Here’s some info on moving your data over from Clinic Essentials to Jane.
What Type of Data can be Imported?
Clinic Essentials data is brought over via backup file. From the backup we move over patient list, patient profiles, past and future appointments and products.
If you would like insurance information or other parts of your database moved over as notes please check to see if it’s importable.
Billing Data is unfortunately not stored in a way that is compatible with Jane so invoice and payment information does not transfer.
Creating your Backup
After you’re done your day, close down your Clinic Essentials program.
Find your clinic essentials folder on your hard drive. We’ve seen this located in the C drive, and usually called CLINESSE. So, hopefully it will be easy to find. :)
Inside this folder is a folder called data. This is the one we need. Right click on this folder and find the option to create an “archive” or “zip” file, and follow the instructions that show up there. This will create a file called data.zip which should be right next to the data folder in the CLINESSE folder.
Uploading your Backup to 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
Importing from the backup usually takes 18-24 hours to run. So be sure to book your import at a time where you have the most down time. To book your import send us a note at email@example.com
If you are in BC and using Teleplan, we have a help file for transitioning Teleplan
Setting up your Jane Treatments
When you create treatments in Jane, you only need to create private pay treatments as Jane will work with Insurers separately. You will need to transition your insurance claims manually.
If you need any further help getting all set up to run with Jane, just let us know!