Here’s what we know about moving over from Full Slate 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 Customers from Full Slate
So coming from Full Slate, we’ll need you to upload your Customer export with as much detail as possible.
The Customer List can be exported from the Clients - List. Click the export icon in the top right corner.
Here’s a help doc from Full Slate on how to export.
You will end up with an exported csv document with all of your Customers.
Exporting your Full Slate Appointments
For appointments you can go to the Schedule area. From there choose “More” then “Sync, Import & Export” and then “Export Appointments”.
If you have a lot of data Full Slate exporters sometimes seems to time out, so if that happens just break your appointments up by years (or smaller date ranges if necessary) and export each file separately. When you run them in batches make sure you set the filters in the exact same way.
Don’t forget to export your future appointments as well as your past appointments.
Full Slate 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!