We used the exact process as Marty. 1st patient visit after incorporating AC we updated the PMx, Social, ect, scanned (before the visit) pertinent recent labs, x-rays, EKG, into AC. Old charts are scanned as PDF into a separate external hard drive then shredded. We have a link to access the old charts and review or import anything extra we may need, such a prior stress test, colonoscopy report, hospital report, etc.
