You can bring your clients, as well as intake notes, progress notes, treatment plans, and other documentation, into Upheal using our import records tool.
Easily switch to Upheal from TherapyNotes, Sessions Health, Jane, OwlPractice, TherapyAppointment, or any other EHR that will export your data in a .csv format.
If you're switching from SimplePractice to Upheal, see Move your records from SimplePractice to Upheal.
If you only want to import a client list, without notes or treatment plans, see Import multiple clients at once from other EHRs.
Importing clients and documentation
You can import your client list and your clients' progress notes, intake notes, treatment plans, and other documentation.
First, you'll upload your client list, and review for accuracy. Then, you'll upload your clients' documentation, and the Upheal AI Assistant will help you out from there.
To get started:
Go to Clients in the left menu.
Select Import your records.
Select the size of your practice and click Continue.
(If your practice has 5 or more providers, our team can step in to help.)Select the EHR you are moving data from (SimplePractice, or any other EHR), and click Start import.
You'll be taken to a screen breaking down the import process; read it over, then click Next in the bottom right.
Select the EHR you're moving from, and click Next.
Next, you'll see information on how to export the files you need from your former EHR. Once you're ready with all the files you need, click Next.
To upload your client list, you can drag and drop the .csv file, or click Browse files.
When you've uploaded your client list, click Next.
Click Check client details in the bottom right.
Your clients appear as rows in a table. Name, email, phone, date of birth, sex, and pronouns are displayed. Review each row to make sure the information is correct.
To check, add, or edit other fields (like preferred name, address, or diagnosis), click the pencil icon on that row.
When every row looks good, click Next in the top right.
Next, you'll confirm whether to match each client with an existing client in Upheal or create a new client.
To make changes, use the dropdown menu in the Add or match column.
When every row looks correct, click Next in the top right.
Next, you'll assign client types (Individual, Couple, or Family), and assign the client to a provider using dropdown menus.
Click Next in the top right.
Next, you can import other client files, such as progress notes, treatment plans, and other documentation. Drag and drop your zip file, or click Browse files to select the zip file from your device.
Once your files are uploaded, click Import files.
Upheal AI Assistant will process your files, and let you know when they're ready for your review.
Review the files.
Files are previewed on the left side of the screen, sorted by client.
You can use prompts from the Assistant to review the files.
You can also ask the Assistant to make any necessary changes.
For example, if a document was matched to the wrong client, you can tell the Assistant to assign it to the correct client.
Once you've reviewed the files and everything looks correct, click Upload all at the top of the screen.
You'll be taken to your client list, where you'll see a confirmation of your import.
I've already imported my client list. Can I just upload their notes, treatment plans, and other documentation?
Yes, you can skip to uploading intake notes, progress notes, treatment plans, and other documentation if your clients' charts are already in Upheal.
To skip importing clients and just upload files:
Go to Clients in the left menu.
Select Import your records.
Select the size of your practice and click Continue.
(If your practice has 5 or more providers, our team can step in to help.)Select the EHR you are moving data from (SimplePractice, or any other EHR), and click Start import.
Click Skip to import tool in the top right.
Click Files at the top of the screen.
Drag and drop your zip file, or click Browse files to select the zip file from your device. Once your files are uploaded, click Import files.
Upheal AI Assistant will process your files, and let you know when they're ready for your review.
Review the files.
Files are previewed on the left side of the screen, sorted by client.
You can use prompts from the Assistant to review the files.
You can also ask the Assistant to make any necessary changes.
For example, if a document was matched to the wrong client, you can tell the Assistant to assign it to the correct client.
Once you've reviewed the files and everything looks correct, click Upload all at the top of the screen.
You'll be taken to your client list, where you'll see a confirmation of your import.