Practice Better offers a free basic migration service to import client data (name, email, documents) from Excel or CSV files into their platform, with advanced support available for a fee. The process includes secure data upload via Box.com, and migration typically takes five business days.
In this article:
Migration Overview
Our IT team can import your clients' basic information (name, email address, mailing address, date of birth, gender) into your account if the information is provided in an Excel or .CSV format.
We can also assist with importing client documents into your Documents section if you can have these exported from your current system. We will need the client files organized by folder for each client. Each folder should be labeled with the patient/client ID or email address which can be referenced back to the CSV file mentioned above.
Our team will set up a secure Box.com folder for you to upload your client data.
Follow this link to get started: Switch your EHR to Practice Better →
- Complete the form linked above to begin the migration process.
- Our friendly team of helpers will guide you through obtaining and importing your data into Practice Better.
- Get up and running quickly, seeing clients with minimal disruption and downtime.
Migration FAQ
Q: What do I need to import my files?
A: If you let us know your current software, our team can research your current software provider and find out your document's file type. We can then guide you through accessing and downloading your files from your software, and we provide a secure method for sending your data to our team.
We have a collection of migration guides for some popular platforms. Check out the guides here to see if we have one that can help you: How to Switch to Practice Better Painlessly →
Q: What does this migration service cost?
A: The Basic Migration service is free for practitioners coming over to Practice Better, with the option to upgrade to the Premium Migration package for a fee.
Learn more about what's included here: Switch your EHR to Practice Better →
Practitioners with less complex data needs may also self-serve by Importing Your Clients →
Q: Will you train me on how to set up my Practice Better account?
A: If you sign up for our Team plan, we provide additional training within the first month, walking you through step-by-step how to best set up your Practice Better account for success.
After the initial onboarding period, and for everyone else, our support team is available: How to Contact Practice Better Support →
Q: What elements can you import?
A: The options differ depending on whether you choose the Basic or Premium migration package.
In the Basic Migration, you get:
- Active client list import
- Transfer payment data
With the Premium Migration, you get:
- Active client list import
- Transfer payment data
- Video call support access
- Full client documentation
- Lab data import
- Existing services added
- Appointment transfer
Our team doesn't import:
- Your online course or program. Our team can help you learn the flexible, full-function programs features in Practice Better, but transferring your existing course over is your responsibility.
Q: How much time does a migration take?
A: On average, migrations take five business days to complete.
Q: Can you migrate my payments data?
A: Yes, if you previously used a Stripe Standard account for client payments, you can easily migrate to Practice Better Payments. Learn more: Switching to Practice Better Payments.