This article begins a series that explains how client data can be transferred from one active SimplePractice account to another. It provides a brief overview of the transfer process, as well as the order of its steps.
When a clinician is moving between SimplePractice accounts, our team can export the clinician’s client list as a spreadsheet, then import it into the new account to recreate client profiles.
Important: Our system can’t transfer clinical notes, billing documentation, and appointments between SimplePractice accounts.
To transfer client data, the original SimplePractice account must be active, and a new SimplePractice account must be created with an email address different from the original SimplePractice account. If the clinician no longer has access to the original account, they’ll need to follow the steps for transferring from another EHR or manually add clients to the new account.
As part of the data transfer process, we highly recommend that the Account Owner of the original account also perform a complete data export for the transferring clinician. This export includes additional information that can be uploaded to the clinician's new account after client profiles are created.
The steps to transfer between SimplePractice accounts must be completed in order. Each step is listed in order below, and links to its associated guide:
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Getting started with transferring between SimplePractice accounts
- Learn what information can be transferred, and what to prepare for the transfer
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Submitting a help request to transfer data
- Reach out to our team through the original account to begin the transfer process
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Exporting and downloading client data for transfer
- Export and download the client data that'll be transferred and stored in the new account
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Viewing and sharing exported data for transfer
- Review the client data for the new account, and provide this to the transferring clinician
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Setting up profiles with the client list
- Upload certain client data to the new account so that client profiles can be imported
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Sending intake documents to imported clients
- Send intake forms and documents to clients after their profiles are created
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Storing client documentation and other items for imported clients
- Upload and organize additional records that aren’t included in the initial transfer