Move your clinic. Don't start from scratch.
Already have patients, leads and treatment history? You don't need to retype everything. TherapyFlow walks you through a guided migration so you keep working from the same place you left off.
How does migration work?
Choose what to move
Leads, patients, upcoming sessions or treatment history — you decide what comes into TherapyFlow.
Upload your file
Import from CSV, Excel or an export from your existing CRM. The system guides column mapping step by step, including validation and duplicate detection — no technical skills required.
Review, confirm and keep working
Before the data enters your clinic, you get a chance to review and confirm it. Then you continue from the same point, with history in one place.
What you can migrate today
- Leads
- Patients and profiles
- Upcoming sessions
- Treatment history
- Patient packages
- Payment history
Clinic migration FAQ
What data can I migrate into TherapyFlow? +
You can import leads, patients and profiles, upcoming sessions, treatment history, patient packages, and payment history.
How does the migration process work? +
Choose which data to move, upload your file (CSV, Excel or an export from another CRM), and TherapyFlow guides you through mapping columns and fields, including validation and duplicate detection. Before the data enters your clinic, you get a chance to review and confirm it. When you are done, the data lands in your clinic and you continue from where you left off.
Do I need technical skills to migrate data? +
No. The process is guided step by step. If you need help, support and onboarding are available so you can get productive quickly.
You don't need to rebuild your practice
Open a clinic, start a free 30-day trial, and move your data with a guided import.