Disclaimer: This guide uses our experience importing from different software, as well as any guides different software publish, to assist our customers in transitioning over to Jane. If you have any difficulty downloading your data, it’s best to reach out to your current software provider directly.
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 to ensure switching over is easy and to answer your questions every step of the way. We’ll help you set up your account so you can hit the ground running and guide you through importing your data.
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.
We’re secure, too. We’ve got the badge to prove it
Whether it’s your schedule, charting, or our Free Telehealth Features, Jane keeps you and your patients completely safe and secure.
Take a look through our Security and Trust page to find out how we’re keeping you safe, and what it means to be SOC 2 Type 1 Certified.
What can you expect?
While you’re making the switch over to Jane, Practice Better allows you to export most of your data fairly easily. Below are step-by-step instructions on getting as much as you can export from there, which you can provide to Jane. The below instructions are very important as we require you to let us know a bit of information, and what to expect from us post-import.
What can we import?
- Client List
- Session Notes
- Appointment History
Exporting your Client List, Session Notes & Appointment History from Practice Better
To export the client list and session notes from Practice Better, you can follow these steps below:
- Go to your Client List page by navigating to My Clients in the navigation bar.
- Click the more options button next to a client and click the Export data button
- Select the items you’d like to export for the client (Ex: Personal & Contact Information, Session Notes & Booking History)
- Select Create Archive in the toolbar to start the export process.
From there, Practice Better should send you an email when your client archive is ready.
⚠️ Exported client archives are only available for 48 hours before Practice Better purges them, with no backup kept. Send us the files as soon as they’re ready rather than waiting, since a missed window means re-running the export.
💡 If you have a large client list, you can skip the one-by-one process above and contact Practice Better’s support team directly to request a bulk export of all your clients’ data at once.
Exporting Appointment History (Session History Report)
Practice Better also offers a dedicated Session History report, which is the preferred way to provide appointment history, since it can include staff/practitioner names directly:
- Navigate to My Practice > Reports
- Select Session History
- Click Download in the top-right corner to get the CSV/Excel file
Exporting Contact Information
You can export your client contact information, such as, first name, last name, email, etc.) by following these steps:
- Head over to My Clients
- Click Export contacts from the Fast Action Button
Practice Better has an amazing guide article that you can reference on How to Export your Data which we recommend peeking at 👀
Practice Better Billing Data
We don’t import historical billing information as there are formatting issues between the two systems, however, we have a great guide on Transitioning Your Clients Credits/Receivables to Jane that you can follow along with to ensure that’s entered into Jane for you should you need to carry these over.
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 > Import Data area.
You can find an overview of this process here: Scheduling Your Import
You did it! We appreciate you making it through those steps ⚡️ - Once the files have been uploaded and you’ve clicked the Done button in the import, we’ll bring 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 💙