Importing Your Data into Sessions Health From a Different EHR
Switching EHRs can feel overwhelming, but you don’t need everything figured out before you start. This guide shows what typically transfers, how to share your export file, and what to expect so your move into Sessions Health feels simple from the start.
💡 TL;DR: Export your data → Upload one ZIP file → Email us. We’ll handle the rest.
In this article:
- Video Tutorial
- The Basics of Switching From a Different EHR
- What Usually Transfers During an Import
- Frequently Asked Questions
- Related Resources
Video Tutorial
For a quick walkthrough, watch our video on Migrating Data From Another EHR to Sessions Health.
The Basics of Switching From a Different EHR
Migrating to a new Electronic Health Record (EHR) can feel daunting, but we're here to simplify the process for you. Below are 3-steps to transfer your data. For more detailed instructions about migrating your data from your specific EHR, please reach out to support@sessionshealth.com.
Step 1: Export data from your current EHR.
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Every EHR handles exports a little differently, so you may need to check their help center or contact their support team. If you password‑protect your export file, share that password with us so we can process your import.
Step 2: Upload your ZIP (or compressed) file to your Internal Files page.
- Go to Forms and Documents, open the Internal Files tab, and click + Add to upload your file.
ℹ️ We support uploads up to 1GB. If your file is larger, email us at support@sessionshealth.com and we'll coordinate a secure alternative.
Group practices should upload one ZIP file per practitioner.
Step 3: Let us know your file is ready.
- After uploading, email support@sessionshealth.com to let us know. Our team will review the file, confirm everything looks correct, and complete the import.
💡 Most imports take 1–3 days, depending on the size of the export.
What Usually Transfers During an Import
Every EHR exports data a little differently, but most systems include the same core items.
| Usually Transfers | Rarely Transfers |
|---|---|
| Client contact information | Unfinished notes |
| Client demographic information | Billing history |
| Completed notes | Future appointments |
| Past appointments | Insurance claims/remittances |
| Diagnoses | Credit card/payment data |
| Uploaded documents | Scheduling rules/availability |
💡 If you tell us which EHR you’re coming from, we can share what we typically see in that system’s export and help you know what to expect.
ℹ️ Most clinicians tell us the import process is easier than they expected. Importing your data does not require you to upgrade your account.
Frequently Asked Questions
What data can I import into Sessions Health?
Nearly all EHR's will provide an export file that we can import. This typically includes the clients' names, contact information, demographic information, and sometimes diagnosis and policy information. For some EHR's, we can import client files, such as consents, intakes, treatment plans, assessments, etc. In some cases, we can even import all past appointments and progress notes that have been completed. What transfers depends on your previous EHR’s export file. Contact our support team with any questions.
I'm trying to upload my EHR data into Sessions Health. Do I need to select one file at a time?
No, upload one ZIP file containing all exported data.
- Mac: right‑click the folder and select Compress [folder name]
- Windows: right‑click the folder, choose Send to → Compressed (zipped) folder, then upload that single file.
How does client status work after an import?
If there is no Active / Inactive indicator in the client's file and we can import past appointments, our process will mark the client "Active" if we detect a completed appointment within the past 90 days. You can view or filter inactive clients anytime from the Clients page. To reactivate an inactive client:
- Open the client’s profile.
- Click the three‑dot menu.
- Select Make Active. The client will appear in your active list immediately.
Can you backfill my calendar?
Possibly. For some EHR's, if your export includes completed notes, we can use them to backfill past appointments and can include completed notes in those appointments. These sessions aren’t billable unless you update them manually.
Related Resources
Once your data is imported, these guides help you get clients settled and their information organized: