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

Importing from Jane

If you’re looking to import from another Jane account (if you are switching clinics or opening something on your own) we can easily import data that you have exported from another Jane account such as an Appointment Report for your past & Upcoming Appointments or Insurance Policies.

Data Ownership

First a quick note on ownership.

In Jane’s eyes, there is only one Account Owner who owns the data and that is the staff member that holds the Account Owner Badge in the staff profile.

If you do not have access to one of these reports following that you’re looking to export, you will have to reach out to the Account Owner of the profile to request the data you’re looking for.

Transferring Charts

If you are looking to do a Jane to Jane Transfer, you can head on over to this guide, Jane to Jane Chart Transfer (Data Transfer).

Exporting Charts

If you are just looking to export your charts as a batch, and not for immediate transfer to another Jane account, we would again ask that the original account owner contact us at [email protected].

We can provide a one time batch export of charts that includes all chart entries in clearly labelled PDFs and an excel file that matches up all the chart entries to the correct Jane Patient Profile. This format is both easily accessed without any special proprietary software, and is also simple to import into a different clinic management software.

Exporting Patient Demographics from the Original Account

This is accessible by those with the Account Owner or a Full Access Staff Profile. The Patient List can be exported to excel from the Reports tab. The report can be filtered by a single practitioner to provide just clients seen by a certain practitioner.

Once filtered appropriately, use the Export button to create an excel file. Save this excel file for upload to the new Jane account (see below).

Note The excel file when exported contains more fields than is viewable in the preview mode. Jane will export every field from the patient profile and also includes a first and last visit field.

Exporting Appointments from the Original Account

Appointments can be exported from this same Reports area. This can be filtered in the same way down to a single practitioner and a date range to include past and future appointments if appropriate.

Export to excel in the same way as with the patient profile. Save this file in excel for upload to the new Jane Account.

For Products and Insurance Policies

You can also run and export the Inventory Report and Insurance Policies Report for transfer. It’s important to note however that these two reports will contain clinic wide information and cannot be filtered by practitioners. You will have to manually remove any data you don’t want to be transferred from the exported reports.

Insurance Policies

To export the insurance policies, you will go to Reports > Insurance Policies > Export. As mentioned above, this will be every policy for every patient in the account and not practitioner specific.

You can either provide this to the practitioner and request that we filter it specifically to the patient list for only that practitioner, or schedule an import in your own account as the Source Account Owner and provide us that file directly there, and not having to provide the extra information to the practitioner leaving. We will then filter that report and upload only insurance policies pertaining to that practitioner.


You can export the Inventory Report by going to Reports > Inventory > Export, though you will need to remove the rows of products that you don’t wish to import into the new account before providing that file to us.

Importing Patients and Appointments to New Jane Account

You’ll need to start by Scheduling an Import in your new account. If you’re joining an existing account and are not the Account Owner or a Full Access user, you will need to get the Account Owner to schedule this for you.

You can find an overview of this process here: Scheduling Your Import

If you have any further questions about any of this please don’t hesitate to contact us and we’d be happy to help you!

Subscribe to our monthly newsletter.