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

Importing from Private Practice Software (PPS)

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

Exporting your Patients from PPS

Coming from PPS, we’ll need you to upload your Client export with as much detail as possible.

PPS offers a Custom Excel Export option that allows you to build a spreadsheet with data fields specified by you.

Here’s a Help Doc from PPS’s support page on how to Export your Client List.

Exporting your PPS Appointments

PPS Reports allow you to review and export data relating to all elements of your system so you can generate a cutomised Appointments Report into Excel or CSV to import into Jane.

Be sure to remember to run the entire date range of appointments (past and future!).

Here’s a Help Doc from PPS’s support page to help Export your Appointments.

Exporting Charts from PPS

You can do a batch export of your Chart/Clinical Notes as PDFs from PPS and we hope to receive an Excel spreadsheet with file name of PDF and Client Name, PHN (or other unique identifier), and Birthdate so we can correctly link up the chart notes to the correct patient.

PPS Billing Data

We don’t import billing information 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

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