If you’d made it here, your import is complete and your appointments are listed with “Import” in front of the treatment name. Don’t worry this is totally normal.
While we do our best to match up your exported information with your Jane information, we may have information that does not line up exactly. In this case we import the appointment, and prefaced any treatments that have not been matched up with the word “Import - “.
All the data has been brought into Jane for you, now you get to tell Jane which treatments these correlate too.
There are two methods of doing this as a batch.
Option 1 - Already Created Your Treatments
If you have already created your list of Treatments in Jane, the next step is to match them with any of your imported appointments. You can do this by heading to Settings > Treatments & Classes > Reassign
After you click Reassign find the imported treatment name, and then select the Jane treatment it matches with in the drop-down list under Action.
Scroll to the bottom of the page and select the “Change Past & Upcoming” option if you also want to update past appointments, and then click Reassign Treatments.
Option 2 - Forgot to Create your Jane Treatments
If this is a treatment that you still offer, but you forgot to create it in Jane, you can go to Settings > Treatments & Classes > and find the imported treatment. Click the Edit button to rename the treatment, assign it to the proper Discipline or Staff Member, add in pricing, and all other required fields, then hit Save to finish.
We know that this is your first (and only!) time working with treatments in this way, so if you have any questions about how to match up treatments, please do not hesitate to give us a call and we’d be more than happy to walk through it with you. 1-844-310-JANE (5263).
Just like that, you are done and ready to arrive your patients.