Jane Guide.

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


Importing from SOAP Vault

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

Exporting your Customers from SOAP Vault

So coming from SOAP Vault, 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 SoapVault.

Here’s the steps we’ve heard from other clients.

Log in as Admin and head to the patient list page. From the drop down click “Export”

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

Exporting anything else from SOAP Vault

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

Again, we have never heard from anyone who has been able to get their charts out as a batch, only by exporting them one at a time as PDFs, and then uploading them to Jane using the file/image upload feature in Jane.

That being said, my understanding is that you do retain access to your charts even when you terminate your subscription to SOAP Vault, and so you can either continue to access them there, or you could treat them the same way as paper files, where you transition them a day at a time as clients come in for treatment. Click here to learn a little more info on that process.

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!