Transferring Current Clients to Zaya

To expedite the process of adding all of your current clients to the Zaya platform, you may send a file with this information (format options .csv or .xlsx) to support@zayacare.com. 

1. You can make a custom file with your client information. The file must include:

• First Name
• Last Name
• Email
• Phone Number

Optional: If you have their insurance information, you may include:

• DOB
• Insurance Carrier
• Member ID

2. You can download a patient list from your EMR:

• Healthie
• PracticeBetter
• SimplePractice

Once a client is added, we'll send an email to ask them to verify their account, add insurance information (as applicable), and acknowledge our Terms and Conditions.

If you'd like to add just one client, here's a walk-through.