Jane Guide.

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


Importing from NexySoft

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

Both the cloud and server based versions will allow you to export your data into CSV format.

Exporting your Patients from NexySoft

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

We have seen this in CSV form which is perfect for import.

Exporting your NexySoft Appointments

NexySoft appointments can also be exported to CSV.

Be sure to export both past and future appointments if applicable.

Exporting your Inventory from NexySoft

Again if applicable, you’ll want to export your inventory list to CSV to bring your products over to Jane.

NexySoft 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!