Changing systemsChanging PMS
Changing PMS
Your new PMS vendor moves the records. Coherent keeps patient follow-up going through the switch, reading your old system until switchover day and your new one after it. Your front desk learns the new system; we handle the reconnection.
30 minutes. Bring your switch date, not patient details.
Your switch, week by week
Patients due back over the switch period.
With no owner, recalls wait for the new system, and patients due back in switch week go quiet.Follow-up carries on: Coherent reads the old PMS until switchover day, then the new one.
What slips in a switch
A PMS switch takes the front desk's attention for weeks. Follow-up is usually the first thing to stop, and the last to restart.
The old system is on its way out and the new one isn't trusted yet. Patients due back wait for both.
Keep reading the old PMS until switchover day, then connect the new one.
The new PMS names treatments differently, so a programme looking for "Follow-up" finds nobody.
Map your old appointment types to the new ones before any programme restarts.
Do-not-contact and discharged flags don't always survive the move.
Check both against the new PMS before the first message goes out.
The switch plan
Your PMS vendor sets the migration plan. We fit follow-up around it, so nothing is sent from a system that's halfway through moving.
Agree the switch date. We note who's due back over the switch period, from the old PMS.
From the old PMS
Your vendor moves the records. New messages pause on the day they move; open conversations are still handled.
Switch day
Your team grants access to the new PMS. We handle the setup, map appointment types and check contact settings, then restart programmes.
New PMS checks
We compare who was due over the switch with who heard from you, and follow up anyone missed.
Review
Whichever PMS you choose
Guides for the moves clinics make most, with what changes for follow-up in each.
We don't recommend one PMS over another. We keep follow-up running whichever you choose.
Multi-site physio groups bringing several systems into one.
Read the guide R4DentallyDental practices moving recall and hygiene follow-up across.
Read the guide FreshaPabauAesthetics clinics moving treatment courses and rebooking.
Read the guide Your new PMSCheck that we work with both your old and new system.
See the PMSs we work withFit and limits
Coherent keeps follow-up running through a switch. The records themselves move with your PMS vendor.
Questions
Answers reviewed with our product team before publishing. Last updated 10 November 2026.
Ask us your own questionNo. Your new PMS vendor moves the records. Coherent keeps follow-up running around the move.
As soon as you have a date. We plan follow-up around your vendor's migration plan, so earlier is easier.
New messages pause on the day your records move. Replies to conversations already open are still handled.
Only grant access to the new PMS. We handle the setup in whichever way your new system supports, and check it before anything restarts.
Often, yes. Programmes can be set up on your new PMS from the start, so follow-up begins with the new system instead of being rebuilt after it.
No. We work with many PMSs and keep follow-up running whichever one you choose.
One monthly price per programme, set by your appointment volume and covering the coordinators. We quote after the demo, once we know your switch plan.
Switch planning call
A walkthrough of who's due back over your switch, and how follow-up keeps running from the old PMS to the new one.
When do you switch?
Changing systemsChanging PMS
Changing PMS
Your new PMS vendor moves the records. Coherent keeps patient follow-up going through the switch, reading your old system until switchover day and your new one after it. Your front desk learns the new system; we handle the reconnection.
30 minutes. Bring your switch date, not patient details.
Your switch, week by week
Patients due back over the switch period.
With no owner, recalls wait for the new system, and patients due back in switch week go quiet.Follow-up carries on: Coherent reads the old PMS until switchover day, then the new one.
What slips in a switch
A PMS switch takes the front desk's attention for weeks. Follow-up is usually the first thing to stop, and the last to restart.
The old system is on its way out and the new one isn't trusted yet. Patients due back wait for both.
Keep reading the old PMS until switchover day, then connect the new one.
The new PMS names treatments differently, so a programme looking for "Follow-up" finds nobody.
Map your old appointment types to the new ones before any programme restarts.
Do-not-contact and discharged flags don't always survive the move.
Check both against the new PMS before the first message goes out.
The switch plan
Your PMS vendor sets the migration plan. We fit follow-up around it, so nothing is sent from a system that's halfway through moving.
Agree the switch date. We note who's due back over the switch period, from the old PMS.
From the old PMS
Your vendor moves the records. New messages pause on the day they move; open conversations are still handled.
Switch day
Your team grants access to the new PMS. We handle the setup, map appointment types and check contact settings, then restart programmes.
New PMS checks
We compare who was due over the switch with who heard from you, and follow up anyone missed.
Review
Whichever PMS you choose
Guides for the moves clinics make most, with what changes for follow-up in each.
We don't recommend one PMS over another. We keep follow-up running whichever you choose.
Multi-site physio groups bringing several systems into one.
Read the guide R4DentallyDental practices moving recall and hygiene follow-up across.
Read the guide FreshaPabauAesthetics clinics moving treatment courses and rebooking.
Read the guide Your new PMSCheck that we work with both your old and new system.
See the PMSs we work withFit and limits
Coherent keeps follow-up running through a switch. The records themselves move with your PMS vendor.
Questions
Answers reviewed with our product team before publishing. Last updated 10 November 2026.
Ask us your own questionNo. Your new PMS vendor moves the records. Coherent keeps follow-up running around the move.
As soon as you have a date. We plan follow-up around your vendor's migration plan, so earlier is easier.
New messages pause on the day your records move. Replies to conversations already open are still handled.
Only grant access to the new PMS. We handle the setup in whichever way your new system supports, and check it before anything restarts.
Often, yes. Programmes can be set up on your new PMS from the start, so follow-up begins with the new system instead of being rebuilt after it.
No. We work with many PMSs and keep follow-up running whichever one you choose.
One monthly price per programme, set by your appointment volume and covering the coordinators. We quote after the demo, once we know your switch plan.
Switch planning call
A walkthrough of who's due back over your switch, and how follow-up keeps running from the old PMS to the new one.
When do you switch?