Transitioning from Jane App to ZenPass? We offer a free data import service to help you bring over your essential business information smoothly. This guide will walk you through exporting your data from Jane App, ensuring a seamless transition.

---

What You Can Export from Jane App

We recommend exporting the following data sets:

• Patient Demographics – Names, contact information, and notes
• Appointments – Past and upcoming bookings
• Chart Notes – Clinical notes and documents
• Insurance Policies – Patient insurance information
• Inventory – Product names and details
  

Once you’ve exported these files, you can send them to the ZenPass team for secure import.

---

Step-by-Step Guide to Exporting Data

1. Exporting Patient Demographics

1. Log in to your Jane App account.
2. Navigate to Reports > Patients > List.
3. Use the filters to select the desired data.
4. Click on the three dots in the top right corner and select Export to Excel.
   

This will download a CSV file containing patient names, contact information, and other relevant details. Check more info directly on Jane – Clinic Management Software Help Centre.

2. Exporting Appointments

1. Go to Reports > Appointments.
2. Use the filters to select the desired date range and practitioner.
3. Click on the three dots in the top right corner and select Export to Excel.
   

This will download a CSV file containing appointment dates, times, and associated patient information.

3. Exporting Chart Notes

To export chart notes, you’ll need to request a batch export from Jane App support:

1. Contact Jane App support and request a batch chart export.
2. The export will include all chart entries in clearly labeled PDFs and an Excel file that matches chart entries to the correct patient profiles.
   

4. Exporting Insurance Policies

1. Navigate to Reports > Insurance Policies.
2. Click on the three dots in the top right corner and select Export to Excel.
   

This will download a CSV file containing patient insurance information.

5. Exporting Inventory

1. Go to Reports > Inventory.
2. Click on the three dots in the top right corner and select Export to Excel.
   

This will download a CSV file containing product names, details, and quantities.

---

Sending Your Data to ZenPass

Once you’ve gathered all the necessary files:

• Email them to contact@zen-pass.com.
• Use the subject line: “Data Transfer – [Your Business Name]”.
• Our team will confirm receipt and begin the import process.
  

Data imports are typically completed within 3–5 business days.

---

Need Assistance?

If you encounter any issues during the export process or have questions about the data transfer:

• Contact us at contact@zen-pass.com.
• Use the live chat feature on our website for immediate support.
  

We’re here to ensure your transition to ZenPass is as smooth as possible.