What transfers when you switch to TDOS. The complete guide.
A field-by-field breakdown of what moves from PBS Endo or EndoVision to TDOS, what does not, and exactly how the import process works from start to go-live.
Direct data imports supported from PBS Endo and EndoVision.
Other software? Contact us for a data import investigation.
A note on data quality
If your current database contains duplicate patient records or inaccurate data, those duplicates and inaccuracies will carry over into TDOS. This applies to all imported fields. We recommend doing a data cleanup pass in your current system before the import if you know there are issues. Our team can advise on what to look for.
Your practice data moves with you.
The following fields are eligible for import from PBS Endo and EndoVision. Imported fields can be limited upon request.
Practice Doctors
Referring Doctors
Patients
Clinical Notes
Text format only. Structured data fields within notes may vary by system.
Digital Images
Images stored outside the PMS cannot be imported. See the “What does not transfer” section below.
Documents
Documents stored outside the PMS cannot be imported.
Appointments
Imported the day before go-live to avoid duplicates. Some fields require manual entry before seeing patients.
Insurance Carriers
Payer IDs must be added manually. Patient insurance settings cannot be imported.
Patient ledger
A reference copy of the patient ledger is saved to each patient chart as a CSV/Excel file. TDO does not perform a direct ledger import due to the complexity and risk of migrating live financial data. Your financial history is preserved as a reference document within each patient record.
Being honest about the limitations.
These items cannot be imported automatically. For each one, we explain why and what the workaround is.
External Imaging (Dexis, Schick, Carestream, etc.)
WHY
Images stored in external imaging software like Dexis, Schick, or Carestream are held within those applications, not within the PMS patient folder. TDO's import process can only access files stored inside the PMS itself.
WORKAROUND
Images can be added to TDOS manually by dragging or uploading them directly into the Acquire window within each patient record. Many practices do this progressively as patients return for appointments rather than all at once.
Fee Schedules
WHY
UCR and contracted fee schedules are structured differently across practice management systems and cannot be reliably mapped in an automated import.
WORKAROUND
Fee schedules are entered manually in TDOS before go-live. Our implementation team will walk through this during the setup phase. Most practices complete this in a single focused session.
Patient Insurance Settings
WHY
Patient-level insurance assignments and active claims are tied to specific payer configurations that vary by system. Automated import risks creating mismatches that are harder to fix than entering them correctly from the start.
WORKAROUND
Insurance carrier records import (name, address, phone). Staff manually assign each patient's insurance within TDOS. Payer IDs are added to imported carriers. This is typically handled during the training phase before go-live.
CBCT Data
WHY
CBCT data is stored within the CBCT manufacturer's own software and viewer. It is not held within the PMS patient folder and cannot be extracted for import.
WORKAROUND
CBCT data remains accessible through its original software and viewer. TDOS integrates natively with Carestream, J. Morita, and Prexion CBCT systems, so new scans taken after go-live will appear directly in TDOS patient records.
Five steps from your current system to go-live on TDOS.
The import process is managed by TDO's implementation team. You do not do this alone.
TDO is installed in your practice.
Before any data moves, TDO must be fully installed and configured in your practice environment. For cloud practices this is a software setup process. Our implementation team handles this with your IT contact if you have one.
The bulk of your data is transferred.
The majority of your patient records, clinical notes, referring doctor data, and appointment history is imported into TDOS. This is done before training begins so your team trains on their own real patient data, not dummy records. This makes training significantly more effective.
Your team trains on TDOS with real data.
Your practice completes setup items and trains on TDOS through TDO University. Role-specific tracks cover doctors, front desk, and office managers separately. Training happens before go-live, not after. During this phase your team also completes any manual setup items like fee schedules and insurance assignments.
New data is synced the day before go-live.
Any new patient data, appointments, or records added to your old system since the first import are pulled in on the day before go-live. Appointments are reviewed and adjusted as needed before the first patient is seen on the new system.
Your practice goes live on TDOS.
Go-live happens right after the second import. Your data is in place, your team is trained, and TDO's support team is actively available for your first two weeks on the system. Not just reachable. Actively available.
You train on your own data. Not dummy records.
Most practice management data imports give you a test environment with fake data to train on, then switch everything over at go-live. TDO's two-import process means your team trains on their actual patient records from the beginning. When go-live arrives, the software is not new to them. The patients are not new to them. Only the go-live date is new.
Import pricing is discussed during your demo.
Data import is a service provided by TDO's implementation team. Pricing depends on the volume and complexity of your current database. Contact our team for a specific quote for your practice.
Talk to Our TeamOr email sales@tdo4endo.com
READY TO MOVE YOUR DATA?Your data does not start over. It migrates.
Book a demo and we will walk through exactly what the data import would look like for your specific practice and current system.