Importing Your Data into Sessions Health From a Different EHR
Videos
Please see our migrate data from another EHR video for a guided demo of importing your data.
The basics of switching from a different EHR
Switching to a new Electronic Health Record (EHR) system like Sessions Health can seem daunting, but we strive to simplify the process for you.
- Export data from your current EHR. Not every EHR exports data the same way, so you may need to contact your current EHR to find out how to export your data. If you choose to add a password to your data file, you will need to share that with us so we can process your import.
- Once you have your data, you can upload a ZIP (or compressed) file to your Internal Files page by clicking on the + Add button and following the instructions.
Note: We support files up to 1GB in size for uploads, so send us a message at support@sessionshealth.com if your file is larger than that and we'll suggest a different method. If you are a group practice, please upload a separate ZIP file for each practitioner.
- Once uploaded, send a message to support@sessionshealth.com to let us know it's there. We'll start the process, which can take 1-3 days to complete as our team needs to validate the import file prior to executing the import.
Frequently asked questions
Can I import my client data into Sessions Health?
Yes, we can most likely import your data. In some cases, we're able to import clients, past appointments, notes, diagnosis, and other client files, but it varies depending on the EHR you are coming from.
I'm trying to upload my EHR data into Sessions Health. Do I need to select one file at a time?
No, we prefer you upload all files at once by generate an archive or ZIP file. You can do this by right-clicking on the folder and:
- If you're on Mac, select "Compress [folder name]"
- If you're on Windows, select "Send to", then select "Compressed (zipped) folder".
Once a ZIP archive is created, you can upload that single file as well.
Will my uncompleted notes get imported?
Most EHR systems will not export unfinished notes. We can only import what your previous EHR exports. You will want to finish as many notes as you can before exporting your data. Additionally, you can import your data into Sessions Health with currently completed notes, finish uncompleted notes in your previous EHR, and then create another import file for us when those are complete. As long as the names match in the file, the new import will not create duplicates in your Sessions Health account.
Can you backfill my calendar?
It depends where your import data is coming from. We use completed progress and psychotherapy notes to try and backfill your calendar. We are only able to do this with data from certain other EHRs. These will not be populated as billable sessions unless you manually go in and edit them.