Seamlessly transition from PPMP to Zanda with our complimentary data import service. Learn more about the process and benefits in our detailed guide.
Why switch to Zanda?
Are you considering transitioning from PPMP to Zanda? Discover the benefits of making the switch and learn how the two platforms compare in our Zanda vs PPMP Comparison Article.
Seamless Transition, No Hassle
We're committed to making your transition from PPMP to Zanda as seamless and pain free as possible. Here's what you need to know:- Data Import Service: Once you have made the decision to move to Zanda, our Data Import Team is ready to assist you with importing your data into your Zanda account. This is a once-off complimentary service, (flexible in instances where for example, you have a new practitioner joining your clinic and they are bringing PPMP data with them).
- Migration Plan: We will work with you to help make your your move from PPMP as seamless and pain-free as possible. Please email us at support@zandahealth.com and our Data Import Team will be in contact soon.
- Priority Import: If your migration is time-sensitive, get in touch with us to discuss scheduling your data import. We'll ensure your transition gets the priority it deserves.
This article covers:
- What data can be imported from PPMP?
- How do I export my data from PPMP?
- Important Notes (learnings/information that our team has gathered and documented specific to migrating from PPMP to Zanda.)
What we can Import from PPMP:
based on previous PPMP imports conducted by our Team, we can import:
- Clients
- Contacts
- Third parties
- Referrers
- Notes - when provided in a decrypted and importable format)
- Client files/documents - see requirements in our "Importing your Data FAQ" helpdesk article here
- Invoices & Payments - in our experience, PPMP financial data is very complex, and our team will need to analyse this data to establish if viable for import, should you want to migrate this data. For a more detailed explanation of why we may not be able to import your financial data, as well as a suggestion as to how to move forward, please see our Importing FAQ guide
*If there's any other data important to you that's not on the list, let us know. We'll assess its viability for import.
What can't be be imported from PPMP:
- Appointments: Appointments cannot be imported from PPMP data. The appointments are presented in the PPMP data in blocks and the settings are within the software itself, not in the data presented. There are no end times for the appointments as this is calculated by the front-end software. The appointment data does not link to clients, nor to practitioners.
- Referrals: Referral data is stored as a Note against each relevant client profile, and as such, is free text, rather than a data field that we can import. As such, as a rule of thumb, this information is imported as a Note against the client profile, to provide you with the data for continuity purposes.
Exporting your data from PPMP
Depending on how you host your PPMP, the export process differs:
On-Premises Export
- Access the PPMP folder on your computer.
- Locate the database file ending with ".mdb".
- Right-click and compress the file (steps vary by operating system).
- This compressed file is what you'll share with us.
Please refer to the PPMP export guide on their website for further information and contact PPMP support directly should you require support in extracting your data.
*Treatment notes from version 9.8.0 onward are encrypted. If you want them transferred, contact PPMP for decryption (charges may apply). To find the version of PPMP that you're using, you should be able to see it displayed when you first open the application
Hosted by PPMP
If your current software is hosted by PPMP, you will need to contact PPMP Support directly to request a zip file of your database backup (patients, appointments, services, etc.), and a separate zip file containing all your decrypted clinical notes. Don't forget to mention that you also need your files/attachments if you store those in PPMP.
If you are unsure how to export your data from PPMP, please reach out directly to their support team as they would be best placed to assist you with this.
Additional information:
Please click on these links to access additional important/relevant information to your data import, and getting ready to switch over to using Zanda.
- Importing your Data - Generic Information: click here. This article includes:
- When can I get my data imported?
- What we can Import (generic - dependent on the data presented)
- Data formats we can work with
- When should I switch over to using Zanda?
- How do I share my data with Zanda?
- How long will the import take?
- Practitioners
- Switching Systems
- Post Import Enquiries
- Important Notes (generic to all imports)
- Importing your data - FAQ: click here
- Are you ready to switch over to Zanda? click here
- Setting up your Account and Training Users: click here
Important: Please read through the above articles as they contain information generic to all data imports/migrations, but not included in this PPMP-specific article. If you have any questions that aren't answered in any of these articles, we encourage you to contact us.
If you have any questions, please contact us at support@zandahealth.com
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