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  1. SimplePractice Support
  2. Getting started
  3. Transferring your client data
  4. Transferring from another EHR

Transferring from another EHR

  • Transferring client data from another EHR
  • Getting started with transferring from another EHR
  • Filling out and submitting the client data template
  • Reviewing and resubmitting the client data template
  • Sending intake documents to imported clients
  • Storing client documentation and other items for imported clients
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