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How to Import Data to Jane (Overview)
Note 💡: Only staff members with Full Access to the Jane account are able to schedule an import. For more information on what each access level can do in an account, check out our Staff Access Levels guide for more details.
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Basics of Importing to Jane
The very best start to Jane comes from importing your data so that when you’re ready to start using Jane your patients, profiles, and past and future appointments are all ready to go. Bringing in your information really helps you feel at home!
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Diving Deeper Into Importing to Jane
Maybe you had a technical background before becoming a practitioner or perhaps you are a technical consultant hired to ensure that your client’s import goes as smoothly as possible. Either way, it sounds like you want to get a bit more detailed about importing to Jane.
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Where Can You Import From? Our Software Import Guides
Over our long history of importing data from other softwares into Jane, we’ve created a list of guide documents on importing from some of the most common softwares to help facilitate your transition onto Jane. This list is by no means exhaustive, so if you don’t see your software on the list, don...
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Reviewing Import Data
Before you do, we strongly recommend reviewing your files to ensure data is not missing or incorrectly placed in the wrong field.
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After Your Import: What to Expect!
Let’s start our Jane journey (say that five times fast!) together and walk through some of the common things.
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Post Import FAQs
Here are some of the most frequently asked questions we get after an import.
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Teleplan Transition
If you are already billing Teleplan within BC for MSP or WSBC claims there will be claims that you have billed in your old system before moving to Jane.
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Transitioning Your Patient Credits/Receivables to Jane
Part of the transition from one Management Software to another is working with your outstanding credits/balances.
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Jane to Jane Chart Transfer (Data Transfers) - FAQs
Data Transfers are a way in which you can copy your charting data to another Jane account. Here are the most Frequently Asked Questions that we see that will hopefully help you on your journey!
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Reassigning Appointments (Updating All Imported Appointments At Once)
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.
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Updating an Imported Appointment Individually
You are almost done as you’ll need to change the appointments from the Imported Version to the version in Jane.
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Time Zones, Big Data and Your Import
So you’re in another time zone than Jane HQ or you’re providing a large data set, and you’re wondering how that affects your import or what changes you need to make for that.
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Jane to Jane Chart Transfer (Data Transfers)
This guide walks you through our Data Replication Tool in accounts, accessible by the Account Owner, which allows Account Owners to initiate chart transfers automatically for practitioners to another account.
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Manual Chart Transfers: Transferring Selected Charts to Another Jane Account
Learn how to securely transfer a specific subset of patient charts between Jane accounts with our Manual Chart Transfer process. Ideal for moving over more than 12 patients' records, this process ensures a smooth and authorized data migration -
Importing from Jane
If you’re looking to import from another Jane account, for example if you are switching clinics or opening an account on your own, we can easily import that exported data for you.
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Importing from DaySmart (AppointmentPlus)
Here’s what we know about moving over from DaySmart (Previously known as Orchid - pre, 2022) to Jane.
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Importing Other Types of Data Alongside a Jane-to-Jane Chart Transfer (Data Transfer)
If you’re helping a practitioner transfer charts from one Jane account to another via a Jane-to-Jane Data Transfer, you might be wondering, “How the heck do we transfer other types of data, like patient lists, appointments, and insurance policies?!” Don’t worry—we’ve got you covered 😉.