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Clinical system migration guide

This guide will help practices to plan and prepare to migrate from one clinical system to another.

Current Chapter

Clinical system migration guide


Purpose of this guide

This guidance currently supports migration between established foundation suppliers. It is not intended for onboarding new suppliers, though some of the steps may still apply.

The guide will help practice staff to understand:

  • the activities needed to complete a migration
  • who would typically perform these activities
  • who you should talk to if you encounter issues
  • the level of support you should expect
  • how to escalate if needed

This guide is not a project plan, as the exact approach will differ by region and practice. Rather, it helps practice managers, Integrated Care Boards and Commissioning Support Units to: 

  • produce a migration plan 
  • set expectations 
  • set timescales

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Last edited: 17 June 2025 4:30 pm