Now that you understand the Basics of Importing and the file type requirements, you’re ready to go ahead and schedule your import!
Please note! Jane will only import 1 set of data (that’s 1 patient list, 1 set of appointments, 1 product list, and 1 set of charts) for your Jane account. We do so because we cannot roll back an import and importing multiple sets of data will cause data duplication that Jane is unable to fix and will cause you a LOT of time to clean up. We recommend that you schedule your import only when you’re ready fully make the switch from your existing system over to Jane. If you have any questions on this, please contact firstname.lastname@example.org.
Below is a step-by-step of how the process will look as you progress. It all starts in Settings > Schedule an Import
Requesting an Import
You should see the blue Begin button to start the process. Don’t worry if you don’t have your data ready at this point - we just need to schedule the date.
First you will be asked about what’s being imported and from what software:
Select the date you’ll be uploading your data on, as well as when you’d like the data to be complete. You can choose any date within the next month:
After filling out some last details about who we can contact if we have any questions about the data, click Submit Request.
The Jane team will review your request and send you a confirmation via email when your request has been accepted. You should see a review of your import plan, and can make any changes here. If you need to make any changes to your import request later on, just head back to Settings > Schedule an Import and click the View Details button to cancel or change your import details:
Uploading Your Data
After your import has been approved, the Settings > Schedule an Import should look a little different!
You should see a confirmation that your import is booked, and underneath you can find an area to upload your files:
- If you can’t remember what file formats we can work with, please review the Basics of Importing guide.
Once your files have been uploaded you can leave it up to us! You should see a list of the uploaded files and a review of your import plan.
We’ll send you a confirmation email with some housekeeping details once the import is finished, and at this point you should be just about ready to start running with Jane.
And your transition is complete!
We understand that no two imports are the same, so if you have any questions along the way or are working with data that can’t export to Excel or CSV formats, please email us at email@example.com or by calling 1-844-310-5263 (JANE) to discuss your options.
All the best!