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Importing from Prompt EMR

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  2. Importing from Prompt EMR

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Let Jane be your helping hand while you’re transitioning your busy practice. We have dedicated staff to ensure switching over is easy and answer any questions that come up along the way. 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.

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What can you expect?

We’ve seen clinics export their Patients, Appointments, Insurance Policies, Products, Chart Notes & Files from Prompt EMR. Below you’ll find step-by-step instructions on how to 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 Patient List from Prompt EMR

To export your full list of patients from Prompt EMR, please follow these steps:

  1. Click the Patients tab in the left-hand menu
  2. Click the filter button (⏚) beside the search bar
  3. Click the Export Patients button
  4. In the pop-up, All Dates will be selected. Click Export
  5. The Patient List Excel file will download to your device

💡 Helpful hint: if you would like to export patients for a specific provider, there is the option to select one or more providers in the Providers Seen filter.

Prompt EMR also has a handy guide on exporting your Patient List: Patient Data Download Explained

Exporting your Appointments from Prompt EMR

To export your past & upcoming appointments from Prompt EMR, you can follow these steps:

  1. Click the Reports tab in the left-hand menu
  2. On the next screen (Downloads tab), click into the date range filter and select All Time to grab both past and future appointments (or filter for a specific date range if required)
  3. Click the purple Apply Filters link to the right
  4. Click the download icon (☁️) for the Operations Report (the first report in the Operations column)
  5. The Excel file will take a few moments to download to your device

💡 Helpful hint: if you would like to export appointments for a specific location or staff member, you can use the Facility or Providers filters in the filter bar.

Exporting your Charts from Prompt EMR

From what we know, Prompt EMR only allows you to export your charts and files patient-by-patient. Here are the steps to generate a single PDF file containing a patient’s chart notes, forms, and files:

  1. Click the Patients tab in the left-hand menu
  2. Click into the patient’s profile
  3. Navigate to their Files tab
  4. In the Visit tab, click the purple All Files link
  5. Select the checkbox beside EACH file
  6. Click the Actions dropdown
  7. Select Print
  8. In the PDF file that opens, click the download button
  9. Name the file Firstname_Lastname_PromptAccount# (the Prompt Account # is in column A in the Patient List)
  10. Save the file to your device
  11. Repeat steps 1-10 for all patients
  12. Create a folder titled with the provider’s First name and Last name
  13. Add all the PDF files into the folder
  14. Zip the folder and upload the .zip file in the import

⚠️ Currently, we have not yet seen a bulk chart export from Prompt EMR. We recommend reaching out directly to their support team to inquire about how to export your charting in bulk. Let us know! 💙

Exporting your Products from Prompt EMR

  1. Click the Reports tab in the left-hand menu
  2. On the next screen (Downloads tab), click the date range filter and select All Time
  3. Click the purple Apply Filters link on the right
  4. Click the download icon (☁️) for the Inventory Report (halfway down in the Revenue column)

Exporting your Insurance Policies from Prompt EMR

Insurance policy information (Member ID# and Payor Name) is included in the Patient List report and in the Operations report, so we’re all good! 🎉 No steps to follow 😉

Uploading Your Data into Jane

You can upload the Excel files (and the charting zip file if needed) directly into the import in your Jane account. You can navigate to the Schedule an Import page to securely upload your data.

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

Prompt EMR Billing data

We aren’t able to import historical billing data due to the complex nature of this kind of data and formatting issues between the two systems, but we have a guide on Transitioning Your Clients Credits/Receivables to Jane that you can follow to ensure those are entered into Jane should you need to carry this information over.

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. If you have any difficulty downloading your data, it’s best to reach out to your current software provider directly for assistance.
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