When switching from another EHR/PMS or physical records to Carepatron, we are here to make your transition seamless. Following this guide will help you import your existing clients, notes, and documents directly into your new workspace within 15 mins. You can import your client data across all our free and paid plans.
In this guide, we’ll cover:
Switching from another EHR/PMS
Step 1: Exporting your client data
To begin importing your client data into Carepatron, you can first export it from your previous system. If possible, request that the export is in a CSV or Excel file format.
For detailed exporting instructions based on your previous EHR, see How do I export my client data from my existing system? If you don’t see your previous system in this list, contact their support team to request an export.
After you complete the export, continue to Step 2.
Step 2: 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
Step 3: Here are the steps to import your client data:
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
Step 4: Drag and drop your client notes and documentation
Once you have imported your clients, you can drag and drop your client's documentation. To do this:
Navigate to the Client page
Select the file you are uploading from your desktop
Drag and drop it into the corresponding client record or go into the client record, select the more actions button on the upper right, and upload file.
Select the save button
Repeat for each client.
Switching from physical records
When migrating from physical records, there are 2 options for importing your clients into Carepatron.
Using the import tool
You can import your clients directly into your account using Excel or Google Sheets. To do this:
Manually add your client's information to your Excel or Google Sheets
Navigate to the Client page
Go to the Import button
Select either Choose a file button
Select the file you created
Match the columns of your spreadsheet with client record fields
Select the Submit button
Select the Done button
Adding each client manually
Alternatively, you can manually add each client individually. For detailed instructions, see the Add New Client Guide.
FAQs
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 able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.