Moving from PPS to Power Diary

Welcome!! We can import your data from PPS into your Power Diary account

Practices are frequently moving from PPS (aka Private Practice Software) to Power Diary. To find out why and learn how the two compare check out our Power Diary vs PPS Comparison Article.

• We want to make your move from PPS 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 PPS ?
• How do I export my data from PPS?
• Important Notes (learnings/information that our team has gathered and documented specific to migrating from PPS 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

We can import the following PPS data:

based on previous PPS  imports conducted by our Team, we can import:

• Clients
• Contacts
• Insurers
• Appointments
• Invoices and Payments - **subject to this financial data being linkable to client profiles
• Client Notes
• Client files/documents:  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 PPS

For locally stored Data

• Access the PPS folder on your computer and find the database file (ending with ".mdb").
• Right-click on the file and Zip/Compress the file (the steps to do this vary on the type of system you are running and the applications available for compressing files, if unsure please google for your system type how to compress a file).
• This is the file you will share with us.

For Cloud version of PPS

Please contact PPS Support to request a full export of your PPS data: click here

If you have any questions, please contact us at support@powerdiary.com

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