FREE CHECKLIST — PACE MEDISYSTEMS
The Xestro Migration Checklist
Migrations don't usually fail on the big things. They fail on the assumptions. Get the checklist that walks through what actually transfers, what needs sign-off, and what happens after your final data capture.
Migration Checklist
What's Inside the Checklist
A practical walk-through for practices migrating to Xestro, whether you're mid-migration right now or just starting to plan one.
Reviewing your trial conversion
What to actually check when your test data conversion arrives, not just a skim.
The sign-off process
What you're really confirming when you sign off, and who should have the authority to do it.
Your cutover date
Why the date of your final data capture matters more than most practices realise.
What doesn't transfer automatically
Common gaps like clinical notes and letter templates, plus what typically gets rebuilt rather than migrated.
Pacing your go-live
Why a full appointment book on day one works against your team, not for them.
More than a technical switch
The workflow and change management side of a migration, and why it matters as much as the data.
Mid-Migration Right Now?
The checklist covers the essentials. If you want a second set of eyes on your specific migration, particularly around what's transferring and what isn't, that's exactly the kind of conversation worth having before your cutover date, not after.
What if I'm already partway through my migration?
The checklist still applies. Work through whichever steps you haven't already confirmed, particularly around sign-off and cutover.
Does everything transfer automatically?
No. What transfers varies by which system you're migrating from. Financial data and configuration are typically rebuilt, not migrated.
What happens if I keep working in my old system after the final data capture?
That work won't appear in Xestro. It's one of the easiest things to lose track of during a migration.
Who should be reviewing the trial conversion?
Someone at your practice needs clear responsibility for this. The checklist helps you confirm who, and what they should be checking.
Is this specific to migrating from a particular system?
No, it's built around the Xestro migration process generally. What transfers can vary depending on which system you're coming from.
Can I get help with my specific migration?
Yes, that's exactly what Pace MediSystems does. Book a call and we'll talk through your migration specifically.
Want a Second Set of Eyes on Your Migration?
Pace MediSystems helps specialist practices manage their Xestro migration properly, so nothing is assumed and nothing gets lost in the switch. If you're mid-migration or planning one, book a call and we'll work through it together.