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How to Export Completed Intake Forms

  1. Intake Forms
  2. How to Export Completed Intake Forms

    3. 3 min read
Staff Access Level: Account Owner
Jane Plan: All plans
Add-on Required: No
Geography: Available in: All Geographies 🌐

Instructions

To export completed intake forms from Jane, the Account Owner can request a batch export from the Jane Support team. When it’s ready, they’ll receive an email with two download links: a CSV file and a .zip file containing PDFs of each completed intake form.

📣 Heads up: Intake form exports can take a little longer to process. If you’re preparing for a data migration or working toward another deadline, request your export 1 to 2 weeks ahead so your data is ready when you need it.

  1. From the Account Owner’s email address, send an email to [email protected].
  2. In the email, request a batch export of your clinic’s completed intake forms.
  3. Watch for an email from Jane with two download links.
  4. Click the download link for the CSV file.
  5. Click the download link for the .zip file.

What to Expect

The Account Owner receives one email containing two download links: one for a CSV file and one for a .zip file.

  • The .zip file contains one PDF for each completed intake form in your clinic. Each PDF includes the full contents of the intake form, including consents. Each PDF file name includes the patient’s name to help with sorting.
  • The CSV file is a mapping file. The CSV file contains a patient list that links each exported intake form to the correct patient.

Important Notes

  • Both download links expire seven days after the intake forms are exported. Download both files before the links expire.
  • The export includes all completed intake forms across the clinic. Intake form exports cannot be filtered by staff member or in any other way.
  • Surveys are not included in the batch intake form export.
  • Only the Account Owner receives the download links. After downloading, the Account Owner can share the files with a practitioner.
  • If your Jane account is cancelled or on hold, contact the Support team to request an intake form export.

Narrowing the Export to a Specific Staff Member

Because the export includes every completed intake form in the clinic, you may need to narrow it down to one practitioner’s patients. Use the CSV mapping file alongside the Patient List Report, filtered by the relevant staff member, to identify the intake forms that belong to their patients.

That’s everything you need to request and download your clinic’s intake forms.