Connected practice workflows
Optical practice data migration software
Bring patients and history across from your current practice management system with an import centre, preserved previous-system history and a live readiness check before you go live.
The workflow at a glance
- 01Assess your current system and its export
- 02Import patients and history
- 03Validate the imported records
- 04Check the readiness score, then go live
01
An import centre, not a spreadsheet exercise
Moving practice management software fails when the data does not arrive with you. ZenOptix includes a data migration and import centre for bringing patients and their history across from an existing system, with previous-system history preserved so past activity stays readable next to new activity. Data transfer still needs to be assessed against your current system, its export options and the records you are required to keep, so agree the scope and the validation process before committing to a date.
02
Know you are ready before you go live
A setup and readiness centre live-checks your configuration and scores how ready the practice is to open the doors on ZenOptix. Branches, opening hours, users and roles, appointment types, products and communication settings are checked as you complete them, so launch day is a decision based on evidence rather than a hopeful start.
03
Plan the switch with your data in front of you
Bring a real export from your current system to a demo and talk through what must come across, what can be archived and how the historical records will be validated once imported. Read the switching guide for the questions worth asking before you commit.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.