If you’re looking to import from another Jane account (if you are switching clinics or opening something on your own) we can move over your Patient List, Appointments and Chart Entries.
This info moves over as a copy - so nothing is deleted or removed from the original account.
First a quick note on ownership.
In Jane’s eyes, every Jane Primary Account Holder is the one who “owns” the Jane data.
It is completely up to the current account holder as to whether you release that data to your practitioner who is leaving, and the legality and details of chart ownership is something that differs widely by discipline, clinic, country and contract.
Ensuring that everyone is on the same page when data is transferred is of top priority, so that informs our procedure below.
Exporting Patient List from Original Account
The List report is accessible by those with a Full Access Staff Profile. Patient List can be exported to excel from the Reports tab. The List report can filtered by practitioner to provide just clients seen by a certain practitioner.
Once filtered appropriately use the Export button to create an excel file. Save this excel file for upload to the new Jane account (see below).
Note The excel file when exported contains more fields than is viewable in the preview mode. Jane will export every field from the patient profile and also includes a first and last visit field.
Exporting Appointments from Original Account
Appointments can be exported from this same Reports area. Running the report can be filtered in the same way down to a single practitioner and a date range if appropriate.
Export to excel in the same way as with the patient profile. Save this file in excel for upload to the new Jane Account.
Importing Patients and Appointments to New Jane Account
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
The chart transfer has a little bit of a different process because we like to maintain the original format of the chart. When transferring we will do the migration on our end, so there’s no export process needed.
We do ask that the original account owner contacts us at firstname.lastname@example.org to request the “Chart Transfer Form”. The form needs to be completed and signed by the original account owner and the new account owner for us to process the copying over of the relevant charts.
If you transfer charts it is just those authored by the practitioner. So even if you share charts only those entries authored by the practitioner requested will transfer.
The health questionnaire from the intake forms and any uploads done by the admin staff will also transfer.
Nothing authored by any other practitioner will transfer and again, no entries will be deleted or removed from the original account. Everything is only copied.
If you are just looking to export your charts as a batch, and not for immediate transfer to another Jane account, we would again ask that the original account owner contacts us at email@example.com and requests a “Chart Export Form”.
We can provide a one time batch export of charts that includes all chart entries in clearly labelled PDFs and an excel file that matches up all the chart entries to the correct Jane Patient Profile. This format is both easily accessed without any special proprietary software, and is also simple to import into a different clinic management software.
If you have any further questions about any of this please don’t hesitate to contact us and we’d be happy to help you!