account billing to them for processing.

Former CFO

Warren Memorial Hospital

I have had the great pleasure of knowing and interfacing with Donna and Legacy Consulting Services over the past several years. We have worked collectively on bringing to bear innovative services and technology solutions in both the healthcare and dental verticals. Donna’s experience in Revenue Cycle Management and being a servant leader are apparent in the practices she represents. Beyond her subject matter expertise, she is a powerful advocate on behalf of her clients who constantly seeks to bring innovative and collaborative means to an ever changing healthcare landscape. I would not hesitate to recommend Donna and Legacy Consulting Services. I look forward to continually partnering with her in the future.

Jeff Yelton

Serial Entrepreneur

A brand-new acute care hospital has many large projects to complete in order to successfully open for business. Arguably one of the most important systems to effectively implement is the electronic medical record (EMR). The successful implementation of an EMR is reliant on many factors, such as gathering information to build the initial system options, which is dependent on understanding how the EMR will use the preferences. Legacy Consulting was instrumental to our organization in this way, with their comprehensive knowledge of NextGen Inpatient Solution products.

Another key to successful EMR implementation is management of the overall project. Clear communication channels between the EMR vendor and staff in each of the hospital’s departments is essential. Without this an organization can expect to miss major deadlines or submit incomplete or inaccurate information to the vendor, causing substandard system performance and/or delay a planned Go Live date. Legacy’s project management support helped ensure that our organization met important project deadlines and successfully went live with a fully operational system on our goal date.

Finally, no matter how careful the planning, a new organization can expect to make a significant amount of changes from the conceptualized state of EMR use pre-Go Live to the actuality of system use in a fully functional hospital after the facility opens its doors. These changes require a substantial amount of system maintenance work. Our organization would not have been able to accomplish high priority changes in an efficient manner without the continued support of Legacy Consulting in the immediate post-implementation period.

If you are an organization facing a significant project involving NextGen Inpatient Solutions you could not find a better partner than Legacy Consulting Services.

Christine Bursaw

Clinical Informatics & HIM Manager, Kearney Regional Medical Center

I utilized Legacy Consulting Services when our Centralized Business office for 8 Critical Access facilities was going live on a new HIS system. We reached out to Legacy Consulting Services for guidance with the HIS platform we were transitioning to and extra man power was needed during this conversion to set up dictionaries and tables. If it was not for [Legacy Consulting’s] expertise and diligence with completing tasks we would have never made our go live date. Even after going live, we reached out to them for their expertise and if they didn’t already know the answer, they had connections to get me the answer I needed to move forward. We had weekly and sometimes daily calls to make sure the project was on task. I will utilize Legacy Consulting Services in the future when needs arise.

Former Central Business Office Director

Multiple Critical Access Hospitals

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Technology decisions impact revenue for years. Don’t choose alone.

Practice Management and EHR systems affect billing accuracy, compliance, staff efficiency, and patient experience long after implementation. Partner with a national healthcare consulting firm that understands operations and revenue cycle management—not just software.

Make a confident, informed decision with Legacy Consulting Services.

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