Small data entry mistakes happen in every clinic. But fixing them as fast as possible is key to making sure they don’t turn into bigger issues
Anyone who’s caught a wrong insurer after creating a policy knows that having to archive the policy and rebuild it from scratch wasn’t easy. Jane has an update that changes that.
You can now change the insurer on an existing policy directly, without having to rebuild it from scratch. Insurance cards stay attached, open invoices update automatically, and an activity log tracks exactly what changed and when. In our latest product updates newsletter, we shared more on this. But beyond this update, August was all about making more improvements to the everyday parts of Jane, including:
- An easier way to search for and organize your treatments
- Staff Notification Centre rolling out to accounts now
- A new Medication Management section in patient profiles
Below is everything we shared in the August newsletter. If you’re new to Jane and a certain feature or update has piqued your interest, reach out. We’d love to show you around.
An easier way to change insurers
You can now update or change the insurer on an existing insurance policy without needing to archive the policy and rebuild it from scratch.
Picking the wrong insurer used to be a small mistake without an easy fix. Whether it was selected by a patient on their intake form or entered by clinic staff, correcting it meant archiving the whole policy and rebuilding it from scratch. Now, that’s gone.
With this update:
- Change the insurer on any policy that doesn’t yet have claim payments attached
- Insurance cards stay attached, no re-uploading
- Open invoices update automatically to reflect the change
- An activity log tracks exactly what changed, when, and by whom
If you’ve ever caught a wrong insurer after creating a policy, you know how much time this saves.
Treatment settings got a refresh
We heard from clinics that finding and filtering through treatments was harder than it should be. So, we rebuilt it.
We’ve refreshed your treatment settings to make it easier to navigate and faster to load. Nothing about how Treatments works has changed, but we’ve made a few improvements to how you use it:
- Disciplines you can collapse and expand with a click
- Built-in search to find a treatment faster
- Quick sorting for your treatment list
Learn more about Treatment settings
Staff Notification Centre coming soon
We’re working on an easier way to get a feed of everything that’s happening across your account.
When you click on the new bell at the top of your account, you’ll see a list of notifications and links to take you straight to the relevant spot in Jane.
The Notification Centre will alert you about:
- Appointment activity (booked, cancelled, rescheduled)
- Tasks assigned to you
- Waitlist additions and completed intake forms
We’re rolling the Notification Centre out throughout the week, so keep an eye out in your account. We’ll continue to add more notification types in the future, but for now, we hope this helps you stay on top of key activity in your account.
New Medication Management section
Track your patients’ current medications and medication history from one clear spot in their profile.
Clinicians can now add, edit, and view their patients’ medication records. This includes start and end dates, dosage, frequency, prescribing clinician, and clinical notes.
Learn more about Medication Management
Honourable Mentions
- Multi-select chart parts for deletion: Apparently deleting unwanted chart parts one at a time wasn’t much fun? So we changed it. Now you can open the chart part menu, check off everything you want gone, and delete it in one action. Handy when you’ve duplicated a past chart entry and want to trim it down to the parts you actually need in the moment.
- 🇨🇦 🇺🇸 Text Messaging (early access): Text Messaging in Jane brings SMS conversations right into the chart, so you can text patients from a dedicated Jane number and see the whole conversation where you already work. It’s built to meet patients on the channel they already use daily, and cut down on missed calls and voicemail back-and-forth. We’re inviting a group of clinics in Canada and the US to help shape the experience around real-world texting workflows. Sign up for early access.
- 🇺🇸 ePrescribe (early access): ePrescribe is coming to Jane, letting you send prescriptions straight from your chart to your patient’s pharmacy through DoseSpot and the Surescripts network. We’re piloting with a small group of clinics before opening this up more widely, so if you want in, sign up for early access here and we’ll reach out later this summer.
- 🇺🇸 Jane + Mango Voice: Jane now connects with Mango Voice, a HIPAA-compliant phone system built for healthcare practices that lets your team see who’s calling before they pick up. Check out the guide here to see if it’s a fit for your clinic.
- 🇺🇸 Integrated Good Faith Exams with Qualiphy (early access): Our new partner, Qualiphy, helps deliver virtual, compliant Good Faith Exams that can be launched from Jane. Patients connect with a licensed provider in moments, and once complete, the signed record returns to the patient chart automatically. This one’s nearly ready and you can request early access here.
- 🇨🇦 Jane Payroll: You can now pay your entire team right from Jane. Jane Payroll is now available as an add-on for clinic owners on Practice, Thrive, or Legacy plans across Canada (excluding Quebec). Learn how to get started.
- What’s New This Summer (Webinar Recording): If you missed our recent webinar, check out the recording to catch details and demos for the latest features and updates in your Jane account.
Keep up-to-date on everything that’s new in Jane with our Changelog.
The Side Notes:
Jane Webinar / August 27th / 10AM PT / 1PM ET
How to get more patients: be found online and fully booked
Every new patient goes through the same journey before they book their first appointment: they find you, decide you’re the right fit, and then book. Gabe Fontana and Matt Morrison from Jane Marketing Services will walk through what happens at each stage, with real clinic examples and practical tips that work for clinics like yours.
Jane Webinar / September 10th / 9 am PT / 12pm ET
Getting Started with Jane: Your First 90 Days
New to Jane? This one’s for you. You opened your clinic and signed up for Jane, so now what? The first 90 days set the tone for everything that follows, and getting the right things in place early means less admin, fewer mix-ups, and more time for the patients you’re here to help.
Jane’s Onboarding team, the folks who’ve helped thousands of clinics get set up, will walk you through what to prioritize first, what can wait, and the resources you can put to use right away.
Jane Webinar / September 16th / 10 am PT / 1 pm ET
🇺🇸 How to order labs and build treatment plans with Jane and Fullscript
Personalized care gets a lot more practical when the labs, the results, and the plan are all connected. Erin from Jane and Brittany from Fullscript will show you how to order specialty labs, review results, and build a treatment plan all in one place.
Quick note: Lab ordering is available in the US (except NY, NJ, RI and HI)
Community-led session / September 23rd / 11:30 am PT / 2:30 pm ET
Showing up on socials: Marketing that feels like you
Marketing yourself online doesn’t have to feel like selling. At its best, it’s just a way to let the right people find you. This month, host Carrie Jackson sits down with our guests to get honest about what’s genuinely worth posting, how to find a rhythm you can keep up with, and whether boosting a post is worth the spend.
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