Thinking about moving your practice data from Owl Practice to Kindred Practice? We understand that transitioning software can be a big task, but we’re here to make it as easy as possible. This guide will walk you through how to export your data from Owl Practice and import it into Kindred Practice. At Kindred Practice, we have a dedicated team to assist you with the import process. The best part? It's completely free to you, included with your Kindred Practice subscription. While we can’t access your data on your behalf, we’ll guide you every step of the way to make the transition as smooth as possible. Feel free to reach out to our support team with any questions, whether you're already a customer or just considering Kindred Practice.
When moving from Owl Practice to Kindred Practice, the following data can be imported:
Client List
Past & Upcoming Appointments
Session Notes
Non-Session Notes
Important: Billing data cannot be imported due to the complexity of the information and differences in formats across software platforms. Please ensure to store your billing data securely.
Exporting Your Clients and Sessions
Log into Owl Practice
Ensure you are logged in as the account owner using a computer.
Navigate to Data Export
From your Dashboard, go to Data Export.
Export Client List
Click on Client Export to download your full client list. Select as many options as possible to include detailed client data. Export the data in CSV or Excel format.
Export Sessions
Choose a date range for past and future sessions, and use the Session Export feature from the Dashboard to download the session records in CSV or Excel format.
Exporting Session Notes from Owl Practice Unfortunately, Owl Practice does not offer a batch export option for session notes. You'll need to export them individually for each client.
Go to Client Profile
From the client’s profile page, click Client Export.
Export Session Notes
Ensure Session Notes are selected, choose a date range, and click Export.
Zip Your Client Files
Place each client’s folder (containing their session notes) into a single folder and compress it into a zip file for easy uploading to Kindred Practice.
Export Non-Session Notes
Don't forget to select Non-Session Notes if you wish to include them in the import.
Once your data has been exported from Owl Practice, the next step is to import it into Kindred Practice. Follow these easy steps to ensure a smooth transition:
Step 1: Log into your Kindred Practice account.
Step 2: Navigate to Client Settings and select Import Data.
Step 1: Choose Owl Practice as the platform you're migrating from.
Step 2: Click Upload Data and select the exported files (patient information, appointments, charts, etc.) from your device.
Kindred Practice allows you to upload multiple files at once, including CSV files for patient information and appointments, and PDF/Excel files for chart notes.
Our team will then process the files and add your data to the platform, this usually takes 24 hours. You will be notified via email once complete.
After your data has been successfully imported into Kindred Practice, it's important to review all your records:
Check patient records: Ensure all details are accurate and up-to-date.
Verify appointments: Confirm that all past bookings are intact.
Review chart notes: Make sure practitioner notes are accurately transferred.
If you encounter any issues or need additional assistance, Kindred Practice’s support team is readily available to help you with any questions or concerns during the transition.
