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How do I move to HealthBank from my old practice software?

Tell us which software you use and our team moves your clients, appointments and notes across for you.

Our team can move your client data across from your old practice software for you. You give us access, we move the data, and you check everything before you switch off your old system.

We currently move practices from Cliniko, SimpleClinic, Best Practice and Halaxy. Using something else? Ask us.

Before you start

  • Finish or export any open invoices and claims in your old system.
  • Tell us when you'd like to switch over, so we can plan around your appointments.

How it works

  1. Contact us through chat or the Submit a request form and tell us which software you're moving from.
  2. We take care of the move. We'll let you know if we need anything from you, and tell you when it's done.
  3. Check a few records. Open five or six clients and make sure their details, appointments and notes look right.

After the move

  • Connect your calendar so you don't double-book.
  • Send clients your HealthBank booking link and let them know they'll get reminders from HealthBank.

Cancelling your old software

Keep it until you've checked everything. Before you close the account, download any records you're legally required to keep.

Go to Clients in HealthBank →