Switching platforms

Switching is a project. Here is the honest version.

Most vendors tell you migration is painless. It is not painless — it is manageable, and the difference is knowing in advance what moves, what stays, and what you should deliberately not try to bring.

Thirty minutes, on your workflows — book a demo. The tech stack calculator needs no signup, and pricing is published.

What usually goes wrong

  • Somebody tries to migrate a half-worked accounts receivable ledger, and neither system is now the source of truth.
  • Authorizations arrive without their remaining unit balances, so every one has to be re-keyed.
  • Historical clinical data comes across as raw rows with the program structure gone, and the graphs stop being readable.
  • Credential expiry dates arrive as uploaded documents rather than dates, so alerting does not work for another quarter.
  • Nobody agreed who owns the old system during the overlap, and it gets switched off too early.

How we do it

Open AR stays where it is

Almost every practice should run out open receivables in the prior system while new claims start clean here. Trying to migrate a half-worked ledger is how switches go wrong; running two for a few weeks is how they go right.

Authorizations move with their balances

Active authorizations transfer with remaining units intact, so nothing is re-keyed and no session gets billed against a stale auth on day one.

Clinical history stays readable

Programs, targets, collected data and signed notes come across as your clinical record — reportable and graphable, not a CSV of trial rows.

Migration is included, not a services line

We go live with small practices in under a week; mid-size and multi-state in one to two weeks. That is a commitment we control, not an average we measured.

Ask to watch these in the demo

On your data, not a prepared demo account. If we cannot show it, treat it as a claim.

  • Your actual export from your current system — what lands, and what does not.
  • An authorization arriving with its remaining unit balance intact.
  • The parallel-running plan for your open AR, with dates.
  • Credential expiry alerting working in week one, not month three.

Bring your export. We will tell you what will not transfer.

$30 per user per month, published on the pricing page. No per-client fees.

Keep reading

Related guides on running an ABA practice — the same operation, from a different angle.