Exporting your clients from Jane

1. Log into Jane as either the Account Owner or a staff member with Full Access
2. Navigate to the Reports tab
3. On the left side of the page, navigate to the List option
4. The Patient List will appear
5. If applicable, apply any useful filters (Optional)
6. Click the Export button to create an Excel file
7. Save the Excel file to your device
8. From the email address associated with your ClinicSense account, send the Excel file to support@clinicsense.com
9. Generally, the import will be completed in one business day

Exporting your Jane calendar

1. Log into Jane as either the Account Owner or a staff member with Full Access
2. Navigate to the Reports tab
3. On the left side of the page, navigate to the Appointments option
4. The Appointments list will appear
5. If applicable, apply any useful filters (Optional)
6. Click the Export button to create an Excel file
7. Save the Excel file to your device
8. From the email address associated with your ClinicSense account, send the Excel file to support@clinicsense.com
9. Generally, the import will be completed in one business day