A2. What is the transition process to Crossuite QI?
Appointment and scheduling
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We will contact you to schedule a date for your practice's transition and to review the process. The transition consists of two important moments: the data migration and the kick-off meeting.
- Data migration: This takes place the evening before the kick-off, starting at 6:00/7:00 PM. During this step, all data from your current practice will be transferred to the new Crossuite QI environment.
- Kick-off meeting: This is an approximately 60-minute session where we will explore your new environment together and guide you through Crossuite QI.
It is important that you do not actively work on the Legacy system from the start of the data migration until the kick-off meeting, to ensure a smooth transfer. During this period, certain functions, such as online bookings, will be temporarily unavailable.
Step 1 - You prepare your new practice environment
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Once the date is confirmed, you will receive an email from us with clear instructions to begin the first step of the process: preparing and setting up your new practice environment. This email will include helpful manuals and instructional videos to assist you.
Step 2 - We finalize your new practice environment
After you successfully complete step 1, we will take over. Our team will review, complete, and optimize the setup of your Crossuite QI environment, ensuring that everything is fully prepared for the migration and you can get started smoothly.
Step 3 - Data Migration and Kick-off Meeting
Once both steps are complete, we will perform the data migration and the kick-off meeting will take place. From that moment on, you will work entirely in Crossuite QI, and your practice can start in the new environment.
Related Articles
A1. How do I start the transition to Crossuite QI?
The transition to Crossuite QI will eventually become mandatory. That's why we are proactively contacting practices that are currently eligible to schedule a transition date together. If you are interested in making the switch or would like to start ...A4. Demonstration, self-trial, and introduction video: how can I explore Crossuite QI in advance?
For practices with a more extensive operation or specific needs, we will schedule a demo by default. During this demonstration, we'll compare how your current system works and how those same processes are handled in Crossuite QI. This will give you a ...B4. Your practice environment is complete, and your transition is coming up soon? Here's all the information you need to ensure a smooth kick-off.
Carefully review the information below to prepare for the kick-off and get started smoothly. 1. Data integrity Ensure no further changes are made to the system from the start of the transfer until after the kick-off meeting. Only the data present in ...A5. What happens to my current license and are there price differences when I transition to Crossuite QI?
We will carry over the remaining term of your current license to Crossuite QI. The transition itself is completely free of charge, and no extra costs will be billed until the end of your current license period. You will now have full control over ...C2. Still having a little trouble fully understanding Crossuite QI? Schedule an extra training session or online meeting!
We understand that the kick-off meeting covers a lot of information in a short amount of time, so it's normal if not everything is immediately clear or goes smoothly. Don't hesitate to request an additional training session or a online meeting—we're ...