Migrating From Your Current System

If you are switching from another system, there are two methods for moving your data.  We can take care of the process for you for a fee, or you can carry out a limited migration yourself.  Migrations are only available to customers who are on a paid plan.

Paid Migration Service - GBP695.00

We deal with the Migration on your behalf. We extract the data from your current system, convert this and then implement, ready for use in PracticeHub. We are experienced in switching customers over from Cliniko, TM2, TM3, Healthy Practice, Clinic Office, Capable, PPS & PracticePal amongst others.

Due to the nature of how data is stored differently over various platforms, there is a limit to what kind of information we can migrate into PracticeHub to ensure the integrity of the import.  These are :

  • Patient Details
  • Title
  • Name
  • Email Address
  • Mobile/Work/Home Telephone
  • Permanent Patient Note
  • Gender
  • Status (Active or Archived)
  • Postal Address
  • Account Balance (Debit or Credit).  This is only possible if provided in an easy to convert format or a pre-converted format
  • Appointments (Past & Future)
  • Appointment Types
  • Practitioners & Locations

Limited Self Service - No Fee

This method requires you to import your data into PracticeHub yourself. You would need to extract your data, prepare this in our template before providing us with the data for us to import on your behalf. Please be advised that due to the nature of this method, you are only able to import patient data. This refers solely to;

  • Patient Details
  • Title
  • Name
  • Email Address
  • Mobile/Work/Home Telephone
  • Permanent Patient Note
  • Gender
  • Status (Active or Archived)
  • Postal Address
  • Account Balance (Debit or Credit).  This is only possible if provided in an easy to convert format or a pre-converted format

The template you will use is an Excel document You can download the import template here. We also have a step-by-step guide which explains the template and will help you to complete. to view this guide, please click here. This is provided as a free service to all new customers of PracticeHub.  This is only available once you have signed up for a subscription.  

Timelines

Timelines for import are subject to availability.  This is done overnight and can be set to run any day of the week.  It can take several hours depending on the amount of data.

Possible Issues with migrations

By limiting the type of data we can import, we minimise discrepancies in the data and maximise the integrity.

Here is a list of possible issues with migration that can cause delays and ways to counter them :

  1.  There is the possibility of user input error -  If the import template is not correct, this will cause the data in PracticeHub to either not show correctly or at all.  If you have concerns about this, we recommend using the paid migration service.
  2. Vendor apathy - As you are switching platform, the vendor you are currently using may not be as committed to helping you as they should.  Be aware of this and if you encounter it, expect delays in the migration process and thus build this into your timeline.
  3. Data extraction fees - Some vendors charge for you to extract your data, so please contact your vendor to inquire about this beforehand.
  4. Incorrect data exports from the vendor - Occasionally when we receive data exports from vendors, they are corrupted or incorrect.  Make sure you check over any export a vendor does to ensure data integrity.

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