On the scheduled data collection date, the LEAP Transitions Team will contact you and request to remotely connect to your server where the data is held using leap.screenconnect.com to obtain a copy of your data. Once access is granted, we endeavor to create a copy of your data. During this session, we require all users to exit from the legacy practice management system.

Your original data remains in place and should not be affected by this process. We never remove your original data. A compressed (zipped) copy of all required files is made and transferred to the LEAP US office via the leap.screenconnect.com link. Users can access the legacy practice management system immediately following the compression of the files. A LEAP Transition Coordinator will notify you when this is possible; however, we always aim to minimize down time and disruption to your office.

If your data is hosted, you need to arrange access to where the data is held with your IT provider. Should this not be possible, you must instruct your IT provider to deliver a copy of the data to us. There may be costs involved in this, which you must cover.

You must to contact your cloud provider to provide access to the data. They may supply this to you by:

1. providing a copy of your database or
2. exporting reports from the software.

You can usually request access to the cloud-based software/data for a period. The software provider’s terms and conditions ought to set out the terms of data ownership and retention.

You must ensure that you make a backup immediately prior to the collection of data and continue with your usual backup routines once we collect your data.

On receipt of your data, and the completed Housekeeping Document, the data transition process commences. During this time we undertake several steps. These include restoring, checking, verifying all files and balances, processing, backing up and reporting on your data. We do some of these steps multiple times to ensure the accuracy of your data. We furthermore complete some minor data cleansing steps. If there are any issues with the data, the LEAP Transitions Team will advise you as soon as they arise.

Once we complete the data transition process, we provide access to your new LEAP datafile to the LEAP Certified Consultant who will attend your office on the pre-arranged date to install LEAP.