1. Start with the work your clinic needs to do
Identify your branches, team roles and first-day tasks, such as appointments, courses, payments and inventory. Prioritise the essentials so your team can test a complete workflow.
2. Assess existing data
Prepare data types and sample files from your existing system. Review duplicates, completeness and opening balances together. The migration scope depends on the data checked and the method agreed before work starts.
3. Set up and test a clinic example
Use sample data to test patient records, appointments, treatments, payments and reports. Check the permissions your reception staff, practitioners and managers will actually use.
4. Train the team and agree on support channels
- Plan training around each person’s role and tasks.
- Our team provides guidance throughout your clinic’s use of Keenix at no additional charge.
- Confirm support channels and hours so your team knows how to get help.
5. Go live and review the results together
Agree on a start date, data owners and checks for important balances. Review records and reports regularly during the initial period, and collect questions to improve the workflow.
Watch the product demonstration · Migrating from an existing system · Frequently asked questions