Health Record Migration
Moved by a person. Checked by you.
Before you start, you see what comes across and what does not. Nothing goes live until you have checked it against what you had.
What comes across
The scope, before you start.
What we do
- Your client list and contact details, brought across for you.
- Health Record Migration is free on an annual plan, and what is left of your current provider's fee is credited back.
- A person on the move with you, start to finish.
What does not come across
- Records held in another product come across only as far as that product exports them, and what it exports is theirs to decide.
- Documents and attachments may arrive as files rather than as structured records.
- Historical bookings are not recreated as appointments.
Who checks it: You do. We bring it across and you check it against what you had before anything goes live — we never mark a move complete on your behalf.
In the app
Old records stay marked as brought in.
Records & Compliance shows how much of your record was written here, and how much was brought in from before.
Who checks it
You sign it off, not us.
You check the imported list against what you had before anything goes live. We never mark a move complete for you.
What sets the limit
Your old system’s export.
Notes and records held inside another product cannot be brought across unless that product exports them — and what it exports is theirs to decide, not ours.
What it costs
One time, and free on an annual plan.
We credit what is left of your current provider's fee, so you are not paying twice to leave.
- One time
- US$99
- On an annual plan
- Free
- Your old plan
- What is left of your current provider's fee, credited back
Questions about your records.
Who does the move?
A person on the move with you, start to finish.
Do my past bookings come across?
Historical bookings are not recreated as appointments.
What about documents and attachments?
Documents and attachments may arrive as files rather than as structured records.
How do I send you my records?
Please don't email us client records or exports. Your files go through the secure upload inside the app, and the person moving your records with you walks you through it.
Are my records protected while they move?
Records you migrate are handled with the same encryption, access controls, and safeguards as everything else on the platform, from upload onward.
Health Record Migration
Start with the trial, then bring your records.
Every plan starts with a 14-day free trial. Your card is taken at checkout but not charged until the trial ends, and you can cancel any time before.
The rest of switching
Why practices move, and what the move involves.
When to stay where you are, and when to move.