Jane's Guide

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Importing from Heno

  1. Importing from Other Software
  2. Importing from Heno

    3. 6 min read
    Balance Plan Practice Plan Thrive Plan

Jane is here to make your switch a stress-free one 💙

Let Jane be your helping hand while you’re transitioning your busy physiotherapy 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.

Moving from Heno 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 Heno, we’ve successfully brought over patients, appointments and charts. 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?

Exporting your Patients from Heno

To export your patient list from Heno, please follow these steps as outlined in Heno’s guide on the Primary Patient Report:

  1. Navigate to the Reports section in Heno.
  2. Select Primary Patient Report.
  3. Generate the report to include all active and inactive patients.
  4. Export the report in CSV format.

You may also wish to reference Heno’s guide on the Patient Email Report to export patient email addresses if they are provided separately 💡

Exporting your Appointments from Heno

To export your past & upcoming appointments from Heno, please follow these steps:

  1. Navigate to the Reports section.
  2. Select the Patient Visit Report as outlined in Heno’s Patient Visit Report guide.
  3. Adjust the date range to include both past and future appointments.
  4. Export the report in CSV format.

You may also review Heno’s scheduling overview video for additional details on accessing schedule data: Scheduling Appointments Video 💭

Exporting your Charts from Heno

To export chart notes from Heno, please follow these steps as outlined in Heno’s guide on cancelling your account ⬇️

Their support team will be able to hopefully help you with a bulk export of the chart data and provide any extra insight into how you can export anything else you may need moving forward ☀️

Uploading Your Data into Jane

Thanks for following all those steps to export your data - you’re one tough cookie 🍪

The final step will be to upload your data in the import in Jane. You can navigate to Settings > Import Data > Schedule Import to securely upload the patient list CSV files, the appointments, insurance, and notes xls files, and the chart notes PDF files.

An image of the navigational steps for getting started with the imports process

For a walkthrough of the import process from start to finish, please review our guide on Scheduling Your Import

You did it! We appreciate you making it through that 😅 Once the files have been uploaded and you’ve clicked the Done button in the import, we’ll bring in your data as soon as we can and reach out if we have any questions. We look forward to having you join the Jane community 💙

Heno Billing Data

When moving over from another software to Jane, the one thing we like to make note of is the fact that we can’t import billing data. This type of data is quite complex and does not transfer between software, as each software formats this data differently. It’s best to keep any records you need on hand securely outside of Jane, but we can help guide you through how to manually transition your patient credits and receivables to Jane.

We’ve leveraged our experience with various software imports, along with official guides from other software providers, to create this comprehensive resource for transitioning to Jane. For questions about downloading your data, we recommend first reaching out to Heno, as they’re the experts on their system. If you have any further questions or need additional support, please don’t hesitate to contact us – we’re here to help!