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This directly depends on your current software vendor and how they can currently export or converts your data. In most cases, we can import your patient demographics with insurance, appointments, and patient balance(s). Manual data entry is always a choice available. You can provide your data in a variety of formats, including a Comma–Separated Value (.CSV) or Microsoft Excel (.XLS), Text (.TXT), etc. Our onboarding team can also remotely access your system and attempt to acquire your data at no additional charge, if possible.

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