Who this is for: Practices migrating from EyePegasus using a CSV export. If your implementation team has not specified CSV, confirm with them which migration path applies to your practice.
What doesn't migrate from EyePegasus (CSV)
The following fields do not migrate. Plan to handle these manually after your migration is complete:
Patient occupation
Provider email
Appointment notes
Inventory, frames, and services
Exams as PDF
Exam fields: HPI, Visual Fields, Lensometry, General Observation, Tests, Notes
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 | ✅ |
✅ | |
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 EyePegasus CSV] |
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.