WebPT Data Imports
Below are the basic transition steps:
- Pick a Go-Live Monday a few weeks out
- Begin Creating/Scheduling Patients in Heno for anyone after that Date by creating the patients manually
- If transferring data into Heno, work with your old EMR to ensure you can get them to e-mail your data download of your patients information and provide them to Heno.
- Patient Data will need to be reviewed and approved by our development team, most data uploads can occur at a minimum of 1 week from the data being Approved.
- Please be aware that we do NOT transfer in Case information from Web PT/Other EMR's as the data does not transfer between EMR's
- Begin working your patients in Heno on Go-Live Monday.
- As it’s time to check-out patients you’ll want to enter their case/insurance Policy/Auth Information prior to checkout
- Continue to work visits prior to go-live Monday in the previous software
Who do you send the files to/ Where do you upload the files?
FOR WEB PT: If your prior EMR provider was Web-PT, please forward the two seperate emails that Web-PT provides to you to:
- Jeff@heno.io
- Please label the two separate email's Subject with your Practice Name
When Transferring to HENO from WebPT, HENO can import the following data:
- Patient Demographics
- Insurance Companies
- Referring providers
- Documentation (Imported as PDFs attached to patient records)
What is not imported?
- Insurance company, policy IDs, are not imported (customer manually adds this)
- DX codes are not imported on the patient's chart
- Past Claims, Balances and Payments.
- Authorizations, Authorization Notes or Case Notes.
- Prior EMR Scheduled Visits
*Note- If transferring to HENO from another EMR, other than WebPT, everything above is the same excluding #4 in the first list which means HENO cannot import documentation from Non WebPT EMRs.