Securely import demographic and insurance information for your clients to jumpstart your new TherapyNotes® account.
Gather the data from your current EHR in a spreadsheet.
We'll import your data into your new account.
Safely delete the file from your device and get started with TherapyNotes®!
Select your current EHR to learn how to export eligible records to import in TherapyNotes®.
Contact CounSol support to request to export your client data.
To export your client data from Kareo, go to Practice Settings > Data Management > Export Patient Data and press Run Export.
To export your client data from SimplePractice, log in as an Account Owner and go to Settings > Data Export. Choose Contacts as the data you'd like to export.
If you chose to require a password to open the exported file, please provide the password in the Description field when sending a file to our team.
To export your client data from TheraNest, log in as an Organization Administrator and go to Organization > Export Data.
To export your client data from TherapyAppointment, go to My Profile > Data Export. In the Clients section, press Download.
Contact TheraSoft support to request to export your client data.
Contact your EHR's support to learn how to export client demographic information. If they don't offer an export feature, or if you're transitioning from paper records, you can enter your client data into a spreadsheet, and we'll import it for you. Learn how to create a spreadsheet of your data.
Log in to your new account and send your file to our team through our secure portal. Provide a Description that includes:
Once we've added your client information to your account, you can upload other records to each client's chart, such as consent forms, treatment plans, and session notes.
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