Our Product Specialists help you import client data.
Switching EHRs can feel like a daunting task. You have important practice information and sensitive client data to bring to a new platform. Therefore, learning new software can seem like a challenge. We’re working hard to ensure that switching to SimplePractice is smooth and painless, and we’re proud to introduce the SimplePractice Switching Team!
How will I carry over all of my clients’ demographic information? Do I need to do this all by hand?
The main concern for many clinicians is migrating their client data. How will I carry over all of my clients’ demographic information? Do I need to do this all by hand? In SimplePractice, it’s easy and automated. Our intuitive process allows you to upload all of your client data in one fell swoop. Then, the experienced Switching Team provides detailed instructions and will personally guide you through your upload.
To switch your client data to SimplePractice, follow these four steps:
- Export your client data from your previous EHR (find export instructions for your EHR here)
- Upload client data by using our switching template
- Send a Mass Document Request to your clients with the click of a button
- Start using your pre-populated account!
Once you’re up and running with SimplePractice, we’re confident the platform will simplify your workflow and free you up for more engaging client work. You’ll have the support of our top-rated Customer Success team, who are available by email, chat, phone, and video call to help you every step of the way.
Meet Your Switching Team
“Switching EHRs shouldn’t be a scary task for clinicians, it should be exciting. We make the process smooth, so customers can start using the platform faster.”
Sasha, Product and Onboarding Specialist
“Streamlining the switching process to a few easy steps lets clinicians focus on what matters most—treating their clients. It makes me happy to think about how we are helping folks do that.”
Avi, Product Specialist
“We’re always striving to ensure you feel confident and empowered managing your practice and this starts with getting your existing clients into the platform. It’s exciting to be part of that journey.”
Marlina, Product Specialist