Jane's Guide Here's all the help you need to use Jane.

Importing from Write Upp

Ready to get that data transferred? 🚀

Here is a great guide from Write Upp on how to export your data: How do I export Data from Write Upp

Exporting your Patients from Write Upp

Coming from Write Upp, we’ll need you to upload your Client export with as much detail as possible.

You can export data out of Write Upp by using their Data Export Tool.

Patient Demographics can be exported into Excel or CSV file formats, Jane accepts both 😎.

Exporting Appointments from Write Upp

Exporting your appointments can also be done using Write Upp’s Data Export tool.

These can be exported into Excel or CSV files as well which are fine for us to import. Just be sure to remember to run the entire date range of appointments (past and future!).

Exporting Clinical Notes from Write Upp

Write Upp also provide a PDF Export of all charts as well. Their notes are provided in PDF format rather than as an excel or CSV file because they contain additional contextual information which cannot be presented in Excel, like tables or annotated images.

We can import image files (such as PDF, JPEG, PNG, or other basic image file types), as long as we’re able to match those successfully to a patient. A unique Identifier should be included as part of the chart export so we know which patient to link the chart to.

Write Upp Billing Data

Important Note: we don’t import billing information into Jane due to the complex nature and different ways of storing financial information. Billing data includes primarily things like Invoices and Payments.

You can export invoice details from Write Upp as a CSV file and store this in a safe place, such as an external hard drive for your reference.

📹 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.

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

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