Migrate from SimplePractice to Healthie

Healthie makes it easy to migrate from Simple Practice To Healthie. Here is the three-step process, and some FAQs that we've received from other providers that have successfully completed this migration.

Step 1: Create your Healthie account

Step 2: Export your client information from SimplePractice

Within your SimplePractice account, navigate to to Settings > Data Export
Click Export client data
Select All clients in the practice (this extends to group practices)
Select Complete data export
Note: Account Owners and Practice Managers roles are able to request data export from the platform; so if you are trying to complete an export and do not see the option, it's likely that you do not have the permission levels required for this.

Step 3: Complete Healthie's Import Questionnaire

From there, our migration team will be in touch with you regarding specifics of the import and timeline. If you do have any questions or concerns, you can always bring it up to a Customer Success Manager during your onboarding call, or you can always email hello@gethealthie.com.

FAQs

Are there any types of information that will not be migrated?

On most Healthie plans, we are only able to import patient demographic information into your Healthie account.
If you are on an Enterprise plan, we may be able to migrate other information as well.

How can I have my form templates built into Healthie?

You can find information on requesting your forms be built into Healthie using this link.