Jane Guide.

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


Importing from SmartND

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

Exporting your Patients from SmartND

So coming from SmartND, we’ll need you to upload your patient export with as much detail as possible The Patient list can be exported using the Master Patient List Page. Here’s a link to a SmartND Help Document about Exporting your Patient List.

SmartND Charts and Appointments

Unfortunately SmartND doesn’t offer a batch export of your charts from within their platform.

But we have had clients provide us Charts that they received by requesting them from SmartND directly. Once you receive the data file from Smart ND we can import in your Charts as PDF attachments and populate your appointments both past and future.

SmartND Billing Data

We don’t import billing informatio as there are formatting issues between the two 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

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.

If you need any further help getting all set up to run with Jane, just let us know!