🎉 Your conversion is just around the corner, |
Pre EHR Migration
🚨 It is imperative that you inform Fortis that you will be migrating to ChiroHD as soon as possible. When doing so, please include the following information:
Your current Fortis Merchant ID
Targeted Go-Live Date
Primary Clinic Contact (name and contact information)
You may reach out in one of two ways:
Fortis Payment Systems Phone: (855) 465-9999 option 1
Fortis Payment Systems Email: [email protected]
If your Go-Live date changes, you must inform both your ChiroHD Onboarding Specialist AND Fortis to avoid gaps in your Fortis syncing and automations.
Post EHR Migration
1️⃣ Step 1: Watch for Your Fortis Credentials
Fortis will send your credentials 24–48 hours prior to your Go-Live date, confirming they are prepared for the conversion.
🚨 You will HOLD these credentials and enter them into your ChiroHD platform
the morning of your Go-Live date with ChiroHD. Entering them early will break your current connection with your legacy EHR, so please enter them when you're ready to use Fortis in your ChiroHD platform. We will need credentials entered before we can perform your Fortis conversion.
Following, are resources on how to retrieve your remaining credentials.
-Location ID: https://kb.fortis.support/Find-Your-Location-ID
-User ID: https://kb.fortis.support/Find-a-User-ID
-User API Key: https://kb.fortis.support/User-API-Key
-User API Hash Key: https://kb.fortis.support/User-Hash-Key
Go-Live Day
On the morning of your Go-Live day, you will navigate to your Integrations tab within the appropriate ChiroHD location by navigating to:
Settings -> Initial Setup -> Integrations -> Merchant Services and select Fortis
You will enter the above credentials into the corresponding fields and select
the Sync date as your Go-Live Date. Please see the following video for a complete walkthrough 👉 Integration Tutorial- Fortis🛑 Please notify [email protected] as soon as credentials are successfully entered. We will not be able to complete the conversion until the credentials are entered.
Fortis Conversion (Handled by ChiroHD)
After you let the migration team know your credentials are entered, the ChiroHD Migration Team will:
Repoint your Fortis account to your new ChiroHD instance
Map existing Fortis accounts to the new corresponding patient IDs
It will take approximately 1 hour to complete
The Migration Team will notify you once the Fortis conversion is complete.
🚨 Important: Once repointed and converted, payments will no longer post to your legacy EHR. This means that you will need to manually reconcile payments for any period between Fortis's credentialing email and your Go-Live date.
Verify & Report Any Issues
After conversion:
If anything looks incorrect, contact us immediately so we can review and resolve it as quickly as possible
Post Conversion Action Items
Merging Duplicate Patients
In ChiroHD, each patient should have a single instance within the system. If your legacy EHR allowed multiple records for the same patient, you may see duplicate patients after migration.
Before You Begin
We recommend having both Fortis and ChiroHD open (in separate tabs or browsers) so you can easily compare patient records.
Step 1: Identify the Primary Account
Locate the duplicate patient records in Fortis
Determine which account should remain the primary account
(Typically, this is the account with the most history or an active auto-debit)
Note the Patient ID of the primary account
Step 2: Merge Patients in ChiroHD
Navigate to:
Your Live Location → Utilities → Merge PatientsMerge all duplicate patient records into the Patient ID you want to keep
Example:
You have three patient records for Sally:
Patient ID 1
Patient ID 2
Patient ID 3
Most of Sally’s Fortis history - including an active auto-debit - is tied to Patient ID 2.
➡️ In this case, you would:
Merge Patient ID 1 and Patient ID 3 INTO Patient ID 2
Important Notes:
The Patient ID you merge into will remain active
The other Patient IDs will become inactive (orphaned) and no longer linked
Always merge into the account tied to the prominent Fortis history
Running A Transaction
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!
OR
FAQs
Will I need to recollect patient credit card information?
No. 🥳 Since the existing Fortis account is being re-pointed to your new ChiroHD EHR instance, card vault history remains preserved.
Will existing auto-debits come over?
Yes.
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.