Migrating from Chanl Care to HeartFit Companion
A practical playbook for cardiac rehabilitation programs moving off Chanl Care — what to request from your current vendor, how to map the fields, and how to bring 200+ members over without losing history.
Why programs are leaving Chanl Care
Chanl Care served the cardiac rehab community for years, but the product has stopped evolving. Programs tell us the same three things: the interface hasn't kept up with what older adults expect, nurse workflows still require duplicate data entry into FileMaker Pro or Excel, and there is no clear roadmap for messaging, trends, or mobile use. HeartFit for Life Companion was built specifically to replace Chanl for our own 200-member program — the whole product is the daily work of cardiac rehab, nothing else.
Step 1 — Request your data from Chanl
Chanl retains your program's records, but you own them. Send a written export request to your Chanl account manager asking for a full CSV or Excel export of the following. Reference your program name and the range of dates you want covered.
- Member roster — name, DOB, address, phone, email, emergency contact, program start date, status (active / on leave / discharged)
- Diagnoses and risk factors — coded (ICD-10) if possible, otherwise the free-text list your nurses maintain
- Vitals history — blood pressure, heart rate, weight, glucose, oxygen saturation, with timestamps and the recording user
- Exercise sessions — date, modality (treadmill, NuStep, recumbent bike, etc.), duration, peak HR, RPE (Borg 6–20), pre/post BP, symptoms
- Medication list — drug, dose, frequency, start date, prescriber
- Nurse notes — full text, author, timestamp
- Attendance records — session date, present/absent
- Care plan documents — PDFs or text blocks
If Chanl offers only a PDF export, ask specifically for the underlying CSV — PDFs are not usable for import. HIPAA gives your program (as the covered entity) the right to receive PHI in a machine-readable format.
Step 2 — How Companion imports each file
Our team maps each Chanl export to the equivalent Companion table. You don't need to touch the database — send us the CSVs and we run the import for you.
| Chanl export | Becomes in Companion |
|---|---|
| Members roster | Profiles + invited user accounts |
| Diagnoses / risk factors | Diagnoses & Risk factors tabs (nurse portal) |
| Vitals history | Vital readings — with automatic high/low alerts |
| Exercise sessions | Exercise sessions — pre/during/post with Borg RPE |
| Medications | Medications — with morning/evening schedule + adherence log |
| Nurse notes | Nurse notes — shared across the care team |
| Attendance | Attendance calendar (member + nurse view) |
| Care plans | Care plans (uploaded PDF or structured text) |
Step 3 — Invite your members
Companion is invite-only. Once member profiles are imported, admins send email invites in bulk. Members set their own password on first login. For members without email, nurses can create the account and hand over credentials in person at the next session — a common pattern for our 65-to-90 population.
Step 4 — Run in parallel for two weeks
We recommend keeping Chanl read-only access for 2–4 weeks after go-live. Nurses log new activity in Companion; Chanl stays available for lookup of anything the export missed. After the parallel window, most programs cancel their Chanl subscription.
What Companion adds beyond Chanl
Timeline for a typical 200-member program
- Week 1: Request export from Chanl. Kickoff call with our team.
- Week 2: CSVs received. Field mapping reviewed with your lead nurse.
- Week 3: Dry-run import into a staging environment. Nurse team walk-through.
- Week 4: Production import. Member invites sent. Parallel period begins.
- Week 6: Chanl subscription cancelled.
Ready to move off Chanl Care?
We'll walk your program through the export, import, and parallel-run — usually in under a month.