Practifi
Phreesia
Transfer contacts, companies, activities, and more from Practifi to Phreesia. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Phreesia migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Financial advisor CRM purpose-built for wealth management
Practifi is a performance optimization platform and CRM purpose-built for the wealth management sector. Built on Salesforce, it offers workflow automation, compliance management, analytics, and unified client records to help financial advisors and RIAs manage relationships and drive growth.
Purpose-built for wealth management industry
Healthcare simplified
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Bi-directional EHR and PMS integrations
"Healthcare simplified"
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Ideal for: Healthcare organizations seeking to digitize patient intake, streamline registration workflows, and improve revenue cycle management with EHR integration.
Bi-directional EHR and PMS integrations
Real-time insurance verification
Mobile intake in 20+ languages
HIPAA, HITRUST, and PCI DSS compliance
Learn more at
phreesia.com
See exactly which data objects transfer from Practifi to Phreesia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Phreesia.
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