Migrating from Jane App to Noterro

Because of the increased number of clinics migrating from Jane App to Noterro, we've created a specific Jane App importing process. Follow the steps below, and skip any that aren't relevant to your import. This should be part of your overall migration process.

1. Request from Jane App a backup of your clinic
   This should include a zip file containing forms, notes, receipts, and various other files. We've found it takes Jane App a few days to provide this, but once they do, download it to your computer.
   
   Below is an example of the message you can send to support@jane.app.
   
   Hello,
   Can you please send me a complete backup of my account?
   Thanks,
   
   
2. Export your Patients
   In Jane App, go to Reports > Patients. Click the 3-dot menu in the top right and click "Export to CSV".
   
   
3. Export your Appointments
   In Jane App, go to Reports > Appointments. Filter by the desired date range (you can include past and future), then click the 3-dot menu in the top right and click "Export to CSV".
   
   
4. Export your Insurance Policies
   In Jane App, go to Reports > Insurance Policies. Click the 3-dot menu in the top right and click "Export to CSV".
   
5. Book a migration call to transfer your files
   You can book a migration call. We'll answer any questions you have and securely transfer your files.
   
   
6. Noterro will move your backup files into your Noterro account
   We will upload the patient data provided as well as the attachment (forms, notes, receipts, etc.) to each patient accordingly.

We'll let you know when your import is complete! 🥳