Switching clinic management software may seem like a daunting task, but Kindred Practice makes it simple, efficient, and stress-free. If you're currently using Jane App and are looking to transition your patient data, appointments, and charts to Kindred Practice, this guide will walk you through every step of the process to ensure a smooth migration.
When moving from Jane to Kindred Practice, the following essential data can be exported to ensure that your practice continues to run smoothly:
Patient Information: This includes personal details like names, emails, phone numbers, and other contact information.
Appointments: A full history of client bookings and their associated dates and times.
Charts: Patient notes and practitioner records tied to each individual.
Billing History (if applicable): Previous invoices, financial records, and payment details.
Jane App offers user-friendly tools that make exporting your data a breeze. Here's a step-by-step breakdown of how to export each type of data:
Step 1: Log into Jane and navigate to the Reports section.
Step 2: Under Patient Reports, select List.
Step 3: Apply any necessary filters, such as specific date ranges or patient categories.
Step 4: Click Export to download the data as a CSV file.
Step 1: Go to the Reports section in Jane.
Step 2: Select Appointments from the available options.
Step 3: Apply any relevant filters to refine your data selection.
Step 4: Click Export and save the CSV file containing your appointment history.
Exporting chart data requires special handling:
Step 1: Contact Jane’s support team to request a Batch Export of charts.
Step 2: The original account owner must initiate the request.
Step 3: The chart data will be exported in a structured format (typically PDF or Excel files).
Once your data has been exported from Jane, the next step is to import it into Kindred Practice. Follow these easy steps to ensure a smooth transition:
Step 1: Log into your Kindred Practice account.
Step 2: Navigate to Client Settings and select Import Data.
Step 1: Choose Jane App as the platform you're migrating from.
Step 2: Click Upload Data and select the exported files (patient information, appointments, charts, etc.) from your device.
Kindred Practice allows you to upload multiple files at once, including CSV files for patient information and appointments, and PDF/Excel files for chart notes.
Once the files are uploaded, Kindred Practice's team will receive a notification.
Our support team manually processes the data to ensure it's accurately integrated into your Kindred Practice account.
You will receive a confirmation notification once the import process is complete.
After your data has been successfully imported into Kindred Practice, it's important to review all your records:
Check patient records: Ensure all details are accurate and up-to-date.
Verify appointments: Confirm that all past bookings are intact.
Review chart notes: Make sure practitioner notes are accurately transferred.
If you encounter any issues or need additional assistance, Kindred Practice’s support team is readily available to help you with any questions or concerns during the transition.
By following these steps, you can ensure a seamless migration from Jane App to Kindred Practice, allowing you to focus on what truly matters: providing exceptional care to your patients. With Kindred Practice’s straightforward data import process and expert support team, the switch will be as smooth and efficient as possible. If you need assistance at any stage of the transition, our team is here to support you every step of the way.
