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Importing from TheraLink

  1. Importing from Other Software
  2. Importing from TheraLink

    3. 8 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 practice. We have dedicated staff to ensure switching over is easy and can 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.

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.

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 support and dedicated imports team 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, you can feel free to reach out to us and ask any burning questions you have!

What can you expect?

Coming from TheraLink, we’ve successfully brought over Client Demographics, Appointments, Chart Notes, and Documents from this system. Below you’ll find step-by-step instructions for 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?

  • Client List (with demographic data)
  • Appointments (Past + Future)
  • Chart Data + Documents

To export your Client List from TheraLink, please follow these steps:

You can export profiles from the My Clients, All Clients, Providers, Owners, Manages and Colleagues tabs in the Profiles section.

‼️ Note: Managers and Owners can view profile exports initiated by other providers, colleagues, and clients under the Exports tab in the Documents section.

  1. Select the appropriate tab (most likely All Clients), then click the Export Profiles button to export those profiles.
  2. Click the OK button on the Export Requested pop-up box.
  3. Click on the Exports tab in the Documents section.
  4. Click the Download button to export the Client List as an Excel or CSV file.

If the Active Vs Inactive status is not provided in the Client List, all clients are imported as active unless otherwise specified.

💡 Helpful hint: TheraLink also has a guide on exporting this report in case that helps: How to Export Profiles

Appointment records (Past + Future) can be exported from TheraLink from the Schedule directly. Here are the steps to export your appointments:

  1. Click the CSV button at the top of the schedule.
  2. Enter a Start and End for the appointment date range you want to export. It is best to capture all data 💡
  3. Click the Start button to generate the report.
  4. Click the OK button on the Export Requested pop-up box.
  5. Click on the Exports tab in the Documents section.
  6. Click the Download button to export the Appointments Report as an Excel or CSV file.

💡 Helpful hint: TheraLink also has a guide on exporting this report in case that helps: How to Export Appointments

Here’s how you can export chart data from TheraLink:

‼️ According to their support documentation, only signed chart data can be exported and may need to be filtered by the practitioner as you export the data.

  1. Click on the Profile section.
  2. Select the appropriate tab, then click the Export Notes button.
  3. Click the OK button on the Export Requested pop-up box.
  4. Click on the Exports tab in the Documents section.
  5. Click the Download button to save the .zip file containing the chart notes from TheraLink.

Here’s how you can export the documents from TheraLink:

  1. Head to the Documents section
  2. Click the Export Documents button at the top of the Owned by Me and Shared with Me tabs to export each document list, or click the Export Practice Documents button to export all documents for the practice.
  3. Click the OK button on the Export Requested pop-up box.
  4. Click on the Exports tab in the Documents section.
  5. Click the Download button to save the .zip file containing the chart documents from TheraLink.

💡 Helpful hint # 1: If you are exporting chart data for multiple practitioners, you will want to make sure the data is organized by staff member so we can correctly identify who the author of the chart data is for the import process.

💡 Helpful hint # 2: If you happen to open the zip file before uploading it to Jane, please re-zip the file again before uploading it into the Import Request. You can read all about Zipping Files Here 😊

💡 Helpful hint # 3: TheraLink also has a guide on exporting chart notes in case that helps: How to Export Chart Notes as well as How to Export Documents

Uploading Your Data into Jane

Thanks for following all those steps to export your data - you’re one tough cookie 🍪

The final step will be to upload your data in the import in Jane. You can navigate to Settings > Schedule an Import > View Details to securely upload the data you exported from TheraLink.

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

You did it! We appreciate you making it through that 😅 – 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 💙

We aren’t able to import billing information such as Accounts Receivable or Credits as there are formatting issues between the two systems, but our understanding is that TheraLink allows for the export of your billing data to back up files prior to your subscription expiring, so you can retain access to this information after your TheraLink access has ended. We would recommend reaching out to the Support Team over at TheraLink

We also have a great 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 those 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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