Migrate from SimplePractice to Healthie

Do you currently use Simple Practice?


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

  • Sign up for Healthie provider account, using this link

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 touch with specific questions, and offer the ability to schedule a call with us, in order to ensure your data is confidently and comprehensively and seamlessly migrated into your Healthie account

FAQs

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

  • We can migrate client's future appointments on our Enterprise Plan.

How can I have my form templates built into Healthie?

  • You can request your forms be built into Healthie using this link.
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