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

Importing from PTEverywhere

Here’s what we know about moving over from PTEverywhere to Jane.

Disclaimer about our import guides: We create our guides through the experiences we have importing from different softwares, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty retrieving your data, it’s best to reach out directly to your current software provider.

Exporting your Patients from PTEverywhere:

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

You can download your full patient list from PTEverywhere by visiting: Reports > Demographics Report > Apply. From there, you can click on Export to CSV for importing into Jane

Exporting your PTEverywhere Appointments:

We have not seen clinics provide us with appointment data from PTEverywhere, so it’s suggested that you reach out to their support team to see if this is possible.

Exporting Charts from PTEverywhere:

You can download any selected patient’s lifetime notes in the Charting tab by clicking Batch Download. Each patient’s Documents tab allows you to download individual files by clicking the More menu.

PTEverywhere 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.

If you’d like to store your billing invoices from PTEverywhere outside of Jane, you can download any selected patient’s lifetime invoices in the Payment tab by clicking Batch Download.

It’s also our understanding that PTEverywhere offers a data migration service to compile all of these files for you for a one-time fee of $195 (subject to change).

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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