Here’s what we know about moving over from Cliniko 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 Patients from Cliniko
Coming from Cliniko, we’ll need you to upload your Client export with as much detail as possible.
Cliniko offers easy to use exports for your data, and you can head to the Settings Page and then find the Data Exports area.
Here’s a Help Doc from Cliniko’s support page on how to Export your Client List.
Exporting your Cliniko Appointments
Same steps as above but using the Appointments filter.
The default CSV format is fine for us to import. And be sure to remember to run the entire date range of appointments (past and future!).
Exporting Charts from Cliniko
Clinko provides a CSV export of charts as well. We can use that export to import Cliniko charts in Jane formatted SOAP notes with the original signature and appointment dates. These will not be editable after import.
Cliniko Billing Data
We don’t import billing information as there are formatting issues between the two systems.
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!