Switching to Carepatron

How do I import my clients?

Updated over a week ago

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: Upload your client data

Once you have exported your clients, you can upload this data into our importing tool. To do this:

  1. Navigate to the Client page

  2. Go to the Import button

  3. Select the Choose a file button

  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


Step 3: 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:

  1. Navigate to the Client page

  2. Select the file you are uploading from your desktop

  3. 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.

  4. Select the save button

  5. 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:

  1. Manually add your client's information to your Excel or Google Sheets

  2. Navigate to the Client page

  3. Go to the Import button

  4. Select either Choose a file button

  5. Select the file you created

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

  7. Select the Submit button

  8. 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

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 able to answer any other questions you may have. Just reply via messenger or reach out to team@carepatron.com.

Did this answer your question?