Importing from WellnessLiving

Jane is here to make your switch a stress-free one 💙

Let Jane be your helping hand while you’re transitioning your busy practice. We have dedicated staff to ensure switching over is easy and answer any questions that may come up along the way. We’ll work with you to help set up your account and guide you through importing your data, so you can hit the ground running.

It doesn’t stop there! After you’re settled in, you’ll always have free and continued ongoing support from the Jane team whenever you need it.

📹 Join us each month for our webinar “Everything You Need to Know About Switching to Jane”. We’ll walk you through the process of moving to Jane and share our top tips so that your import, setup, and onboarding run smoothly. Sign up or learn more.

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Whether it’s your schedule, charting, or our free Telehealth Features, Jane keeps you and your clients safe and secure. Take a look through our Security and Trust page to find out how we’re keeping you safe, and what it means to be SOC 2 Type 1 Certified.

What can you expect?

We’ve seen clinics easily export their data from WellnessLiving. Below you’ll find step-by-step instructions on how to export your files when you’re feeling ready to make the switch to charting, billing and booking in Jane.

What can we import?

• Client List
• Appointments
• Products

Exporting your Client List from WellnessLiving

To export your Client List from WellnessLiving, please follow these steps:

1. Click the Dashboard icon in the top-left corner
2. Scroll down and click the Reports icon
3. Under the Clients section, click All Clients
4. Click the Date Range button
5. Filter by date range from when you first started using WellnessLiving up into the future to capture all clients. Click Apply
6. Click the Export button in the top-right corner
7. Select CSV or Excel (not PDF, please!)

The Client List file will download to your device, which you can then upload into the import in Jane.

Exporting your Appointments from WellnessLiving

To export your past & upcoming appointments from WellnessLiving, please follow these steps:

1. Click the Dashboard icon in the top-left corner
2. Scroll down and click the Reports icon
3. Under the Attendance section, click Appointment Details
4. Click the Date Range button
5. Filter by date range from when you first started using WellnessLiving up into the future to capture all past and upcoming appointments. Click Apply
6. Once the report loads, click the Export button in the top-right corner
7. Select CSV or Excel

Exporting your Products from WellnessLiving

To export your products, please follow these steps:

1. Click the Dashboard icon in the top-left corner
2. Scroll down and locate the Inventory on Hand report
3. Click the Export button in the top-right corner
4. Select CSV or Excel

Exporting additional information from WellnessLiving

Coming over from WellnessLiving, we’ve frequently seen clinics provide us with just the Client List and Appointments files. But we’ve seen some clinics provide us with CSV/Excel files of Intake Form responses, which we’re able to bring in as chart entries containing the clients’ responses.

We’ve also seen SOAP Notes in PDF but we believe these may need to be exported one-by-one for each patient, and the files labelled accordingly.

We recommend reaching out directly to WellnessLiving to inquire about how to export Intake Form files, SOAP notes, or any other information you’re looking to bring over. Here’s a handy link that walks you through how to request support from their team: Contacting WellnessLiving Support

Uploading Your Data into Jane

You can upload the CSV/Excel files directly into the import in your Jane account. You can navigate to the Schedule an Import page to securely upload your data.

For a walkthrough of the import process from start to finish, please review our guide: Scheduling Your Import

WellnessLiving Billing data

We aren’t able to import historical billing data due to the complex nature of this kind of data and formatting issues between the two systems, but we have a guide on Transitioning Your Clients Credits/Receivables to Jane that you can follow along with to ensure those are entered into Jane should you need to carry these over.

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We’ve leveraged our experience with various software imports, along with official guides from other software providers, to create this comprehensive resource for transitioning to Jane. If you have any difficulty downloading your data, it’s best to reach out to your current software provider directly for assistance.