Jane's Guide Here's all the help you need to use Jane.

Importing from Acusimple

  1. Importing from Other Software
  2. Importing from Acusimple

    3. 6 min read
    Balance Plan Practice Plan Thrive Plan

Jane is here to make your switch a stress-free one 💙

Let Jane be your helping hand while you’re transitioning your busy Acupuncture clinic. We have dedicated staff who can answer any questions that come up along the way to ensure switching over is easy. We’ll work with you to help set up your account and guide you through importing your data, so you can hit the ground running. 🏃‍♀️

It doesn’t stop there! After you’re settled in, you’ll always have free and continued ongoing support from the Jane team whenever you need it.

📹 Join us each month for our webinar “Everything You Need to Know About Switching to Jane”. We’ll walk you through the process of moving to Jane and share our top tips so that your import, setup, and onboarding run smoothly. Sign up or learn more.

Moving from Acusimple to Jane

Whether you’re thinking about making the move, or have already signed up for your new Jane account, our support and dedicated imports team are available to help every step of the way.

The best part? That’s all free with Jane. Even if you’re not practicing with Jane yet, feel free to reach out to us and ask any burning questions you have!

What can you expect?

Coming from Acusimple, we’ve successfully brought over patients, past & future appointments, insurance policies, products, and charts. Below you’ll find step-by-step instructions for how to easily export your data when you’re feeling ready to make the switch to charting, billing and booking in Jane 💙

What can we import?

Exporting your Patients from Acusimple

To export your complete list of patients from Acusimple, please follow these steps:

  1. In Acusimple, click on Practice Settings on the left-hand menu (under System Settings)
  2. Navigate to the System tab
  3. Under the Data Export section on the right, click the Patients & Contacts button
  4. The contacts.csv file will download to your device

💡 Helpful Hint: The steps above will export your complete list of patients (both active & inactive). If you are looking to bring over a specific set of patients (e.g. only active, or patients seen within the last year, etc.), you can use the Filter option under People > Patients to export a filtered group of patients.

Exporting your Appointments from Acusimple

To export your past & upcoming appointments from Acusimple, please follow these steps:

  1. Click on Practice Settings on the left-hand menu (under System Settings)
  2. Navigate to the System tab
  3. Under the Data Export section on the right, click the Calendar button
  4. The calendar.csv file will download to your device

💡 Helpful Hint: This will export your complete set of appointments (both past & future), so you’ll want to initiate the export once you’re ready to make the full switch to Jane. If this sounds a bit nerve-wracking, reach out to us and let us know - we may be able to import your patients first, then import your appointments, charts, and products whenever you’re feeling comfortable billing, charting and booking in Jane.

Exporting your Products from Acusimple

To export your list of products from Acusimple, please follow these steps:

  1. Click on Goods & Services on the left-hand menu
  2. Click on Products
  3. On the Products page, click the cog wheel ⚙️
  4. Select Download CSV File
  5. The products.csv file will download to your device

Exporting your Charts from Acusimple

To initiate the bulk export of your charting, please follow the steps below:

  1. Click on Practice Settings on the left-hand menu (under System Settings)
  2. Navigate to the System tab
  3. Under the Data Export section on the right, click the EHR, Documents & Submissions button
  4. A notice will pop down that says “✅ You will receive an email with a link to your archive soon.”
  5. Once the export has successfully completed, you will be able to download the zip file by navigating back to Practice Settings > System > Data Export and clicking the blue link

You can upload the full zip file to Jane’s secure upload area when you’ve booked your import.

Acusimple 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 securely 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!

🪡 If you’re not already part of the Jane community, welcome! We’re so glad you found us. If you’re an Acupuncturist looking for an online booking system, we think Jane might be the one for you. Take a virtual tour, book a demo with one of our lovely support staff, or sign up here! 💙

We’ve leveraged our experience with various software imports, along with official guides from other software providers, to create this comprehensive resource for transitioning to Jane. For questions about downloading your data, we recommend first reaching out to your software provider, as they’re the experts on their system. If you have any further questions or need additional support, please don’t hesitate to contact us – we’re here to help!
Subscribe to our monthly newsletter.