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Importing from Cerbo

Disclaimer: This guide uses our experience importing from different software, as well as any guides different software publish, to assist our customers in transitioning over to Jane. If you have any difficulty downloading your data, it’s best to reach out to your current software provider directly.

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

Let Jane be your helping hand while you’re transitioning your busy practice. We have dedicated staff to ensure switching over is easy and to answer your questions every step of the way. We’ll help you set up your account so you can hit the ground running and guide you through importing your data.

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.

What can you expect?

While you’re making the switch over to Jane, Cerbo allows you to export most of your data fairly easily. Below are step-by-step instructions on getting as much as you can export from there, which you can provide to Jane. The instructions below are very important as we require you to let us know a bit of information, and what to expect from us post-import.

What can we import?

  • Client List
  • Appointments Report
  • Chart Data

Exporting your Client List

To export the client list from Cerbo, you can use their Advanced Patient Search tool to export all the reports you need. You will be able to export these reports in either Excel or CSV Format.

You can follow this guide which walks through how to use the tool in detail.

Note: They also have a great video resource on How to Use the Advanced Patient Search tool which we have added here for you to reference as needed.

Exporting your Appointments Report

To export the Appointments Report from Cerbo, you can use their Calendar Report tool to export this report in particular. You will be able to export this report in either Excel or CSV Format.

You can follow this guide which walks through how to use the tool in detail.

  • From the top menu go to Scheduling » Calendar Report(s).
  • Select your filter options for the report (Date Range, Appointment Status, Appointment Type, etc).
  • Lastly, click “Create Report” to generate it. It will either open in a new tab (if you picked Print View) or in Excel (if you picked Spreadsheet).

Note: The Calendar report can be filtered with the Advanced Patient Search to show more details about patients.

Exporting your Chart Data

From what we have seen, you can export chart data in full per client OR as a Batch Chart Export of all client records from Cerbo.

This article from Cerbo goes over Exporting a Patient’s Chart as a Zip File.

You can use this article To Bulk Export All Patient Charts as a Package.

Cerbo Billing Data

We don’t import historical billing information as there are formatting issues between the two systems, however, we have a great guide on Transitioning Your Clients Credits/Receivables to Jane that you can follow along with to ensure that’s entered into Jane for you should you need to carry these over.

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!

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