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

Importing from PMP

Here’s what we know about moving over from PMP 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.

📹 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.

Exporting your Customers from PMP

So coming from PMP, we’ll need you to upload your Patient List export with as much detail as possible.

The Patient Lists are actually the only data we’ve ever seen imported coming out of PMP. Jane is able to import many different types of data provided it is exported to an appropriate file type. For more information on what we import guide document.

Here’s the steps we’ve heard from other clients.

  • Use the Utilities Menu
  • Choose Patient Export by Office (in order to generate a list of all the patients in your account, leave the Criteria button blank - as this is a filter and you’ll want to capture all your patients).
  • Use the Fields button to select your desired fields (ie name, number, address etc). We advise getting as much detail as possible here.
  • Export to Excel or CSV file

Exporting anything else from PMP

We have never had a clinic successfully export any other data from PMP - so appointments need to be moved over manually by booking them in one at a time after we’ve imported your patients. It’s good to plan your import over a time period where there’s some downtime (such as a weekend) to book your appointments into Jane.

PMP 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.

PMP Backup

We recommend that you contact PMP directly to obtain a backup of your data. It’s worth asking if they can perform an export of any additional data as well - as we’ve seen some providers offer exports on a fee basis. You can scroll to the bottom of this page here to view their contact information.

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!

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