Private healthcare
Transform
A national provider’s history, moved while its clinics kept working.
Transform is moving from its previous practice-management system to its own Surgerly installation. We brought its history across, connected the two systems both ways so its teams can move at their own pace, and put Surgerly’s booking on its websites.
- Appointment history and clinical files imported, and the imports audited
- Old and new systems connected both ways while teams move across
- Text reminders two days before, the day before and on the morning; patients reply YES to confirm or NO to cancel
- Single sign-on for staff, with the work accounts they already use
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350k+
patient and enquirer records in its own Surgerly installation, with every patient from its previous system matched and linked
8 October 2026
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130k+
clinical files imported, with 0 mismatches across nearly 98,000 audited import receipts
6 October 2026
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<10 min
to import more than 280,000 appointments of history, while its clinics kept working
10 August 2026