Stage 2 · Change the source system

Move the operation to Clinvello.

Plan the full transfer by source system. Review export scope, trial imports, clinical archives, financial reconciliation and cutover.

Choose your current system.

Two stages. Different decisions.

01 · Connect and move workloads

Keep the clinic’s record system. Connect the right location, review access and move one automation at a time.

Connection guides →

02 · Transfer the operation

Inventory and export records, validate the import, reconcile the financial position and agree on the clinic’s cutover.

Migration guides →

Use the full migration checklist →

Explore all 39 features →