Plan a practice-software migration

Define what must move, who owns the work and how you will know the transfer succeeded. Ask both vendors about formats, support, timing, charges and post-cancellation access.

Use an approved, secure migration process chosen by the practice. Test with synthetic data before any real transfer. Establish access roles, rollback arrangements and reconciliation checks appropriate to the actual records. Never upload patient files to this website or send them to the publisher.

Use the vendor-demo scorecard to record import/export requirements before purchase. A successful demo does not remove the need for a practice-specific migration plan.