The platform uses a phased data migration approach to ensure accuracy and minimize disruption when transitioning to a new system. It begins with importing patient demographics, followed by future appointments, and then clinical data from previous records. This structured process helps reduce errors, preserve existing workflows, and support reliable care from the start. Demographic and appointment data are transferred via files, while clinical information is extracted from CCDA documents and made editable within the system. By layering data carefully, the approach enables a smoother go-live experience, maintains data integrity, and ensures providers can confidently access and use patient information.

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