Move from Simple Practice to Power Diary effortlessly. Our guide covers the data import process, important notes, and additional resources for a smooth switch.
We can import your data from Simple Practice into your Power Diary account!
Practices are frequently moving from Simple Practice to Power Diary. To find out why and learn how the two compare check out our Power Diary vs Simple Practice Comparison Article.
- We want to make your move from Simple Practice as seamless and pain-free as possible.
- Once you have made the decision to move over to Power Diary, we are able to assist with importing data into your Power Diary account as a once-off complimentary service. There are no charges associated with the import.
- If your migration to Power Diary is time sensitive, please contact us to discuss the option of booking your import in with our Team, to ensure that it gets the priority that it needs.
This article covers:
- What data can be imported from Simple Practice?
- How do I export my data from Simple Practice?
- Important Notes ( learnings / information that our team have gathered and documented specific to migrating from Simple Practice to Power Diary.)
Additional information:
Please click on these links to access additional important/relevant information to your data import, and getting ready to switch over to using Power Diary.
- Importing your Data - Generic Information: click here. This article includes:
- When can I get my data imported?
- What we can Import (generic - dependent on the data presented)
- Data formats we can work with
- When should I switch over to using Power Diary?
- How do I share my data with Power Diary?
- How long will the import take?
- Practitioners
- Switching Systems
- Post Import Enquiries
- Important Notes (generic to all imports)
- Importing your data - FAQ: click here
- Are you ready to switch over to Power Diary? click here
- Setting up your Account and Training Users: click here
Important: Please read through the above articles as they contain information generic to all data imports/migrations, but not included in this Simple Practice-specific article. If you have any questions that aren't answered in any of these articles, we encourage you to contact us.
We can import the following Simple Practice data:
based on previous Simple Practice imports conducted by our Team, we can import:
- Clients (from Contacts). *Simple Practice provides this data in .vcf format - which we have developed a way to convert and import
- Billing Documents (uploaded in the client profile under Records > Files)
- Medical Records (uploaded in the client profile under Records > Files)
- Psychotherapy Notes (uploaded in the client profile under Records > Files)
- Progress Notes (uploaded in the client profile under Records > Files)
- Secure Messages (uploaded in the client profile under Records > Files)
- Stored Documents / Files (uploaded in the client profile under Records > Files) see requirements in our "Importing your Data FAQ" helpdesk article - click here
* If there is any other data that is of particular importance to you, to have imported, and has not been mentioned in the above list, please let us know, and our Team can check your data to try to locate that data and ascertain if it is viable for import.
Exporting your data from Simple Practice
Follow the steps listed in the Simple Practice support article which you can find in their knowledge base for exporting your data from Simple Practice, and then share it with us.
If you are unsure how to export your data from Simple Practice, please reach out directly to their support team as they would be best placed to assist you with this.
Important Notes
- We do not yet have any Important Notes to share that are specific to just Simple Practice data, however, we do recommend that you read all generic important notes relevant to importing your data, as documented here as this is relevant and important for you to be aware of.
If you have any questions, please contact us at support@powerdiary.com
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