How to Switch from Compliancy Group to Medcurity (2026 Migration Guide)
If you’re a Compliancy Group customer weighing a move in 2026, this guide walks you through the switch end-to-end. It’s written for HIPAA compliance officers, practice managers, and IT leads at small-to-mid healthcare organizations — independent practices, dental groups, FQHCs, and clinics — who’ve reached a renewal decision point and want a predictable path forward. Expect a 2-to-4-week migration from kickoff to go-live, depending on how quickly your team can pull exports. Below: why people switch, exactly what to export from Compliancy Group before you cancel, a week-by-week playbook, what changes once you’re on Medcurity, and answers to the questions that come up most often.
Why people switch from Compliancy Group
Compliancy Group is a long-standing HIPAA compliance vendor with a recognized brand, a named-coach delivery model, and a sizable customer base. It works well for organizations that want a hand-held, coach-led program. Customers who move to Medcurity typically cite a small number of recurring reasons, all of which we’ve heard directly in switching conversations:
- Pricing at renewal. Compliancy Group uses request-a-quote pricing tied to employee count and modules, which means renewals can scale unpredictably year over year. Customers planning a 3-year budget often want a flat published number.
- Implementation timeline. Compliancy Group’s onboarding can run 6–12 weeks depending on coach availability. Practices closing a gap before an audit or HRSA Operational Site Visit need to move faster.
- Platform complexity. The Achieve / Maintain / Illustrate workflow is thorough but has a learning curve. Smaller teams without a dedicated compliance lead sometimes want a more direct interface.
- Support response times. Coach-led support is excellent when your assigned coach is available; coverage gaps during PTO or reassignment can stall progress.
None of this makes Compliancy Group wrong — it’s a question of fit. The rest of this guide assumes you’ve already decided the fit isn’t there and want a clean exit.
What to export from Compliancy Group before you switch
Do this before you start the cancellation conversation. Once a vendor relationship is winding down, export speed often slows. Pull the following while your account is fully active:
- Risk assessment — the most recently completed Security Risk Analysis report, plus any in-progress assessment. Download as PDF and as the underlying data export if Compliancy Group offers it.
- Policies and procedures — every policy document in your account, downloaded as PDF. Capture the version history if visible.
- Training completion records — full employee roster with completion dates, module names, and any certificates of completion. This is the file your next auditor will ask for.
- BAA (Business Associate Agreement) inventory — the list of vendors with executed BAAs, plus the signed BAA PDFs themselves where stored.
- Incident response documentation — any logged incidents, breach assessments, and remediation notes.
- Achieve / Maintain / Illustrate workflow status snapshot — screenshots or PDF exports of where each workflow stage stands, so nothing resets to zero when you move.
- Audit history and HHS/OCR correspondence — anything from prior audits, OCR inquiries, or self-reported incidents stored in the platform.
Store all exports in a single folder with a dated subfolder name (e.g., Compliancy-Group-Export-2026-06) and back it up before the first import.
The 4-week migration playbook
The 2-to-4-week range below assumes a small-to-mid practice with one to three locations. Multi-site organizations and FQHCs may run closer to four weeks; single-location practices often finish in two.
Week 1 — Data export and Medcurity onboarding kickoff. Pull every export from the list above. Schedule the Medcurity onboarding call (included with your subscription — no separate fee). Your Medcurity onboarding lead reviews your exports, maps your existing policies and SRA structure to Medcurity’s templates, and confirms a target go-live date. If you operate multiple clinical sites under one entity, this is when you flag Parent-Child SRA scope.
Week 2 — Policy import and customization. Medcurity imports your existing policy library into the platform. We don’t ask you to start over — your existing policies become the baseline, then we work through Medcurity’s customization layer for anything that needs to align with current OCR guidance or your organization’s specifics. Your risk assessment from Compliancy Group gets translated into Medcurity’s SRA structure so you keep your historical baseline.
Week 3 — Employee re-enrollment and risk assessment refresh. Employees re-enroll in Medcurity HIPAA Training. Training completion history from Compliancy Group is imported so no one starts at zero on the compliance record. In parallel, your team completes any gaps in the SRA refresh — typically 1–3 sessions of 30–45 minutes with the Medcurity SRA platform.
Week 4 — Go-live and Compliancy Group account closure. Final QA on the Medcurity environment — policies live, SRA report current, training records loaded, BAAs cataloged. Once go-live is confirmed, you cancel the Compliancy Group renewal in writing and retain your exported archive for the standard 6-year HIPAA retention window.
What’s different about Medcurity
Medcurity was built by HIPAA auditors specifically for healthcare organizations. A few differences switchers notice in the first 90 days:
- Pricing is flat and published. $499/year for the SRA platform, $450/year for HIPAA Training, or $949/year for both — no per-employee ramp, no request-a-quote, no separate onboarding fee.
- Implementation runs 2–4 weeks. Compared to the 6–12 weeks typical with coach-led onboarding, Medcurity’s path is faster because the platform is more direct and the migration team handles the lift.
- Parent-Child SRA for multi-site organizations. Native support for FQHCs and clinic groups operating multiple sites under one OCR-reportable entity — a workflow Compliancy Group doesn’t market specifically.
- Healthcare-native, not broad GRC. Medcurity is built for HIPAA, not as a module inside a broader compliance suite. That means deeper coverage on HIPAA-specific scenarios — HRSA Chapter 19 alignment, OSV readiness, BAA management — and less surface area to learn that you won’t use.
Compliancy Group remains the right fit for organizations that want a named coach and a recognized seal program. Medcurity is the right fit for organizations that want predictable pricing, faster implementation, and a healthcare-native platform. For deeper side-by-side detail, see our Medcurity vs Compliancy Group comparison.
Frequently asked questions about switching
How long does a Compliancy Group to Medcurity migration take?
Most migrations complete in 2–4 weeks from kickoff to go-live. Single-location practices usually finish in two; multi-site organizations and FQHCs typically run closer to four. The biggest variable is how quickly your Compliancy Group account team responds to data export requests.
Will I lose my training history when switching from Compliancy Group?
No. Training completion records exported from Compliancy Group are imported into Medcurity so your compliance record stays continuous. Employees re-enroll for ongoing training, but the historical record carries forward intact.
Can I keep my existing policies or do I have to start over?
You keep them. Medcurity imports your existing policy library as the baseline, then works through customization to align with current OCR guidance. There is no start-from-scratch step.
What does a Medcurity migration cost?
Migration support is included with your first-year subscription. No separate migration fee, no per-employee onboarding charge — just the published annual pricing ($499/year SRA, $450/year Training, or $949/year for both).
Is Medcurity HIPAA compliant and will HHS-OCR accept its output?
Yes. Medcurity’s SRA, policy templates, and training program are built by HIPAA auditors to meet OCR’s documentation expectations. Medcurity customers have produced their Medcurity-generated reports in OCR inquiries and audits without acceptance issues.
Ready to switch?
If you’re inside your Compliancy Group renewal window or already past your decision point, the cleanest next step is a 20-minute call with Medcurity. We’ll walk through your current setup, confirm the migration timeline for your specific situation, and answer the export and continuity questions specific to your account.