Here’s what we know about moving over from TM2/TM3 to Jane.
Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.
Exporting your Patients from TM2/TM3
If you’re coming from TM2 or TM3, we’ll need you to upload your Client list with as much detail as possible.
You will want to create a bespoke client list first as this is required in order to export your client list into a CSV file.
You can do this by heading over to Tools > Export Data and then choose “Diary Export” and “Patient Export” separately to create the CSVs.
Here is a help document from TM2/TM3’s support page on how to Create and work with a Patient List.
Exporting your TM2/TM3 Appointments
In the Diary section of TM2/TM3, the majority of options are available on the Diary Toolbar. You can export your past and future appointments from this section into a CSV file and import them into Jane.
Here is a help document from TM2/TM3’s support page on the Diary Overview.
Remember to run the entire date range of appointments (past and future!).
Exporting Charts/Clinical Notes from TM2/TM3
TM2/TM3 provide an export of all Clinical Notes upon request after canceling your subscription.
We haven’t successfully imported any charts/notes from TM2/TM3 at this time due to the format the exported charts are provided in. Most clinics are saving these exported charts in an external hard drive and starting fresh in Jane.
TM2/TM3 Billing Data
We don’t import billing information as there are formatting issues between the two systems.
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!