Preparing your data for Owl Practice
If you are migrating from another EHR, Zencare can help you make the change easier by importing your client data! Follow the steps below to prepare your data so that one of our Customer Advocates can get you started with all of your client data intact.
Import Limitations
Due to the nature of how other EHRs format their exported data, we can only perform one and cannot support subsequent imports.
Import Accuracy
Please be aware that while we do our best to import as much data as possible, if we can't be 100% sure we're matching the correct client to the correct data. If you need additional help importing your data, our Customer Advocates can assist you with the process.
Preparing SimplePractice data for Zencare
Before you submit your data to be imported into our system, you will have to modify the files exported from SimplePractice. Doing so is simple, requiring you to remove excess data and any duplicate client data before repackaging the files for our use.
For Windows Users
Find the exported client data you have downloaded. It should be in a .zip file.
Right-click and select Extract All from the context menu. Then left-click on Extract to the assigned destination.
Navigate into the folder that was created. You should see a list of folders including Contacts and Medical Records. Delete all of the other folders and files you find in this folder, as they will not be needed for the import process.
Navigate to the Contacts folder and delete any duplicate entries you find.
All contact files must have an associated medical record. Check the Medical Records folder to ensure that each client file has an associated folder with the same name as the client.
Re-package the files. Navigate back to the main folder, right-click, and select Compress to > ZIP File.
For Mac Users
Find the exported client data you have downloaded from SimplePractice. It should be in a .zip file.
Control-click and select Open With in the contextual menu, and from there select Archive Utility to extract the files into its own folder.
Navigate into the folder that was created. Delete all folders and files other than Contacts and Medical Records.
Navigate to the Contacts folder and delete any duplicate entries you find.
Check the Medical Records folder to ensure that each client file has an associated folder with the same name as the client.
Re-package the files. Navigate back to the main folder, control-click, and then select Compress to create a compressed .zip file.
Sending your data to Zencare
After creating your compressed file, contact a Customer Advocate and we can get started on importing your data to Zencare!