Conditions and Past Charts
The next step of the Migration Checklist is to check patients Clinical Charts to ensure that past conditions have been mapped across correctly to principle from your old PMS.
Choose patients to check and navigate to their Patient Profile and click on the Charting History tab:
Cross reference with your old PMS to ensure that conditions have been mapped and charted correctly in Principle for each patient.
Be sure to pay attention to missing teeth, making sure the charts match between your old PMS and Principle.
Check as many patients as needed until you are satisfied that conditions have been mapped correctly.
If you notice anything missing or incorrect it is important to let your Principle rep know so it can be corrected before launch.
Once you are satisfied that each step of the Migration Checklist has been completed, mark each step 'complete' and inform your Principle representative that you are ready for final migration.
Congratulations, you have just finished the Migration Checklist and are one step closer to launching Principle!