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

Importing from Office Ally

Here’s what we know about moving over from Office Ally 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.

You’re able to export this information out of Office Ally EHR, which is what this guide is primarily referring to.

And while this guide is focused on patient demographics, future appointments, and charts - we’d be happy to review any other data to see if we’re able to import it to Jane. Just give us a shout!

Exporting your Patient List, Appointments, and Charts from Office Ally EHR

Office Ally requires you to have a program called Practice Mate installed in order to export any information.

We suggest reaching out to Office Ally as they require you to reach out to them to install the program, so you will be able to export your patient demographics in Excel or CSV.

In order to export your appointments and charts, it looks like you will need to request these from Office Ally in order to get them in Excel or CSV format for us to import.

A recent update we’ve seen on this, however, is a detailed document provided by Office Ally that explains how to export your Appointments.

You can reference this document by clicking here: Exporting your Appointments from Office Ally

You’re also able to reach out to Office Ally directly here for additional support.

Exporting Office Ally EHR 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.

You can also print or export and store your past Receivables for reference.

Other Data

If you see other reports within your Office Ally account that you are wondering about importing just let us know! In most cases, the data (excluding BILLING data) that is exported to Excel or CSV can be imported in some capacity. You can learn more about what kind of data Jane can import in our Diving Deeper into Importing to Jane guide document.

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.

📹 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.

If you need any further help getting all set up to run with Jane, just let us know and happy Importing!

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