Switching to BodySite
Moving your practice to a new platform doesn’t need to be scary. At BodySite it’s easy — our team does the import for you, you explore everything on a free trial while we do the move, and most practices are adding new patients immediately.
✓ Add patients and get to work from day one ✓ We backfill your records in the background — done in under 2 weeks ✓ A real customer success manager, not a help center
Every step of moving to a new EHR without disrupting patient care — what to export, what transfers, and how to go live.
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Before you worry about it
The parts of switching that keep practice owners up at night are the parts BodySite handles for you. Here’s how it actually works.
Nothing is gated behind the migration. From the minute you sign up, you have the full platform — add new patients, book appointments, send messages, assign care programs, and start charting immediately. You never wait on records to begin seeing patients.
Upload your patient list — name, email, phone, and date of birth — in a single one-click import, and you’re working with those patients right away. Their clinical history backfills in the background, so day-one care never has to wait on it.
While you’re already seeing patients, BodySite moves your clinical notes and documents into each record behind the scenes — typically complete in under two weeks. It’s included with every annual plan, and available on monthly plans as part of White Glove Setup. You’re not doing this alone.
A BodySite customer success manager walks you through setup and the integrations that matter most to your practice: payments, scheduling, e-prescribing, and labs. You’ll know who to call.
Patient profiles, clinical notes, and patient documents all transfer. Active memberships and payment plans, future appointments, and your forms and programs are set up fresh in BodySite by our team — and most practices use the move to rebuild them better.
The whole move, mapped
You’re seeing patients from day one — these phases are how the full move completes behind you. The step-by-step detail is in the checklist.
Audit the tools you’re paying for, name a migration owner, start your free trial, and sign the BAA. Most practices are surprised how much a fragmented stack was costing them.
Request the full EHI export from your current system — patient list, clinical notes, documents. Not sure what to pull? Ask us first and we’ll tell you exactly what we need.
Add your team, branding, booking pages, charting templates, integrations, and care programs — then one-click upload your patient list and get to work. You’re seeing patients here right away; you don’t wait on the import.
The step owners worry about most — and the one you barely feel. While you’re already working, we attach clinical notes and documents to each record, typically complete in under two weeks. You just spot-check and confirm.
Brief your team, invite your patients to the app, and see a real patient in the first five minutes. Nothing builds confidence faster than a visit that goes smoothly.
No surprises
You’re working with your patients the same day. Everything that takes a little longer happens in the background — you’re never blocked waiting on it.
Why practices make the move
Separate tools for charting, scheduling, billing, intake, education, messaging, and telehealth add up — in subscription fees, in admin hours re-typing data between systems, and in patients who fall through the cracks between visits. For most practices, consolidating onto one platform costs less than the sum of what they already pay.
“BodySite has helped us in our practice tremendously! It saves me time, it saves my staff time, and my patients love it.”
Dr. Deb Matthew, MD · Signature Wellness
You don’t have to do this alone
Explore BodySite free for 30 days — set up your practice, one-click upload your patients, and start seeing them from day one. Your records backfill in the background, and our team runs the whole move for you.
Start your free trialImmediately. From the minute you sign up you have the full platform — one-click upload your patient list (name, email, phone, date of birth), add new patients, book, chart, and message from day one. Nothing is gated behind the migration. Your clinical records backfill in the background, typically complete in under two weeks.
No — that’s the whole point. Your patient demographics load in a single click, so you’re working with both new and existing patients right away. Clinical notes and documents backfill into each record behind the scenes while you’re already up and running, so day-one care never waits on the import.
No — BodySite’s team handles the records backfill for you. It’s included with every annual plan, and available on monthly plans as part of White Glove Setup. You export the data from your current system (we tell you exactly what to pull), and we move it into your patients’ records.
Patient demographics load instantly in a one-click upload, so you’re working right away. Clinical notes and patient documents (labs, consents, outside records) backfill into each record over the following days. Active memberships and payment plans, future appointments, and your intake forms and care programs are set up fresh in BodySite by our team — most practices use the move as a chance to rebuild them better.
No. Your clinical notes and patient documents come across in the import, and we recommend keeping access to your old system (or its export archive) until you’ve verified everything, since patients will occasionally request older records.
Yes — the 30-day free trial gives you full access, and you can genuinely run your practice on it during the migration. Build intake forms, set up your team, load care programs, connect Stripe and your calendar, upload your patients, and start seeing them — all while we move your records in the background.
Plans start at $69/month, with unlimited-client plans from $159/month. The data import is included on annual plans (and with White Glove Setup on monthly plans). For most practices, consolidating onto one platform costs less than the combined subscriptions of the separate tools it replaces.
Grab the free migration checklist, or start your trial and let our team handle the move.
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