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A smooth implementation follows four phases: (1) run the new system in parallel with your existing process for 1–2 weeks — staff enter data in both systems to build confidence, (2) bulk-import existing patient records via CSV or Excel so historical data is available from day one, (3) train staff in short focused sessions (30–60 minutes per role) rather than one overwhelming full-day workshop, and (4) go live during a quieter period — avoid Mondays and public holidays. The biggest mistake is trying to switch overnight with no parallel run.
MedicalMet supports this phased approach — CSV and Excel imports for patient data, role-specific onboarding sessions, and free migration assistance for annual subscribers. The 30-day free trial gives you time to run in parallel before committing. Visit medicalmet.com/schedule-demo to start.