Import client data

How do I import my client data?

Updated over a week ago

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:

  1. Navigate to the Client page

  2. Go to the Import button in the upper right corner

  3. In the drop-down, select the platform you are importing data from

  4. Select upload file to upload your client data

  5. Review the fields to ensure your client data has been uploaded correctly


Here are the steps to import your client data:

  1. Navigate to the Client page

  2. Go to the Import button in the upper right corner

  3. In the drop-down, select CSV or other

  4. Select the file you are uploading from your desktop

  5. Match the columns of your spreadsheet with client record fields

  6. Select the Submit button

  7. Select the Done button


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

  1. Navigate to the Client page

  2. Drag and drop the document and/or folder into the client record row it is intended for

  3. 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

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 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 or reach out to team@carepatron.com.

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