Carepatron

Note: If you previously used another patient management platform, please make sure they provide a file with your client database, it will be crucial in the import of information to your Carepatron Workspace. Please make sure the file provided is either a .zip, .csv, .xlsx, or .xls file. Once you have received the file from your previous platform, follow the steps shown below to import the information to your workspace.

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Choose the data source and click "Upload file"

Set your preferences for what information to import for each field

Add additional fields by scrolling down and clicking "+ Add custom field", providing a name for the field, and clicking "Add" when done.

Once this has been completed, and you have made sure your client data is assigned to the correct fields, click Submit and your client records will be imported to your workspace.

1. Go to "Clients"
 
 
2. Click "Import" in the top right corner
 
 
3. Choose the data source and click "Upload file"
 
 
4. Select and open the preferred file
 

5. Set your preferences for what information to import for each field
 
 
6. Add additional fields by scrolling down and clicking "+ Add custom field", providing a name for the field, and clicking "Add" when done.
 
 
 
 
7. Once this has been completed, and you have made sure your client data is assigned to the correct fields, click Submit and your client records will be imported to your workspace.

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.

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

This article will help you import your client database from your previously used program to your Carepatron Workspace.

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.

Importing your clients

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