I will set up and migrate your simplepractice, therapynotes, or theranest ehr CRM


About this gig
I will set up, configure, or migrate your therapy practices EHR/CRM using platforms like SimplePractice, TherapyNotes, TheraNest, Carepatron, Jane, or Session Health.
Whether youre starting a new practice or switching platforms, Ill handle the technical setup so you can focus on client care.
What I provide:
- EHR/CRM setup and configuration
- Client data and document migration
- Intake forms and onboarding setup
- Scheduling and appointment reminders
- Workflow automation planning
- Calendar and email integrations where supported
Not included: Clinical documentation, insurance claims, CAQH, credentialing, or payer enrollment.
I am a certified CRM and automation specialist experienced with multiple practice management platforms. I handle sensitive client data with care and confidentiality, with the goal of giving you a clean, functional system ready to use.
Message me before ordering if your platform isnt listed or youre unsure which package you need.
Get to know Busayo Oni
CRM and Automation Specialist
- FromNigeria
- Member sinceJun 2026
Languages
English
Other Email Marketing Services I Offer
FAQ
Which therapy platforms do you support?
SimplePractice, TherapyNotes, TheraNest, Carepatron, Jane App, and Session Health. If you use a different platform, message me first to confirm I can help.
Do you handle billing or insurance credentialing?
No, this gig covers CRM/EHR setup, configuration, and migration only. I don't handle claims submission or CAQH credentialing.
Will my client data be safe during migration?
I handle all client data with strict confidentiality and don't retain or share any information after the project is complete.
I'm switching from one platform to another, which package do I need?
Standard or Premium, since both include data migration. Basic is best if you're starting fresh with no existing client data to move.
How long does migration usually take?
It depends on how much historical data you have. Standard delivery is 3 days, Premium is 5 days, message me your client volume for a more precise estimate.
Can you set up automation without migrating data?
Yes, the Basic package covers setup and workflow without migration, and you can add migration separately as an extra if needed later.

