Migration Guide · SeriousMD to ClinicOS

Switching from SeriousMD to ClinicOS

Already using SeriousMD and considering a switch? Here is what the migration looks like, how long it takes, and what your clinic keeps in the process.

What is ClinicOS?

ClinicOS is a clinic operating system for private clinics in the Philippines. It helps doctors and clinic staff manage patient records, SOAP notes, appointments, billing, staff workflow, and specialty-specific clinic templates.

Who is it for?

Clinics outgrowing their current EMR

Practices that need specialty templates, multi-branch management, or features not available on their current plan.

Clinics wanting guided onboarding

Teams that tried self-service setup before and want hands-on implementation support this time.

Solo doctors ready to switch

Solo practitioners who want to move to a system that fits their workflow without a complex migration process.

What holds clinics back from switching

The most common reasons clinics delay a migration:

  • Fear of losing historical patient records during the move
  • Uncertainty about how long the clinic will be disrupted
  • Staff needing to learn a completely new system mid-operation
  • Not knowing whether the new system is actually worth the change

How the switch to ClinicOS works

A structured migration so your clinic does not skip a beat:

CSV patient import

Export your patient list from SeriousMD as a CSV and bulk-import into ClinicOS — the system maps columns and removes duplicates.

Guided setup session

A ClinicOS onboarding session walks your team through configuration so nothing is left to guesswork.

Run both systems in parallel

Start with new patients in ClinicOS while finishing active cases in your old system — no forced cutover.

Specialty templates ready from day one

OB-GYN, ENT, and Dental templates are available immediately so specialty workflows do not regress.

Staff training included

Front desk, nurses, and doctors get role-specific walkthroughs as part of onboarding on Growth and above.

Free plan to evaluate first

Start on ClinicOS's free plan before committing — verify the fit without a billing risk.

What changes and what stays the same

Your patient history travels with you: export a CSV from SeriousMD and import it into ClinicOS. Guided migration support is available on Growth plans and above for clinics with large record sets.

Pricing moves to Philippine Pesos with GCash, Maya, card, and bank transfer — no dollar conversions. Audit logging and consent records are designed to support Data Privacy Act (RA 10173) practices, the same standard you are used to.

Frequently asked questions

Will I lose my patient records when switching?
No. You can export patients from SeriousMD as a CSV and bulk-import them into ClinicOS. The system maps columns and removes duplicates automatically.
How long does the switch take?
Most clinics complete the configuration and initial import in a guided session. You can also run both systems in parallel during the transition so there is no forced cutover.
Do I need to train my whole team?
Role-specific walkthroughs are included in onboarding on Growth and above. The front desk, nurses, and doctors each learn only what applies to their role.
Can I try ClinicOS before fully switching?
Yes. ClinicOS has a free plan — you can set it up alongside your current system, import a subset of patients, and evaluate the fit before committing.
What happens to my specialty templates?
OB-GYN, ENT, and Dental specialty templates are available on the Professional plan or as a one-time add-on, and are ready to use from day one.

See if ClinicOS fits your clinic

Start free, or book a short overview call to see how ClinicOS works for your clinic.