Jane's Guide Here's all the help you need to use Jane.

Family or Group Credit

Sometimes families or groups want to purchase credit to use for any member of the family. You can use the Gift Card system from within Jane to create a credit that can be used for multiple clients.

Creating a Gift Card

Create a gift card by selling one to the family member who is purchasing the credit. You can create gift cards with any number you like, so create a system to easily identify and find the appropriate “card”. Use names or numbers or a combination of both.

Using the Gift Card

When anyone from the family or group comes in for a visit, you can choose to use a Gift Card to pay. Type in the Gift Card name to use that card and Jane will display the amount available.


It can be helpful to create a Starred Note on every family member stating the Gift Card name you have chosen for them.

And you can reload the same Gift Card as many times as you need to - just keep topping up the card to provide more credit.

Transferring Credit

Sometimes a client will want to transfer their account credit to another account.

For this, we work with Gift Cards using the “Transfer Balance” feature.

Load a gift card using the credit from the sender’s profile.

You can name the gift card something like “Transfer Credit” with an added internal note.

When you View the gift card, there will be a Transfer Balance button at the top right.

Click it and search the profile that you’d like to send the credit to:

The credit will appear in the recipient’s profile as a Credit Memo and the next time you Receive Payment for this patient, the amount will automatically pop up as Account Credit at checkout, yay!

Learn more about Gift Cards here.