Excel, CSV and Word
Patient files, appointment lists, document templates and structured history.
Guided migration
Join Cabinext in under 3 months.
Moving from Excel, Word, paper records, aging local software or another application? Cabinext structures the project through audit, extraction, cleansing, validation import, validation and cutover.
Target: under 12 weeksPrior auditValidation before cutoverTeam support
Where can you migrate from?
Feasibility depends on export access and data quality. The audit identifies available formats before any commitment.
Legacy local software
CSV, Excel, SQL or other exports supplied by the previous vendor or accessible to the practice.
SaaS or cloud solution
Exports available from another application, subject to the practice’s rights and available formats.
PDF files or scans
Document migration may be possible after review; structured extraction can require additional work.
Multiple practices
Data may be consolidated by practice, doctor or team after duplicate and separation-rule validation.
Partial migration
The practice may choose active patients, future appointments or a defined historical period only.
A five-step process
The target is to complete most migrations in under three months. Actual timing depends on volume, formats, duplicates, attachments and team availability.
Audit and inventory
Identify sources, volumes, fields, attachments, duplicates, confidentiality constraints and priority data. The migration scope is agreed with the practice.
Extraction and secure copy
The practice supplies authorized exports. A working copy is prepared without modifying the original source. Temporary access is limited to migration personnel.
Cleansing and mapping
Normalize dates, phone numbers, identifiers, medicines and categories. Mapping rules are documented and anomalies are reported.
checks import and validation
A validation environment lets the practice validate a sample and then the complete agreed scope before cutover.
Cutover and support
After written validation, the final import is scheduled. The team receives training and enhanced support during stabilization.
Realistic commitment: “under 3 months” is a project target, not a universal guarantee. Closed proprietary databases, incomplete exports or exceptional volumes may require a specific schedule.