CRM migration can be described as a process of migrating customer-related information from your current CRM system to a new one. If you want to learn the details related to CRM migration, please read the article CRM Data Migration Checklist: Reasons and Nuances
But, there are risks associated with data migrations, such as downtime, file corruption, lost and misplaced files, compatibility issues etc.So, you should conduct your data migration carefully to avert such possible risks.
The first step in successful data migration is a fool-proof data migration plan to select, prepare, extract, transform and transfer data of the correct form and quality.To help you conduct a successful data migration, we list and explain seven impactful steps: Identify the Data Format, Location, and SensitivityYou should start with identifying your data.
Begin the process by identifying the data you will migrate and the format in which the data is in, and what will that be after migration.With the identification, you will gain a solid understanding of the entire project framework.
Determine if the data migration will interfere with your business operations or bring about downtime.If you find that the migration will disturb your business operations, you can schedule the migration on weekends to avoid interrupting business operations.But, before you kick start the process, ensure that you let all stakeholders aware of the migration downtime.
As such, determine:If you need to hire an outside expert to carry out the task, or that is not necessary as your internal team has the requisite knowledge and skillsWhether your team can devote the necessary time to accomplish the projectExamine the software you will use for the data migration project, and determine whether it can successfully actuate the migration Actuate the Data Migration PlanSet in motion your plan.
Move the clean data to the target system following the rules of the plan you already formulated.
Federal and state laws require healthcare facilities to retain medical and financial reports for 5 to 15 years and make these reports available to patients and others upon request.
Keeping these records will help to avoid penalties, fines, and loss of certifications.
Use this tool to find the EHR Data retention requirements for your state.
Consult your compliance office, accountant, and HIPAA director to know Federal, IRS, and state-specific requirements.State Medical Record Laws: Move your mouse over a state to find the Minimum Medical Record Retention Periods for Records Held by Medical Doctors and HospitalsDisclaimer: This tool is provided for educational and informational purposes only and is not intended and should not be construed to constitute legal advice.
Please consult your attorneys in connection with any fact-specific situation under federal law and the applicable state or local laws that may impose additional obligations on you and your company.
Customizing CRM without a goal is like a building without a foundation.
Here are the top 8 challenges in CRM customization that organizations face and how to overcome them.https://www.vgrow.co/top-8-challenges-in-crm-customization-and-how-to-overcome-it/