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Importing from Sessions Health

  1. Importing from Other Software
  2. Importing from Sessions Health

    3. 6 min read
    Balance Plan Practice Plan Thrive Plan

Jane is here to make your switch a stress-free one 💙

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

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.

Moving from Sessions Health to Jane

While moving your practice to Jane, we’ve got your back every step of the way. Whether you’re thinking about making the move or have already signed up for your new Jane account, our dedicated support teams are available to ensure your success in getting started with us.

The best part? That’s all free with Jane. Even if you’re not practicing with Jane yet, feel free to reach out to us with any burning questions you have!

What can you expect?

Coming from Sessions Health, we’ve successfully brought over Client List and Chart Data, depending on the data made available by Sessions Health. Below you’ll find step-by-step instructions for how you can request and 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 Clients from Sessions Health

To export your client list from Sessions Health, please follow the process outlined in Sessions Health’s guide on questions about your data:

  1. Log in to your Sessions Health account.
  2. Navigate to your Account Settings area.
  3. Click into the Data Export Tab followed by Add.
  4. Select All Clients or Primary Practitioner.
  5. Choose the option for exporting Demographics.
  6. Download the provided file once Sessions Health has fulfilled your request.

Exporting your Charts from Sessions Health

To export chart notes and clinical records from Sessions Health, please follow the process outlined in Sessions Health’s guide on questions about your data:

  1. Log in to your Sessions Health account.
  2. Navigate to your Account Settings area.
  3. Click into the Data Export Tab followed by Add.
  4. Select All Clients or Primary Practitioner.
  5. Choose the option for exporting All Data.
  6. Download the provided file once Sessions Health has fulfilled your request.

Note: Selecting All Data will generate PDF files for billing, notes, treatment plans, and other documents. If you want to export the data per practitioner to maintain chart ownership, it would be best to export per practitioner 🔍

Uploading Your Data into Jane

Thanks for following all those steps to export your data - you’re a data wrangler extraordinaire 🤠

The final step will be to upload your data to the Import Request in Jane. You can navigate to Settings > Import Data to securely upload the Client List and Chart Data, which should be in a Zip File 🚀

You can find an overview of this process here: Scheduling Your Import

You did it! Once the files have been uploaded and you’ve clicked the Done button in the import, we’ll get started on bringing 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 💙

Sessions Health Billing Data

When moving over from another software to Jane, the one thing we like to make note of is the fact that we can’t import billing data. This type of data is quite complex and does not transfer between software, as each software formats this data differently. It’s best to keep any records you need on hand securely outside of Jane, but we can help guide you through how to manually transition your patient credits and receivables to Jane.

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

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. For questions about downloading your data, we recommend first reaching out to Sessions Health, as they’re the experts on their system. If you have any further questions or need additional support, please don’t hesitate to contact us – we’re here to help!