Migrate your Gensolve Practice Manager data
Cloud-based practice management software for Allied Health professionals in Australia and New Zealand with integrated clinical notes, appointments, and accounting.
In its favor
Why people choose Gensolve Practice Manager
The signal that keeps Gensolve Practice Manager on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Practitioners praise Gensolve's help desk support, describing it as responsive, knowledgeable, and quick to resolve issues with clear troubleshooting steps.
Multi-location practices value shared diary visibility across sites, enabling instant appointment oversight for all practitioners simultaneously.
Physiotherapy and podiatry practices cite the comprehensive business suite including appointments, clinical notes, billing, and reporting in one platform.
Integrated accounting with Xero streamlines financial workflows for practices already using Xero for bookkeeping and invoicing.
Cloud hosting with 2-minute incremental backups and AES encryption removes hardware management burden for small Allied Health practices.
Patient communication via SMS and email is described as clunky and difficult to interact with, requiring workarounds for routine outreach.
Finance staff find Gensolve's accounting module confusing and cumbersome compared to standalone bookkeeping tools.
The platform lacks customization in reporting—some data requires running two separate reports to assemble a complete picture.
Marketing functionality is poor, with limited tools for patient acquisition campaigns and campaign tracking.
A steep learning curve means new staff require significant training time before becoming productive.
Reasons to switch
Why people leave Gensolve Practice Manager
The recurring reasons buyers give for replacing Gensolve Practice Manager. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Gensolve Practice Manager fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Gensolve Practice Manager pricing overview
Gensolve prices on a per-FTE-clinician basis with no charge for admin staff. Exact figures are not publicly published—practices must request a quote after Gensolve reviews their data volume. Data migration fees and training costs are quoted separately following a comprehensive review of the source database and staff count.
Per FTE Clinician
Tier 1 of 3
Not publicly listed—quoted per practice
What's included
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What gets migrated
Gensolve Practice Manager object support
Object-by-object support for Gensolve Practice Manager migrations. Per-pair details surface during scoping.
Clients
Mapping requiredGensolve's Client records hold demographics, contact details, and insurance information. We map these to Patient or Contact equivalents in the destination, preserving custom field data attached to each Client record.
Practitioners
Fully supportedPractitioner profiles include credentials, specialties, and availability schedules. These map directly to Practitioners or Clinicians in most destinations with all fields intact.
Appointments
Fully supportedAppointment records include date, time, duration, status, Client, and Practitioner references. Historical appointments migrate as completed records; we preserve the full appointment history.
Clinical Notes
Mapping requiredGensolve stores clinical notes using structured templates that vary by practice. We extract note content and map template field names to the destination's clinical note schema on a per-practice basis.
Letters
Mapping requiredTemplate letters in Gensolve contain merge fields referencing Client and Practitioner data. We extract letter body content and rebuild merge field mappings in the destination system's letter template format.
Attachments
Fully supportedClient-attached files such as scanned documents and images export as binary blobs. We preserve filenames, upload timestamps, and Client associations during the migration.
Custom Fields
Mapping requiredGensolve enables unlimited custom fields per form via its custom form builder. During scoping we enumerate the entire practice-specific custom field registry from the export and build a field map for each destination.
Referrers
Mapping requiredReferrers are tracked with clinic associations and referral source metadata. Gensolve's referrer schema differs from standard CRM contact models, requiring field-level remapping to the destination's equivalent object.
Clinics
Mapping requiredMulti-site Gensolve practices store location metadata and Practitioner-to-Clinic assignments. We map these to Clinics or Locations in the destination, preserving practitioner scheduling assignments per site.
Invoices
Mapping requiredGensolve's integrated accounting module generates invoices that may link to Xero. We flag Xero-linked invoices during data profiling to apply deduplication rules at import time and prevent duplicate entries in the destination accounting system.
Inventory
Mapping requiredGensolve includes inventory management for consumables. We map stock item names, quantities, and pricing to the destination's product or inventory objects where supported.
| Object | Support | Notes |
|---|---|---|
| Clients | Mapping required | Gensolve's Client records hold demographics, contact details, and insurance information. We map these to Patient or Contact equivalents in the destination, preserving custom field data attached to each Client record. |
| Practitioners | Fully supported | Practitioner profiles include credentials, specialties, and availability schedules. These map directly to Practitioners or Clinicians in most destinations with all fields intact. |
| Appointments | Fully supported | Appointment records include date, time, duration, status, Client, and Practitioner references. Historical appointments migrate as completed records; we preserve the full appointment history. |
| Clinical Notes | Mapping required | Gensolve stores clinical notes using structured templates that vary by practice. We extract note content and map template field names to the destination's clinical note schema on a per-practice basis. |
| Letters | Mapping required | Template letters in Gensolve contain merge fields referencing Client and Practitioner data. We extract letter body content and rebuild merge field mappings in the destination system's letter template format. |
| Attachments | Fully supported | Client-attached files such as scanned documents and images export as binary blobs. We preserve filenames, upload timestamps, and Client associations during the migration. |
| Custom Fields | Mapping required | Gensolve enables unlimited custom fields per form via its custom form builder. During scoping we enumerate the entire practice-specific custom field registry from the export and build a field map for each destination. |
| Referrers | Mapping required | Referrers are tracked with clinic associations and referral source metadata. Gensolve's referrer schema differs from standard CRM contact models, requiring field-level remapping to the destination's equivalent object. |
| Clinics | Mapping required | Multi-site Gensolve practices store location metadata and Practitioner-to-Clinic assignments. We map these to Clinics or Locations in the destination, preserving practitioner scheduling assignments per site. |
| Invoices | Mapping required | Gensolve's integrated accounting module generates invoices that may link to Xero. We flag Xero-linked invoices during data profiling to apply deduplication rules at import time and prevent duplicate entries in the destination accounting system. |
| Inventory | Mapping required | Gensolve includes inventory management for consumables. We map stock item names, quantities, and pricing to the destination's product or inventory objects where supported. |
Gotchas
What to watch for in Gensolve Practice Manager migrations
Issues we've hit on past Gensolve Practice Manager migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Gensolve requires direct support coordination for data exports
Xero-linked invoices risk duplication without deduplication flags
Custom field registry is per-practice and requires enumeration before mapping
SMS and email template content is not stored as standalone records
| Severity | Issue |
|---|---|
| High | Gensolve requires direct support coordination for data exports |
| High | Xero-linked invoices risk duplication without deduplication flags |
| Medium | Custom field registry is per-practice and requires enumeration before mapping |
| Low | SMS and email template content is not stored as standalone records |
Leaving Gensolve Practice Manager?
Where Gensolve Practice Manager customers move next
12 destinations Gensolve Practice Manager can migrate to.
How a Gensolve Practice Manager migration works
Four steps, Gensolve Practice Manager-specific
Connect
API key or partner credentials (not publicly documented) into Gensolve Practice Manager. Scopes limited to read-only on the data we move.
Map
We translate Gensolve Practice Manager-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Gensolve Practice Manager quirks before production.
Migrate
Full migration with Gensolve Practice Manager rate-limit handling. Rollback available throughout.
FAQ
Gensolve Practice Manager migration FAQ
Answers to the questions buyers ask most during Gensolve Practice Manager migration scoping. Not seeing yours? Book a call.
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