🎉 Your conversion is just around the corner, |
Since your practice already processes payments through Fortis, switching over is simple. Your stored cards, card vaults, and any active recurring payments are fully preserved in Fortis — nothing is lost in the transition.
Here's what to expect.
What You Need to Do 👇
Step 1: Sign the Software Conversion Form
We'll send you a Fortis EHR Software Conversion Request Form via email. The conversion fee is waived — you'll see it already marked on the form. Please print the form, sign it, scan it, and email it back to us at [email protected].
To complete the form you'll need:
Legal business name and DBA
Fortis account number and main phone number
Physical address
Primary contact name, title, and phone number
For "Converting To," enter: ChiroHD
Owner signature and date
Timing⏱️
We need your signed form at least 5 business days before your go-live date, so the sooner we have it the better.
❗️What Happens Next❗️
Step 2: ChiroHD schedules your Fortis cutover
Once we receive your signed form, your Onboarding Specialist will schedule the cutover call with you during your Power Hour call.
Fortis Cutovers run Monday–Thursday, 9 AM–5 PM Eastern.
Step 3: You Attend your Fortis cutover call
You will need to be present on the cutover call with Fortis to complete the conversion. Our team submits your form and coordinates everything with Fortis leading up to the call — you just need to show up at the scheduled time.
Step 4: Go Live Date
On your go-live morning, ChiroHD connects your Fortis account to your new ChiroHD system, maps your existing patient payment records. We'll let you know via email as soon as you're ready to begin processing payments directly through ChiroHD.
Verify & Report Any Issues
After conversion:
If anything looks incorrect, contact us immediately so we can review and resolve it as quickly as possible
Additional Information
❗️CSV Migrations❗️ 🛑
PLEASE NOTE: If you are a CSV migration, your CSV file MUST include Patient IDs for us to complete your Fortis conversion. If IDs are omitted, you will follow a different Fortis Migration workflow. Please see your Migration Specialist for further information.
FAQs
Running a Transaction
Please see our resources on How to run a payment in ChiroHD
Moving forward, you can click on the Money Shortcut on the Patient Snapshot or the New Transaction button within the Patient Profile to quickly run a transaction!
Questions? We're here to help!
Email us at [email protected]
Use our integrated CHAT Support Widget at the bottom right corner of your ChiroHD Location home screen.