Prove your new EHR works before you switch.
A free trial hands you a login and wishes you luck. A Test Drive proves it. An Orion specialist, your Switch Navigator, sets up your real workflows in a safe practice space and proves the functions your clinic runs on, one at a time, before anything in your clinic changes.
$1,500, credited back in full when you switch. Your current EHR keeps running the whole time.
Four steps, zero risk
We scope and build
We start with a short call to learn what matters most to your clinic, whether that's security, billing, multi-location, or a specific workflow. Then your Switch Navigator builds your real workflows in a private, non-production sandbox.
You drive
Your team uses the real software with sample data. Nothing migrates from your current EHR, and your live system never goes dark, so there's zero risk to billing or patient care.
We guide
Walk through documentation, scheduling, claims, and Aurora, your ambient AI scribe, with your Switch Navigator at your side answering every question.
You decide
When every function in your plan is proven and signed off, you get a Go-Live Readiness Pack and the green light to switch. Decide Orion isn't right, and your $1,500 comes back in full. No pressure, no lock-in.
Your clinic's functions, proven one at a time
We start with what matters most to you, then your Switch Navigator builds the rehearsal around it. These six functions are the operational core every practice proves. You move to the next one when you're confident in the last.
Clinical documentation
CliniciansProof A real evaluation and a daily note, drafted by Aurora and signed by your clinician on an actual scenario.
Proven when The note is accurate, complete, and finished in the room, not at 8 PM.
Front desk & intake
Front officeProof A representative day run end to end: booking, intake, check-in, a reschedule, and a no-show.
Proven when The front door runs smoothly with no Navigator in the room.
Insurance verification & authorization
Front office / BillingProof Eligibility verified across a mixed set of payers, benefits logged, and an expiring authorization caught before it lapses.
Proven when Coverage is confirmed before the visit, every time.
Charge capture & claims
BillingProof Clean claims built from your documentation, scrubbed, output as CMS-1500s, and reconciled side by side against your current system.
Proven when The claims match or beat your current system, with no live submission required.
Revenue cycle & oversight
Billing / OwnerProof A sample denied claim worked to resolution, a representative remittance reconciled, and the owner dashboards you'll watch every week.
Proven when You can read a denial, resolve it, and see every dollar on the dashboards.
Sample data A real denial only comes back after a claim is submitted to a payer, so this proof runs on sample claims and remittances built for the rehearsal, never your live data.
Patient experience
Front office / CliniciansProof A secure message sent and received inside the chart, reminders configured, and a test payment taken.
Proven when The patient-facing layer is ready for day one.
Two promises, in writing
A rehearsal this thorough should never carry a downside, so both protections are on paper before you start.
We never touch your live EMR
Not one record leaves your current system until you decide to switch. Every proof runs on sample data in a separate Orion environment, so billing, scheduling, and patient care stay exactly where they are.
Prove your plan, don't switch? Get it back
Prove every function in your plan and decide Orion isn't right, and we refund the full $1,500. Switch, and it comes off your first invoice instead. Either way you keep the Go-Live Readiness Pack.
- The guarantee covers the $1,500 Test Drive fee only, never a subscription.
- Claim it within 30 days of your readiness sign-off. One Test Drive per practice.
- A function that hasn't proven out yet isn't a refund trigger. Your Switch Navigator works it with you until it holds. That's what the rehearsal is for.
What the Test Drive is, and isn't
It is
- A hands-on trial of the real Orion product
- Set up for your specialty and workflows
- Driven by your team, on sample data
- Guided by your Switch Navigator throughout
It isn't
- A screen-share demo you passively watch
- A binding pilot or long-term contract
- A migration of your real patient data
- Any disruption to your current EHR
The first thing you'll prove: Aurora.
Function one is clinical documentation, and it's the moment most clinics decide. Run Aurora yourself: tap once, talk through a real evaluation, and watch the PT-specific SOAP note draft itself, ready to sign in under two minutes. Hands on your patient, not your keyboard.
See how Aurora works →Test Drive FAQ
What is the Orion Test Drive?
The Test Drive is a guided trial in a safe, non-production environment. Your team drives the real Orion software with sample data, nothing migrates, while your Switch Navigator walks you through your specialty's workflows. It's how you prove your new EHR works in a safe practice space before you make the final switch.
How is the Test Drive different from a demo or free trial?
A free trial hands you a login and wishes you luck. A demo is a screen-share you watch a salesperson run. The Test Drive is the opposite: you drive the real product yourself, set up for your clinic, with a Switch Navigator guiding you, and you prove the functions your clinic runs on one at a time.
Does my data get migrated for the Test Drive?
No. The Test Drive uses sample data only, nothing from your current EHR is touched, and your live system keeps running as your system of record. Migration only happens later, in stages, after you decide to switch.
What if a function doesn't pass during the Test Drive?
That's not a refund trigger. Your Switch Navigator works it with you until it holds, since proving it is exactly what the rehearsal is for. The guarantee covers proving your whole plan and still deciding Orion isn't the right fit, not any single function on the first try.
How much does the Test Drive cost?
The Test Drive is $1,500, and it's credited back in full the moment you switch to Orion. It covers your Switch Navigator's time scoping, setting up, and proving each function with you.
What happens after the Test Drive?
If Orion is right for you, you move to go-live, running alongside your current EHR with your first real patient live in about 7 days and full operation in roughly 35. If it isn't right, you keep the Go-Live Readiness Pack and walk away knowing exactly where you stand.
Take the risk out of switching.
Start a guided Test Drive, or book a 30-minute demo first. Your current EHR keeps running the whole time.