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Patient records
Demographics, medical history, clinical notes and consent — mapped field-by-field and checked against the source.
Twenty years of charts. Every dollar in the ledger. The x-rays, the notes, tomorrow's book. Most practices stay stuck on software they hate because moving it feels like open-heart surgery. We read your old system at the source, rebuild it in the cloud, and check every record against the original before you go live. Nothing lost, no dark weekend, no re-keying. It's free, a DocsDocs specialist runs the whole move on-site with you, and a dedicated success manager stays reachable 24/7.
DocsDocs extracts through a direct, read-only connection to your live database — the same battle-tested approach used across the industry, with connectors into more than 400 practice management systems. No fragile CSV export, no screen-scrape. We read your data structured, field-by-field — the difference between a copy that's close and one that's exact.
HIPAA-compliant, read-only extraction · a signed BAA before any data moves · PHI encrypted in transit and at rest.
Every clinical and financial record moves with its links intact — so day one on DocsDocs looks like the practice you already know, not a spreadsheet you have to rebuild.
Demographics, medical history, clinical notes and consent — mapped field-by-field and checked against the source.
Future appointments, recall due dates and provider columns rebuilt exactly as they were.
Balances, payment plans, insurance, fee schedules and outstanding claims reconciled to the penny.
X-rays, perio charts and clinical images stay linked to the right patient and tooth — nothing orphaned.
Scanned files, referral letters, EOBs and signed forms carried over with their metadata intact.
Treatment plans, pre-auths, claims and payment history — so billing never misses a beat.
Coming from any of these? You're covered.
Whether your data lives on a box in the back office or another vendor's cloud, the path is the same. You keep working the whole time — we mirror in parallel and cut over after close.
Through a secure, read-only connector we read your live database in place — on-prem or cloud. Nothing on your side is touched or deleted; we only read.
Records are mapped into DocsDocs' structured cloud schema — patients, ledger, imaging and charts reconnected exactly as they were linked.
Every table is counted and matched against source. Balances to the penny, patient totals equal, images resolve. You review a sample account.
Both systems run side by side, kept in sync, while your team kicks the tires. Nothing is ever at risk during the switch.
We flip after close with a specialist on the line. Your old server stays intact as a backstop — you open the next morning on DocsDocs.
Patient totals, ledger balances, appointment history and image links are reconciled against your source system and signed off with you — before you ever go live. Your old data stays untouched and available the entire time, so there is no moment where a record can quietly disappear.
The moment you land on DocsDocs you're fully cloud-native — open the practice from any chair, any device, any location, with automatic backups and no server to babysit.
Access anywhere, zero-maintenance infrastructure, always-current software and enterprise-grade backup — the full case for leaving the closet server behind.
The other half of "switching is hard" is the retraining. Most platforms hand you a fatter version of the same clunky software and a week of sessions. DocsDocs is built the opposite way — the busywork is automated, so there's far less for your team to memorize, and what's left is intuitive enough to pick up in a shift.
Calls answered, insurance verified, claims drafted, x-rays read — the system handles the busywork, so staff aren't clicking through twelve screens to get anything done.
One living record, plain language, sensible defaults. If your team can use a phone, they can use DocsDocs — no manual open on the second monitor.
A short guided onboarding is enough — and we run it on-site, in person at your operatories. Because there's less to learn, even a lightly-trained front desk is productive from day one, with a dedicated success manager on call 24/7 after.
Slide in what your practice runs today. DocsDocs folds it into one bill, automates the busywork your team does by hand, and answers the calls you miss — the calculator shows what that adds back in year one.
If yours isn't here, bring it to the demo — or just ask us directly.
Contact us →No. We read your source system directly through a read-only connection and reconcile every record 1:1 — patient counts, ledger balances, appointments and image links are matched against your old system and signed off with you before you go live. Your original data stays untouched the whole time.
No. Both systems run in parallel through the switch, and the cutover happens overnight after close. You keep working right up until you flip to DocsDocs — no downtime, no lost production.
That's the most common case. We read the data off your local server through a secure, read-only connector and rebuild it in the DocsDocs cloud — after which you never touch that server again.
Most single-location practices are fully live within two to four weeks — including data migration, a test conversion you review, and staff onboarding. The cutover itself is overnight.
Far less than you're used to. Because the AI handles the busywork and the interface is built to be intuitive, a short guided onboarding gets most teams productive on day one. We train your team on-site, in person, and a dedicated success manager stays reachable 24/7 long after go-live.
Yes. Extraction is HIPAA-compliant, PHI is encrypted in transit and at rest, and we sign a BAA before any data moves. Each practice lands in its own isolated database.
Nothing. Moving your data to DocsDocs is free — we don't charge a conversion or onboarding fee to bring your practice across. You're only ever billed for DocsDocs itself.
Yes — for every switch. A DocsDocs specialist comes on-site to handle the install, train your team in person at the operatories, and stand with you on go-live day. After that, a dedicated success manager is reachable 24/7.
Tell us what you run today and we'll scope your migration — data mapped, timeline set, no obligation, and the migration itself is free. We come on-site to run it, and a dedicated success manager stays reachable 24/7. Most practices are fully live within two to four weeks.
The things practices want to know before switching — and how DocsDocs handles them.
Most practices are fully live in 2–4 weeks. A DocsDocs specialist runs the whole move on-site with you — we read your old system at the source, rebuild it in the cloud, and reconcile every record before go-live. No dark weekend, no re-keying.
Yes. Everything runs on HIPAA-aligned AWS infrastructure under a signed BAA, encrypted in transit and at rest, with access logging and continuous multi-region backup. It's a stronger posture than a server in a supply closet.
Modern practices run on the internet the way they run on electricity, and a simple LTE/5G failover keeps you online through most outages. Connectivity is far more reliable than a single on-site server that fails with no warning.
No. DocsDocs runs in the browser on the Mac, PC, tablet or phone you already have — no server to rack, no closet box to patch. Add a location, a chair or a provider without racking anything new.
Book a 20-minute demo on your real workflow, or send us a note and a real person on our team gets back to you — usually within one business day. Migration is free.