Jane Guide.

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


Importing from AppointmentPlus

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

Exporting your Customers from AppointmentPlus

Coming from Appointment Plus, you’ll need you to upload your Customer export with as much detail as possible.

The Customer List can be exported from the Reports Tab. From there head to your Customer Reports.

Export with as much data as is relevant to your practice. If Jane doesn’t have a field that matches the export, the details can be added as a note on the patient profile.

Choose the Excel Format Option.

Here’s a help document from Appointment Plus about Exporting your Customer Report

Exporting your AppointmentPlus Appointments

For appointments you can go to the Reports tab. From there choose the “Appointment Report”.

If you have a lot of data, Appointment Plus exporters sometimes seems to time out, so if that happens just break your appointments up by years (or smaller date ranges if necessary) and export each file separately. When you run them in batches make sure you set the filters in the exact same way.

Don’t forget to export your future appointments as well as your past appointments.

Choose the Booking Status of appointments you’d like to move over. Include as many appointment details as you think important, but don’t include anything that you don’t use. It is better to move over only relevant information so that you have a clean account.

You’ll want to choose the “Excel” view Option.

You can choose “Save & Run Report” to save all the settings for another export. This will help if you’re having to export your data in batches.

Here’s a very thorough guide document from Appointment Plus on How to Export Appointments.

AppointmentPlus Billing Data

We don’t import billing information as billing data does not move over smoothly between systems.

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!