Jane's Guide

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


Importing From Medisoft

  1. Importing from Other Software
  2. Importing From Medisoft

    3. 6 min read

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

Let Jane be your helping hand while you’re transitioning your busy 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 Medisoft 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 Medisoft, we’ve successfully brought over Patients, Appointments, and Insurance Policies. 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 Medisoft

To export your patient list from Medisoft, please follow these steps as outlined below:

  1. Open Medisoft.
  2. From the icon menu, click the Patient List Icon.
  3. Click Print Grid at the bottom of the page.
  4. In the Print Grid popup window, click Add Fields to select the fields you want exported.
  5. Now Back on the Print Grid popup window, click OK.
  6. On the Print Report Where? popup window, change the selection to Export Data to CSV file, then click Start.
  7. Name the file “Patient List” and select a location on your computer where you’d like to save the file.
  8. Click Save to complete the export.

Your patient list will now be saved in the location you selected, ready to be uploaded into Jane.

Exporting your Appointments from Medisoft

  1. From the main menu, click Reports.
  2. Click Appointment List…
  3. Click Print Grid at the bottom of the page.
  4. Apply any preferred filters.
  5. On the Report Setup popup window, change the selection to Export the report to a file, then click Start.
  6. Name the file “Appointments” and select a location on your computer where you’d like to save the file.
  7. Click Save to complete the export.

Exporting your Insurance Policies from Medisoft

  1. Open Medisoft.
  2. From the main menu, click Lists.
  3. Then click Patients/Guarantors and Cases.
  4. You’ll notice two radio-buttons under the icon menu, where you must choose either Patient or Case. Make sure to select Case.
  5. Click Print Grid at the bottom of the page.
  6. In the Print Grid popup window, click Add Fields to select the fields you want exported.
  7. Now Back on the Print Grid popup window, click OK.
  8. On the Print Report Where? popup window, change the selection to Export Data to CSV file, then click Start.
  9. Name the file “Insurance Policies” and select a location on your computer where you’d like to save the file.
  10. Click Save to complete the export.

Uploading Your Data into Jane

Thanks for following all those steps to export your data - you’re a data-moving superstar 🌟

The final step will be to upload your data in the import in Jane. You can navigate to Settings > Schedule an Import > View Details to securely upload your CSV files.

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

You did it! Once the files have been uploaded and you’ve clicked the Done button in the import, we’ll get started on bringing 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 💙

Medisoft 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 Medisoft, 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!