Data Migration Description

There are many compelling reasons to consider transitioning to a new practice management system. Your current system may be outdated, lacking essential features, or no longer receiving updates to keep up with payer demands. However, one major concern often holds practices back: the challenge of transferring years of data to a new system without disrupting payment flow.

Here's how we ensure a smooth transition:

Planning: A successful transition starts with thorough planning. We begin well in advance, ensuring both the old and new systems run concurrently for a few days to avoid any interruptions.

Phased Migration: The transition is divided into phases. First, we migrate your patients' demographic data into the new system, while all new charges are entered from the day the new system goes live.

Outstanding Balances: We manually import outstanding insurance claims and patient balances, as automated processes often struggle to align with older database formats.

Claims and Follow-Up: Once open claims are entered, we follow up with insurers to check the status and ensure all claims within filing limits are collected.

Patient Statements: We send out statements for patient balances right away, allowing us to handle any inquiries while we still have access to the old system.

The timeline for this process depends on the volume of data and how easily it can be exported electronically. However, we’ve had numerous success stories, helping practices transition smoothly without affecting their cash flow.

Let us handle the transition process for you, ensuring a seamless switch to a better practice management system.