Move to Vertix
Leave your EHR. Keep your work.
White-glove migration from SimplePractice, TherapyNotes, Tebra, Headway and Alma. Most practices are live on Vertix in under 30 days. No data loss, no double-entry.
Supported origins
If you can export a CSV, we can migrate you.
Origin EHR
SimplePractice
Most-common origin. CSV export of clients, notes, schedule, billing. Vertix ingests via FEAT-001 bulk importer.
Origin EHR
TherapyNotes
CSV + PDF chart exports. Vertix maps SOAP, DAP and intake fields automatically.
Origin EHR
Tebra (Kareo)
Billing-heavy practices. Vertix preserves CPT history, payer mix and outstanding balances.
Origin EHR
Headway
Solo clinicians who outgrew the marketplace. Keep your patients, drop the 30% cut.
Origin EHR
Alma
Group practices wanting in-house tools. Migrate clinician roster + caseload in one batch.
Origin EHR
Spruce Health, Luminello, Valant
Other supported origins. Talk to us if your EHR is not listed.
How it works
Five steps. Thirty days. One clinician on call the whole time.
01
Export from your current EHR
We send a 1-page guide for your origin EHR. CSV / PDF export takes 10–30 minutes.
02
Upload to Vertix
Drag-and-drop into the migration console. Encrypted in transit, encrypted at rest.
03
AI maps your data
Vertix maps client fields, note templates, payer codes and outcome instruments to canonical schema.
04
Verify with a clinician
Side-by-side review of 10 sample charts. Flag anything wrong; we re-map and re-run.
05
Go live
Once you sign off, the full migration completes overnight. You wake up to Vertix.
What you get
Founding-cohort migration incentives.
Three months free
If you sign an annual plan and your migration completes by Sept 30, 2026.
Setup fee waived
Normally $499. Waived for the first 100 migrating clinicians.
Concierge migration call
60-minute video session with a Vertix engineer. No upsell, just data work.
30-day guarantee
If we can't get you live in 30 days, the next month is on us.
Next step
A 60-minute call. No quota, no pitch.
We look at your current EHR export, scope your migration, give you a written timeline and a flat quote. If we are not the right fit we say so.
Book the call →Migration data handled under HIPAA BAA · encrypted in transit and at rest · destroyed 30 days after handover unless you opt to retain.