There may be information you do not want to convert over from your old software during the conversion process. Here are some things you may want to know before making the final decision.
Insurance Carriers
If choosing to not convert insurance carriers, be aware that no plans or policies will be converted either. This means that each patient will need their insurance information inputted manually. Note: This includes carrier IDs, phone numbers, addresses, plan names, group numbers, etc.
Converted Balances (Accounts Receivable)
If choosing to not have A/R balances converted, the Curve conversion team can turn the outstanding balance owed into a patient pop-up note. If choosing to post payments, re-send a claim, etc., a brand new invoice will have to be created to post the applicable information. Note: This means that any procedures done before starting with Curve will need to be entered, in order to post anything affecting these balance.
Treatment Plans
If choosing to not convert treatment plans older than a year or two or none at all, treatment plans will need to be re-entered if a patient comes in for that specific treatment on one of those plans.
Patients with no History for the Past 7 Years
If choosing to not convert any patient records, active or inactive, who have no history for the past 7 years, if these patients decide to come back to the office, a new patient profile would need to be created.
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