Orion
PatientPop
Transfer contacts, activities, and more from Orion to PatientPop. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to PatientPop migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
Practice growth platform for healthcare providers
PatientPop (now part of Tebra) is a practice growth technology platform for healthcare providers that automates patient acquisition, online reputation management, and patient engagement. It enhances every touchpoint in the patient journey from online presence to post-appointment follow-up.
Comprehensive practice growth platform
"Practice growth platform for healthcare providers"
PatientPop (now part of Tebra) is a practice growth technology platform for healthcare providers that automates patient acquisition, online reputation management, and patient engagement. It enhances every touchpoint in the patient journey from online presence to post-appointment follow-up.
Ideal for: Independent healthcare practices seeking to attract more patients, manage online reputation, and modernize the patient experience.
Comprehensive practice growth platform
Automated patient acquisition and engagement
Online reputation management and review generation
Search engine marketing and social media tools
Learn more at
patientpop.com
See exactly which data objects transfer from Orion to PatientPop
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to PatientPop.
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