- Log into Jane, as either an Account Owner or a staff member with Full Access
- Navigate to the Reports tab, then the List report
- When the Patient List appears, apply any useful filters
- Click the Export button, then save the Excel file to your device
- Return to the Reports tab, then the Appointments report
- When the Appointments list appears, apply any useful filters
- Click the Export button, then save the Excel file to your device
- From the email address associated with your account, send the files to support@clincsense.com, as an attachment
- Generally, it takes 1 business day to complete the import
Notes
- Clients list imports are free-of-charge
- For annual subscribers, all other imports are also free
- For monthly subscribers, please email support@clincsense.com for import pricing
Related articles