On day 1, your whole practice history
is already here.
Every patient, visit, note and payment, with its original date.
Most systems move your patient list and a PDF of your notes. We bring your whole history.
Your history, in the chart,
not in an attachment.
Every patient
Active and inactive, with their contact details, demographics and medical history: allergies, conditions, surgical and family history.
Every past visit
With its real date and time, provider, room and service, and whether it was kept, missed or cancelled late.
Upcoming appointments
Your upcoming schedule comes over too.
Every chart note
With its addenda and the provider who wrote it. Notes signed in your current system arrive signed and locked. We never add a signature that was not there.
Billing history
Every charge, payment and adjustment, with its codes and its original date.
Intake forms
Your patients’ past intake forms, kept as history on their charts.
Packages and exercise programs
Prepaid packages carry their remaining visits; home exercise programs stay on the chart.
Your practice set-up
Services, rooms, inventory, leads and email unsubscribes, so people who unsubscribed stay unsubscribed.
Everything imported is marked as coming from your current system, so you always know where a record began.
About a week of preparation,
then one night.
- STEP 01 / 04
You send us a backup
A copy of your current system’s data. You keep working in it as normal.
- STEP 02 / 04
We load and check everything
Your full history goes into PulseChart and is checked against the original, independently, before anything goes live. This takes about a week.
- STEP 03 / 04
Switch-over night
After you close, we bring across the day’s last changes and run the checks again.
- STEP 04 / 04
You open in PulseChart
The next morning your schedule, charts and history are waiting. If anything is not right, you open on your current system as usual and nothing is lost.
- A backup of your current system
- Your scanned documents, sent separately
- A list of your prepaid packages and members
- Who on your staff needs a login