Jane's Guide Here's all the help you need to use Jane.

Importing from DrChrono EMR

Here’s some info on moving your data over from DrChrono EMR to Jane.

Exporting your Patients from DrChrono

Coming from DrChrono, we’ll need you to upload your Patient List export with as much detail as possible.

DrChrono offers easy to use exports for your data.

1) Select the Patients tab from your menu bar.

2) Then select Patient List from the drop-down menu.

3) From here click on Export (CSV) button in the top right corner to download the file.

Here’s a guide from DrChrono on how to Export your Patient List for more information.

Exporting your DrChrono Appointments

Same steps as above but select the Appointment Report in the Reports tab.

On the Appointment report, there are a number of filter options.

Please click as many as possible, the more information the better for our team.

And be sure to remember to run the entire date range of appointments (past and future!).

Once you have successfully found the information you are looking for hit the Export to File button.

The report will then be sent to your message center as a .CSV file for you to save locally.

For more information, head over to DrChrono’s support page on how to Export your Appointment Report.

Exporting Charts from DrChrono

We have found that the best way to export charts from DrChrono is by backing up your data to Box Sync.

Here is DrChrono’s support document to help you back up your patient files through Box Sync.

Once your patient charts have been backed up to Box Sync, you will then download the folders, compress them to Zip files (if necessary), and upload them to your secure import request.

DrChrono 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!