Source
Orion

Orion

Destination
athenahealth

athenahealth

CRM MigrationStarting at $500

Migrate from Orion to athenahealth

Effortlessly & Accurately

Transfer contacts, activities, and more from Orion to athenahealth. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Orion to athenahealth migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Orion vs athenahealth

A quick look at both platforms to help you understand your migration path

Migrating from
Orion

Orion

WealthTech platform for financial advisors

Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.

Omaha, Nebraska, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Advisory+2 more
Top Strength

Industry's most-adopted CRM for financial advisors (via Redtail)

Migrating to
athenahealth

athenahealth

Integrated healthcare software and services

athenahealth is a healthcare technology company providing athenaOne, a comprehensive cloud-based platform combining electronic health records (EHR), practice management, medical billing, revenue cycle management, and patient engagement tools for ambulatory healthcare practices.

Founded 1997
Boston, Massachusetts, USA
Best for
Mid-MarketEnterprise
Industries
healthcaremedical practicesambulatory care+2 more
Top Strength

Fully integrated EHR and practice management

Your New CRM

Why athenahealth is a great choice

athenahealth

athenahealth

"Integrated healthcare software and services"

athenahealth is a healthcare technology company providing athenaOne, a comprehensive cloud-based platform combining electronic health records (EHR), practice management, medical billing, revenue cycle management, and patient engagement tools for ambulatory healthcare practices.

Ideal for: Mid-size and large medical practices seeking fully integrated EHR, practice management, and revenue cycle management in one platform.

Fully integrated EHR and practice management

Advanced revenue cycle management

Industries
healthcaremedical practicesambulatory care+2
Best For
Mid-MarketEnterprise

Patient engagement and communication tools

FHIR and HL7 standards compliance

Learn more at

athenahealth.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Orion to athenahealth

Orion
athenahealth
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Orion to athenahealth Migration FAQ

Common questions about migrating from Orion to athenahealth.

Related Migration Paths

Explore other popular CRM migrations similar to Orion to athenahealth

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