Who this is for: Any practice migrating from AdvancedMD 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 AdvancedMD
The following categories do not migrate at all. Plan to handle these manually after your migration is complete:
Insurance policy type
Allergies
Prescriptions (contact lens Rx and spectacle Rx)
Inventory, frames, and services
All exam data (every field, including documents and PDFs)
If preserving any of this data is critical to your practice, contact your implementation team before your migration date.
Full migration reference
Patient Details
Field | Migrates |
Patient Name | ✅ |
Date of Birth | ✅ |
Sex | ✅ |
SSN | ✅ |
Phone | ✅ |
✅ | |
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.