Migrate your Clinic Management Software data

Patient demographics and contact records are standard across clinic management systems with well-documented fields for name, DOB, contact info, insurance, and emergency contacts. We migrate these as a direct 1:1 import in most cases.

Appointment records include practitioner, date/time, duration, status (confirmed, cancelled, no-show), and room or resource assignments. These export cleanly from most systems and map directly to the destination booking schema.

Clinical encounter records (visit notes, SOAP notes, diagnoses, chief complaint) vary by specialty but are consistently stored as structured fields. We preserve encounter timestamps and linking to the practitioner who authored the note.

Treatment plans may include session counts, goals, and progress notes. Some systems embed these within encounter records; others store them as separate linked objects. We disambiguate during scoping and map accordingly to the destination structure.

Prescription data includes medication name, dosage, frequency, and prescriber. Some vendors store prescriptions within encounters; others link them to separate prescription objects. We map to the destination's equivalent structure and flag any e-prescribing token transfers separately.

Practitioner records (name, specialty, credentials, NPI/licence numbers, availability) migrate cleanly. We preserve schedule templates and working-hours configurations so the destination system can inherit the same appointment availability logic.

Insurance plan records vary significantly between vendors — some store payer name only, others store full coverage details, policy numbers, group IDs, and eligibility status. We map the available fields and flag gaps for manual verification before go-live.

Insurance claims include CPT codes, ICD-10 diagnoses, service dates, rendered amounts, and payer responses. Claims history is often tied to the billing module's proprietary data model, which may require custom mapping per vendor.

Billing records include line items, payments received, adjustments, and outstanding balances. Some vendors store full invoice history; others retain only the current AR snapshot. We flag which historical depth is available at scoping.

Uploaded documents — consent forms, referral letters, lab results — may be stored as binary blobs without structured metadata. We export what is accessible via the admin panel or API and flag any documents that require manual retrieval from the UI.

Custom fields on Patients, Appointments, and Encounters vary by implementation and clinic specialty. We export the schema definition alongside values and map to the destination's custom field structure, flagging any unsupported field types.