Leaving Jane: standing appointments, packages and charts

Three pulls from Jane, and who can make them

Jane’s own guide describes the exports a departing clinic needs, all from the Reports menu and all saved as Excel files:

1. Patient list (Reports, then List). Every patient profile field, plus first and last visit dates. Only the Account Owner or a staff member with Full Access can run it.
2. Appointments (Reports, then Appointments). Jane suggests a date range from the first day the practitioner saw patients to the end of next calendar year, which is what catches visits already booked ahead.
3. Insurance policies, if you bill insurance, run by anyone with billing permissions.

Charts are a separate request. Jane’s batch chart export is asked for by email to Jane support, and produces every practitioner-authored chart entry and file as labelled PDFs, with an Excel file mapping each one to its patient. Jane asks for one to two weeks’ notice, sends the download link only to the Account Owner, and the link expires after seven days. Intake forms and consents are not in that export and need their own request from the Account Owner.

Standing appointments are the fragile part

Jane’s centre of gravity is the calendar, which makes a Jane migration mostly a scheduling migration wearing other clothes.

A weekly slot held by the same client for two years is not one record; it is a rule that generates records. The appointments report lists bookings, and Jane’s guide does not say whether the recurrence behind a standing slot travels with them. Plan on someone rebuilding the standing pattern by hand, practitioner by practitioner, using the report as the checklist.

Do that deliberately and before the first week runs live. A clinic that discovers on Monday morning that Tuesday’s regulars are not on the calendar has a front-desk emergency rather than a data problem, and clients notice a missed standing appointment far faster than anything else about your software.

Packages and gift cards are money you owe

The other forward-looking item is prepaid value: the half-used ten-visit package, the gift certificate bought last Christmas. None of it is clinical history, and all of it is a liability that disappears if the migration plans only for the past.

Jane’s export guide does not cover packages or gift cards, so ask Jane which report lists what is still outstanding per patient, and run it on the last day you sell or redeem anything there. Carry the remaining value into patient balances here, and tell affected patients their remaining visits by name. Treat the list like the accounting record it is.

Patient records and charts are the easy half. How they come in on this side, as imported rows and as attached documents, is described once in how the import centre works.

What stays with Jane

Jane’s online booking flow. If self-booking drives your fill rate, read the comparison page before migrating, because that is the one workflow with no replacement here.

The order that works: rebuild standing appointments first, reconcile prepaid value second, bring in history third, and only then flip the Monday. Payments run here from that date; Jane stays available through one overlap month while stragglers and disputes settle.

Still deciding? The Jane comparison sets out where a booking-led product is the better fit and where it stops being one. The destination for a manual-therapy practice is massage therapy software or physical therapy, depending on which side of the business is growing.