Here’s what we know about moving over from Unified Practice 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 Unified Practice
So coming from Unified Practice, we’ll need you to upload your Patient List export with as much detail as possible. Your patients’ demographics can be exported to CSV for easy import into Jane.
To export your Patient List go to Reports > Patient Summary.
Click the Export button in the upper right-hand corner of the screen to export this report to CSV file.
Here is a helpful guide on Exporting Patients from Unified Practice.
Exporting your Unified Practice Appointments
From our understanding of what customers have previously provided for us, you’re not able to export appointment information directly out of Unified Practice yourself, but you can request this be exported for you and they will provide you with an Excel or CSV file through Dropbox which you can download and then upload to your import area for us to get into Jane for you.
You can always contact Unified Practice for any updates they may have made to this area.
Exporting your Unified Practice Chart Notes
Unified Practice will perform a chart export for you free of charge. Your chart notes will be exported in PDF format which is one of Jane’s preferred file types for importing chart notes. You will need to ensure that the PDF files have a way to link back to the patient. You can learn more or get a refresher on the best approach for linking chart notes to a specific patient in our Basics of Importing and Diving Deeper Into Importing.
To speak with a Unified Practice representative about exporting your patients’ charts, you will want to Contact Unified Practice directly.
Unified Practice Billing Data
We don’t import billing information as there are formatting issues between the two systems, but we can show you how to manually transition your patient credits and receivables into Jane.
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!