Account Set Up Consultations & Sign Up
We know you’re probably pretty eager to get your account set up, and we’d love to lend a hand with that by providing a complimentary Account Setup Consultation.
- If you’re a US Clinic 🇺🇸 book here and,
- If you’re a Canadian Clinic 🇨🇦, book here!
- If you’re a UK Clinic 🇬🇧, book here!
What’s an Import?
Preparing for your Import
In order to enjoy a hassle-free transition to Jane, it’s helpful to review your existing EMR’s export process. Keep in mind that various platforms could have specific procedures, differing timeframes, or additional charges related to data exports. Learn more in Where We Can Import From: Our Existing Software Import Guides. Not seeing your software? Our guide on the Basics of Importing to Jane covers general file and formatting requirements.
- Got a whole bunch of files to send us? Save time on upload by learning How to Create a Zip File.
- Learn all the nitty gritty of exactly what we can Import for you in our Diving Deeper Into Importing to Jane.
Transferring between Jane Accounts
If you’re looking to transfer data between Jane Accounts our Importing from Jane has you covered.
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Looking for the full picture on how our Jane-to-Jane transfers work? Start with the Jane to Jane Chart Transfer (Data Transfers) guide.
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Need to move only a few specific records? You can hand-pick and securely share information using Manual Chart Transfers: Transferring Selected Charts to Another Jane Account.
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If you’re switching between Jane accounts, rest assured that you can safely bring your information over with our Importing from Jane guide.
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Sometimes, it’s not just charts you need to move. Learn how to bring over additional files and data by reviewing Importing Other Types of Data Alongside a Jane-to-Jane Chart Transfer (Data Transfer).
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Before you begin a manual subset transfer, it’s helpful to understand the paperwork involved. Here’s a walkthrough of the Subset (Manual) Chart Transfer Authorization Form Explainer.
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Have more questions? We’ve answered the most common ones here: Jane to Jane Chart Transfer (Data Transfers) - FAQs.
After Your Import
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Once your import is complete, it’s important to confirm everything came through as expected. Learn how to double-check your records with Reviewing Import Data.
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Wondering what happens right after your import is finished? Take a look at After Your Import: What to Expect!.
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For quick answers to common post-import questions, check out our Post Import FAQs.
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If your clinic uses Teleplan, you’ll want to follow our step-by-step instructions for a smooth Teleplan Transition.
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While we can’t import billing data due to its complexity, you can still move them over manually by following our guide on Transitioning Your Patient Credits/Receivables to Jane.
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If you had appointments imported, our handy guide on Reassigning Appointments (Updating All Imported Appointments At Once) will walk you getting your treatments consolidated.
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For smaller tweaks, you can also edit one record at a time. Here’s how: Updating an Imported Appointment Individually.
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Lastly, for clinics working with large data sets or across time zones, we’ve got special considerations to review in Time Zones, Big Data and Your Import.
Connect With Us
Our Facebook community is providing suggestions and sharing feedback that we are actively monitoring and collecting. You can find the link here to join! 💙
We regularly review our Feature Request Page which is available to our current community. At Jane, our mission is to Help the Helpers (that’s you!) Our community is full of engaged members who love sharing their experiences using Jane to run their practice.
Not a Jane user? Subscribe to our newsletter from our guide to receive feature updates.