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I need help bringing legacy clinical information into my current CharmEHR account. All of the source material is sitting in unstructured PDF files that came out of the previous system, and I want those documents turned into live, searchable data inside CharmEHR—not just attached scans. The scope covers three clear data sets: • Patient records (demographics, clinical notes, labs, imaging). • Appointment history (dates, providers, visit notes). • Insurance information (active and historical policies). I will supply organized folders of the PDFs plus a data-field map drawn from CharmEHR’s import specifications. Your job is to extract the relevant fields, transform them into the format CharmEHR accepts, and load them through its import tools or API. A small pilot batch will come first; once that is verified for accuracy and formatting, the remainder of the files can follow in agreed-upon milestones. Acceptance is based on: 1. 100 % match between the original PDFs and what appears in CharmEHR. 2. Correct linkage of every appointment and insurance record to the appropriate patient profile. 3. No duplicate or truncated entries. If you already know CharmEHR’s CSV template or have scripted against its API, let me know; otherwise, outline how you will parse the PDFs (OCR, manual abstraction, or a hybrid approach) and maintain HIPAA compliance during the process.
Project ID: 40574058
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12 freelancers are bidding on average ₹20,244 INR for this job

Hi there, I’ve reviewed your PDF-to-CharmEHR migration needs and can convert unstructured PDFs into live, searchable EHR data. I will run a pilot using OCR plus manual abstraction, map fields to your CharmEHR CSV/API, and script uploads ensuring links between patients, appointments, and insurance. All work is HIPAA-compliant: encrypted transfers, access controls, and audit logs; I’ll provide validation reports showing 100% matches and no duplicates. Let’s start the pilot batch, provide the folders and your CharmEHR field map, and I’ll deliver the validated pilot within the agreed milestone. Sincerely, Wilfred
₹30,525 INR in 1 day
3.9
3.9

✅ I can migrate your legacy clinical PDFs into structured, searchable CharmEHR data using a secure hybrid workflow of PDF parsing, OCR, validation, and manual review for low-confidence fields. ✅ I will map patient demographics, clinical records, appointments, and insurance data to CharmEHR’s supported import/API format, validate relationships and duplicates, and begin with a pilot batch before processing the full dataset. ✅ I understand the sensitivity of healthcare data and can follow HIPAA-aligned handling practices, strict access controls, audit logging, and validation checks to ensure accurate, complete, and properly linked records.
₹20,000 INR in 7 days
3.4
3.4

Hi, I can migrate your legacy PDF-based clinical information into structured, searchable CharmEHR records using a controlled pilot-first workflow. I’ll begin by reviewing the CharmEHR field map, PDF quality, required patient identifiers, import templates, and linkage rules. I’ll use a hybrid approach: automated PDF extraction/OCR for clear fields, followed by manual verification for clinical notes, labs, imaging, appointments, and insurance details. No uncertain value will be guessed. I’m experienced with PDF data extraction, healthcare data migration, Excel/CSV transformation, data cleansing, database imports, duplicate prevention, and validation reporting. Deliverables will include: * Pilot batch migration * Patient demographics and clinical data extraction * Appointment/provider/visit history mapping * Active and historical insurance records * CharmEHR-ready CSV/import files * Correct patient-record linkage * Duplicate and truncation checks * Source-to-target reconciliation * Error/exception report * Secure milestone-based migration I’ll maintain HIPAA-conscious handling through restricted access, encrypted transfers, minimal local storage, and secure deletion after approval. After the pilot is verified, I can process the remaining records in agreed milestones with full accuracy checks. Best regards Ankit
₹12,500 INR in 2 days
3.0
3.0

Medical records leave no room for guesswork. A single misplaced value can affect an entire patient profile, which is why I focus on accuracy before speed. Hi, I m shweta. I've worked extensively with data extraction and structured data preparation, and this project fits the kind of meticulous work I enjoy. I'll carefully extract the required information from your legacy PDFs, map it to your CharmEHR field structure, and verify that patient, appointment, and insurance records remain correctly linked throughout the migration. I'm comfortable starting with a pilot batch, validating the output, and then scaling the remaining migration in milestones. My approach is simple: extract using OCR, verify, fill the data, cross-check, and only then consider the record complete. If you're using CharmEHR's CSV import, I'll ensure the files match your specifications. If the process involves the API, I'm happy to follow your documentation and workflow. Could you let me know: • Are the PDFs searchable or scanned? • Will you provide the field mapping and import template? Could u share a worst available sample pdf from where data to be extracted? I'd be glad to help you migrate this data with the level of care healthcare records deserve.
₹19,000 INR in 7 days
0.0
0.0

This project immediately caught my attention because it is exactly the type of work I do best. I understand the importance of bringing unstructured PDF clinical data into CharmEHR seamlessly. Transforming patient records, appointment history, and insurance info into live, searchable data is crucial for a clean, professional, and integrated system. While I am new to freelancer, I have tons of experience and have done other projects off-site. If this sounds like what you're looking for, I'd love to hear more about your project. Regards, Warrick Van Eeden
₹16,900 INR in 7 days
0.0
0.0

THE BIGGEST RISK IN EHR MIGRATION IS NOT MOVING THE DATA. IT IS MAKING SURE EVERY RECORD ENDS UP UNDER THE RIGHT PATIENT WITHOUT LOSING A SINGLE DETAIL. A successful migration starts with validation, not import. I would first verify that the extracted data matches the original PDFs, then map every field to the correct CharmEHR structure before importing. Testing a pilot batch first is the right approach because it catches mapping issues early and prevents errors from being repeated across the entire dataset. For unstructured PDFs, I'd use the field map to determine whether OCR, manual extraction, or a hybrid workflow provides the highest accuracy while keeping every patient record, appointment, and insurance entry correctly linked. Have you already prepared the CharmEHR field mapping, or would you like that to be reviewed during the pilot phase?
₹23,500 INR in 5 days
0.0
0.0

I'm a Python developer with experience extracting data from unstructured documents and formatting it for import into structured systems. For this project, I would: 1. Review the CharmEHR import specifications and field map 2. Parse patient records, appointment history, and insurance data from your PDFs using Python libraries (pdfplumber + Tesseract OCR for scanned documents) 3. Transform extracted data into CharmEHR's required CSV format 4. Validate with a pilot batch before full migration 5. Ensure data integrity — no duplicates, no truncation, 100% match HIPAA compliance: I will handle all data securely, with no cloud storage or third-party sharing. Timeline: 7-10 days (pilot batch in 3 days). Fixed price: ₹20,000 INR (~$235 USD). Milestones: M1(₹6,000): Pilot batch — extract, format, validate 10-20 records. M2(₹7,000): Full patient records and appointment history. M3(₹7,000): Insurance data, final validation, and handoff. Best, stevenw_code
₹20,000 INR in 7 days
0.0
0.0

Hi, I can handle this migration from your unstructured PDFs into CharmEHR as live, searchable data. I’ll work directly from your organized folders and the field map you provide, extracting patient records, appointment history, and insurance details. My process includes a pilot batch where I deliver a small sample of transformed data for your review before proceeding with the full set, ensuring accuracy against CharmEHR’s import specs. I’ll validate the output by cross-checking extracted fields against your map and running a test import into a sandbox environment to catch formatting issues early. The work will be completed within 12 days for a fixed cost of INR 23500. Could you confirm if the PDFs contain any handwritten notes or scanned images that require OCR, or are they fully digital text?
₹23,500 INR in 12 days
0.0
0.0

Porsa, India
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