Whether you recently decided to make the leap or are still thinking it over, moving from server-based to cloud-based practice management software requires careful thought and planning. To ensure a smooth transition, here are some important considerations:
First and foremost, it’s vital to understand what data will convert to the new software. The good news: most of your records will transfer seamlessly! There may be some cleanup or manual entry required, but it is typically minimal. Here are some things to keep top of mind:
- How and on what timeline will the vendor migrate the data?
- Will there be downtime?
- Who owns the data, meaning if you later change cloud vendors, does your data move with you?
Next up, training: No system is going to work for you if the key players don’t understand it. Make sure your training is top-notch. It’s best not to settle for online, self-guided training; your practice management system is a big investment! Opt for trainer-led sessions to ensure you are set up for success from day one and well beyond.
Plan how training will be rolled out to all your locations. Some questions to answer or get the answers to:
- Are you responsible for providing training or will it be supplied by your vendor?
- If of interest, can you do a combination of both?
- Will the entire practice train together, or will you roll it out location by location?
- What kind of ongoing training is available?
Another mission-critical step is to make sure all team members understand why you are making this change. Some questions to address with your team:
- How will this change improve daily workflows?
- What new enhancements to the practice’s workflow will be possible?
- What ongoing access to support can your team expect?
We know we’ve given you a lot to think about, and that’s good because changing your practice management system is a huge decision! For a thorough exploration of what the cloud is and why it could be the perfect place for your practice, check out our most recent white paper, Success in the Cloud: Benefits for Multilocation Practices.
