Jane Guide.

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


Importing from ClinicSense

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

Exporting your Customers from ClinicSense

So coming from ClinicSense, we’ll need you to upload your Customer export with as much detail as possible.

The Customer List is actually the only one we’ve ever seen coming out of ClinicSense.

We’ve heard that you can do this from the “Clients” page by clicking the download button that looks like an arrow pointing downwards.

Here’s a guide document from ClinicSense that shows some of that detail.

You will end up with an exported Excel document with all of your Customers.

Exporting anything else from ClinicSense

We have never had a client successfully export any other data from ClinicSense - so appointments need to be moved over manually by booking them in one at a time after we’ve imported your patients. Because of this manual transition, it’s good to plan your import over a time period where there’s some down time (such as a weekend) if possible to book the appointments in.

Transferring Clinical Notes/Charts

We have been told that there is not a batch export option for chart notes from ClinicSense. We have had clients move client’s clinical notes over by downloading them individually and then uploading them one at a time into Jane’s charts.

Note: Jane does allow for a batch export if you decide to leave for any reason. So you will be able to export all patient charts in a single export should you be looking to work with another practice management software, close your practice, or move to another practice.

This manual transition of single charts mimics the paper charting transition workflow, since you have to decide how much information to move over and when to move it. Here’s a help guide about the process of moving from paper to electronic charts that you might find relevant if you’re considering switching from ClinicSense to Jane.

Financial Data

Just a note to ensure that it’s quite transparent that financial and billing data (such as invoices and receipts) do NOT transfer from ClinicSense to Jane. See this help guide on transferring your credits and A/R over manually.

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!