Software implementation: Getting to Know You

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Conversion Information:

Please fill in the information below and submit before the planning call!

Primary Office Contact

First person we will try to contact if there are questions during the implementation.

Secondary Office Contact

If primary contact cannot be reached, especially after business hours

IT Contact

This person takes care of your computers

Number of Team Members That Will Be Using the Software

Current Server Computer Information

Software/Program and Practice Information

Standard Conversion Customization Options

If you do not want these options, please mark “No”. Any requests outside of the standard options may have an additional fee.


Please provide the full names of two providers and their provider IDs in your database to match exactly how it is seen in your software currently. This will be used to verify the validity of your database after the conversion.

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