Migrate to PracticeQ from Another System

If you used another system to send intake forms, schedule appointments, or store patient data, here is how to move the data from your old system to PracticeQ.

Note: If you're migrating from SimplePractice please contact us; there is a special process for this which we can work through with you.

Import Clients

• You can import a list of your clients and their demographics into the system very easily, as long as you have a CSV file. The CSV does not have to be in a specific format, as long as it follows the standards.
• The following article goers over this process in more detail: Importing Clients

Import Appointments

• Importing appointments can be as simple as clients, though the CSV file has more requirements. How much you can import will depend on how much you can export from your previous company.
• The following article goes over how this import functions: Importing Appointments

Import Documents & Other Files

• Typically, users want to import other files along with their clients, such as PDF copies of older submitted intake forms and signed documents. This is done through our File Management feature, which allows you to store files directly on each client's profile. The one downside is that it must be done one client at a time.
• The following article shows how to store files with your clients: File Management

Contact us at hello@intakeq.com if you need assistance with anything when transitioning from another service provider.