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What data migrates from FileMaker Pro to Barti?

Migration from FileMaker Pro covers most patient demographics, full appointment details, provider details, and most insurance fields. Allergies, prescriptions, inventory, and all exam data do not migrate. Your implementation team will help.

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Written by Dan Healey

Who this is for: Any practice migrating from FileMaker Pro 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 FileMaker Pro

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

  • Patient sex, SSN, and occupation

  • Insurance policy type

  • Allergies

  • Prescriptions (contact lens Rx and spectacle Rx)

  • Inventory, frames, and services

  • All exam data (every field, including documents and PDFs)

If preserving any of this data is 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

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.

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