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.
We’re secure, too. We’ve got the badge to prove it
Whether it’s your schedule, charting, or our Free Telehealth Features, Jane keeps you and your patients completely safe and secure.
Take a look through our Security and Trust page to find out how we’re keeping you safe, and what it means to be SOC 2 Type 1 Certified.
What can you expect?
While you’re making the switch over to Jane, ChiroSpring 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 below instructions 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?
Exporting your Client List from ChiroSpring
ChiroSpring allows you to export your Client List to a CSV file, which can then be opened in CSV.
To export the client list, you can follow these steps below as shown in this guide 🔍
- Head to the Reports section
- Select Patient Listing
- Click Search
- Next,Select patients from all pages
- Click Action
- Select Export CSV
Exporting your Appointments from ChiroSpring
To export your appointments from ChiroSpring, you can follow these steps as listed in their helpful guide 💡
- Head to Reports
- Click Appointments
- Select Listing
- Set your Date Range (use a custom range covering full appointment history — past + future 📆)
- Filter by Category (New Patient, Adjustment, Follow-Up, etc.) and Status (Scheduled, Cancelled, No Show, Rescheduled)
- Hit the Search button
- Click the blue Action button
- Select Export to Excel
Exporting your Charts (Notes, Forms & Documents) from ChiroSpring
ChiroSpring doesn’t have a built in bulk export tool for these, so you may need to export this one client at a time. Their support guide goes over this in detail 💭
Treatment Notes
- Search for the patient in the top search bar and select them
- Open their patient menu and click Treatment Notes
- Scroll down and expand to show all notes on one page, then select all
- Click Generate PDF Report
Client Documents (forms, uploads)
- Search for and select the patient
- Open their patient menu and click Documents, then All Documents
- Select the documents you’d like to export
- Click Download Selected Files
After the files have been exported, you’ll want to add each patient’s chart data to its own unique folder labelled something like FirstName_LastName_UniqueID (such as a ID #, DOB, etc) which matches the client list. Once all of the folders are prepared, you can add them into one main folder 💭
Next, zip or compress that main chart export folder 📁 so that you can upload this to Jane easily alongside your client list and the appointment report 😊
Note: If exporting everything yourself feels like too much, ChiroSpring offers to do it for you. They’ll pull your treatment notes, forms, and uploaded documents and send you a secure download link within 5–7 business days. It’s a paid service on their end — 1,000$ from what we have heard — so it’s worth weighing against the time it’d take to export patient by patient yourself. This export is specifically for all chart data it sounds like so we recommend reaching out to their support team for confirmation of cost and more information about what that export/process entails 💭
ChiroSpring 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.
For step-by-step instructions on how to export your data from ChiroSpring, including screenshots, you can refer to this export guide provided by ChiroSpring 💭
Uploading Your Data into Jane
Thanks for following all those steps to export your data - you’re one tough cookie 🍪
The final step will be to upload your data in the import in 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 > Import Data area.
You can find an overview of this process here: Scheduling Your Import
You did it! We appreciate you making it through that 😅 – Once the files have been uploaded and you’ve clicked the Done button in the import, we’ll bring 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 🩵
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. If you have any difficulty downloading your data, it’s best to reach out to your current software provider directly for assistance.