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Importing from TM2/TM3

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.

Due to the complexity of the data provided by TM2/TM3, as well as the time difference between the UK and Canada (Pacific Time), you may experience a delay in some of your data being imported. When you schedule your import, you will choose two dates; one date that will be the date you plan on uploading the data to us, and the second date being the expected date you’d like your data imported.

What we aim to do is have your patient demographics and things like appointments imported in time for your expected date, though, if you’re planning on providing charts for us to import, depending on the length of history and the size of the files you provide, it may take anywhere from 2 to 7 extra business days to import your charting data. By importing your patient demographics and past & upcoming appointments first, this allows you to begin working out of Jane right away. It’s a good idea to maintain access to your previous software for a short time to be able to refer to your charts should you need to while our team is processing this data for you.

For more information, you can also refer to our guide, Time Zones, Big Data and Your Import.

Extracting your TM3 data

Please refer to this helpful guidance on the TM3 support site: Cancelling TM3 and Extracting Your Data

It contains a walkthrough of the entire data extract process, including the estimated timescale for the data extract, and the different types of files you should expect to receive. The extract includes all patient profiles, appointments, and additional files (letters, scans, images etc.).

You should also receive all the clinical notes for each patient as PDF files. We haven’t been able to import clinical notes from TM3 in the past, due to formatting issues with the exported notes. We are happy to review your clinical notes files during the import process, but most clinics are saving these exported notes in an external hard drive and starting fresh in Jane.

Exporting your Patients from TM2

If you’re coming from TM2, 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.

Exporting your TM2 Appointments

In the Diary section of TM2, 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.

Remember to run the entire date range of appointments (past and future!).

Exporting Charts/Clinical Notes from TM2

TM2 provide an export of all Clinical Notes upon request after cancelling your subscription.

We haven’t successfully imported any clinical notes from TM2 at this time due to the format the exported notes are provided in. Most clinics are saving these exported notes 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

From the UK?

Give this a read: Time Zones, Big Data, and Your Import

We have a UK based team ready and available to support you and answer any questions you have about importing to Jane.

Feel free to email us at [email protected] or give us a ring at 0 808 164 0893

If you need any further help getting all set up to run with Jane, just let us know!