Jane Guide.

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


Importing from Practice Fusion

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

Exporting your Patients from Practice Fusion

So coming from Practice Fusion, we’ll need you to upload your Patient Lists export with as much detail as possible.

Under the Reports area in Practice Fusion, the Patient Lists report can be exported the list to CSV for importing into Jane. into Jane. There’s a support document on their website that goes through the step-by-step process on exporting your patient demographics: Exporting Patient Demographics

Exporting your Practice Fusion Appointments

Practice Fusion states HERE that “As a Practice Fusion user, you are entitled to a free export of your patient data upon termination of your Practice Fusion license.

We have not seen any clinics successfully export any appointment data, as a schedule export is not currently available with Practice Fusion. Appointments will need to be transitioned over manually.

Exporting Charts from Practice Fusion

Practice Fusion allows for you to run a batch export of charts using the Chart Notes report. After filtering your results, an account administrator can click the Actions button on the top right of the report to export the charts to a CSV file.

They go into a bit more detail about interacting with some of the different reports on their website: Using Reports incl. Chart notes report

Practice Fusion Billing Data

We don’t import billing information as there are formatting issues between the two systems. Jane has all ICD9 and ICD10 codes already populated but if you have custom codes they will need to be moved 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!