Data Migration and Import Video Tutorials
💡 Just getting started? Explore our complete setup library in The Guide to Switching to Sessions Health: The Step-by-Step Video Tour.
➡️ Migrating from another EHR? Visit our article Importing Your Data into Sessions Health From a Different EHR for more information.
Data Migration and Import Video Quick Links
- 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. Review full written instructions in Importing Your Data into Sessions Health From a Different EHR.
Importing Your Client List via Spreadsheet
Download, format, and securely upload our official spreadsheet template to bulk-import your client demographics. For step-by-step text, see Importing Your Client List via Spreadsheet.
Organizing and Uploading Client Records via ZIP File
Structure, compress, and securely upload historical client documents, clinical notes, and chart records as a ZIP file. Check out detailed steps in Organizing Client Records for Bulk Upload.