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Jane's Guide

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


Integrations

  1. Guide
  2. Integrations

  • Google Analytics

    If you would like to nerd out on the stats of how many people are using your online booking site, you can use Google Analytics.

  • Mailchimp

    Mailchimp is an email marketing platform that allows you to create and automate personalized journeys for many customer scenarios. You can manage your contacts, send emails, and track results of your clinic’s email campaigns.

  • Mailchimp Integration: A Troubleshooting Guide

    ​Every once in a while with changes to the code and full-on software updates, we see the communication between Jane and Mailchimp get disrupted. No fear, however! If you head to the integrations area of your Jane account, you can manually push an update to your mailing list with just the click o...

  • Physitrack - Setting Up Your Integration

    💸 Jane users get a special discount on their monthly or annual Physitrack subscription! Head to Settings > Integrations in your account and grab the discount code to use when signing up for your Physitrack account.

  • Physitrack - Using Jane & Physitrack Together

    Once your Physitrack/Jane integration is all setup, you can begin using it with just 2 clicks from a patient’s chart. Click Here for help with setting up the integration.

  • Pacific Blue Cross - Setting up your PROVIDERnet Integration

    This guide will walk through everything you need to set up your Pacific Blue Cross PROVIDERnet integration so you can begin directly billing claims from the comfort of your Jane account.

  • Pacific Blue Cross - Submitting Claims Through the PROVIDERnet Integration

    If you’re brand new to submitting to Pacific Blue Cross, you can skip past this portion about transitioning insurance policies.

  • Pacific Blue Cross - Reversing Claims Through the PROVIDERnet Integration

    Sometimes you might need to make changes to a claim sent in by accident or with errors and you can do so right from within Jane.

  • TELUS eClaims - Setting Up Your TELUS eClaims Integration

    ❗️ Please Note: This integration is only available on the Practice or Thrive plans with our Insurance add-on. Check out our guide on Missing the Insurers Tab? Adding the Insurance add-on to the Practice or Thrive Plan for more details on how you can upgrade your subscription.

  • TELUS eClaims - Submitting Claims and Eligibility Checks Through the TELUS eClaims Integration

    This guide document is full of valuable information to get you up and running with TELUS eClaims as smoothly as possible. Please read it carefully, and then feel free to jump to each section below to brush up on anything you may have missed.

  • TELUS eClaims - Reversing Submissions Through the TELUS eClaims Integration

    From time to time, you might need to reverse a TELUS eClaim that was submitted by accident or with errors. You can do this directly within Jane!

  • Subscribing to your Calendar (For Patients)

    If you’re helping your patients subscribe to their calendars there are two main ways to do this which we’ll cover in this guide. Lastly, we’ll go over a few tips including how patients can reset their calendar links if needed.

  • Deep dive into calendar subscription issues with iCalendar

    This guide will be for those who have already gone through the basic troubleshooting steps for Calendar Subscriptions. If you’re landing on this guide first, head on over to Troubleshooting your Subscribed Calendar to try the basic steps first.

  • Subscribing to Your Calendar (for Staff)

    Any staff member can easily add Appointments and Shifts to their calendar software by using the Private Calendar URLs listed in their staff profile.

  • Troubleshooting Tips for Subscribed Calendars

    If you’ve landed on this guide it sounds like you might be having troubles with your Subscribed Calendar from Jane.

  • Physitrack FAQ + Troubleshooting

    Each Physitrack account will integrate with one Jane clinic at a time. The integration between Jane and Physitrack isn’t specific to a clinic, so if a program was updated or assigned Jane wouldn’t know where to send the updates to.

  • TELUS eClaims FAQ + Troubleshooting

    This guide is a compilation of some of the most frequently asked questions around Jane’s TELUS eClaims integration, errors and troubleshooting tips.

  • How to Send an Automated Birthday Email

    To do this, you’ll need to take advantage of Jane’s Mailchimp integration, which allows you to pass information to Mailchimp on patients who have consented to receive promotional materials from you. If you haven’t already set that up, it would be a good idea to check out this Guide doc on setting...

  • Integrations Hub & FAQ

    Welcome to our Integrations hub page. Here, you’ll find information about each integration and some guides to get you started. We also have some frequently asked questions below. As always, if you have any questions that aren’t answered here, don’t hesitate to reach out to us and we’ll be happy t...

  • Integrated Fax with Documo Hub

    The Documo integration lets you send and receive faxes without leaving Jane. You can send a fax directly from a patient's chart, sending a single chart entry, multiple chart entries within a date range, or an entire Treatment Plan, with a cover page included.

  • Fullscript Integration

    Welcome to our Fullscript guides for Canada and the US. The Fullscript integration helps streamline your workflow while supporting better patient outcomes and delivering personalized care.

  • Cyberimpact Integration Hub

    Cyberimpact is a Canadian email marketing platform that helps clinics stay connected with patients between appointments. With Jane's Cyberimpact integration, your patient list syncs securely from Jane to Cyberimpact, where you can build and send:

  • Integrated Home Exercise Plans with Wibbi Hub

    Jane's integration with Wibbi lets practitioners prescribe and manage home exercise plans (HEP), sometimes called a patient exercise prescription, without leaving a patient's chart. Once your Wibbi account is connected to Jane, you can launch Wibbi directly from a patient's profile, build a plan ...

  • Mango Voice Integration Hub

    The Mango Voice integration connects your Jane account to Mango Voice, a HIPAA-compliant VoIP phone system built for healthcare. With Contact Sync and Screen Pop, staff can see who's calling and access a patient's profile in Jane before picking up the phone.

  • How to Set Up the Mango Voice Integration

    To connect your Jane account to Mango Voice, contact the Mango Voice team to get started. They'll handle the full onboarding process, including configuring the integration, verifying that your patient contacts are syncing, and confirming that Screen Pop is working as expected.

  • How Does Screen Pop Work in Mango Voice?

    When a patient calls, Mango Voice matches the incoming phone number to your Jane patient database and displays key patient details on your screen before you pick up.

  • What Information Is Sent from Jane to Mango Voice?

    Jane syncs a set of patient fields to your Mango Voice directory. A subset of those fields appears directly on the Screen Pop when a patient calls in.

  • Can I Keep My Existing Phone Number When Switching to Mango Voice?

    Yes. Mango Voice supports number porting, and their team will walk you through the entire process. Most numbers can be moved, though there are some exceptions.

  • Google Tag Manager Hub

    Jane's Google Tag Manager integration lets you connect your Google Ads and Google Analytics accounts to your Jane booking flow. Once connected, Jane sends conversion data directly to Google so you can see which campaigns, channels, and ad clicks are driving appointment bookings, package purchases...

  • How to Add a Google Analytics Tracker

    To add a Google Analytics tracker to your Google Tag Manager integration in Jane, follow these steps. Once complete, your GA4 account will be listed on the Google Tag Manager integration page with the date it was added.

  • How to Add a Google Ads Tracker

    To add a Google Ads tracker to your Google Tag Manager integration in Jane, follow these steps. Once complete, your Google Ads campaign will be listed on the Google Tag Manager integration page.

  • Google Analytics Integration vs. Google Tag Manager

    The two integrations serve different purposes and send different levels of data to Google.

  • What will I see in GA4 after setting up my Google Tags Tracker?

    Once you connect GA4 through the Google Tag Manager integration, Jane sends conversion data to GA4 automatically. This will include purchases made by both staff members on the admin side and patients on the online booking side.

  • What will I see in Google Ads after setting up my Google Ads Tracker?

    If you connect Google Ads through Google Tag Manager, booking conversion data from your online booking site flows directly into your Google Ads account. The following reports and features become populated with real booking data.

  • VitaminLab Integration Hub

    VitaminLab is a custom supplement formulation platform. Rather than recommending products from a catalog, practitioners can specify exact ingredients, dosages, and delivery forms to create a formula tailored to each patient. VitaminLab compounds the formula and ships it directly to the patient, w...

  • How to Set Up the VitaminLab Integration

    To connect your VitaminLab account to Jane, follow these steps. Once connected, the VitaminLab Pro tab will appear in each patient's profile, and you can begin creating custom supplement formulas from their chart.

  • How to Create a Custom Supplement Formula with VitaminLab

    To create a custom supplement formula for a patient, follow these steps. Once complete, a draft chart entry containing the formula details will appear in the patient's chart tab in Jane, ready for you to review and sign.

  • How is VitaminLab different from Fullscript?

    Fullscript and VitaminLab solve different problems. Fullscript is a product catalog: practitioners use it to recommend existing supplements from a curated selection of brands. VitaminLab is a custom formulation platform: practitioners use it to build a formula from scratch, specifying exact ingre...

  • How to Connect the Cyberimpact Integration

    Connecting Jane to Cyberimpact lets you sync your patient list and start sending marketing emails. Once connected, your eligible patients will begin syncing from Jane automatically.

  • TrustDrivenCare Hub

    Connect TrustDrivenCare to Jane to send two-way SMS, automated reminders, and targeted patient outreach.

  • How to Connect TrustDrivenCare to Jane

    Sign up for TrustDrivenCare and their team will connect your TDC and Jane accounts during a 1:1 onboarding call.

  • How Do Jane's Communication Tools Work with TrustDrivenCare?

    Learn how TrustDrivenCare works alongside Jane's built-in SMS and email reminders, and which settings to review after connecting.

  • What Information is Shared Between Jane and TrustDrivenCare?

    Find out what patient and appointment data syncs from Jane to TrustDrivenCare, and how TDC handles privacy and compliance.

  • How Much Does TrustDrivenCare Cost for Jane Users?

    New TrustDrivenCare customers who use Jane get an introductory rate of $49 USD total for the first 3 months on the Enhanced Plan.

  • How to Set Up a Google Ads Conversion Action

    To set up a Google Ads conversion action for Jane's server-side Google Tag Manager integration, follow these steps. Once complete, you'll be ready to connect your conversion action to Jane.

  • Linking an Existing Wibbi Account to Jane

    To link an existing Wibbi account to Jane, follow these steps. Once connected, you can launch Wibbi directly from a patient's profile to build and assign home exercise plans.

  • Creating a New Wibbi Account and Linking to Jane

    To create a new Wibbi account and link it to Jane, follow these steps. Once complete, your Wibbi account is connected and ready to use for building home exercise plans.

  • Creating a Home Exercise Plan (HEP) with Wibbi

    To create a home exercise plan (HEP) using Wibbi, follow these steps. Once complete, the exercise program is saved to the patient's chart in Jane as a PDF file.

  • Adding a Website Link to Your Google Business Profile Manually

    This guide is for clinics that don't want their address visible on their Online Booking Site or Google Business Profile, and so aren't eligible for Reserve with Google. If your address is visible and you want the full integration instead, see Setting Up Reserve with Google.

  • Can I See Which Appointments Were Booked Through Google?

    Yes. You can find this information in two places in Jane.

  • Why Isn't My Book Now Button Showing Up on Google?

    The Book Now button can take up to 3 business days to appear on your Business Profile after you enable Reserve with Google. If it still isn't showing after 3 business days, contact us for help troubleshooting.

  • What Information Does Google Receive from Jane?

    Jane shares your clinic name, address, treatment names, and treatment prices and descriptions with Google. This information is required for the integration to work.

  • Can I Turn Off the Book Now Button in Google Ads?

    Yes. The Book button can appear in your Google Ads campaigns as part of Reserve with Google, in addition to appearing on your Business Profile in Google Search and Maps. To stop this, remove the Partner Bookings conversion action from the relevant campaigns, or from your entire Google Ads account.

  • Setting Up Reserve with Google

    📣 Heads up: Google matches your clinic name, address, and phone number between Jane and your Business Profile. If these don't match exactly, the integration won't work.

  • Who Can Use the Reserve with Google Integration?

    To edit a treatment name, see Setting Up Treatments, Classes, and Group Appointments. For the full criteria, see Google's Reserve with Google policy documentation.

  • Signing Up for a Documo License

    To sign up for a Documo license in Jane, follow these steps. Once complete, you'll activate your Documo account and be ready to connect it to Jane.

  • Setting Up Inbound Fax with Documo IDP

    To set up inbound fax with Documo IDP (Intelligent Document Processing), follow these steps. Steps 1 through 3 only need to be done once, by an Owner/Admin. Step 4 needs to be completed separately by each staff member who wants to file documents. Once account-level setup is complete, faxes sent t...

  • Sending a Fax in Jane with Documo

    To send a fax in Jane, follow the steps for one of the three methods below. Once complete, the fax is sent to the recipient's fax number and logged in your fax history.

  • Creating a Custom Fax Cover Page Template in Documo

    To set a default cover page template in Documo, follow these steps. Once complete, the template you choose is automatically applied as the cover page for every fax you send.

  • Connecting Documo with Jane

    To connect your Documo account with Jane, follow these steps. Once complete, you'll be able to send faxes directly from patient charts in Jane.

  • Uploading an Inbound Fax to a Patient's Chart with Documo IDP

    📣 Heads up: Supported file types are PDF, JPEG, and PNG.

  • Using the Documo Address Book

    You can add and manage address book contacts in Jane two ways: from Settings, or while sending a fax. Once added, a contact is saved for future use so you don't need to re-enter their information each time.

  • Viewing Your Fax History in Documo

    To view your detailed fax history, follow these steps. Once complete, you can see and open any sent or received fax.

  • Disconnecting the Documo Integration

    To disconnect the Documo integration from Jane, follow these steps. Once complete, you will no longer be able to send faxes from Jane.

  • Can I Receive Inbound Faxes with Documo?

    Yes, and how you receive them depends on whether Documo IDP is set up.

  • Can I Send a Fax to an International Number?

    Yes. Contact [email protected] to request that international faxing be enabled for your account. Different rates apply for international faxes.

  • What Do Documo Fax Error Codes Mean?

    Error codes indicate why a fax failed to send. Here are the most common ones:

  • Can All Users in Documo View Outbound Faxes?

    Only some, depending on their role.