Inventory and minimise before moving
List active records, historical records, appointments, attachments, invoices and configuration. Identify duplicates and obsolete accounts, but do not delete records without an approved retention decision. Confirm which items can be exported and how attachments are linked to their records.
Test a small, representative sample
Use an authorised, controlled migration environment and an agreed process for sensitive data. Include different record types and edge cases. Compare counts, dates, associations, permissions and readable content. A matching row count alone does not prove that information is usable.
Plan the cutover and recovery route
Set the final change window, responsibility for reconciliation and staff training. Decide how new activity during the move will be captured. Keep a rollback or continuity plan and verify who answers urgent questions. Document acceptance before retiring the old workflow.
Reconcile a representative trial import
Choose a small authorised test dataset in an agreed migration environment. Include appointments, relationships, attachments, balances and an amended record where supported. Reconcile counts and inspect the actual content, dates and links between records. Record exceptions with an owner and an acceptance decision. A trial import that merely finishes without an error is not enough to establish a usable migration.
| Check in the demonstration | Evidence to record |
|---|---|
| Counts and record relationships match | Describe the observed result using fictional data. |
| Attachments and amendments remain readable | Record the role, exception and any manual work required. |
| Exceptions resolved before cutover | Agree on pass, follow-up or unavailable before rollout. |
Continue with clinical notes and documentation workflows and practice billing and payment workflows to test the connected steps. The interactive Flor demo provides fictional examples for the discussion.
- Enquiry & intakeIdentify the service, recipient and forms that need review.
- Schedule the visitMatch practitioner availability, room and appointment type.
- Document careReview notes, care plans and the next clinical task.
- Invoice & reconcileCheck charges, receipts and balances in USD.
- Follow upTrack the administrative conversation and assigned forms.
- Review the practiceUse agreed definitions to assess workload and outstanding work.
Evaluation map, not a guarantee of feature availability. Confirm your required workflow in a guided demonstration.
Questions for a US practice
Separate self-pay invoicing, superbills and electronic claims in your requirements. A working invoice does not establish payer connectivity. Ask for USD pricing, define staff and recipient access, and test the exact state, discipline and payer workflows relevant to your practice.
Where HIPAA applies, review the actual cloud services, responsibilities and agreements involved. HHS cloud-computing guidance is a starting point for those questions. A software label is not evidence that a particular clinic configuration satisfies its obligations.
A few common questions
Can I email patient data to the Flor team?
Do not send patient information through ordinary product enquiries. A migration process and appropriate controls must be agreed before any transfer.
Prepared for clinic owners in United States. Updated . These guides support product evaluation and do not replace professional or legal advice.