This directly depends on your current software vendor and how they can currently export or convert your data. In most cases, we can import your patient demographics with insurance, appointments, histories, medication lists, clinical notes, 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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