Upload the export from your previous EHR and a person on our team brings your clients, notes, treatment plans, documents, and past appointments over, usually within one to three business days.
What comes over
Start the data export in SimplePractice, download the Client details and Client demographics reports while it prepares, and add all three under Settings, EHR Import. The page walks you through it step by step with pictures, and couples come over whole.
Choose your previous system on the import page, or Another EHR, and upload the export it gave you. Headway and Sessions Health have their own steps; everything else goes through the same upload.
Someone on our team runs the import, checks the result, and emails you when your clients are in, usually within one to three business days. Large exports are handled the same way.
Future appointments are re-entered from a list we send you of each client’s next session. Cards on file are added again by clients through intake or the portal. Open claims are finished in your old system, and its billing documents stay your billing record.
Records are stored in the FHIR R4 standard, not a proprietary schema, and any client’s complete record exports at any time as a zip of PDFs with the raw data as JSON.
Start free with no credit card, run the import inside your trial, and pick a plan when you are ready. Pre-licensed clinicians never pay.
From the help center, written for the people who use it every day.
Usually one to three business days from the time your export is uploaded. You get an email when your clients are in.
Progress notes come over as notes on the client’s chart, with their session date, diagnosis, and service code. Completed intake forms, signed consents, and uploaded documents land on the Files tab as PDFs.
Yes. Every client’s complete record exports as a zip of PDFs plus the raw FHIR data, whenever you want it.
More answers in the help center.
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