Whether you are transferring to Therabill from other software or if you just want a way to import a bunch of your patients / clients into Therabill and you do not want to add them one by one using the add client form within Therabill, there are some tools available to you. Here we will go over several common methods for importing your clients into Therabill in batch (not using the add client form within Therabill). The three methods listed below are Let Therabill Support do it for you, Upload your own Comma Separated Values file, or use The Therabill Application Programming Interface.
Let Therabill Support do it for you (PAID)
Therabill has a reasonable pricing structure for importing your patient data into Therabill for you. The price can range from as low as $150.00 to $800.00 depending on the type data that you want imported. Here we will let you know the basic pricing structure that Therabill follows to come up with an estimate for importing your data for you. We will also go over what you would need to supply to Therabill support to give you an estimate.
What you will need to supply
The only way that Therabill can import your data for you is if you can supply an export from your previous software in a standard format. The format that will reduce the cost to you the most is Comma Separated Value, Microsoft Excel, or some other spreadsheet software.
IMPORTANT: Do not e-mail your patient information to Therabill. Instead, e-mail email@example.com and request an upload key to upload your patient information export files. Therabill support will then give you instructions for securely uploading your patient information.
Basic Pricing Structure
For an actual estimate, you will need to send your export files to firstname.lastname@example.org. However, below is a standard guideline that Therabill uses to price an import of data. IMPORTANT: Prices below assume a standard import file such as Comma Separated Values, Excel or other spreadsheet software. Supplying any other format may drastically increase the price estimate.
Patient Demographic Information
$150.00 : This is referring to basic patient information such as name, address, referring physicians, diagnosis codes etc. This does not include insurance card information. The starting cost for basic patient information is $150.00.
Insurance Card Information
$100.00 - $200.00: This is in addition to the basic patient information. The price varies based on how easy the import file makes it to match an insurance company associated with the insurance information in the import to a electronic payer in Therabill's insurance list. You can opt to not have Therabill import the insurance company information and just import the insured's demographics to keep the cost lower.
Patient Balances / Balance Forward
$100.00 - 250.00 : This will consist of creating a single session with a charge amount equal to the current balance due by the patient. This will serve as the balance forward. Payments can then be applied towards this balance forward session. If the patient information has a single amount balance forward, then Therabill can create a balance forward session rather easily and the cost will be lower to you. If the balance forward needs to be calculated based on separate import files, then the price will go up based on formatting and ease of importation.
Session history / all charges (sessions) imported
$400.00 and up : This is actually the most difficult thing to do, and it cannot always be done. This strongly depends on the structure of the export files that you supply to us.
Upload your own Comma Separated Values file (FREE - DO IT YOURSELF)
Therabill allows you to upload a Comma Separated Values (CSV) file of basic patient information. The CSV file import is pretty flexible, but it will require some initial work on your end to format the CSV file with the correct column titles. For details on how to use the CSV client upload tool within Therabill, please see: https://therabill.zendesk.com/entries/23524392-Upload-CSV-File-of-Client-Information
The Therabill Application Programming Interface (API) (FREE - DO IT YOURSELF)
This is going to require some technical skills and programming capabilities. To review the initial API manual, please see: http://therabill.com/access/manuals/Therabill_API.pdf