Book a DEMO
Services
One platform. Multiple solutions. Tailored to your practice.
Book a DEMO
Onboarding
Training
Integration
Support
Data Migration
Customization
Features
Electronic Medical Records (EMR)
Appointment Scheduling
Communication Management
Insurance Claim Management
Financial Management
Inventory Management
Document Management
To-Do and Queue Management
Process Automation
Online Request Forms
Reporting & Analytics
Patient Portal
Pricing for 2026
Login
Shop
Migration Request
Request for Data Migration into Compass Pro
Organization Name
First Name
Last Name
Contact Email
Contact Phone (optional)
Previous
Next
Source Data Details
Information about your current data source
Current Software/System Name
Export File Format(s)
– Select –
CSV
Excel
XML
JSON
SQL DB
Other
Number of Files
File Size (approximate, MB/GB)
Data Sample Available?
Yes
No
Attach Sample File (if Yes)
Choose File
Data Export Instructions/Notes
Previous
Next
Patient Data Scope
Details about the patient data you want to import
Number of Patient Records
What data do you want to import?
– Select –
Demographics
Contacts
Appointments
Insurance
Clinical
Documents
Billing
Other
Additional Data Types (if any)
Data Mapping/Field List Available?
Yes
No
Data Quality Concerns?
Yes
No
Describe Data Quality Concerns
Previous
Next
Special Requirements & Timeline
Any specific needs or deadlines for the data migration
Required Completion Date
Sensitive Data/Compliance Needs?
Yes
No
Additional Notes/Requests
I consent to allow Compass Pro to review my data for migration purposes.
Previous
Submit Form