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.
We can 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
Migration Overview
- 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 documents' 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.
Follow this link to get started: Switch your EHR to Practice Better →
Q: What does this migration service cost?
A: The basic migration service is free for clients coming over to Practice Better, with the option to access advanced support for an additional fee.
Q: Will you train me on how to set up my Practice Better account?
A: If you sign up to a Plus or 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.
Q: What elements can you import?
A: Our team can import:
- Files, charts, and labs
- Text files
- Images, like a scanned food diary or scanned bloodwork
- Our team tries to preserve as much of your data as possible, finding a location in the Additional Notes field for any extra data
Our team doesn't import:
- Your online course or program. Our team can help you learn the flexible, full-function programs feature 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.