Description
During the conversion process, some information may be selectively not converted. This is what you need to know about making that decision.
Steps
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 paitent.
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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.
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