If you’re moving to a new SimplePractice account, you can work with our team to transfer client data into your new account.
Transferred clients are added as new client profiles, which allows you to share intake paperwork with all imported clients at once.
Note: Appointments, documentation, and clients’ credit card details are not included in data transfers. However, you can add this to your new account after client profiles are created. For more information, see Storing client documentation and other items.
What to know before you start
Before beginning your data transfer, please note that:
- The data transfer process is optional, though we recommend doing this if you have 25 or more clients
- The process can take 1 to 5 business days:
- If you’re transferring from another EHR or physical records, this typically takes 1-3 business days
- If you’re transferring from another SimplePractice account, this can take 2-5 business days
- While our team will assist with the transfer process, any actions required from your end can’t be performed by our team
Important: SimplePractice does not edit, share, or alter client PHI. Our team doesn’t manually enter data for the customer, or redistribute PHI to platforms outside of SimplePractice.
Starting the transfer process
Based on where you’re transferring from, choose the appropriate series below.
If you’re transferring from another EHR, see Transferring client data from another EHR. This series is also applicable if you’re transferring from a non-EHR platform (i.e. Google Drive, pen and paper).
If you’re transferring from one SimplePractice account to another, see Transferring client data between SimplePractice accounts.