Avoiding CHR data changes during data migration

If your clinic is still in the process of implementing and migrating your data to the TELUS Collaborative Health Record (CHR), it is critical that you don’t make changes in the CHR to the data elements provided in the table during the following timelines:

Pre go-live data migration period.
The data import period.
Until all post go-live data migration activities are completed.

⚠️ Important:

If any changes are required in the CHR to the data elements provided in the table, please contact your TELUS Health project manager.
Because data import or migration may take place over a number of weeks, you must avoid merging or archiving patients in the CHR during this period.

Data element	Do not change
Users	User accounts: adding or deleting users. User names: modifying user names, such as changing spelling or adding additional names. User groups. Active users. Inactive users. Billing numbers. License numbers. Email addresses. Electronic signatures: modifying e-signatures. If modified during data import, any imported documents, for example encounters or prescriptions, will include the original e-signature and any yet to be imported documents will include the new e-signature.
Patients	Identification: modifying names under Settings > Patient > Patient Identification. Status tags: modifying or deleting tags. Merge or archive patients.
Account	Account name.
Appointments	Type: adding, deleting or modifying the name or spelling of existing appointment types. Status. Location name: any modification to the spelling.
Referrals	Type. Status: modifying names of existing statuses. Priority: changing referral priorities Waitlist names. Any other referral data (if applicable).
Patient files	Categories or file tags: modifying existing file tags. Status tags.

Updated May 12, 2023