Regulatory requirements around patient data are getting more complex. We hear from practitioners that managing PIPEDA and HIPAA data retention requirements usually means lots of time and manual work to stay compliant.
In our latest product newsletter, we introduced the Patient Data Retention Report. It gives you a filterable view of your patient list by retention period, last visit date, and last chart entry, so you can see exactly where each record stands.
We also shared a few more updates:
- A cleaner separation between Packages and Memberships in your settings.
- An early look at 1:1 secure Text Messaging with patients.
- An AI Scribe update that pulls in intake form data to keep your notes consistent across visits.
💡 To make sure you’re always in the know about product updates like these, sign up for our monthly product newsletter, and we’ll send them directly to your inbox.
Here’s the full newsletter with all of our updates from the past month. If you’re new to Jane and a certain feature or update has piqued your interest, we’d love to show you around.
And now, the April newsletter. 🔽
Patient Data Retention Report
Staying on top of patient record-keeping obligations can be tedious. The Data Retention Report will make it a little easier.
If you’re responsible for managing how long patient data stays in your system, you can now see exactly where each record stands.
This report lets you review and filter your patient list by retention period, last visit date, or last chart entry, so you can quickly identify records that are coming up on (or have passed) your regulatory window.
Whether you’re doing a routine audit or responding to a patient data request, everything you need to make that call is in one place. Find it under Reports in your Jane account.
Learn more about the Data Retention report
Separation of Package & Memberships in Settings
If you’re using Packages and Memberships in Jane, you might have noticed a small change. 👀
Over the next few weeks, we’re rolling out an update that separates Packages and Memberships into distinct areas in your Settings.
While these features have been closely connected in the past, they’re actually designed to do different things. This change helps improve performance, and creates a more intuitive experience when managing each feature, and helps lay the groundwork for making packages available online.
If you don’t see this change in your Settings yet, hold tight as we continue to roll it out.
Learn more about Packages and Memberships
Honourable Mentions
- Text Messaging in Jane (Beta): Yes, it’s happening. 📱 We’re opening a closed beta for 1:1 text messaging with patients (starting with Canada and the US). Fill out the form to get in line, help us understand what your clinic needs, and we’ll reach out when a spot opens up. Heads up: it’ll be a paid add-on. We’re still finalizing pricing and will share the details before you have to commit to anything. Add yourself to the beta here.
- 🇺🇸 Mango Voice Integration (Beta): Know who’s calling before you pick up, and actually have their chart ready when you do. We’re working on an integration with Mango Voice, a HIPAA-compliant VoIP system for healthcare practices, that automatically matches incoming calls to your patient list and pulls up their profile in Jane. We’re looking for a small group of US-based early testers. Interested? Sign up here.
- Clinic Guidelines in Secure Messaging: Patients messaging your clinic for the first time don’t always know the rules. Now you can tell them. If you’re using Secure Messaging in Jane, you can now add your own guidelines in Secure Messaging settings. They’ll appear at the top of every new conversation and in email notifications, so patients know what to expect before they hit send.
- AI Scribe: Intake Forms & Patient History: AI Scribe just keeps getting smarter. It now factors in a patient’s most recent intake form when generating draft notes for practitioner review. This means your documentation stays consistent with what your patient is reporting, and you won’t need to start from scratch each visit. You can set this up with a single checkbox in your AI Scribe template settings.
Keep up-to-date on everything that’s new in Jane with our Changelog.
The Side Notes
A space to learn what else is happening around Jane.
Growing with a brand: How partnerships, events, and community can help grow your practice May 20th - 11:30 AM PT / 2:30 PM ET
What does it actually look like to grow your practice through local partnerships, events, and brand collaborations? MyQueen Dickens and True Cotton join host Allie Joy to share real strategies for building the kind of relationships that bring new clients through the door. Whether you’re considering your first pop-up or curious about ambassador programs, this one’s for you.
How to Start a Private Practice: First Steps and Growth Advice from Experts Who Have Been There
Starting a practice means figuring out a lot of things, and often all at once. However, you don’t have to piece it together alone. We put together a guide with real advice from clinic owners, practitioners, and industry experts across North America who have been exactly where you are.
You can start with the section that feels most helpful and come back to the rest when you need it, or read it all at once. Our hope is that you’ll come away feeling a little more informed, supported, and confident than when you started.
That’s all for now✨
If you have thoughts, questions, or ideas you’d like to share, reach out any time. We’d love to hear from you. 💙
Until next time,
Ali and Trevor, Co-Founders of Jane