Importing Jane information and data into ClinicSense

  1. Log into Jane, as either an Account Owner or a staff member with Full Access
  2. Navigate to the Reports tab, then the List report
  3. When the Patient List appears, apply any useful filters
  4. Click the Export button, then save the Excel file to your device
  5. Return to the Reports tab, then the Appointments report
  6. When the Appointments list appears, apply any useful filters
  7. Click the Export button, then save the Excel file to your device
  8. From the email address associated with your account, send the files to support@clincsense.com, as an attachment
  9. 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

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