Setting up documentation for a new clinic can feel like staring at a blank page. What do you include? How do you make sure your forms match your services, your policies, and your patients?
Jane’s Template Library takes that first step off your hands. It’s a collection of thousands of discipline-specific intake forms, charts, and consent templates, created and shared by real clinics and practitioners from around the world. Use them as-is, or make them your own. And if you’ve been at this for a while and your current forms are due for a refresh, there’s plenty here for you too. Practitioners can think of the Template Library as their editable documentation inspiration board. 💡
How to get started with Jane’s templates
You can access the Template Library from the Templates tab in your staff profile. From there, you can browse by discipline or search by keyword to find something that fits your practice. Or you can start from scratch if you prefer.
Amanda Buduris, a psychologist, knows exactly why a great template, and the flexibility to edit it, matters.
That kind of nuance is specific to each practitioner, and it’s exactly what customization is built for.
Customizing your templates
Every template in Jane’s library is fully customizable. Think of them as a strong starting point: a foundation you can shape to match how your practice actually runs.
Looking for a basic SOAP? We’ve got options.
Looking for a very niche template that helps support a specific population within your discipline? We can’t promise this one, but we do have templates like Elaine Lu’s. Elaine is a physical therapist who works in complex rehabilitation and assistive technology, and has been perfecting a template that helps her manage rejections when performing assessments to help patients get assistive technology like wheelchairs.
Elaine’s templates are a great example of the treasure trove that is the Template Library. And if you’ve created a template you’re proud of, it’s always accepting new entries.
Templates by discipline
If you’re interested in checking out some templates, here’s a little help getting started. Below are some of our most-used templates, organized by discipline. And if you’re a Jane user, you can browse and use all the templates shown here from your staff profile.
Chiropractic Templates
Mental and Behavioral Health Templates
Physical Therapy Templates
Acupuncture Templates
Massage Templates
Speech Therapy Templates
Chiropractic Templates
- Full case history and exam - used by 4,700+ practitioners
- Low Back Pain and Disability Questionnaire (Revised Oswestry) - used by 4,000+ practitioners
- Adult Intake - used by 3,900+ practitioners
- Pediatric Intake - used by 2,000+ practitioners
Mental and Behavioral Health Templates
- Counselling Intake & Consent Form - used by 5,100+ practitioners
- Suicide Risk Assessment - used by 3,600+ practitioners
- Release of Information - used by 2,500+ practitioners
- Clinical Interview - used by 2,300+ practitioners
Physical Therapy Templates
- Initial Assessment - used by 6,700+ practitioners
- LEFS (Lower Extremity Functional Scale) - used by 2,600+ practitioners
- Neck Disability Index - used by 1,700+ practitioners
- Shoulder Initial Assessment - used by 1,600+ practitioners
Acupuncture Templates
- Acupuncture Comprehensive Intake Form - used by 4,200+ practitioners
- Initial Treatment - used by 2,600+ practitioners
- ACU Chart Note - used by 2,100+ practitioners
- New Patient Health History - used by 1,600+ practitioners
Massage Templates
- Health History Intake - used by 6,700+ practitioners
- Consent Form for Assessment of Sensitive Areas - used by 4,100+ practitioners
- Basic Intake Interview - used by 2,400+ practitioners
- Massage Therapy Health History Form - used by 1,900+ practitioners
Speech Therapy Templates
- Therapy Progress Note (SOAP) - used by 900+ practitioners
- Pediatric SLP Intake Form - used by 700+ practitioners
- Speech-Language Assessment - used by 500+ practitioners
Want to check out a therapy intake form template used by over 5,000 therapists? You can here. ♥️
The power of automation
Once you’ve got an intake form you’re happy with, Jane can help get it to your patients. Amanda says automating intake forms has been a huge time saver, “In my previous EHR I had to manually send this, send that, send this, send that. I had a checklist to refer back to to make sure I did not miss anything.”
Now, for Amanda, it feels like click, click, click.
The Template Library was designed to be helpful, but there’s also a nice sense of camaraderie it has created. When a practitioner recently posted in the Jane Community that they needed some documentation support, the Template Library came up as a valuable resource.
It’s helpful to see how other practitioners think about intake forms, charts, and consent templates, and also how willing they are to support colleagues in helping their patients.
If you’re new to Jane and would like to see our practice management software and EMR in action, we’d love to show you around. You can book a demo with the team to get a chat on the books. ♥️
FAQ
Q: Can I use templates in my intake forms?
A: Yes! When creating or editing an intake form, you can add a template from the Template Library or your own custom template to the Questionnaires section. Just note that some chart parts within a template aren’t compatible with intake forms, but Jane will flag those for you.
Q: Can I set up my intake forms to send automatically when an appointment is booked?
A: You bet. When creating or editing your intake form, you can specify that it should be sent automatically. You can also customize which appointments trigger it to be sent, whether that’s all appointments, or those filtered by discipline or staff member, for example.
Q: Will my updated intake form be sent automatically to patients who have already filled it out?
A: No, by default, patients who already completed the original form won’t receive the updated one. You have two options if you’d like them to receive it:
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Send it manually to specific patients from their profile.
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Use the Resend Form setting to automatically send the updated form to all patients, regardless of whether they filled out the original. To do this, edit your form and go to the General tab > Advanced Settings, then enter a date in the Resend Form field. From that date forward, any patient who books an appointment that triggers the form will receive the updated version.