We know you’re probably pretty eager to get your account set up, and we’d love to lend a hand with that by providing a complimentary Onboarding Call.

During these one-on-one calls, you’ll benefit from our team’s experience working with clinics just like yours. You’ll learn how to use Jane most efficiently and customize your settings to fit the unique way your clinic practices. We know you’re short on time, so we’re here to help you save some.

• Who should book an Onboarding Call?
• When is the best time for an Onboarding Call?
• What to expect
• How to book your Onboarding Call
• How to join your call

Who should book an Onboarding Call?

Whether you’re a tech wiz or could use a helping (human!) hand, we recommend that all new Jane customers book an Onboarding Call. This 45-minute call gives you a chance to ask questions and ensures you’re feeling confident using Jane before you go live.

Onboarding Calls are designed for clinics that are brand new to Jane. If you’re already up and running, email or call us directly so we can lend a hand right away.

When is the best time for an Onboarding Call?

Feel free to book your call within about a week of signing up. Many clinics find it helpful to start setting up their account with the in-app Onboarding Wizard before scheduling an Onboarding Call. That way, you can gather some questions before we meet. But of course, if you’d like some human help right from the get-go, feel free to book a call right away.

What to expect

Here’s what we’ll cover:

• Your schedule and online booking preferences.
• How you usually handle billing (we want to help you get paid!)
• The progress you’ve made so far with your setup. That way, we can fill in any gaps and answer any questions you may have.
• Lastly, we’ll practice your daily workflows and share some useful tips and tricks along the way.

At the end of the call, we might give you some action items to help finish up your setup. You can choose to continue on your own, or your specialist can book you in for a follow-up call.

How to book your Account Setup Consultation

To book a call with our team, you can click here, fill out a quick form with your details, and you’ll be directed to a booking page where you can choose a time that works for you!

Choose the date and time that you’d like to book. Appointment times will be displayed in your local time zone. Once you select a time, you’ll be redirected to the next page.

Next, we’ll ask for a few details that will help us tailor your Onboarding Call to your clinic’s needs. You can also enter the emails of any other staff members joining the call. When you’ve filled in your information, click Confirm in the bottom right.

You’ll see a pop-up letting you know you’re booked in successfully, and you’ll receive an email confirmation with instructions on how to join your Onboarding Call at the time of your call.

If you need to reschedule or cancel your booking, you can do so right from the confirmation email.

And that’s it! You’re all set to meet with one of our onboarding experts.

How to join your call

We use Zoom for our Onboarding Calls. Before your consultation, a member of the Jane team will send you an email with instructions on how to join your call and share your screen.

We find that asking you to share your screen in Zoom is the most efficient way to work together and get your account set up. If you’re coming from different software, we suggest booking your onboarding call before you import your data so you can share your screen without exposing any patient information. If you’ve already imported data, no worries. We’ll share our screen in the Jane demo site instead.

If you prefer a phone call, just let us know, and we’re happy to make that happen.pen.

If you have any questions or would like some help booking an Onboarding Call, feel free to reach out to our support team. We’re available six days a week by chat, phone, or email.

We can’t wait to meet you!