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

Importing from MacPractice

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

Exporting your Patients from MacPractice

So coming from MacPractice, we’ll need you to upload your Patient List export with as much detail as possible. We have seen this report come to us in Excel format which is perfect for importing to Jane. Here is a guide from MacPractice with step by step instructions for Exporting your Patient List to Excel.

Exporting your MacPractice Appointments

MacPractice appointments can also be exported to Excel. Be sure to export both past and future appointments if applicable. Visit their guide for more information on Generating an Appointments Report in MacPractice.

Exporting Charts from MacPractice

MacPractice allows users to batch export DR Images, EDR/EMR Narratives, and Notes to PDF which works well for import to Jane. Here’s a MacPractice Help Centre Guide to Exporting.

You can scroll through to see information about exporting the full batch in the second half of the article, which will provide you with individual PDF files labelled with patient names for all of your clients with a single export. Jane can then import these files for you.

Images, however can only be exported from MacPractice one patient at a time.

This means that while Jane can import the Notes and Narrative files, Images need to be moved over manually one at a time. Many people will choose to do this on an as needed basis - much as if you were moving from paper charts. You might want to review the next day and download and upload these as files to the correct Jane Patient profile. Here’s some more information about how to add files to a Jane chart.

You can also learn more or get a refresher on the best approach for linking chart notes to a specific patient in our Basics of Importing and Diving Deeper Into Importing guide documents.

MacPractice 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!