Switch to Ltrl
Bring your SimplePractice records to Ltrl.
Upload your export, review what we found, confirm. Your clients, notes, appointment history, and documents become real Ltrl records — not just attached PDFs. Your upload is deleted when it’s done.
How it works
Three files. One upload. Done.
Export from SimplePractice
Download your complete data export and three reports from SimplePractice. We walk you through the exact menus and settings in the help article — it takes a few minutes.
Upload to Ltrl
Drop your files into Ltrl. Large exports upload in the background with pause and resume — if your connection drops, it picks up where it left off. Enter your ZIP password if you set one.
Review and confirm
Ltrl shows you exactly what it found: how many clients, appointments, documents, and extracted records. Resolve anything that needs your input, confirm, and your data appears in your Ltrl practice. You can undo the whole import for 7 days.
Need the step-by-step? Read the full help article ↗
What comes across
Your records land as structured data — searchable, sortable, and attached to the right client.
| What | Details |
|---|---|
| Clients and contacts | Names, date of birth, address, phone, email, client status (active, inactive, prospective) from your Client details report and vCards |
| Past appointments | Dates, times, CPT billing codes, and fees from your Appointment Status report; attendance status (attended, late-cancelled, no-show) from the Attendance report |
| Progress notes | Template sections, appointment details, diagnoses listed on the note, and the clinician's digital signature — all extracted from the PDF and linked to the right appointment |
| Chart notes and administrative notes | Date, provider, and note body |
| Diagnoses | ICD-10 codes extracted from your progress notes and treatment plans, tracked per client with first-seen and last-seen dates |
| Treatment plans | Diagnoses, recommendations, treatment frequency, and signature |
| Assessment scores | GAD-7 and the other scored measures SimplePractice produces, with per-item responses, total score, and severity band |
| Intake forms and screeners | Questions and answers from every completed form, including e-signatures on releases |
| Signed practice documents | Consents, privacy notices, and policies with the signer and timestamp |
| Superbill service lines | CPT codes, ICD-10 pointers, units, fees, and paid amounts — linked to the appointment |
| Billing history | Invoices, statements, and payments as a self-pay ledger; balances shown, never collected |
| Secure message history | Every portal conversation, attached to the client as a transcript |
| Uploaded files | Photos, scanned documents, and any other files you stored in SimplePractice |
| Every PDF | Attached as a document in the client's record, whether or not it was extracted — nothing is lost |
What’s not included (yet)
Insurance details — carrier, plan, member ID, and insurance-specific payments. Ltrl is built for self-pay practices first. Insurance import is planned. Insurance columns in your reports are read and noted, never silently dropped.
Future appointments — the SimplePractice export does not include them. Re-create upcoming appointments in Ltrl or a calendar-feed import is planned.
Cancelled appointments — counted and listed during review, not created as bookings.
Recurring appointment rules and availability settings
Custom note and form templates — the content of your notes and forms is imported. The blank template structure is not re-created as an editable Ltrl template.
Your data stays safe
Built on HIPAA-eligible AWS services. Your upload is deleted after import.
Encrypted in transit and at rest
Every upload goes over HTTPS through presigned URLs. Files are encrypted at rest with a dedicated AWS KMS key. Imported documents are encrypted in Ltrl's document store the same way as every other client record.
Built on HIPAA-eligible AWS services
S3, KMS, EC2, and CloudTrail — all covered by our AWS Business Associate Agreement.
Your upload is deleted after import
Once the import finishes and passes verification, your raw files are permanently removed from our servers. You receive a deletion receipt with the date and time.
Your password is encrypted and destroyed
If you set a ZIP password, it's encrypted at rest, used only by the import worker, and deleted along with your upload. It's never logged, never stored in plaintext, and never returned by the API.
Nothing reaches your clients
Zero emails, SMS, notifications, or calendar events to your clients during an import. They don't hear from Ltrl until you choose to invite them.
No health information in logs
Client names, filenames, and document content are kept out of our application logs, analytics, or internal messaging.
Everything stays in our infrastructure
Text extraction runs on our own servers. No third-party AI service processes your documents.
Ready to bring your practice to Ltrl?
Keep your SimplePractice records. Lose the re-entry.