What is migrated
The following data categories transfer during migration, subject to availability in your legacy PIMS.
Accounts/pet owners
Account records with full demographic data
Primary and secondary addresses and emails (if they exist in the legacy PIMS)
Contact phone numbers (if they exist in the legacy PIMS)
Account alerts
Client notes
Patients
Patient records
Species, breed, sex, and age
Patient alerts
Patient profile photos (only if they exist as attachments in the legacy PIMS)
Patient microchip ID
Users/staff
Active employees and providers from the legacy PIMS
Providers are assigned the Doctor Class and Doctor and Staff Role
Non-providers are assigned the Staff Class and Staff Role
Note: All employees and providers will need a new PIN to access Instinct EMR after migration. |
Visit history and clinical records
Full visit history with accurate check-in/check-out dates, displayed on the Charts screen
Chart documents: individual documents attached to the correct visit, original file names retained
Chart files / PDFs: individual files on the correct visit in their original format (for example, a rabies certificate that existed as a PDF will appear as a PDF with its original file name)
Medical notes: native chart documents associated with the correct visit
Lab reports/results: individual chart documents, original file names retained
Non-visit documents: documents with no associated visit appear in the non-visit document section
Appointments
Appointment types
Future scheduled appointments (those scheduled for the future at the time of migration)
Appointment reminders
Vaccines and services
Vaccine and service history
Vaccine and service reminders: migrated reminders are surfaced on the Snapshot tab and created as new entries on Admin > Reminder Labels
Migrated reminders are not directly tied to any vaccine products and contain (Imported) in the label
Only reminders scheduled for the future are included
Prescriptions
Active and historical prescriptions: migrated to a chart document named Prescription History under the non-visit document section
What is not migrated
The following items do not transfer from your legacy PIMS to Instinct EMR:
Account balances
Account types
Alternate contact information
Chart templates
Client communications
Estimate templates
Invoices with line items, payments, and transactions
Insurance information
Patient diagnoses
Patient vitals or weight history (if not contained in a chart document)
Products
Reports and analytics
Referral information
Frequently asked questions
We are a practice group migrating from multiple PIMS. Can you migrate data from different sources into a single Instinct EMR database?
Instinct EMR does not currently support migrating data from multiple sources into a single database. For practices requiring migration from multiple PIMS, separate Instinct EMR databases are recommended.
Still need help?
Contact support via live chat or email [email protected].