Moving to a new Jane account and only need to transfer a specific group of charts? No worries, we’ve got you covered!
If you’re looking to transfer a subset of more than 8-10 patients’ charts to another Jane account, our Imports team can help out with a Manual Chart Transfer.
This process is a little different from a standard Data Transfer (Jane-to-Jane Chart Transfer), which is used when you need to transfer a full set of charts, and does require an authorization form to be signed.
To get started, just shoot an email to our Imports team at [email protected]. Here’s what to include:
- Source Account: The name of the Jane account the charts are coming from.
- Destination Account: The name of the Jane account the charts are going to.
- The practitioner’s first and last name and email address.
- An estimate of how many patients’ charts need to be transferred (no need for an exact count, just let us know if it’s more or less than 8-10 patients 😊).
Once we have these details, our Imports team will give you the next steps and guide you through the process.
If you’d like a sneak peek at the authorization form that we send for this process, feel free to check out Jane-to-Jane Chart Transfer Authorization Form Explainer, which dives into all of this 🤿
What If I’m Transferring Fewer Than 8-10 Patients’ Charts?
For fewer than 8-10 patients, it’s quicker to export the data from each patient’s profile and upload the charts to the Files section in the new account.
This method is faster than a manual chart transfer and doesn’t require an authorization form or a scheduled import.
Need help exporting charts from the original Jane account? This guide might come in handy: Exporting Chart Notes