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 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 and Other Reports from Unified Practice.
Note: This report from what we have seen does not indicate the Active vs. Inactive status for the Client List. This is something that would need to be edited post-import administratively.
Exporting your Unified Practice Appointments
Select Reports on the left-hand side of the main menu. From here, you can select the Clinic Activity Details Report. After you choose the filters needed, you can hit the Export button at the top right corner.
Exporting your Unified Practice Chart Notes
Unified Practice will perform a chart export for you free of charge as far as we know. 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.
💡 A Note about Chart Exports
The Unified Practice Chart Export provided to you will also include a patient list specific to the unique IDs this EMR uses. We will also reference this when importing this type of data.
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!