Keywords: data migration, data conversion, new location, patient records, migrating records, import data, new software, practice migration
Summary
This article covers what to expect when adding a new location from a different software or migrating patient records from another software into Cloud 9. It explains that this is a data migration and conversion process and outlines the next steps for getting started.
Overview
If your practice is adding a new location that is currently using a different software, or if you are looking to bring patient records from another software into Cloud 9, this is considered a data migration and conversion. This is not something that can be done directly within Cloud 9 on your own. It requires a formal process handled by our team to ensure your data is transferred accurately and completely.
What Is a Data Migration and Conversion?
A data migration and conversion is the process of taking patient records, treatment history, financial information, and other data from one software system and converting it into a format that can be imported into Cloud 9. This ensures that your existing patient information is available in Cloud 9 without having to manually re-enter records.
Common scenarios where this applies include:
- Your practice is acquiring or merging with another office that uses a different software.
- You are adding a new location that currently operates on a different practice management system.
- You are transitioning your entire practice from another software to Cloud 9 and want to bring your existing patient records with you.
What Are the Next Steps?
Data migrations and conversions require coordination between your practice and our team. Here is how the process gets started:
- Contact Cloud 9 Support or Account Management to let us know you are interested in a data migration or conversion. You can reach Support by email, chat, or phone using the contact information at the bottom of this page.
- Account Management will reach out to review the process with you in detail, discuss the associated costs, and outline what your practice will need to provide and prepare on your end.
- Once the details are confirmed, our team will work with you to get the migration scheduled and underway.
Note: Every migration is different depending on the software the data is coming from and the volume of records involved. Account Management will be able to give you a clearer picture of the timeline and what to expect once they connect with you.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.