Moving from PPMP to Power Diary

Why switch to Power Diary?

Are you considering transitioning from PPMP to Power Diary? Discover the benefits of making the switch and learn how the two platforms compare in our Power Diary vs PPMP Comparison Article. 

Seamless Transition, No Hassle

• Data Import Service: Once you have made the decision to move to Power Diary, our Data Import Team is ready to assist you with importing your data into your Power Diary account. This is a once-off complimentary service, (flexible in instances where for example, you have a new practitioner joining your clinic and they are bringing PPMP data with them).
• Migration Plan: We will work with you to help make your your move from PPMP as seamless and pain-free as possible.   Please email us at support@powerdiary.com and our Data Import Team will be in contact soon.  
• Priority Import: If your migration is time-sensitive, get in touch with us to discuss scheduling your data import. We'll ensure your transition gets the priority it deserves.

This article covers:

• What data can be imported from PPMP?
• How do I export my data from PPMP?
• Important Notes (learnings/information that our team has gathered and documented specific to migrating from PPMP to Power Diary.)

What we can Import from PPMP:

based on previous PPMP imports conducted by our Team, we can import:

• Clients
• Contacts
• Third parties
• Referrers
• Notes - when provided in a decrypted and importable format)
• Client files/documents -  see requirements in our "Importing your Data FAQ" helpdesk article here
• Invoices & Payments - in our experience, PPMP financial data is very complex, and our team will need to analyse this data to establish if viable for import, should you want to migrate this data.   For a more detailed explanation of why we may not be able to import your financial data, as well as a suggestion as to how to move forward, please see our Importing FAQ guide

*If there's any other data important to you that's not on the list, let us know. We'll assess its viability for import.

What can't be be imported from PPMP:

• Appointments: Appointments cannot be imported from PPMP data.  The appointments are presented in the PPMP data in blocks and the settings are within the software itself, not in the data presented. There are no end times for the appointments as this is calculated by the front-end software.  The appointment data does not link to clients, nor to practitioners.
• Referrals:  Referral data is stored  as a Note against each relevant client profile, and as such, is free text, rather than a data field that we can import.  As such, as a rule of thumb, this information is imported as a Note against the client profile, to provide you with the data for continuity purposes. 

Exporting your data from PPMP

Depending on how you host your PPMP, the export process differs:

On-Premises Export

1. Access the PPMP folder on your computer.
2. Locate the database file ending with ".mdb".
3. Right-click and compress the file (steps vary by operating system).
4. This compressed file is what you'll share with us.

Hosted by PPMP

If your current software is hosted by PPMP, you will need to contact PPMP Support directly to request a zip file of your database backup (patients, appointments, services, etc.), and a separate zip file containing all your decrypted clinical notes.  Don't forget to mention that you also need your files/attachments if you store those in PPMP. 

Additional information:

Thanks for taking the time to look through the linked helpdesk articles below.  This is all important and relevant to your data import, and getting ready to switch over to using Power Diary.

• Importing your Data - Generic Information: click here.  This article includes:
  • When can I get my data imported?
  • What we can Import (generic - dependent on the data presented)
  • Data formats we can work with
  • When should I switch over to using Power Diary?
  • How do I share my data with Power Diary?
  • How long will the import take?
  • Calendars
  • Switching Systems
  • Post Import Enquiries
  • Important Notes (generic to all imports)
• Importing your data - FAQ: click here
• Are you ready to switch over to Power Diary? click here
• Setting up your Account and Training Users: click here

Should you have any questions not addressed in the above links, we encourage you to contact us.

 Important Notes

• In addition to what has been discussed above, we recommend that you read all generic "Important notes" relevant to importing your data, as documented here as there are relevant learnings and important information relevant to your data import that you need to be aware of. 

If you have any questions, please contact us at support@powerdiary.com

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