Skip to main content

SimplePractice → Upheal Chart Migration (Up to 30 Minutes)

Practice Management

We’re launching a self-service chart migration that helps you move your key data from SimplePractice to Upheal in as little as 30 minutes, with AI-assisted mapping to reduce manual work. The flow guides you step-by-step through importing, matching clients and contracts, reviewing what’s coming over, and completing the migration confidently—so you can switch without needing support.

Posted by Upheal Moderator ·
Status: Completed5 comments

Log in to comment and vote

Comments5

  • Megan Strickland

    •

    Mar 25

    when will this be available?

    • Upheal Moderator

      Team•

      Mar 25

      Very soon. Think about days instead of weeks!

      • Suzanne Kantak

        •

        Mar 26

        Wow

    • Upheal Moderator

      Team•

      Mar 30

      This is now available 🎉. You can start the SimplePractice → Upheal chart migration from the Clients section in Upheal. Just look for the “Start migration” option to begin.

  • J Sophia Nam

    •

    Feb 17

    It would be wonderful to have this migration tool for any compilation of notes uploaded in PDF format!