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

Importing Your Insurers and Policies to Jane

When you’re coming over from another software, you may be able to export your Insurance Policies which we can import into Jane for you.

As a note, we’re unable to import individual claims for appointments, only the policies for each patient which you can then add to appointments to track billing for insurers.

To be able to import policies for patients, we need at the minimum:

  • Insurer Name
  • Patient Name
  • Policy Number

For a more detailed breakdown of fields we can import to Jane, you can take a look at Diving Deeper into Importing to Jane.

Insurer List

To populate your insurer list within Jane, you only need to provide us your policies in Excel or CSV. We will then use each insurer’s name present in the file to import your list of insurers.

To Note When Importing Insurers

We’ve noticed from previous imports, that at times, insurers can be duplicated within your file.

Jane is also case sensitive, so if you have multiple insurers in your file that are actually one single insurer, as such:

  • Anthem Blue Cross
  • ABC
  • anthem blue cross

Each of these insurers Jane considers different and will be imported as 3 different insurers with the corresponding policies under each of them.

This can occur for a couple of reasons.

  1. Your insurers have different tiers of insurance and your software categorizes it under one individual insurance, such as if an insurer has Gold, Silver, Bronze tiers within each insurer. Jane will import these as individual insurers which may cause an extensive list and categorize your policies under multiple insurers for what you may want as a single one.

The best thing for this is to take a look at your insurer list or your policies report and identify to us what can be categorized under one single insurer.

  1. Over time, different staff may create new insurers to create policies for various reasons, though, you may not want all of these present.

For each of these scenarios, you can go through your insurer list or policy report and let us know what can be categorized together or not. You can let us know by either providing an additional file within the import or sending us an email.


Your policies can also be imported as well provided they are in an Excel or CSV file.

Usually, the software you’re coming from will have a way to export a list of policies in this format. If you’re not aware of how to do that, it may be best to reach out directly to them for assistance.

The policies will be imported to each patient profile under the Insurance Policies area in the Billing tab of each patient profile. You can, from there, edit the policies as need be, and add them onto appointments to create claims.

Billing Data

We don’t import billing information due to its incredibly complex nature, but we can show you how to manually transition your patient credits and receivables into Jane.

You should be able to export your previous receivables and re-create them in Jane using the guide above.

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!

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