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 who can answer any questions that may come up along the way to ensure switching over is easy. We’ll work with you to help set up your account and guide you through importing your data, so you can hit the ground running. 🏃‍♀️

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.

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Moving from DaySmart Appointments (formerly AppointmentPlus) to Jane

While moving your practice to Jane, we’ve got your back every step of the way. Whether you’re thinking about making the move or have already signed up for your new Jane account, our dedicated support teams are available to ensure your success in getting started with us.

The best part? That’s all free with Jane. Even if you’re not practicing with Jane yet, feel free to reach out to us with any burning questions you have!

What can you expect?

Coming from DaySmart Appointments (formerly AppointmentPlus), we’ve successfully brought over Patients and Appointments. Below you’ll find step-by-step instructions for how you can export your data when you’re feeling ready to make the switch to charting, billing and booking in Jane 💭

What can we import?

• Patients
• Appointments

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Exporting Your Patients from DaySmart Appointments

Coming from DaySmart, you’ll want to export your need you to upload your Customer Report with as much detail as possible. To export this report you’ll want to follow the steps from their guide outlined below.

To Access the Customer Report ⬇️

• Click on the Reports tab
• Click Customer Reports
• Select as many demographic details as possible
• Run the Report and export it as an Excel File

Exporting Your Appointments from DaySmart Appointments

To export your appointments you’ll want to complete the steps from Daysmart Appointments’ guide on how to export the Appointment Report:

• Click on the Reports tab
• Select the Appointment Report link
• Select the appropriate filters to capture the relevant data
• Run the Report and export it as an Excel File

DaySmart 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 > Import Data > Schedule 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!