Frequently Asked Questions
How do we switch from our current software system to AutoPrax?
We understand that one of the biggest headaches of using a new software package is that you have to migrate from your current system to the new system.
Our team worked out a schedule to support you with a seamless switch. AutoPrax will import all your existing patient information from an export of the records from your current system and create an easy to use lookup for these records. Established patients are easily loaded again from this lookup and verified on AutoPrax at the time they visit the practice again. We suggest you keep your current system running to reference all financial data, should debtors or funders have any queries on old transactions. If this is not possible, please contact your current system administrators and ask them for a full export of your transactional history from your current system. We also suggest that you transfer all opening balances within the first month of switching to AutoPrax. From there you may allocate all medical aid payments to the opening balances on AutoPrax and keep the old program running if patients need to query old financial transactions.
We will guide you through the whole process and are available for any assistance
while changing over to AutoPrax.
THE RECOMMENDED STEP-BY-STEP PROCESS
Export your current patient database in whichever format your current system provides
Send the exported data to us so that we may import the data into AutoPrax
We will create a simple lookup with the data, which you may use to find a patient
We will NOT be able to import the following information:
Medical aid information and history
Past transactions
Past clinical information
We recommend to transfer all outstanding debt balances to AutoPrax as opening balances
When new and existing patients visit your practice, you verify their medical aid information on AutoPrax
As payments are received for transactions in your old system, you allocate them to the opening balances in AutoPrax
Eventually the old system will become redundant and you can solely rely on AutoPrax