ProTracker
eClinicalWorks
Transfer contacts, activities, and more from ProTracker to eClinicalWorks. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to eClinicalWorks migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM built by financial planners for financial planners
ProTracker Advantage is a cloud-based client relationship and practice management software designed for financial planners and wealth managers. It enables tracking communications, tasks, documents, workflows, RMD calculations, and marketing campaigns while syncing with Microsoft Outlook and mobile devices.
Purpose-built for financial planning industry since 1997
Cloud-Based AI-Powered EHR Platform
eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.
Cloud-based platform used by 850,000+ medical professionals
"Cloud-Based AI-Powered EHR Platform"
eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.
Ideal for: Medical practices and healthcare organizations seeking comprehensive EHR and practice management solutions.
Cloud-based platform used by 850,000+ medical professionals
Integrated telehealth and patient engagement
Advanced AI-powered medical documentation and scribing
Comprehensive revenue cycle management
Learn more at
eclinicalworks.com
See exactly which data objects transfer from ProTracker to eClinicalWorks
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to eClinicalWorks.
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Need to go the other way? We support bidirectional migrations.
eClinicalWorks → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
