Here’s what we know about moving over from Orchestra One 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.
Exporting your Patients from Orchestra One
So coming from Orchestra One, we’ll need you to upload your Patient Lists export with as much detail as possible.
It looks like the best way to export your Patient list is through your payments report.
There’s a support document on their website that goes through the step-by-step process on exporting your patient demographics: Exporting Patient Demographics
Exporting your Orchestra One Appointments
You can export your appointments from the Reports area of Orchestra One.
There’s a support document on their website that goes through the step-by-step process on exporting your appointments: Exporting Appointments
Be sure to export all of your past and future appointments!
Exporting Charts from Orchestra One
Orchestra One doesn’t appear to have a function to print or export notes. If you have clinical notes in Orchestra One that need to be transferred let us know and we would be happy to work with you and Orchestra One to see if there are other export options might be possible.
Orchestra One Billing Data
We don’t import billing information as there are formatting issues between the two systems. Jane has all ICD9 and ICD10 codes already populated but if you have custom codes they will need to be moved over manually.
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!