Here’s what we know about moving over from Click4Time 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.
Exporting your Customers from Click4Time
Your client data can be exported from the Reports section of the software into a CSV file format.
Click4Time explains what you can include in the Customer export here under the “Client Details” section.
We can import text from the Notes column within the spreadsheet into Jane patient notes if applicable.
Exporting your Click4Time Appointments
You’ll also want to export the Calendar Print - Continuous Report located under the Reports section to CSV.
For more information on generating the report, check out the “Calendar Print - Continuous Report” section of their article here.
Click4Time 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!