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moving day

Switching? We carry the boxes.

Changing system is a big decision for a busy clinic. We plan the move with you, bring your data across from your current system, train your team and stay close until you’re settled.Changing system is a big decision. We plan the move, bring your data across and train your team.

Talk to us about switching See how the move works
  1. 153 to check – and we check them with you

the plan

Five steps. One moving day.

We do the lifting; you check what lands. Your data goes into a test copy of ClinDesk first, so nothing goes live until you’ve seen it and we’ve put right anything that’s off.We do the lifting; you check what lands. Nothing goes live until you’ve seen it.

  1. Discovery call.

    We look at your current system, your sites and how your team actually works.

  2. Export.

    We help you request a full export from your current system.

  3. Map and trial import.

    We map your data to ClinDesk and import it into a test copy.

  4. Check together.

    You check patients, appointments and balances, and we put right anything that’s off.

  5. Final import and go-live.

    We move the latest data across just before you switch.

the calendar

A typical timeline

Every clinic is different – it depends on your sites and how much data you have.It depends on your sites and your data. [to confirm]

  1. [to confirm]

    Discovery and plan

    We agree what moves, when, and who does what.

  2. [to confirm]

    Export and trial import

    Your data in a test copy of ClinDesk, ready to check.

  3. [to confirm]

    Training

    Sessions for each role, using your own data.

  4. [to confirm]

    Final import and go-live

    The latest data moves across and your team starts.

  5. [to confirm]

    Settling in

    Both systems side by side while you check in with us.

unpacking

What usually comes across

  • Patients and contact details
  • Appointments, past and future
  • Clinical notes, letters and documents
  • Invoices, payments and balances
  • Insurers, accounts and authorisations
  • Practitioners, rooms and rotas

[to confirm]

What we check with you

  • Custom fields, templates and letter layouts
  • Outstanding balances and open authorisations
  • Future appointments booked after the export
  1. 1The odd one out – we find it with you

What can move depends on what your current system can export. We’ll confirm it with you on the discovery call, before you commit.

go-live day

No rush on go-live day.

Run both systems side by side

Keep your current system available while your team settles in, so nobody is rushed and you can look things up as you go:Your current system stays to hand while everyone settles: [to confirm].

Training for every role

Reception, clinicians and managers each learn the bits they use, with your own data in the test copy.Each role learns the bits they use, with your own data. Format: [to confirm].

kettle on – nobody’s rushed

Tell us what you’re moving from

Tell us which system you use now and how many sites you have. We’ll explain what moves, what it involves and how long it takes.Tell us what you use now and how many sites. We’ll explain what moves.

Questions first? Email khuram@appstackx.co.uk – a real person reads every one.

Help switching comes with every plan · See pricing

Appointment

ClinDesk demo

With
the AppstackX team
Where
online, on your screen
When
a day that suits you
Bring
the system you use now
Talk to us about switching