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What data migrates from Uprise to Barti?

Most patient, appointment, insurance, prescription, and exam data migrates from Uprise. Fields that don't migrate include patient SSN, exam PDFs, most health history sections, and Services. Your implementation team will help you plan.

Written by Dan Healey

Who this is for: Any practice migrating from Uprise to Barti. Your implementation team will complete the migration — this article helps you know what to expect and what to plan for.


What doesn't migrate from Uprise

Before reviewing the full table, here's a summary of fields that do not migrate. Plan to handle these manually after your migration is complete:

  • Patient SSN

  • Provider email

  • Services

  • Exams as PDF

  • Review of Systems, Family History, Health History, Medication History, Social History, Surgical History

  • Visual Fields, Cover Test, Lensometry, Pupil, Exam Notes

If any of these are critical to your practice's workflow, contact your implementation team before your migration date to discuss your options.


Full migration reference

Patient Details

Field

Migrates

Patient Name

✅

Date of Birth

✅

Sex

✅

SSN

❌

Phone

✅

Email

✅

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

✅

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.

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