Switching
The switch is the hard part.So we do it.
Most clinics know their software is holding them back. What stops them is the week they imagine losing. Here is the actual plan, in the order it happens.
Week 0
Discovery call
We look at your current system, your visit types and how your desk actually works.
Week 1
We extract and map
Patients, appointment history, care plans and balances pulled across and reconciled — by us.
Week 2
Parallel run
Both systems live. Your team books in Appointmental with the old one as a safety net.
Go-live
A Monday, with backup
We're on the phone for your first full day. Nothing is switched off until you say so.
What comes across
✓Patient demographics and contact preferences
✓Appointment history and future bookings
✓Active care plans with visits remaining
✓Outstanding balances and payment history
✓Provider schedules, buffers and blocked time
✓Your visit types, durations and pricing
What we ask of you
One export from your current system
We tell you exactly which report to run. If your vendor makes it difficult, we've done it the hard way before.
Two hours of your office manager
One session to confirm visit types and schedule rules, one to sign off the migrated data before go-live.
A quiet Monday
We go live at the start of a week, with your old system still readable until you're confident.
Start with the discovery call
Forty-five minutes, your current system on screen, and an honest answer about whether we’re the right move for your clinic.
Book a discovery call