Migrating to EasyMindCare
Bring your clients and records over from another EHR or a spreadsheet. You can import them yourself in minutes, or ask our support team to transfer everything for you.
Option 1: Import it yourself
Best if you have a CSV export of your client list. The guided import wizard in the dashboard handles the rest, and it is included with your plan at no extra cost.
- Guided steps for SimplePractice, TherapyNotes, Jane App, or any CSV
- Automatic column mapping with a review before anything is imported
- Duplicates are skipped by email, so re-running is safe
Option 2: Let support handle it
Best for larger practices, full note histories, or if you would rather not manage the transfer yourself. Our team helps you move your records securely from start to finish.
- We help you export from your current system in the right format
- Your data is transferred and verified before you go live
- You review everything in EasyMindCare before switching over
How to import from the dashboard
Four steps, start to finish. Files are parsed in your browser and only the rows you approve are imported.
- 1
Export your clients from your current system
Download a CSV export of your client list. The import wizard has guided instructions for SimplePractice, TherapyNotes, and Jane App, and works with any other spreadsheet you can save as CSV.
- 2
Open the import wizard in EasyMindCare
Sign in to your account, go to the Clients page, and choose "Import clients". Pick your source system (or a plain CSV) and upload the file.
- 3
Map the columns
The wizard matches your export headers to EasyMindCare fields automatically for supported systems. Review the mapping so every column lands where you expect it to.
- 4
Review and import
Check the preview of what will be created, then confirm. Clients that already exist are skipped by email, so re-running an import is safe.
- • Name and email (required)
- • Phone number
- • Date of birth
- • Client status (active, new, inactive)
- • Diagnosis or presenting problem
- • Address
- • Emergency contact
- • Insurance provider
- • Notes summary
Before you start
- Export everything from your current system before you begin, not after.
- Decide which clients to bring over — active only, or the full history including inactive records.
- Keep your old system accessible until you have reviewed the imported data in EasyMindCare.
- Do not cancel your old subscription until you are confident nothing is missing.
Migration questions
How long does an import take?
A typical solo-practice client list imports in well under an hour, including the time to export from your old system. Larger transfers depend on how many records you are bringing and what format they are in.
Can I run the import more than once?
Yes. The import is safe to re-run — clients that already exist in EasyMindCare are skipped by email, so uploading the same file again will not create duplicates.
What if my export does not match a supported system?
Use the CSV / Spreadsheet source and map the columns yourself. If your data is in an unusual format or you are unsure how to proceed, contact support and we will help you get it over.
Do I need to cancel my old system first?
No. Keep your current system accessible until you have reviewed the imported records in EasyMindCare and confirmed everything looks right. Then switch over at your own pace.