Data Migration and Import Video Tutorials
💡 Just getting started? Check out The Guide to Switching to Sessions Health: The Step-by-Step Video Tour for a complete video library of setup steps.
➡️ Looking to migrate data from another EHR? Visit our article Importing Your Data into Sessions Health From a Different EHR for more information.
Navigation
- Migrating Data From Another EHR to Sessions Health
- Importing Your Client List via Spreadsheet
- Organizing and Uploading Client Records via ZIP File
Migrating Data From Another EHR to Sessions Health
Learn how our Customer Success team helps you seamlessly transfer your practice data, client records, and history from your previous EHR into Sessions Health.
Importing Your Client List via Spreadsheet
Learn how to download, format, and securely upload our official spreadsheet template to bulk-import your client list demographics.
Organizing and Uploading Client Records via ZIP File
Learn how to structure, compress, and securely upload historical client documents, clinical notes, and chart records as a ZIP file.