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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.

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!