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

Importing from Acuity

Here’s some info on moving your data over from Acuity to Jane.

Exporting your Patients from Acuity

So coming from Acuity, we’ll need you to upload your Client List export with as much detail as possible.

Under the Appointments > Import/Export area in Acuity, click on the button that says Export Client List to Excel, the Client List can be exported to CSV for importing into Jane.

There’s a support document on their website that goes through the step-by-step process on exporting your client demographics here: Exporting Client Demographics

Exporting your Acuity Appointments

Acuity will also allow you to export your clients’ appointments to Excel by heading to Appointments > Import/Export. Next, click Export Appointments & Forms to Excel.

Acuity has a support document on their website that will walk you through step by step: Exporting Appointments from Acuity.

Acuity 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!