If you are migrating from Jane to Owl Practice, you can use the following steps to export your information so we can assist in your transition.
Note: Currently, we are only able to import client info and contacts at this time.
First, select Reports on the top menu and then navigate to the Patient List on the left hand menu.
Next, select the triple dot menu on the right hand side and select Export to Excel or Export to CSV.
This will bring you to the download menu. Select Download XLSX File or Download CSV File.
You will be prompted to download the file by your operating system. Save this somewhere you can easily find it.
If you choose to open the file after you save it, you will see your patient list including contact info displayed like this example below.
Last, contact our customer support here and we will take the file you have downloaded and import it into Owl.