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Switching

Switching is easier than you think.

We help you bring your clients over from SimplePractice, TherapyNotes, Jane or anywhere else, and check it with you before you go live.

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  • 14-day free trial
  • No card to start
A young woman descending outdoor stairs, photographed from above
Moving overSample
SimplePractice export uploaded
126 foundClients
1,904 foundAppointments
412 PDFs, filed to each clientDocuments
Up to date

Sound familiar?

Staying put costs more than moving.

  • You pay for an EHR, a CRM and a booking tool, and they don’t talk to each other.
    One place, one login.
  • Every add-on grows the bill: AI notes, telehealth, reminders.
    One plan with every feature, and Lumi when you want it.
  • Moving feels like a month of lost evenings.
    We help you bring your clients over.
  • You worry something won’t come across.
    We check it with you before you go live, and you can undo an import for 30 days.

Three ways to move

Move your way, or let us do it.

A hand resting beside a finished handwritten checklist
You upload

Upload your export.

Pick your current system and upload its export: a zip, a spreadsheet or PDFs. You review anything that needs a look, then approve it.

  • Clients and their contacts
  • Appointments, with their times
  • Opening balances, if you choose
  • Chart PDFs, filed to each client
A therapist at her desk by an open window, smiling as she looks outside
Done with you

We move it together.

A video call where we bring your clients over with you, step by step.

  • Help on a video call
  • Check everything together
  • Ask anything as you go
  • Go live when you’re ready
An open journal beside a croissant on a sunny café table
Done for you

We move it for you.

Send us your export and our team moves it. Most moves take three to seven days.

  • Our team does the move
  • Usually three to seven days
  • A catch-up just before you go live
  • Undo an import for 30 days

From your current EHR

Wherever you’re coming from.

  • SimplePracticeOur importer reads your SimplePractice export: clients, appointments, balances and chart PDFs.
  • TherapyNotesUpload your export, and our team moves it with you or for you.
  • JaneUpload your export, and our team moves it with you or for you.
  • Anywhere elseSend us what you have. A spreadsheet of your clients is enough to start.

How it goes

Up and running in a week.

  1. Day 1

    Bring your clients over

    We help you bring your clients over from SimplePractice or any other EHR, and check it with you.

  2. Day 2

    Open your booking page

    Your name, your photo, your prices. Share one link everywhere.

  3. Day 3

    Choose how people pay

    Per visit, monthly, or both. Autopay and reminders switch on.

  4. Week 1

    See your first full week

    New inquiries answered, payments in, and you know where it all stands.

Compare

What a solo practice pays each month.

See TheraFocus beside SimplePractice, TherapyNotes and Jane

Questions

Good questions, plain answers.

See all questions
Do my past notes come over?

Yes, as PDFs filed to each client. They come over as documents, not as editable notes.

What doesn’t come over?

Saved cards, message history and credit balances stay behind. Clients add a card again in their portal.

What if I find a mistake after moving?

You check everything before you go live, and you can undo an import for 30 days.

Can I keep my old EHR running while I switch?

Yes. Upload once to start, then run a catch-up just before you go live so nothing is missed.

Everything in one place

Switching from SimplePractice, TherapyNotes or Jane? We help you bring your clients over.

A Joshua tree and desert boulders in the warm afterglow of sunset

Make room for better days.

Start free, bring your clients over, and see your first calm week.

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