Moving a care-management operation off spreadsheets

Nothing is dropped silently. Every row that fails validation, such as a duplicate patient, a missing ID or an impossible date, goes into a mismatch report with the sheet and row it came from. Your team fixes it at the source or tells us how to treat it, and we rerun the import until the report is clear.

Because the comparison is the proof. For one billing cycle your team works in both, and at month-end we compare minutes, qualifying patients and paycode counts between them. Every difference is traced to a cause before cut-over; if differences can't be resolved, the rollback plan keeps the spreadsheets as the record.

Free-text notes, merged cells and colour-coded meaning. Notes move as attached text but aren't parsed into fields, merged cells have to be split, and a colour means nothing to a script until your team says what it stands for. We list all of these in the mapping before anything is imported.

Not if we can avoid it. Imports are built and tested on de-identified or synthetic copies wherever possible. Real patient data moves only after the BAA is signed, and then only into the production environment, with role-based access and audit logging already in place.

Yes. We sign a Business Associate Agreement (BAA) before any PHI access: no one on our team sees protected health information until it is executed. For a migration, that means your spreadsheets stay with you until the agreement is signed. We can sign your organization's BAA or provide ours, and the signed agreement governs.

Cost depends on scope, so we don't quote a generic range. Book a free 30-minute consultation: we review your requirements and workflow, then send a written scope and quote tied to what you actually need. The main cost drivers are how many sheets and columns there are and how much meaning sits in notes, merged cells or colour.

You do. You own the source code on final payment, including the import scripts and mapping, so a later re-import doesn't depend on us. Your patient and billing data stay yours throughout, and the import only reads your spreadsheets; it never edits the originals.

Our team works from Pakistan with overlap into US business hours. Access to your imported data is governed by the signed BAA, limited by role-based access so each person sees only what their role needs, and recorded in audit logs. Before the BAA is signed, we work only from de-identified or synthetic copies.