Here’s some info on moving your data over from MacPractice to Jane.
Exporting your Patients from MacPractice
So coming from MacPractice, we’ll need you to upload your Patient List export with as much detail as possible. We have seen this report come to us in Excel format which is perfect for importing to Jane. Here is a guide from MacPractice with step by step instructions for Exporting your Patient List to Excel.
Exporting your MacPractice Appointments
MacPractice appointments can also be exported to Excel. Be sure to export both past and future appointments if applicable. Visit their guide for more information on Generating an Appointments Report in MacPractice.
Exporting Charts from MacPractice
MacPractice allows users to export DR Images, EDR/EMR Narratives, and Notes to PDF which works well for import to Jane. You will need to ensure that all PDF files have a way to link back to the proper 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 guide documents.
MacPractice 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!