Manual Conversion - Client Guide: Items To Export From New Location Existing PMS or Paper Files

Items to export from old PMS (practice management system)

Paper offices should scan to pdf all items in paper chart to be placed in Tops Portfolio. Exported items for both paper offices and PMS offices can be saved individually and placed into a file titled with patient name and chart id and put onto a thumb drive or shared network folder.

  1. Export old PMS tx notes to pdf
    1. If chart notes are on a treatment card then scan the treatment card to pdf
  2. Export responsible party financial ledgers
    1. If financials are on a ledger card then scan the ledger card to pdf
  3. Export insurance ledgers
    1. If insurance ledgers are on a ledger card then scan the ledger card to pdf
  4. Export patient images

PAPER OFFICES: Have a system to mark paper chart to indicate all items have been moved over to Tops. This can be as simple as a check make placed with a highlighter or a sticker (think green dot) on the paper chart.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.