Migrer depuis TherapyNotes
vers SchedulingKit
Guide complet pour migrer votre planification de TherapyNotes vers SchedulingKit. Obtenez une réservation alimentée par l'IA pour votre pratique thérapeutique.
La migration de TherapyNotes vers SchedulingKit prend environ 1-2 heures. Ce guide pas à pas couvre l’exportation des données, la configuration du compte et la mise en service. Comparez les deux dans notre TherapyNotes comparatif d’alternatives.
Ce qui est transféré
Peut être transféré
- Types de rendez-vous et durées
- Liste de contacts clients (via exportation de TherapyNotes)
- Heures d'ouverture et disponibilité
- Questions du formulaire d'admission (à recréer manuellement)
Ne peut pas être transféré
- Notes cliniques, plans de traitement et évaluations (spécifiques aux DSE)
- Données de facturation d'assurance et historique des réclamations
- Enregistrements de séances de télésanté
- Historique de prescription électronique
- Dossiers ERA/EOB
Étapes de migration
Suivez ces étapes pour terminer votre migration en 1-2 heures
Plan Your Migration Strategy
Decide if you're fully replacing TherapyNotes or only moving scheduling. If you need clinical documentation and billing, keep TherapyNotes for those and use SchedulingKit for booking only.
💡 Conseils :
- •Determine which TherapyNotes features you actually use regularly
- •If you mainly use scheduling and billing, consider a separate billing tool
- •If you need clinical notes, keep TherapyNotes and add SchedulingKit for booking
Export Your Client Data
Export your client contact list from TherapyNotes. Go to your patient list and export names, emails, and phone numbers for reference.
💡 Conseils :
- •Export client demographics and contact information
- •Note your appointment types, durations, and any recurring schedules
- •Screenshot your availability and business hours settings
Create Your SchedulingKit Account
Sign up for SchedulingKit (free). Set up your practice booking page with your branding and professional details.
💡 Conseils :
- •Use your practice name and professional branding
- •Choose a booking URL that reflects your practice name
- •Set up your timezone and availability to match your current schedule
Configure Appointment Types
Create your session types in SchedulingKit, initial consultations, individual therapy, couples therapy, group sessions, etc. Set durations, pricing, and buffer times.
💡 Conseils :
- •Match your TherapyNotes appointment types exactly
- •Add buffer times between sessions (common: 10-15 minutes)
- •Set up intake forms for new client information
- •Enable the AI chatbot for after-hours appointment requests
Connect Integrations
Sync your calendar to prevent double-bookings. Connect Zoom, Google Meet, or Teams for telehealth sessions. Set up payment collection if needed.
💡 Conseils :
- •Connect Google Calendar or Outlook first
- •Set up video conferencing integration for telehealth
- •Configure automated appointment reminders (email and SMS)
- •Connect Stripe or PayPal if collecting session fees at booking
Update Client-Facing Booking
Replace your TherapyNotes client portal booking link with your new SchedulingKit booking page. Update your website, Psychology Today profile, and other directories.
💡 Conseils :
- •Update your practice website booking button
- •Update your Psychology Today or therapist directory profiles
- •Email existing clients with the new booking link
- •Update your voicemail message if it references online booking
Comparaison des fonctionnalités
Comment les fonctionnalités de TherapyNotes correspondent à SchedulingKit
| Fonctionnalité | TherapyNotes | SchedulingKit |
|---|---|---|
| Appointment Booking | Basic client portal scheduling | Advanced scheduling with AI chatbotMajor upgrade for client booking experience |
| Reminders | Email and SMS reminders | Automated email and SMS remindersComparable reminder functionality |
| Client Intake | Client portal intake forms | Custom intake forms per appointment typeBoth support intake, SchedulingKit ties them to booking flow |
| Telehealth | Built-in HIPAA-compliant video | Zoom, Google Meet, or Teams integrationDifferent approach, TherapyNotes built-in vs SchedulingKit integrations |
| Calendar Sync | Internal calendar | Google, Outlook, Apple calendar syncSchedulingKit syncs with external calendars |
| Group Scheduling | Limited | Group events, round-robin for multi-clinicianBetter team scheduling for group practices |
| Payment Collection | Built-in billing | Stripe + PayPal at booking timeDifferent model, TherapyNotes bills after, SchedulingKit collects at booking |
À Quoi S'attendre
Ce Que Vous Gagnerez
- AI chatbot booking for 24/7 automated appointment requests
- Modern, mobile-optimized booking pages clients prefer
- A free plan with unlimited appointment types
- Round-robin scheduling for group practices with multiple clinicians
- Significant cost savings if you don't need TherapyNotes' full EHR
- SMS reminders included to reduce no-shows
Points à Considérer
- Clinical documentation (progress notes, treatment plans, assessments)
- Insurance billing and claims processing (ERA/EOB)
- Built-in HIPAA-compliant telehealth (use Zoom or Meet instead)
- E-prescribe functionality
- Integrated patient chart with clinical history
Questions sur la Migration
Lectures complémentaires
- G2 : Avis sur les logiciels de planification — Comparez les plateformes de planification avant de changer.
- Logiciels de planification sur Capterra — Avis et comparaisons indépendants.
Prêt à quitter TherapyNotes ?
Rejoignez des milliers de personnes qui ont fait le changement. La migration ne prend que 1-2 heures. Commencez gratuitement.
Plan gratuit à vie • Sans carte bancaire
When this isn't for you
This is not for you if you're staying with your current platform. The migration walkthrough only matters when you've already decided to switch. Skip if you're still evaluating options.