Onboarding

Migration wizard

Import from ChiroTouch, Jane, or a generic CSV. Parallel run during transition, rollback for 30 days.

Demo stub

1. Connect legacy system2. Map fields3. Validate + dedupe4. Preview5. Cut over

Source system

Ridgeview Chiropractic → Align.ai. ChiroTouch v7 Cloud, 12,847 patient records, 4 years of notes.

Extract method

ChiroTouch Cloud export API

Incremental pull · last sync 00:02 ago

Field mapping

AI-assisted · 98% confident

3 fields needed human confirmation

Parallel run

Active

Read-only sync every 4h · 27 of 30 days remain

Validation dashboard

Review before cutover. You can re-run any row without side effects.

Entity	Imported	Confidence	Flagged	AI note
Patient demographics	1,284	99%	4	4 records missing date of birth — flagged for review.
Appointments (12 mo forward + 24 mo back)	48,291	97%	12	12 conflicts resolved by newest timestamp wins.
Insurance policies (active)	2,341	94%	47	47 policies needed manual re-verification via pVerify.
SOAP notes (last 12 months)	9,128	96%	8	8 notes failed OCR on scanned PDFs — kept as searchable archive.
SOAP notes (historical > 12 mo)	29,984	72%	142	Mostly intact as PDF archive. Structured parse best-effort.
Ledgers / AR	5,612	81%	—	Summary balances migrated. Open balances rebuilt as new transactions.
Custom macros / templates	48	40%	—	Flagged for manual rebuild by Align.ai onboarding team.

Side-by-side today

Live comparison of the source system vs. Align.ai during parallel run.

ChiroTouch (source)

28 visits · $4,200

3 denials predicted · 2 notes unsigned at 5pm

Align.ai

28 visits · $4,475 +6.5%

0 denials predicted · all notes signed at 5:02pm