Review your Migrated Data

Standard Checks

• Demographic details are correct (full name, address, date of birth, phone no, emails, etc).

• Contact relationships are correct (number and details of contact relationships are correct (GP, Referring clinicians, Emergency contacts, Family members, Insurers, etc). Also for insurers check the details including “Authorisation Code” and “Policy Number” is migrated if they were provided.

Additional Bespoke Request Checks

• If the patients have correct labels (if requested during scope)

• If the patients are in the correct access group (if requested during scope)

• If the patients have correct custom patient IDs (if requested during scope)

• If the patients have any memberships (if requested during scope)

Contacts

Standard Checks

• Contact details are correct (full name, address, contact details, etc).

Appointments

Standard Checks

• Belongs to the correct patient

• Number of appointments is correct

• Location of appointments is correct (as per agreed location correspondence)

• User assigned to appointments is correct (as per agreed doctor correspondence)

• Appointment name is correct

• Date and time of appointment is correct

Invoices

Standard Checks

• Belongs to the correct patient

• Number of invoices is correct

• Dates are correct

• Line items are correct

• Total has been calculated correctly and whether it is underpaid/neutral/ outstanding

Consultation Notes

Standard Checks

• Belongs to the correct patient

• Number of consultation notes is correct

• Doctor/user linked to the consultation note is correct

• Date of consultation note is correct

Documents

Standard Checks

• Belongs to the correct patient

• Number of documents is correct

• The file names and extensions are correct

• Document dates are correct

• Folder structure is correct

Prescriptions

Standard Checks

• Belongs to the correct patient

• Number of prescription is correct

• Issue date is correct

• Prescriptions details (no of prescribed drugs, name, frequency, quantity, etc) is correct

• Doctor/user linked to the prescription is correct

Labs

Standard Checks

• Belongs to the correct patient

• Number of labs is correct

• Dates are correct

• Lab details are correct

Letters

Standard Checks

• Belongs to the correct patient

• Number of letters is correct

• Letter dates are correct

• Letter details are correct (practitioner name, letter content)

Products

Standard Checks

• Product details are correct

• If there is any additional info the product i.e Product code, Serial number, Supplier, Stock level, Tax, Cost (£), etc.

Additional Checks (Reports from Analytics)

On top of manually checking each relevant section of Semble to review your migrated data, you can also run reports from the Analytics section. The reports will capture the data you have in Semble, both migrated and the ones you have added in Semble.

You can run the reports for a better overview of all the data you have on your Semble account by running relevant reports for each area of Semble.

For example, to see all the patients that you have in Semble, you can run a Patient Data Report. This will showcase all the patients that you have on your account migrated and the ones you have added in Semble.