Switching
Move on your timeline — without stopping the clinic
For clinics leaving spreadsheets or a legacy PMS: a three-week shape for data, training, and cutover — adjust to your size.
Week-by-week
A sane default timeline
- 1
Week 1 — inventory & access
Export patient lists and service codes; map roles (owner, desk, provider); decide what you will re-enter vs import.
- 2
Week 2 — train the hot path
Calendar, check-in, chart open/close, and pipeline stages your front desk already uses verbally.
- 3
Week 3 — parallel run or cutover
Pick low-risk half-days for parallel booking, or a hard cutover with a rollback checklist.
A pragmatic rollout pattern
- Define your first-location workflows and roles
- Import or recreate patients and services as needed
- Train front desk on calendar + pipeline first
- Expand finance and inventory portals when your plan allows
- Measure adoption weekly until the team is fluent
Data you need
Checklist before go-live
- Patient identifiers you trust (MRN or phone + DOB)
- Room or chair names matching how staff speak
- Pipeline stages that match your consult → treatment flow
- Who approves refunds, discounts, and chart edits
Training
What to expect from your team
Plan for two short live sessions plus async practice. Most friction is habit change, not clicking — keep scripts for the first 20 patient visits.
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