Data Migration

We are able to migrate most of your data from Desktop into 360. This process can take up to five business days and requires you to provide the specific date you’d like the migration completed. Please note that this migration can only be performed once.

The following data will be migrated:

Patient demographics
Patient profile photos
Patient driver’s licenses (front and back)
Patient insurance plans (including front and back images of insurance cards)
Patient appointments (12 months prior and all future appointments)
Images from the Images tile (annotations cannot be exported and will not be included)
Documents from the Documents tile
Macros (all Macros will be exported and imported into 360; users are responsible for pinning and organizing them within 360)
Insurance carriers (third-party payers)
Diagnosis codes (most recent with dates)
Attorneys
SOAP notes (in HTML format), which will be uploaded into each patient’s Documents folder under a folder titled “ChiroSpring Desktop SOAP Notes”

We also recommend running any necessary reports in Desktop and saving them as PDFs for your future reference.

The following will not migrate

Settings
Provider Schedule/Hours
Price List/Fee Schedules
Users
Scheduler Time Blocks
Patient Care Plan
Emergency Contact
Employment Info
Primary Care Provider
Acknowledgements
Insurance Cases (Payor will come over, not case or case detail)
Condition Cases
Ledger
Review of Systems (will be in SOAP notes which do migrate over)
Transfer of Care
Previously sent Statements
Patient Notes (not SOAP, the sticky notes in patient file)
MIST
Vitals
Labs
Immunizations
Stop Managers
Health History
CPOE
Med Rec
Amendments
Patient Education

Please note that patient ledger balances cannot be migrated. See below for guidance on how to manage that process.

Import Patient Desktop Balances into 360

This is a process you will need to complete. Follow the steps in the below article.

Import Patient Balances - Click Here