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What data migrates from Practice Director to Barti?

Practice Director has a strong migration to Barti, including most patient demographics, insurance, prescriptions, and most exam data. Fields that don't migrate include patient SSN, allergies, services, and a handful of exam fields.

Written by Dan Healey

Who this is for: Any practice migrating from Practice Director 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 Practice Director

The following fields do not migrate. Plan to handle these manually after your migration is complete:

  • Patient SSN and occupation

  • Provider email

  • Appointment location and type

  • Allergies

  • Services

  • Exams as PDF

  • Exam fields: Surgical History, Cover Test, Lensometry, Notes, Documents

If any of these are 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

✅

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

[VERIFY: Confirm whether Active Status migrates from Practice Director]

Clinical Data

Field

Migrates

Allergies

❌

Contact Lens Rx

✅

Spectacle Rx

✅

Inventory

Field

Migrates

Inventory

[VERIFY: Confirm whether Inventory migrates from Practice Director]

Frames Only

[VERIFY: Confirm whether Frames Only migrates from Practice Director]

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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