Here’s what we know about moving over from Schedulista to Jane.
Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.
Exporting your Clients from Schedulista
Coming from Schedulista, you can export your Clients to a CSV file for us to import.
The Client List can be exported from the “Clients” tab, then select the Gear Icon, and select “Export Clients to file”.
You will end up with an exported CSV document with all of your Clients.
Here is the Exporting Clients from Schedulista guide.
Exporting your Appointments from Schedulista
For appointments, you will need to run the Appointment Report. You can click here to see how to do that.
After you have run the appointment report, you will need to click the Gear Icon in the top right corner and select an option from the list.
You will be able to choose if you want to export All Appointments, Past Appointments, Future Appointments, or a custom selection.
You can choose All Appointments for a set of appointment data including future appointments.
Here is the Exporting Appointment Report guide from Schedulista as well.
Schedulista Billing Data
We don’t import billing information as there are formatting issues between the two systems, but we can show you how to manually transition your patient credits and receivables into Jane.
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!