TCM Clinical Pro

EMR Migration

Bring your patients with you — in one upload, not one by one

Switching to a new system shouldn't mean losing years of clinical history. Upload your EMR export and your patient records, notes, and treatment history come with you — no manual re-entry.

Included on Professional and Clinic plans

Sound familiar?

You want to switch to a better system but the thought of re-entering hundreds of patient records by hand stops you.

Your old EMR holds years of clinical notes and treatment history — and there's no way to get it out cleanly.

You've tried exporting before and ended up with a spreadsheet that doesn't map to any new system's fields.

What's inside

One-upload import

Upload your EMR export — XML, Excel, or CSV — and the system parses it into structured patient records. No copy-paste, no manual mapping.

Clinical notes preserved

Treatment notes, observations, and progress updates from your old system are imported as clinical notes attached to each patient. Your history isn't lost.

Preview before commit

See exactly what will be imported — patient names, dates, note counts — before anything is saved. You approve, nothing happens automatically.

Handles any EMR format

Whether your old system exports XML, Excel, or CSV, the migration tool adapts. You don't need to transform your data first.

Duplicate detection

If a patient already exists in your system, the migration tool flags it instead of creating a duplicate. You decide whether to skip or merge.

No data loss, no rush

Your old system stays untouched. You migrate at your pace, preview as many times as you need, and only commit when you're confident everything looks right.

How it works

1

Export from your old EMR

Use your current system's export function to create an XML, Excel, or CSV file of your patient records.

2

Upload and preview

Upload the file. The migration tool parses it and shows you a preview of what will be imported — before anything is saved.

3

Approve and commit

When you're satisfied with the preview, commit the import. Your patients, notes, and history appear in your system instantly.

Questions

Is EMR Migration included in my plan?

EMR Migration is included on the Professional and Clinic plans. Essentials plan users can upgrade to access the migration tool.

Which file formats are supported?

XML, Excel (.xlsx), and CSV. Most EMR systems can export to at least one of these formats. You don't need to transform your data before uploading.

Does it import clinical notes and treatment history?

Yes. Treatment notes, observations, and progress updates from your old system are imported as clinical notes attached to each patient record.

Can I preview before importing?

Yes. The migration tool shows you a full preview of what will be imported — patient names, dates, note counts — before you commit. Nothing is saved until you approve.

What happens to my old EMR system?

Nothing. The migration tool reads your export file but doesn't touch your old system. You can run both systems in parallel until you're ready to switch fully.

Switch without starting over

Get started — no credit card required.

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