Getting Started
Before you get started, make sure you have the following prepared:
- Patient profiles - Your patient list formatted to Jane's import requirements. Preparing Your Patient List for Import
- Appointments - Your appointment history formatted to Jane's import requirements. Preparing Your Appointments for Import
- Charts - Your chart and clinical note data formatted to Jane's import requirements. Preparing Your Charts for Import
- Products - Your product list formatted to Jane's import requirements. Preparing Your Products for Import
- Insurance policies - Your insurance policy data formatted to Jane's import requirements. Preparing Your Insurance Policies for Import
Instructions
To schedule your import, follow these steps. Once complete, Jane's imports team receives your request and begins reviewing your files.
- Go to Settings > Import Data > Schedule import.
- Complete the import request form with your contact details, preferred go-live date, and any notes about your data.
- Set your Date of Completion to match your intended go-live date in Jane.
- Upload your prepared data files.
- Click Submit.
🩵 Jane Tip: If you have any concerns about your data quality before uploading, message the imports team first. Go to Settings > Import Data to find the message area. The imports team can review your data with you and confirm what can be brought into Jane.
What to Expect
Jane's imports team reviews your files and begins the import process. Imports are typically completed within 48 hours of receiving your files, so set your Date of Completion accordingly. Complex imports may take longer.
The imports team may reach out to you with questions during the process, including on weekends. Staying available to respond helps avoid delays, especially if your go-live date is approaching.
You can continue working in Jane as normal while your import is in progress. There’s nothing you need to avoid or pause.
Important Notes
- Schedule your import as soon as you have a go-live date in mind, but upload your files only when you're ready to fully switch from your existing system.
- The quality of your import depends on the quality of your data. If you're unsure whether your files meet the requirements, contact the imports team before uploading.
- Jane does not import billing data, including invoices, payments, credits, or credit card information. For details on what billing information can be noted or referenced in Jane, see the Importing to Jane Hub.
You're all set to get your import scheduled.