Electronic Charting, Forms, & Surveys

Simplify your medical documentation with Jane. Easily and securely collect, store, and fax patient or client information.

Optimize your charting with time-saving features

Speed up your patient charting with helpful features like Templates, Phrases and Smart Options & Narratives, Jane’s own AI-powered Voice to Chart, and more.

  • Coming shortly: Create SOAP notes from recordings and voice notes in seconds, with our first AI-powered, fully secure feature, Voice-to-Chart
  • Access and customize a variety of charting templates from the Jane community to save time and optimize your workflow across different forms like Intake Form questionnaires and Outcome Measure Surveys
  • Save time with our Phrases and Smart Options & Narratives chart parts by using hotkeys to instantly auto-populate your most commonly used sentences, paragraphs, or lists
  • Duplicate your previous patient chart entries to avoid starting from scratch, or Pin them to the top of your patient’s chart for easy reference
patient charting features

Supervision makes it simple to support your team

Whether you are providing supervisory support or are under supervision, it’s easier than ever to collaborate on chart notes.

  • Easily locate and identify chart notes for review, and co-sign with just a few clicks so you have time back in your day
  • Give and receive clear, actionable feedback directly in charts, track updates, and sign off all without leaving the chart entry
  • Stay compliant with a detailed record of chart activity, including dates and timestamps for all parties’ signatures and supervisory actions
supervision on chart notes

Navigate your practice data with ease and precision

Jane organizes your practice's data, making it easy to find exactly what you need with just a few clicks.

  • Filter your patient notes by date, practitioner, discipline, status, and more
  • Patient notes can be searched by keyword to help you easily find the information you need
  • Export patient notes as PDFs for medical record requests or for practitioners who move to a different practice
medical documentation navigation
After having done paper charting and issuing paper receipts for 30 years, I didn't think I needed Jane, but now that I've been using this system for over 4 years, I can't live without it! Jane is always providing updates based on the needs of users. Most of the clinics I know use Jane and everybody loves it!

Lynn|Solo Practitioner|Reviewed on Capterra

Enhance patient records with photos and videos

Adding photos to your patients’ notes is an intuitive way to document and track their care. It’s as easy as snapping a photo or video, dragging it into a patient’s note, and… voila!

  • To maintain your patients’ privacy and discretion, photos and videos captured through a patient note won’t save to your device
  • Use photos or videos to track a patient’s progress between appointments in greater detail
  • Record a patient’s range of motion or response during neurological exams
adding photos and videos to patient’s records

Reduce admin time with automated intake forms

Swap administrative hours for better patient care. With automated Intake Forms, you can collect patient information before they set foot in your office.

  • Integrate filling out Intake Forms into your patients’ booking workflow by setting your forms to automatically prompt patients at the time of booking (or send it manually)
  • Capture your patients’ consent to treatment ahead of time
  • Reduce no-shows by capturing credit card information directly from your Intake Form using our PCI-compliant payment solution, Jane Payments
  • Speed up the check-out process by collecting insurance information in advance
online intake forms

Track patient progress with outcome measure surveys

Build and send Outcome Measure Surveys to evaluate and monitor patient progress and gain insights into how you can provide better care.

  • Set up Surveys practice-wide or for individual patients
  • Send automated questionnaires before the appointment to collect patients' subjective assessments
  • Schedule an automated follow-up to check in on the results of your appointment
outcome measure surveys

Create, track, and fax care plans

Track where patients are in their course of care and have essential patient progress details at a glance.

  • Visualize your patient’s progress by tracking the start and end of a patient’s problem and monitor attendance with an appointment counter
  • Organize your chart notes, patient forms, and outcome measure surveys to a primary diagnosis, using built-in ICD-10 codes
  • Fax care plans, or individual chart entries, directly from Jane
tracking patient’s progress

Sync up your billing workflows 🇺🇸

Simplify your insurance billing workflow by adding CPT/Diagnosis codes to your patient notes and your appointments simultaneously.

  • Sync billing codes between your patient notes and claims with just a couple of clicks
  • Use hotkeys to quickly populate a specific code or access your entire code list
  • Reorder your codes, adjust the number of units, and select the codes you want to include in the appointment — all from the patient’s note
syncing up billing workflows

Maintain privacy & security

All medical files are protected by your secure Jane login and can only be seen by the staff members you authorize.

  • Practice records are only stored on local servers, which is is essential to ensure your practice is acting in accordance with your local privacy legislation
  • A file can be made private, visible to select practitioners only, or open to the whole practice
  • Privacy settings are flexible and can be set according to your business's standards
protected medical documentation

Loved by 130k+ practitioners

We don’t like to toot our own horn, but we appreciate every review, rating, and achievement that’s powered by our loving customers

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