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

Forms, Surveys, and Ratings

  • Forms, Surveys, and Ratings

    💡Heads up — this guide contains some workflows that are only available on the Practice or Thrive plan. We’ll let you know which workflows these are throughout the guide.

  • Intake Form FAQ

    Intake forms are a great tool for collecting key information from your patients. This tool is very flexible in Jane, and we’ve collected a couple of common questions that might help you as you set up your forms.

  • Intake Forms

    Learn more about intake forms in Jane and how to set them up
  • Markdown Cheat Sheet

    There are a few spots in Jane where you can use markdown formatting to add structure and style to plain text. It allows you to create headings, lists, and bold and italicized text. Below you’ll find the different symbols used for markdown syntax.

  • My Patient Didn’t Receive Their Intake Form: A Troubleshooting Guide

    Do you have a patient who did not receive their Intake Form? We’ve put together this troubleshooting guide for you to help you investigate.
  • Creating & Sending a Manual Intake Form

    Manual Intake Forms are versatile and come in handy for various situations, such as Release of Information Consents, Waivers, Agreements, Witness Statements, and more – the list goes on and on! In essence, consider Manual Intake Forms as your go-to tool whenever you need to send forms to patients...

  • Consent Forms

    💡For an in-depth resource on creating Intake Forms, check out our Intake Forms guide. It covers each section of the form setup, along with useful tips, so it’s a great place to start. This guide, however, focuses specifically on using Intake Forms to manage client consent, with a focus on the set...

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