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

Importing from DaySmart (AppointmentPlus)

Here’s what we know about moving over from DaySmart 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.

📹 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.

Exporting your DaySmart Data

AppointmentPlus EMR has now been acquired by DaySmart

In the past, we’ve seen clinics importing from DaySmart bringing their customers and appointments information across to Jane.

DaySmart Patient Data

Coming from DaySmart, we’ll need you to upload your patient export with as much detail as possible. You can take a look at the guide from there on Exporting Your Patient List to an Excel file.

To Access the Customer Report ⬇️

  • Click on the Reports tab
  • Click Customer Reports
  • Select as many demographic details as possible
  • Run the Report and export it as an Excel File

NOTE: If you receive an alert message when attempting to run a report with a large amount of data, you may need to limit the date range selected before running the report.

DaySmart Appointment Data

To access the Appointment Report ⬇️

  • Click on the Reports tab
  • Select the Appointment Report link
  • Select the appropriate filters to capture the relevant data
  • Run the Report and export it as an Excel File

You can also reference this guide from DaySmart on How to Export the Appointments Report from their system.

NOTE: Your connection may time out resulting in an Internal Server Error message when attempting to run a report with a large amount of data. It might be necessary to limit the date range selected before running the report.

DaySmart 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!

Subscribe to our monthly newsletter.