As you transition to ChiroUp EHR, ensuring all your data is prepped and ready is a key step toward a smooth and successful Go-Live! This article will walk you through what to expect for your data migration as you come on board with ChiroUp. 

What data can I expect to migrate? 

You can expect to migrate your active patient list (inclusive of demographics) and your upcoming appointments. Please note that we cannot migrate any billing or clinical information. Clinical and billing information is quite complex, especially between two EHRs. For this reason, we cannot automatically bring over that information. However, you have the ability to upload chart information and add patient balances for individual patients.

Please note that what we can migrate is dependent on what you are able to export from your current EHR system. If you are not able to export your patient list or upcoming appointments in a workable format, it cannot be uploaded into ChiroUp. 

What about my patients I already have in ChiroUp? 

This is a unique situation, as your patients are likely in both your existing ChiroUp account and your current EHR system. However, not all patients may be in ChiroUp, or their demographic information might be incomplete.

When we migrate your patient list from your current system into ChiroUp, the system will automatically match and merge duplicate records based on multiple fields like email, phone number, and date of birth. That said, incomplete information can sometimes prevent records from matching and merging correctly.

For this reason, we recommend addressing duplicate patients in ChiroUp both before and after the migration.

What is an acceptable file format?

Your patient list and upcoming appointments must be in the file format of a CSV or another Excel file format. Check out this example patient file and appointment file. 

Additionally, to migrate appointments, your patient list and appointment file must contain a unique ID identifying the associated patient. If your unsure if your data contains this, your migration specialist can help with this. 

How do I export my files from my current EHR system? 

Typically, you can export your patient list and upcoming appointments on your own from your current EHR system. Sometimes, though, you may need to reach out to your current EHR for assistance. 

Please note that ChiroUp cannot assist with exporting data from your current system. However, your migration specialist may be able to provide guidance or tips, but ChiroUp cannot access your current system to export the data. 

How do I share my files with ChiroUp?

Before your migration date, you can share your files through your secure folder. Your migration specialist will provide you a link to this secure folder. 

How can I prepare for data migration? 

There are two steps you can take to prepare for your data migration. 

First, double check that you can export the required data from your current EHR system. This will ensure a smooth process on your migration date. 

Second, manage any duplicated patient records. Review and manage any potentially duplicated patient records in your current EHR system and in your current ChiroUp account. This article will walk you through how to manage your duplicated records in ChiroUp. 

When will ChiroUp migrate my data? 

We will plan your migration date shortly before your go-live date to ensure that the most up-to-date information is added into ChiroUp. 

Can you migrate my data earlier? 

Yes - we can likely migrate your data earlier. Contact your migration specialist to discuss an earlier migration!