Importing Client Data

Easily import existing client information from another EHR or practice management system

Our data import feature provides you with a spreadsheet template that you can use to upload client data: with or without insurance details.
In just a couple of steps, you can populate your new TherapyAppointment account with your existing client information. Onboarding has never been easier!
Check out our new data import feature!

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New Data Import Features

Simple Data Import

  • Downloading this template provides a basic import option including client name, date of birth, and contact information.

Excel Spreadsheet

  • Providers can easily plug in client information through the available template, then upload their data into 2.0. Simply edit the Excel columns for patient demographics to match our spreadsheet template and upload!

Advanced Data Import

  • Since many practices work with insurance, the advanced template offers an additional column for selecting from existing companies associated with your practice.

Group Practices

  • Special considerations may exist when uploading data for a practice with two or more providers. Determine whether the group practices a 'team treatment model' before selecting additional options for data importing.
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