Migration & onboarding
Switch clinic software. Keep the history that matters.
We move your patients, appointments, treatments, payments and notes. You verify everything in a test account before your clinic goes live.
Guided by our migration teamTest environment before go-livePlanned around your clinic
Your migration route
From your current system to a ready clinic
2–5 daysstandard service time
Test account firstyou approve before launch
No blank starttraining and setup included
What can move
Keep the records your team relies on
The exact scope depends on the data your current system can export. We review that together before migration begins.
Patient details
Appointments
Treatment plans
Payments and balances
Communication history
Doctor fees
How it works
A transition planned around your clinic
Every practice starts with a clear source review. From there, the migration and setup path are adapted to your data and team size.
Whichever system you use, we help you get the data out
The first step changes depending on where your current clinic data is stored. You do not have to solve the technical work alone.
On-premise server
We connect to the clinic server with permission and collect the data securely.
Existing backup
Send us a recent test backup. If creating it is difficult, our team can help.
Cloud software
Download a backup in the app or request one from the current provider's support team.
See and verify your own data before the final move
We send your clinic an account for qa.medicasimple.com. Your team reviews the migrated records in a safe test environment and approves them only when everything matches.
Patient identity detailsTreatments and plansPayments and balancesAppointmentsClinical notesDay-end & treatment reports
We also recommend comparing every detail for 3–4 randomly selected patients. Any mismatch in names, dates or amounts is reviewed together.
A planned evening handover. Current data the next morning.
Once your clinic confirms the test results, we agree a go-live date together and plan the final backup around your working day.
The evening before
Final current backup
After the last entry in your old software, the latest backup is delivered to our migration team.
Go-live morning
Start with current records
The approved and up-to-date records are ready in your Medicasimple account.
Ready to move?
Tell us what you use today
Book a short conversation and we will help you map the right migration and setup path for your clinic.
Guided by our migration teamTest environment before go-livePlanned around your clinic
Recommended checks
Test environment checklist
Patient identity detailsTreatments and plansPayments and balancesAppointmentsClinical notesDay-end & treatment reports
Migration questions
Before you move your data
Will I receive a blank account?+
No. Your account starts with ready-to-use templates. We also provide training, and the level of guided setup is matched to your clinic's size and needs.
What do you need for data migration?+
Start by sharing an export or report from your existing software. We review what is available, confirm the scope, and guide you through the next steps.
Can I keep working while we move systems?+
Yes. The transition is planned around your clinic's day-to-day operation, with the exact timing agreed after we review your data and setup needs.
Do I get support after migration?+
Yes. Your team receives training and can continue to get help through Medicasimple as you begin using the system.