01
Audit the current workflow
Identify where clients, forms, notes, visits, payments, and materials live today. The goal is a work map, not a perfect one-click import.
- calendar and clients
- notes and forms
- payments and communication
Switch to Theranvio
Change systems without chaos in calendar, documentation, and client communication.
Theranvio is designed for staged adoption: organize current workflows first, move the most important data, then expand Client Portal, payments, telehealth, and Discovery.
Control first, migration second
Sensitive data and clinical workflow require clinician control before migration.
4
switching stages
CSV
practical starting data format
Pro
full system after setup
02
Prepare starting data
The safest start is core client data and field configuration that helps daily work immediately.
- CSV or manual entry
- client tags and statuses
- review before invitations
03
Configure the practice
The clinician sets profile, availability, templates, Client Portal, Practice Payments, telehealth, and communication boundaries.
- specialist profile
- portal and forms
- payments and video
04
Roll out clients in stages
Portal invitations, payments, and telehealth can be introduced in waves, starting with new clients or a selected group.
- lower operational risk
- communication control
- calm client adoption
Switching safety
Mature onboarding does not promise a magical one-click migration.
The best implementation protects data, prioritizes active work, and lets clinicians control what enters the new system.
clinical data imported intentionally and lawfully
patient payments activated after Stripe Connect setup
Client Portal enabled after reviewing invitations and content
external video links remain a fallback during transition
Theranvio Pro
Switching to Theranvio works best as calm implementation, not a jump into an unknown system.
Start with the product tour or contact us if you want to discuss data structure, Client Portal, payments, and telehealth before launch.