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.
Here’s what we know about moving from Clinicmaster’s Cloud Version to Jane.
Still using Clinicmaster’s Desktop Version? No worries, we’ve got a guide for that as well!
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 transition is an easy one 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.
Exporting your Clients from Clinicmaster
Coming from Clinicmaster, we’ll need you to upload your client export with as much detail as possible in Excel format.
You can follow these steps to export your client list.
- Click on People Explorer
- Select Filter Criteria
- Choose your export options for which columns to export, or pick one of the predefined filters
- Export to Excel
Exporting your Appointments from Clinicmaster
Like the client list, you’ll want to export your appointments with as much detail as possible.
- Head over to Management Screens
- Select Appointments
- Then Appointment List
- Filter your criteria by either choosing the columns to export or a predefined filter
- Select the Date Range to export as well
- Export to Excel
Please Note: Customers have mentioned that if you are running the latest version of Clinicmaster, you may no longer be able to export chart data from the software itself. Clinicmaster may charge for a read-only version of their data or other export options that we are not aware of.
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.
Clinicmaster Case List
While we could import Dossiers from the desktop version of Clinicmaster, it looks like the cloud version export does not include Claim Number, which we need to be able to bring them into Jane.
If you still have access to your desktop version, you may be able to export the Dossiers for us to import from there if you have not been using the cloud version for an extended period.
Clinicmaster Admin Notes and Alerts
While we can import your Admin Notes and Alerts, there is no unique identifier for each record to the client besides the Client Name.
What we suggest is that you allow us to filter the client list for clients that have the same name and remove those clients from the Admin Notes or Alerts. You will have to manually enter in the notes for those specific clients, but we can import the rest of them and be sure there are no notes on the incorrect profile.
Clinicmaster Billing Data
We don’t import billing information such as Accounts Receivable 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.
We also 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 are in BC and using Teleplan, we have a help file for transitioning Teleplan