Validate Your Archive Before You Retire the Legacy EHR  

Before you shut down a legacy EHR, test the archive the way your team will use it after decommissioning. Can authorized users find the right record, confirm it is complete, and show how it was retrieved and produced? 

Use the Legacy EHR Archive Readiness Workbook to run that test with real records while the source system is still available to investigate discrepancies and correct gaps. Across 15 questions, you will score your current archive using evidence such as reconciliation reports, access logs, validation signoffs, and retrieval test results.  

Use it to assess: 

• Scope and preservation: Document what was archived, migrated, retained elsewhere, or excluded. Check whether patient identities and relationships among records remain intact. 
• Findability and retrieval: Test whether authorized users can search, retrieve, package, and export the records they need. 
• Security and defensibility: Review access controls, PHI safeguards, audit trails, retention procedures, legal holds, and reporting. 
• Readiness and next steps: Score your current program, identify exposed areas, and assign owners, due dates, and actions for the next 90 days. 

Find the gaps while you can still investigate and correct them. Download the workbook to score your readiness and turn your findings into a practical 90-day plan for decommissioning.