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Switching from SimplePractice

Connect your SimplePractice account. We move the rest.

Clients, insurance details, your calendar, documents, and billing history come across while you keep seeing clients in SimplePractice. You review everything in Bomi, then activate on a day you choose. Nothing changes in SimplePractice until you say go.

Create your account New to Bomi? Start here

How the move works

Five steps. One of them is a checkbox.

These are the real screens from Bomi setup, shown with a demo practice. Your version has your clients in it.

  1. 1

    Tick one box at sign-up

    Create your account the normal way and tick "I’d like to import my existing data from SimplePractice." That is the whole request.

    Already a Bomi Billing client on SimplePractice? Your sign-in shows a "Set up Bomi EHR" card instead. Same import, no new account.

    The Bomi EHR sign-up form with the "import my existing data from SimplePractice" box ticked. Demo data.
    Demo practice, fictional data.
  2. 2

    Connect SimplePractice

    Enter your SimplePractice email and password once. We store them encrypted and use them only to pull your data across. Turn off two-factor on SimplePractice while the sync runs.

    The sync runs on weekdays until you activate, so anything you add in SimplePractice in the meantime comes across too.

    The Connect SimplePractice step in Bomi setup, showing the account as connected. Demo data.
    Demo practice, fictional data.
  3. 3

    Review what came over

    Clients, calendar, documents, and billing each get a review link. Open them, spot-check, and come back. Nothing has changed in SimplePractice yet.

    The Review synced data step: Import completed, with review links for Clients, Calendar, Documents, and Billing. Demo data.
    Demo practice, fictional data.
  4. 4

    Activate when you’re ready

    Finish the rest of setup at your own pace. When you activate, future appointments move to Bomi and SimplePractice stops syncing. Historical and cancelled records stay as history.

    Don’t cancel appointments in SimplePractice until after you activate.

    The Activate Bomi step explaining that future appointments move to Bomi and SimplePractice stops syncing. Demo data.
    Demo practice, fictional data.
  5. 5

    Invite your clients

    One message, the intake forms you want attached, and a recipient list to check before anything sends. Clients get a secure portal link; their appointments are already there.

    The Invite clients to the portal step with a subject, message, and intake forms to include. Demo data.
    Demo practice, fictional data.

What comes across

Four things, each with a review link.

The sync keeps running on weekdays until you activate, so a client you add in SimplePractice on Tuesday is in Bomi by Wednesday.

  • Clients

    Profiles, contact details, and insurance.

  • Calendar

    Appointments and recurring events, including future ones.

  • Documents

    Uploaded and clinical documents.

  • Billing

    Claims, payments, and billing information.

After you activate

The same three reminders Bomi shows you on the invite step.

  • Turn off client notifications in SimplePractice, then cancel your future appointments there so clients don’t get duplicate reminders or charges.
  • Keep your SimplePractice account open until your outstanding insurance claims are paid.
  • Everything else runs in Bomi from the day you activate.

Switching questions

What practices ask before they connect.

No. Keep using it. The sync copies your data into Bomi while you keep working, and SimplePractice stays the source of truth until the moment you activate.

Sign in to Bomi as usual. You will see a "Switch to Bomi EHR" card. Accept the agreements and we import your data; you review it before deciding anything.

The export file SimplePractice gives you covers clients, notes, and documents. Your calendar, insurance details, and billing history are not in it, so signing in as you is how we bring those across. Credentials are stored encrypted and used only for the sync. Change your password after you activate if you like.

Secure messages stay in SimplePractice. Everything that transfers is listed on the review step, so if something you need is missing, email us before you activate. Keep your SimplePractice account open until your outstanding claims are paid.

Connecting takes a minute. The sync runs in the background and we email you when it is ready to review. Review and the rest of setup are at your pace; most practices activate on a quiet day and invite clients the same afternoon.

Tick the box. Keep seeing clients.
Activate when it looks right.

Nothing is charged at sign-up and nothing changes in SimplePractice until you activate. If you want a second pair of eyes on the review step, email us and we will look with you.

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