Getting started with transferring from another EHR

This article explains what client data can be transferred from another EHR and how to download the client data template to begin the process.

Before you start, it’s helpful to understand which information can be imported and what you’ll need to add manually after your clients are created. We’ll cover: 

• Understanding what can be transferred from another EHR
• Downloading the client data template

Understanding what can be transferred from another EHR

Using the client data template, our team can only import the following data to create client profiles in SimplePractice: 

• Client status (active or inactive)
• First name
• Last name
• Name they go by
• Primary clinician
• Mobile phone number
• Home email address
• Consent to contact by email

The following data can’t be transferred by our team:

• Appointments
• Documentation, including:
  • Progress notes
  • Completed intakes
  • Treatment plans
• Billing history, including:
  • Client and insurance balances
  • Client and insurance payments
  • Claim and enrollment data
  • Clients’ insurance information

Note: Transferring in SimplePractice won’t affect how claims are processed with insurance payers. For more information, see What happens to my unpaid insurance claims when I transfer my data in SimplePractice?

• Clients’ credit card information

You can add or store this information in your account after client profiles are created. For related steps, see:

• Sending intake documents to imported clients
• Storing client documentation and other items for imported clients

Downloading the client data template

Before our team can add client profiles to the new account, you’ll need to first download and complete the client data template. 

We recommend exporting data from your previous EHR first. Later, you can download the template and copy and paste the exported data into the required fields.

Note: To learn more, see How do I export my client data from another EHR?

To download the client data template:

1. Navigate to the Clients page
2. Select Transfer client data
   • If you don’t see this option, click here: Transfer client list

3. Review the steps and click Get started
4. Select Download blank template

You can download the template as either a CSV or Excel file. The template is also available for download at the bottom of this article.

Next steps

After downloading the template, continue to the next step: Filling out and submitting the client data template.