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Importing from Clinicmaster

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

Jane makes it easy to switch

Let Jane be your co-pilot while you’re switching over your busy practice. We have dedicated staff to ensure your migration is an easy one, and to answer your questions every step of the way. We’ll help you set up your account to ensure you’re set for success and guide you while 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 when you need it.

Please Note:

Customers have mentioned to us that if you are running the latest version of Clinicmaster, you are may no longer able to export chart data from the software itself. You will need to request this information directly from them, which comes at a cost.

The following instructions were based on older guides from Clinicmaster and from customers describing the steps they took. For Clinicmaster’s new cloud-based version, the following may not apply and it is best to reach out directly to Clinicmaster for further instructions.

Clinicmaster may charge for a read-only version of their data, or other export options that we are not aware of.

Exporting your Patients and Appointments from Clinicmaster

Coming from Clinicmaster, we’ll need you to upload your patient export with as much detail as possible and all your past and future appointments.

The Patient List can be exported using the Client Explorer, and your Appointments using the Appointment Explorer.

If you have a lot of data, Clinicmaster’s export tools may time out. If that happens just break your appointments up by years and export each file separately. Don’t forget to export your future appointments as well as your past appointments. :)

Clinicmaster Charts

Clinicmaster offers a batch export of your charts in PDF, but there is a fee for this service. Please contact Clinicmaster for more information.

The batch export of charts will need to be done prior to your license ending with Clinicmaster.

You may be offered your raw data file, which has your chart entries stored in Clinicmaster’s proprietary format. Generally, to import chart entries we need the entries to be in an industry-standard format such as PDFs.

You can export charts individually, so exporting to PDF and then uploading them to Jane one at a time is also an option.

Clinicmaster Dossiers

We can import your Dossiers to create Insurance Policies in Jane for your patients that are working with Insurers. Export the Dossiers using the Dossier Explorer with as much detail as possible. This can help get you billing quickly after the import. If you can get us the Dossier Data, we can get it loaded in for you!

Clinicmaster Billing Data

We don’t import billing information such as A/R or Credits as there are formatting issues between the two systems, but our understanding is that Clinicmaster allows for the export of your billing data to backup files prior to your license expiring, so you can retain access to this information after your Clinicmaster access has ended.

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 are in BC and using Teleplan, we have a help file for transitioning Teleplan