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Switching made easy

We move your billing data for you.

Bringing years of patients, insurance and visits from one system to another is a lot of work. Hand it to us. Our team moves it, checks it and shows you everything before it's saved. You approve it, and you only pay once you have.

$199 once for a practice with one clinician, plus $49 for each additional clinician. Free on All-inclusive.

The price

One price, set by the size of your practice

Paid once, not monthly, and only after you've reviewed and approved the move. No percentage, and no charge for the size of your history.

Solo practice

$199

One clinician.

Small practice

$297

Three clinicians: $199 plus $49 for each of the other two.

Group practice

$640

Ten clinicians: $199 plus $49 for each of the other nine.

All-inclusive

Free

Included for every practice on the All-inclusive plan, whatever its size.

Rather do it yourself? Moving from SimplePractice reports in your workspace is free on every plan, with the same preview before anything is saved. There's no setup fee either way.

How it works

Four steps, and most of them are ours

1. Tell us your old system

Ask us here or by phone. We tell you whether we can move it and exactly which reports to download, before you pay anything.

2. Share the reports securely

You download the reports and share them through your own secure workspace, never by email.

3. We move and check it

We match each patient's insurance to the right payer and each visit to the right clinician, and fix what doesn't line up.

4. You review and approve

You see every patient and visit before anything is saved. Visits already billed in your old system are marked, so nothing is billed twice.

What we move

Your patients and their insurance, your clinicians, and your recent visits with their diagnoses, which is everything needed to keep billing without a gap. We don't move clinical notes or documents: they stay in your record system, where they belong.

Questions

Which systems can you move from? SimplePractice, and most practice systems that can download reports or a spreadsheet. Tell us yours and we'll say whether we can move it before you pay anything.

How long does it take? Usually within a week of receiving your reports. Your 14 free days don't start until your first claim is sent, so the move doesn't use them up.

What does "per additional clinician" mean? Each provider after the first who bills under their own NPI. $199 covers the practice and its first clinician.

When do we pay? Once, after you've reviewed and approved the move. If you decide not to go ahead, you owe nothing.

Is our data safe? It moves straight into your own secure workspace, protected under our business associate agreement with your practice. See our live HIPAA check.

Let us do the heavy lifting

Tell us which system you're leaving. We'll tell you what we can move and what it costs before you commit.

Or call (719) 722-3127