Importing Your Data into Sessions Health From a Different EHR

• The basics of switching from a different EHR
• Frequently asked questions

Videos

Please see our migrate data from another EHR video for more details.

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. Typically, we can transfer basic client information such as names, dates of birth, email addresses, physical addresses, and phone numbers. We also work to include all your past appointments, along with associated progress notes and psychotherapy notes. For client charts, we aim to extract and enter diagnosis codes. Additionally, we handle the uploading of other client documents such as administrative notes, treatment plans, and completed consents or questionnaires, which are stored as PDFs in the client records. The extent to which we can do this depends on the specific data your current EHR system provides and how it exports data for us to use.

1. 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.
2. Once you have your data, you can upload a ZIP (or compressed) file to your Documents 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.

3. Once uploaded, send a message to support@sessionshealth.com to let us know it's there. In most cases, we can import your data within a day, however, we ask for 1-3 days to complete as our team needs to validate the import file prior to executing the import, which can be a tedious process. 

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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.