Here are some of the most frequently asked questions we get after an import.
You can also take a look at our more detailed guide, After Your Import: What to Expect!
- How do I review my patients? Where can I find a list of all my patients?
- Why do I only see a small list of my patients?
- Where is patient X? Why doesn’t patient X have a phone number?
- What should I do if there are duplicate patient profiles?
- Why do all my appointments have an “Import - ” prefix?
- Where is appointment X? I’m missing an appointment, can you help me?
- Why are all my break notes? Why are all my appointments grey?
- Will my patients be notified when they are imported?
- Can I send my patients an email letting them know I moved systems?
- Why are taxes are not appearing on my products?
- How do I remove the tax on my products?
- Where can I view my inventory?
You can see your full list of patients by going to Reports > Patient List. Please confirm that the total number of patients displayed in this list matches what you expected to import.
To keep Jane’s performance quick, she does not load your full patient list under the Patients tab. As soon as you start searching for a patient name, they will show up! Select the patient to view their profile information.
Follow me over to our troubleshooting guide to start the hunt for this patient and their information.
Let’s say you have multiple patient profiles in your previous software program. No problem, Jane makes it easy to merge patients with just a few clicks.
After your import, head over to Reports > Potential Duplicates. Here you can review the profiles with matching names, emails, or personal health numbers. Click the Merge button to merge these potential duplicates, or you can leave them separated if they are truly different profiles.
Read more here: Merging Patients
In order to protect the integrity of your data, we keep all original appointment names when we import. So you’ll see any imported appointments in your schedule with treatment names like “Import - 60 Minute Treatment.” Any of these imported treatment types will need to be reassigned to one of the treatments you’ve created in Jane.
You have a few options to deal with these:
Happy to help! The first step to finding missing data can be found here: Reviewing Import Data
Appointments without an associated patient are imported as breaks, which appear grey by default. If your appointment file includes break notes from your previous software, they can be imported to Jane as part of a break.
Jane’s has multiple access levels to help determine the visibility of a chart.
The first step is to connect with the Account Owner to ensure you have the proper access level.
Two settings to review are the permissions to view others’ charts, as well as the chart entries’ visibility.
Every software exports information differently. We have encountered a few different software that export one PDF per patient. If your previous software has exported your patient’s information as one PDF, it will be imported into Jane as a single file.
No, we disable reminders and notifications during the import. You can enable this feature after the import by heading to Settings > Reminders & Notifications. Check out Step 4 and Step 5 for more details.
Yes! We have just the welcome letter to help you do this. Check out Step 5 for more details.
Our team does not include taxes when importing products unless the taxes are specifically listed in the file provided.
To review the data we imported, read more here: Reviewing Import Data
If you only need to remove taxes from a couple of products, head over to Settings > Products and select Edit on the item. You can update the product details from here.
Head over to Reports on the top blue bar and click Inventory under the Billing heading.
There are two places to review insurance information.
First, you can head over to Settings > Insurers to see the list of 3rd Party Billing settings. Second, you can find and review any patient’s insurance details by heading to Patient Profile > Billing > Claims. Note you must have insurers created first under Settings > Insurers to add patient insurance.