Jane is here to make your switch a stress-free one đ
Let Jane be your helping hand while youâre transitioning your busy practice. We have dedicated staff who can answer any questions that may come up along the way to ensure switching over is easy. Weâll work with you to help set up your account and guide you through importing your data, so you can hit the ground running. đââď¸
It doesnât stop there! After youâre settled in, youâll always have free and continued ongoing support from the Jane team whenever you need it.
đš Join us each month for our webinar âEverything You Need to Know About Switching to Janeâ. Weâll 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 Carepatron to Jane
While moving your practice to Jane, weâve got your back every step of the way. Whether youâre thinking about making the move, or have already signed up for your new Jane account, our dedicated support teams are available to ensure your success in getting started with us.
The best part? Thatâs all free with Jane. Even if youâre not practicing with Jane yet, feel free to reach out to us with any burning questions you have!
What can you expect?
Coming from Carepatron, weâve successfully brought over Patients, Past + Future Appointments, and Charts. Below youâll find step-by-step instructions for how you can export your data when youâre feeling ready to make the switch to charting, billing and booking in Jane đ
What can we import?
Exporting your Patients from Carepatron
To export your patient list from Carepatron, please follow these steps as outlined in their guide:
- Start by logging into your account and selecting the Clients section from the main dashboard.
- Hover over the clients whose information you want to export.
- Check the checkboxes next to each client. You can select multiple clients at once â
Note: Select all clients at once if you can đ
- Once youâve selected your clients, look for the three dots ( â˘â˘â˘ ) at the bottom right of the screen.
- Click on these dots to open the More Actions menu.
- In the More Actions menu, choose the Export option đ¤
- The system will automatically export all the information stored in the clientâs record under the Personal tab.
Whatâs Included in the Export?
The export will include all the information in the clientâs Personal tab, such as âŹď¸
- Contact details (e.g., phone number, email address)
- Demographic information (e.g., date of birth, address)
- Any other data fields filled out in the Personal tab
- The report will be in CSV File Format
Exporting your Appointments from Carepatron
To export your past & upcoming appointments from Carepatron, please follow these steps as outlined in their guide:
- Go to Calendar đ
- Go to More Actions > select Export
- Select the Date range, Time Zone, and Team members
- Click Export when the data has been selected đ
- Once the export is complete, direct your attention to the bottom right corner of your screen, and click the Download button đ
Note: Once that is done, you will have a .zip folder đ with all your appointmentâs information in CSV File Format đ
Exporting your Charts from Carepatron
To export the Charts/Notes from Carepatron, please follow these steps: - To download clientsâ notes, go to each client record and, in Documentation, download each note individually.
Note: We would recommend reaching out to the Support Team from Carepatron to see if they have any options to help support you with a Bulk Chart Export of this particular data set.
đď¸ Naming your Files
To import the chart data from Carepatron (if downloaded manually), you will need to create a folder for each patient titled FirstName_LastName_UniqueID (e.g. Jane_Smith_123456) and drag their chart data and any other files into the folder. This allows us to accurately map the files to the correct patient. An example of a Unique ID # could be the Client ID # usually found in the Client List, OR even something such as their Date of Birth.
To specify the chart author for the files, you can create a separate folder for each staff member and then place all of their respective patientsâ folders into that folder. The final step will be to zip the folder for each staff member and upload the zip files into the import request. We have a handy guide that helps walk you through How to Make a Zip File đ
Uploading Your Data into Jane
Thanks for following all those steps to export your data - youâre doing great đ
The final step will be to upload your data to the import in Jane. You can navigate to Settings > Import Data > Schedule Import to securely upload the data you have exported from Cerpatron (Client List, Appointments Report + Chart Data).
For a walkthrough of the import process from start to finish, please review our guide on Scheduling Your Import
You did it! Once the files have been uploaded and youâve clicked the Done button in the import, weâll get started on bringing in your data as soon as we can and reach out if we have any questions. We look forward to having you join the Jane community đ
Cerpatron Billing Data
When moving over from another software to Jane, the one thing we like to make note of is the fact that we canât import billing data. This type of data is quite complex and does not transfer between software, as each software formats this data differently. Itâs best to keep any records you need on hand securely outside of Jane, but we can help guide you through how to manually transition your patient credits and receivables to Jane.
Weâve 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 theyâre the experts on their system. If you have any further questions or need additional support, please donât hesitate to contact us â weâre here to help!