Learn how to import your client's data to create an efficient workspace.
In this article you will learn how to:
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
Here are the steps to import your data from Simple Practice:
SimplePractice requires a specific process for data import. You can follow these steps:
1. Export Your Data from SimplePractice
Navigate to the SimplePractice Export Settings.
Export your client data as a zipped file (ensure the file is not password-protected).
For detailed export instructions, refer to SimplePractice's Help Center.
2. Import Your Data to Carepatron
Navigate to the Client Page in your workspace.
Click the Import button in the upper-right corner.
Select SimplePractice from the drop-down menu.
Upload your zipped (.zip) SimplePractice export file.
The system will process and import your data.
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 |
Follow this client data export guide. | |
Contact TherapyNotes to request a client data export here. | |
Here are TheraNest’s guidelines for exporting client data. | |
Contact Office Ally directly to request a client demographics report here. | |
Follow this data export guide. | |
Export your data from Cliniko here. | |
Follow the TherapyAppointments guide. | |
Follow Practice Fusion’s guide for exporting client data. | |
Here is how to export your practice data. | |
Contact My Clients Plus at 877-820-4153 to request a client demographics report. | |
Contact TherapySites at 866-597-2674 to request a Demographics Export. | |
Contact Therasoft at 888-435-8203 to request an export. | |
Navigate to the Contacts page and click Export to generate and download a report into a CSV file. | |
Follow Full Slate’s guidelines for exporting your client list. |
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.