What data migrates from Crystal PM to Barti?

Who this is for: Any practice migrating from Crystal PM to Barti. Your implementation team will complete the migration — this article helps you know what to expect and what to plan for.

What doesn't migrate from Crystal PM

The following fields do not migrate as structured data. Plan to handle these manually after your migration is complete:

Patient occupation
Provider email
Appointment notes
Insurance policy type
Allergies
Prescriptions (contact lens Rx and spectacle Rx)
All structured exam data (exam PDFs and documents do migrate — structured fields do not)

If any of these are critical to your practice, contact your implementation team before your migration date.

Full migration reference

Patient Details

Field	Migrates
Patient Name	✅
Date of Birth	✅
Sex	✅
SSN	✅
Phone	✅
Email	✅
Address	✅
Occupation	❌
Notes	✅

Providers

Field	Migrates
Provider Name	✅
Provider Email	❌

Appointment Details

Field	Migrates
Provider	✅
Location	✅
Type	✅
Time	✅
Status	✅
Notes	❌

Insurance Details

Field	Migrates
Policy Type	❌
Insurance Company	✅
Insured Name	✅
Insured Address	✅
Insured Phone	✅
Insured Sex	✅
Insured Birthdate	✅
Relationship to Insured	✅
Member Number	✅
Subscriber Number	✅
Group Number	✅
Active Status	[VERIFY: Confirm whether Active Status migrates from Crystal PM]

Clinical Data

Field	Migrates
Allergies	❌
Contact Lens Rx	❌
Spectacle Rx	❌

Inventory

Field	Migrates
Inventory	✅
Frames Only	✅
Services	✅

Exams

Field	Migrates
Exams as PDF	✅
Chief Complaint	❌
HPI	❌
Review of Systems	❌
Family History	❌
Health History	❌
Medication History	❌
Social History	❌
Surgical History	❌
Refractions	❌
Visual Acuity	❌
Visual Fields	❌
IOP	❌
Cover Test	❌
Dilations	❌
EOM	❌
Keratometry	❌
Lensometry	❌
Pupil	❌
Anterior Segment	❌
Posterior Segment	❌
General Observation	❌
Tests	❌
Procedures	❌
Diagnosis	❌
Assessment and Plan	❌
Notes	❌
Documents	✅

Questions about your migration?

Reach out to your implementation team directly, or submit a support ticket.