What data will be transferred to SimplePractice?

The following data will be transferred to SimplePractice during the migration process:

Patient Data

1. Patient type: Adolescent and child charts will be transferred as adolescent charts.
2. Patient demographic information including first name, middle name, last name, date of birth, and gender.
3. Email address and contact information.
4. Insurance information.
5. Linked family members including portal permissions and reminder settings.
6. Client portal settings.
7. Email reminder settings.
8. Emergency contact information (mapped to client notes field).
9. Most recent diagnosis.

Calendar

1. All future appointment.
2. Online/telehealth appointments will display as telehealth appointments in Simple Practice.
3. Time zones.
4. Calendars will be mapped as locations in SimplePractice.

Financial Information

1. Client initial balance and a superbill in PDF format.
2. Client credit card information.

Patient Chart History

1. All official chart entries including notes, documents, and files.
2. Documents & Files.

Practice & Clinical information

1. Address, state, contact number, zip code.
2. Clinical staff (Assistants will need to be re-invited).
3. License numbers and expiration dates.
4. Degrees and specialties.

If you have any questions, please contact us.