Import client data | Carepatron Help Center

Learn how to import your client's data to create an efficient workspace.

In this article you will learn how to:

Import client data from other platforms e.g Simple Practice
Import client data using a spreadsheet
Import files such as client notes and documents

Here are the steps to import your client data from another platform:

Navigate to the Client page
Go to the Import button in the upper right corner
In the drop-down, select the platform you are importing data from
Select upload file to upload your client data
Review the fields to ensure your client data has been uploaded correctly

Here are the steps to import your client data:

For your content to import correctly, refer to our sample csv to match the format. Download the .csv or excel format.

Navigate to the Client page
Go to the Import button in the upper right corner
In the drop-down, select CSV or other
Select the file you are uploading from your desktop
Match the columns of your spreadsheet with client record fields
Select the Submit button
Select the Done button

Here are the steps to import your client notes and documents:

Navigate to the Client page
Drag and drop the document and/or folder into the client record row it is intended for
Click Save

How do I export my client data from my existing system?

Below is an overview of the data export instructions for common EHRs and PMSs. If you can't find your previous system, please get in touch with them to request an export.

EHR	Data export instructions
Simple Practice	Follow this client data export guide.
TherapyNotes	Contact TherapyNotes to request a client data export here.
TheraNest	Here are TheraNest’s guidelines for exporting client data.
Office Ally	Contact Office Ally directly to request a client demographics report here.
PowerDiary	Follow this data export guide.
Cliniko	Export your data from Cliniko here.
TherapyAppointment	Follow the TherapyAppointments guide.
Practice Fusion	Follow Practice Fusion’s guide for exporting client data.
Halaxy	Here is how to export your practice data.
My Clients Plus	Contact My Clients Plus at 877-820-4153 to request a client demographics report.
TherapySites	Contact TherapySites at 866-597-2674 to request a Demographics Export.
Therasoft	Contact Therasoft at 888-435-8203 to request an export.
Yellow Schedule	Navigate to the Contacts page and click Export to generate and download a report into a CSV file.
Full Slate	Follow Full Slate’s guidelines for exporting your client list.

Go to Carepatron

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

Sending client intakes

Enabling online booking

Switching to Carepatron

Manage client status

Exporting Client Data