Migrating from Jane App to SignalEHR: a 14-day playbook
August 26, 2026 · 9 min read · By SignalEHR
Jane is a good product with a real following. Most practices on it are running fine. If you are reading this, something specific made you look. This is the honest version of what switching involves, including the two export traps that quietly lose data, and the things that will not move no matter who you move to.
Fourteen days because that is our free trial and because two weeks is the realistic minimum for a careful cutover. Group practices with several clinicians should plan on longer, for reasons specific to how Jane exports charts. Section two covers it.
1. Day one: send the export email before anything else
Jane's structured reports are self-serve from your account: demographics, appointments, insurance policies, a list of notes. The full chart export is not. It requires emailing support@janeapp.com and waiting for them to prepare it. It arrives as PDFs plus an Excel file mapping each PDF to a patient.
That request is the long pole. It goes first, on day one, before you have decided anything else. The download links expire in about a week. You want them arriving while you are actively working, not while you are on holiday.
2. The two traps that lose data quietly
Both produce a file that looks complete. That is the problem. Neither announces what it left behind, so you find out later.
It exports active patients. Inactive and archived ones are simply not in the file, and nothing tells you they were left out. If you have discharged clients you are still required to retain records for, and in most jurisdictions you are, for years, you will not notice they are missing until someone asks for their chart.
So count them. Open the export, count the rows, and compare that against your total patient count in Jane including archived. Any difference is your retention obligation.
The export includes charts and files authored by the person who ran it. For a solo practice that is everything. For a group practice it is a fraction. The fraction looks like a complete export, which is what makes it dangerous.
Every clinician who has written a note has to run their own. Plan it as a scheduling problem. It is the single most common reason a group-practice migration takes three weeks instead of two.
One more, smaller: intake forms and signed consents are a separate ZIP export. They are easy to forget because the chart export feels like it should have included them.
3. What actually moves
We would rather you know this before you start than discover it in week one.
Name, email, phone, date of birth, address. Straight from the Jane patient export, mapped automatically.
Primary and secondary payer with member IDs, from the Insurance Policies report.
Jane exports notes as PDFs plus an Excel file mapping each PDF to a patient. They attach to the client record and stay readable, searchable by filename. They do not become structured notes. Nobody can turn a PDF back into one honestly.
What stays in Jane
Your past calendar stays in Jane. You rebuild the forward schedule in SignalEHR during the parallel run, which you would want to do by hand anyway. It is the step that catches the bookings nobody had written down.
Jane's own documentation is blunt about this: billing history cannot be moved even from one Jane account to another. It is not going to move to us either. Outstanding balances get collected in Jane until they clear.
None of the three major systems export clinical notes as anything but PDF. Any vendor telling you your notes will arrive as structured, searchable, editable records is either doing something with an AI parser they have not told you about, or is describing a product you have not bought. We attach the PDFs and say so.
4. The import itself takes about ten minutes
Drop the Jane patient export into the import screen. It detects that the file came from Jane by its column headers, maps what it recognises, and shows you a review table before creating anything.
Two details worth knowing, because they are where imports usually go wrong:
- Ambiguous dates are resolved, not assumed. 03/04/1990 is two different birthdays depending on which side of the border wrote it. We work out the file's actual date order from the whole column rather than defaulting to one and silently moving a third of your clients' birthdays.
- Every unmapped column is listed. Anything we could not match to a field is listed for you before you commit, so you decide what to do with it instead of finding out later that it vanished.
5. Run both for two weeks
Keep Jane live. Book new appointments in SignalEHR and write new notes there, while existing balances finish collecting in Jane. Cancel nothing until the last outstanding invoice has cleared and the chart export is in hand.
That is about the ledger, not about us. Billing history genuinely does not move between systems, and Jane says so itself. The only clean way through it is to let the old ledger finish its own work.
6. If you are a Canadian practice
Jane is built in North Vancouver and prices in Canadian dollars for Canadian customers. We do the same, and for the same reason: a practice billing in CAD should not have its software subscription swing with the exchange rate.
A Canadian clinic is billed CAD; a US clinic is billed USD; the number is the same in both. If your organisation has clinics in both countries, it bills in USD, because one organisation with two currencies is an accounting problem nobody wants.
Client card payments settle into your own connected account in your own currency, with your practice as the merchant of record. The money lands where it should and your client's statement shows your practice name, not ours.
7. The fourteen days, compressed
Email support@janeapp.com for the full chart export. Start the SignalEHR trial. Nothing else has to happen today.
Pull the self-serve reports: Patient List, Insurance Policies, appointments. Count the rows against your archived-inclusive patient total.
Every clinician runs their own chart export. Chase the stragglers now, not in week two.
Import demographics and insurance. Review the unmapped columns. Fix what needs fixing.
Parallel run. New bookings and notes in SignalEHR; existing balances collect in Jane.
Attach the chart PDFs. Confirm the last invoices have cleared.
Cut over. Keep the Jane account open, read-only, until you are certain.
Keep the old account open longer than feels necessary. It is cheap insurance against the one chart nobody thought to check.
Start the 14-day trial
Full features, no credit card. Admin and receptionist seats are free. Only practitioners are billed. Bring an export and see your own client list in it before you decide anything.
Start free trialExport behaviour described here reflects Jane App as documented at the time of writing. Vendors change their tooling; confirm the current process with Jane support before planning around it.