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Your best patient
exists three times,
spelled three ways.
One record in the EMR, one in the booking tool, one in the marketing CRM. Every front desk question starts with figuring out which one is real.
Getting your data in
The migration is where switches die.
Most practices stay on a system they dislike because the export is a mess of mismatched columns. Import reads the file first and tells you what it found.
- Detects a single full-name column and splits it
- Spots dollar-formatted values and converts them
- Flags missing required fields before anything is written
- Save the mapping so the next file lands the same way
Cleaning it up
Duplicates surface before staff do.
Every practice accumulates the same patient two or three times: a married name, a typo, a second booking under a nickname. Candidates are grouped for review rather than left for someone to stumble across.
- Likely matches grouped, not silently auto-merged
- You choose which record stays primary
- Notes, appointments and forms follow the merge
One profile
EMR and CRM, same record.
Clinical history and commercial history describe the same person, so they live on the same profile. No GoHighLevel or HubSpot running alongside, no reconciliation between them.
- Notes, appointments, payments, forms and photos attached
- Custom tags and lead-source tracking for segmentation
- Care plans with sequential steps and patient-facing timelines
- Advanced filters to build the list you actually want to message
“We switched from three different systems. Now everything — records, billing, notes — lives in one patient profile. The migration took two days.”