Here’s what we know about moving over from Acuity to Jane.
Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.
Exporting your Patients from Acuity
So coming from Acuity, we’ll need you to upload your Client List export with as much detail as possible.
Under the Clients > Import/Export area in Acuity, click on the button that says Export Client List, the Client List can be exported to CSV for importing into Jane.
There’s a support document on their website that goes through the step-by-step process on exporting your client demographics here: Exporting Client Demographics
Exporting your Acuity Appointments
Acuity will also allow you to export your clients’ appointments to CSV by heading to Reports > Export. Next, select the date range of appointments, and whether you would like to include cancelled appointments > select Export Appointments to download the CSV file.
Acuity has a support document on their website that will walk you through step by step: Exporting Appointments from Acuity.
Acuity Billing Data
We don’t import billing information as there are formatting issues between the two systems, but we can show you how to manually transition your patient credits and receivables into Jane.
Uploading into Jane
To ensure that your data is uploaded to the correct account, and for security reasons, we do not accept patient data via email. You can upload the files to us in the Settings > Schedule an Import area.
You can find an overview of this process here: Scheduling Your Import.
If you need any further help getting all set up to run with Jane, just let us know!