Migrating to cloud-based dental practice management software is par for the course when DSOs embark on digital transformation journeys to increase operational efficiency, improve patient experience, and enhance data security and compliance.
However, dental software migration is a daunting project. One of the most challenging questions is: What data should you migrate to the new platform, and what’s okay (and even beneficial) to leave behind?
The immediate and often emotional response often is, “Take it all. We don’t want to lose anything!” But here’s what we’ve learned after performing dental software migration for numerous clients for over a decade:
“The reality is we don’t want to transition it all. Junk data is junk data — no matter what system we bring it from. When your goal is to scale rapidly, it’s much better to let bygones be bygones from the beginning and start fresh in a new system.” ~ What to Expect When Switching Practice Management Systems and How to Master Your Data Migration Journey White Paper.
Let’s explore what data you should transfer to your new system and what to leave behind.
Dental data migration is a complex undertaking that requires substantial time and labor. Migrating everything but the kitchen sink from your current system is often not the best use of your resources. Moreover, low quality (e.g., inaccurate or duplicate) and outdated information could lead to errors and confusion.
Rule #1: Don’t expect to move everything over when migrating to a new dental practice management platform.
Instead, set a solid foundation with a thorough assessment of existing data to understand its structure, quality, and volume. Then, figure out what you’ll migrate and their dependencies. After mapping your data and taking inventory, you should decide what data to transfer and what to sunset. Here’s a checklist of the data most DSOs should migrate and leave behind:
Here are the items to migrate and how to ensure a smooth transition:
Here are the items to leave out and how to tie up loose ends:
Upgrading to cloud dental software is essential for supporting your DSO’s growth plan. Knowing what to expect and following a plan to properly and securely handle all your data is critical for success.
Download our white paper, What to Expect When Switching Practice Management Systems and How to Master Your Data Migration Journey, in which we share our from-the-trenches insights into data migration best practices gained from serving dental practices of all sizes for over a decade.
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