Considering switching to a new practice management software? Getting a new practice up and running? Picking a software can feel like a big move. But we’ve got you. In this post, we’re going to talk about getting started with Jane, a practice management software designed to help run your clinic and ease the burden of admin.
We recommend signing up for Jane about 2 weeks before you start seeing patients. That’s the amount of time it takes for most clinic owners to get set up, practice using Jane, and transfer any data from their old system, if needed.
Here’s what those first two weeks look like and what you can expect.
Your first week with Jane
Day 1: Create your Jane account
Day 2-3: Explore Jane and check out our guides
Day 3-7: Book your account setup consultation
Your second week with Jane
Starting from scratch?
Switching from another software?
Support every step of the way
FAQ
Your first week with Jane
Day 1: Create your Jane account
You can sign up for a new Jane account anytime on our website. Make sure the main owner of the Jane account is the one completing the sign-up. You’ll also need to know what you want your online booking website address to be. Have a credit card handy so you can set up payments after you select the plan that works best for you.
⭐Tip: Switching to Jane from an existing software? While you’re getting set up in Jane, you’ll want to continue working out of your current software so that all of your data is kept up to date and in one place until you import your data to Jane. We’ll get more into importing your data below.
Day 2-3: Explore Jane and check out our guides
The best way to learn about new practice management software? Get into the product and explore. If you like to learn on your own time, you can check out our Getting Started video series.
If you’re feeling nervous, we totally get it, but rest assured, Jane was built with all levels of ‘tech-savvy’ in mind. You can expect software that’s designed to be intuitive and easy for you and your staff to understand. If you ever have a question, our excellent Support Team is here to help.
Once you’re a little more familiar with how Jane works, you can start setting up some of the basics. Here are some great places to start:
Day 3-7: Book your account setup consultation
Next, it’s time for a personalized chat with someone who has helped other clinic owners just like you. Account Setup Consultation calls are one-on-one conversations to help you feel confident as you get into your Jane account. We recommend you book your call within your first week with Jane.
Many clinics find it helpful to start setting up their account with the in-app Onboarding Wizard before scheduling an Account Setup Consultation. This will help you try out the setup on your end and see if you have any questions before you speak with our team.
Your second week with Jane
What’s up next? The rest of your onboarding will look a little different depending on whether you’re opening your practice for the first time or if you’re transitioning from an existing software.
Let’s dive in.
Starting from scratch?
Time to get you up and running. Here’s what the rest of onboarding will look like for you.
If you’re opening a clinic for the first time, your second week can be all about perfecting your settings in Jane and continuing to familiarize yourself with our features. Our Quick Start Guide is an amazing, in-depth resource you can hop into this week. It will provide step-by-step instructions on how to configure things in Jane exactly the way you want them.
In week two, it can also be helpful to explore charting and documentation with Jane. You can start to set up your charting workflows by checking out our Template Library. This is a collection of thousands of discipline-specific forms, charts, and consent templates, created and shared by real clinic owners like you.
Then, we recommend giving Jane’s AI Scribe a try. This secure feature lets you record or dictate notes or sessions so you can cut down time spent charting. Every Jane plan comes with five free AI Scribe notes per month. Test it out, and learn more about how AI Scribe can help you reduce time spent charting and feel more connected to your patients.
As your opening date approaches, take a peek at this Checklist for Starting with Jane. It covers some common setup to-dos that you’ll want to cross off your list before you open.
And finally, don’t hesitate to reach out to our friendly team if you want to chat anything through. We’d love to answer your final questions and make sure you have everything you need to start seeing patients. That includes giving us a call on opening day so we can confirm you and your staff are feeling comfortable and confident.
Switching from another software?
Let’s get your existing data transferred. Here’s what the rest of onboarding will look like for you.
If you’re coming over from another software, you’ll want to schedule a data import for the date that you’ll be switching. It’s best to schedule your import as close as possible to when you’ll begin using Jane with patients. This prevents working out of two systems, and information potentially getting lost as a result.
⭐Tip: Take a peek here at our related guide documents to help you with this: Basics of Importing to Jane and Scheduling your Import.
Run through our Quick Start Guide to make sure you have all your basics set up in Jane the way you’d like them. Then, it’s time to export your data from your existing software at the end of a workday. It’s important to know that after you export, any interim data you continue to create in your existing software won’t be moved over to Jane. This is why we recommend that once you’ve exported, you’re prepared to track any new patients and appointments manually in Jane.
Upload your data into your Jane account as shown in Scheduling your Import. Once your data is uploaded, keep an eye on your inbox. If our team has questions or needs clarification before processing your data, we’ll reach out to confirm next steps. We’ll then work to have your import finished by the completion date you selected when you scheduled the import.
When your import is complete, you’ll hear from the Import Team member who handled it. They’ll send a detailed email covering any important next steps and specifics about your import.
⭐Tip: Before you dive in, we recommend taking a moment to review your data before using it. If anything looks off or you have questions, just reply to that email and we’ll take a look.
On your first morning with Jane, we recommend having us walk through the basics with you on the phone, so that everyone is comfortable with arriving patients and taking payment.
Support every step of the way
With everything set up in those 2 weeks, most people find the transition fairly fluid and Jane’s workflows are pretty intuitive. That being said, our Support Team is always here to talk, email, and chat when you have questions. And with Jane, there’s no additional charge for import, training, set up, or support.
🩵 If you’re just getting started with Jane, welcome, we’re so happy you’re here. And if you’re considering if Jane might be a fit for you, you can book a demo and the team would be happy to show you around.
FAQ
How long does practice management software setup actually take?
Based on our experience, getting setting up, including transferring data to Jane, takes about 2 weeks. While this will vary a bit for each practice, this is a realistic timeline for most.
And, good news, if you’re starting from the beginning and don’t have information to import, setup can be even faster.
How steep is the learning curve?
Jane is intuitively designed to be simple to use for you and your staff. However, learning anything new can take some trial and error.
If you want to practice anything you learn while getting up and running, let us know and we can give you access to the demo site so that you can test there, before bringing your new skills over to your own account.
And as always, support is just a phone call away.
Can I bring my patient data over to Jane?
Our Import Team is here to help with this part. Once you’ve signed up for a Jane account, you’ll be able to schedule your import. Here’s a list of some of the common software we import from. Our team is also always happy to speak with you about the software you’re using and see what can be imported.
With most software options, we’re able to bring over your appointments (past and future), charts, products, insurers, insurance policies, and of course, your patient lists and profiles. However, in preparation for your import you can check out this guide on software imports. We’ve imported hundreds of other software with a wide variety of data. And if you don’t see your specific software on this list, not to worry. In this case, this guide will be your go-to.
What support does Jane provide during setup and onboarding?
Jane provides import and onboarding support at no additional cost, with our Support Team available for continued help once you’re up and running.
Does support come at an additional cost?
No. Every Jane plan comes with unlimited, thoughtful support.