Post-import checklist

Check that your staff, patients and history arrived correctly.

Table of Contents

After an import, compare a sample with your old system before going live.

Team: names, contact details, titles and photos.
Patients: spot-check a few cards, including contact details and allergies.
Appointments: future bookings are in the right place and time.
Forms and notes: history is on the right cards.
Money: invoices, balances, packages and vouchers.
Services and products: prices, durations and tax.

See Formatting Issues and Duplicates in Data Hub to tidy up. Revert import undoes a run.

Up next

Next, read Transfer your data from another system.