During the conversion process, some information may be selectively not converted. This is what you need to know about making that decision.
At times 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 that final plunge.
Insurance Carriers
- If you choose not to convert insurance carriers, you need to be aware that no plans or policies will be converted either. This means that you have to start COMPLETELY over with entering insurance information. Note: This includes carrier ID's, phone numbers, addresses, employers, group numbers, etc.
Converted Balances (Accounts Receivables)
- If you choose not to have your A/R converted, our conversions team can turn the outstanding balance owed into a patient pop-up note. If you choose to post payments, re-send a claim, etc., you do have to create a brand new invoice to post the applicable information. Note: This means that if you choose not to convert Accounts Receivables you will need to enter any procedures that happened before you started with Curve, in order to post anything affecting these balances.
Treatment Plans
- You may choose not to convert treatment plans if they're older than a year or two. Of course, if you choose this option, you will need to re-enter the treatment plan if the patient came in for that specific treatment in this case.
- You may also choose not to convert ANY treatment plans. Likewise you would need to re-enter this information as needed.
Patients with no history for the past 7 years
- You may choose not to convert any patient records (active and/or inactive) if they have not had any history in the past 7 years. These are typically patients that in the paper world, would be archived off-site. Be aware, that if these patients do decide to return to your practice, you would need to enter them in as a new patient.
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