Migrating from Jane to Practice Better

In this article:

• Before You Begin
• Understanding Data Ownership
• Step 1: Export Data from Jane
• Step 2: Review Your Exported Data
• Step 3: Prepare Your Files for Practice Better
• Step 4: Import Data into Practice Better
• Step 5: Verify Your Data
• Need Help?

Before You Begin

Make sure you have:

• An active Jane account as the Account Owner or an active practitioner.
• An active Practice Better account (Professional plan or higher recommended for full import features).
• Export permissions enabled in Jane.
• Time set aside to complete the export/import process.

💡 Tip: Only Jane Account Owners or the original author of the client charts can request a bulk export. For security and privacy purposes, only the Jane Account Owner is sent the link to download the chart zip file, which can then be passed off to a practitioner team member.

Understanding Data Ownership

Your client data is always yours.

In Jane, the Account Owner is recognized as the legal owner of the data. This person controls access to exports and receives all download links.

• Only the Jane Account Owner or the original chart author can request a bulk client export.
• Exported data is always delivered to the Account Owner, who can then securely transfer files to the practitioner.
• You retain full ownership of your client records, notes, and billing information.
• Practice Better never claims rights to your data — we simply provide a secure platform for storage and management.
• You are responsible for securely handling exported files during the migration process.
• Once imported, your data will be encrypted and protected according to industry-standard security protocols.

Step 1: Export Data from Jane

The Jane Account Owner must email Jane’s Support team to request data exports.

Exporting Client Charts

To export chart notes authored by a practitioner:

1. The Account Owner or an active practitioner must email Jane Support (support@janeapp.com) to request the export.
    
2. Jane will generate a bulk export containing:
   • PDFs of all chart entries authored by the practitioner.
   • An Excel file mapping chart entries to the correct client profiles.
      
3. The export link is emailed to the Account Owner only.
    
4. The link must be downloaded within 7 days or it will expire.
    

📍Note: Documents uploaded by a practitioner to a client’s profile in Jane will be included in the batch chart export, as long as the practitioner is the file’s author. Intake forms and consents are not included in practitioner chart exports.

Exporting Intake Forms

If you also need completed client forms:

1. The Account Owner must email Jane Support (support@janeapp.com) to request the export.
    
2. Jane will generate a .Zip file of all completed client forms in the account.
    
3. These are not filtered by practitioner, but can be paired with the Patient/Client List report to match forms with the correct clients.

Exporting Client Demographics

To export client demographics:

1. Go to Reports > Patient List in Jane.
    
2. Filter the report to a single practitioner (if needed).
    
3. Click the More Options menu (3 dots) > Export to CSV.
    
4. Save this file for upload into Practice Better.

This export includes additional fields such as first and last visit dates, even if not visible in the preview.

Exporting Services (Products)

1. In Jane, go to Reports.
    
2. Under the Billing heading, click on Inventory.
    
3. Click the Export button near the top-right of the report page and Export to CSV.
    
4. You may remove products that don’t apply before importing elsewhere.

Step 2: Review Your Exported Data

• Open the exported files to confirm the information is complete.
• Check for duplicates or formatting issues (such as inconsistent email addresses).
• Save your files securely on your computer before proceeding.

⚠️ Important: Download data quickly. Jane’s export links expire in 7 days

Step 3: Prepare Your Files for Practice Better

• Ensure each file folder is labeled with client names (e.g., First Name, Last Name, Email).
• If you've exported multiple reports, keep them as separate files.
• Remove any unnecessary columns from Excel files (such as internal Jane-only identifiers).

💡 Tip: Practice Better provides a downloadable CSV template during the import process. You can reference this template to see exactly which fields are supported and how they should be formatted.

Step 4: Import Data into Practice Better

If you're ready to transition to Practice Better, we offer expert assistance for a seamless migration process.

Follow this link to get started: Switch your EHR to Practice Better

Migration Overview:

• First, complete the form linked above to begin the migration process.
• Our friendly team of helpers will guide you through the process of obtaining and importing your data into Practice Better.
• Get up and running quickly, seeing clients with minimal disruption and downtime.

Step 5: Verify Your Data

After collaborating with Practice Better’s migration specialists:

• Navigate to your Clients section in Practice Better and confirm the imported data.
• Review appointments, notes, and other files to ensure accuracy.
• Run a test workflow (e.g., book a session for a migrated client) to confirm everything is working as expected.

Need Help?

If you’d like assistance reviewing or importing your data, our Support Team is here to help. Reach out through the in-app AI chat, ask to contact support and we’ll guide you through the process.

✅ Switching platforms is a big move — but once you’re set up in Practice Better, you’ll have all the tools you need to simplify your workflow and better support your clients.