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Can I switch clinic management software without losing patient data?

Quick Answer

Yes. Most modern clinic management systems support data import from Excel or CSV files. Patient records, appointment history, product catalogs, and financial data can all be migrated to a new system. Before committing, ask the new vendor three questions: (1) is data migration assistance included in onboarding or charge...

Full Details

Yes. Most modern clinic management systems support data import from Excel or CSV files. Patient records, appointment history, product catalogs, and financial data can all be migrated to a new system. Before committing, ask the new vendor three questions: (1) is data migration assistance included in onboarding or charged separately, (2) what file formats do they accept for import, and (3) can you run the old and new systems in parallel during a transition period to verify data accuracy.

MedicalMet includes assisted data migration at no extra cost during onboarding. The team handles patient record imports, product catalog setup, and practitioner configuration. Most clinics are fully operational within one to two weeks. Visit medicalmet.com/schedule-demo to discuss your migration needs.

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