Patient Profiles

Couples or Related Groups - Booking, Billing, Charting and Notifications

There are times that you want to work with more than one person at a time, but it’s not a class or drop-in style group. This may be especially relevant to you if you’re a mental health practitioner or a family chiropractor. This would be for appointments like couples or family counselling or fami...

Deleting a Patient or Client Profile

Note - If you have created two patients, and you thought: “Oh, I will just delete one.” WAIT! Hold that thought! Let me direct you to our Guide Document on Merging Patients.

Family Profiles - Managing Family Members (For Patients)

To put it plainly, you can book individual appointments for your whole family from your account.

Family Profiles - Online Booking & Intake Forms

Let’s take a look at how two different permissions work for related profiles.

Family Profiles - Managing Family Members from the Patient Profile

Jane’s Relationship feature allows family members to book appointments for each other through a single profile - because who doesn’t love convenience, right? In other words, this means that one family member can be the designated hero, booking individual or group appointments for the entire famil...

Family Profiles - Payments with Shared Credit Cards

Did you know that when you’re taking payment for a client’s visit, you can choose someone else as the payer? With our Payments for Related Clients feature, you can collect a payment from a parent for their child’s visit, for example, and accurately reflect the payer on the invoice. You can do thi...

Helping Patients Log In

Your patients will need to set up a username and password to access their patient portal called My Account. In their My account section, patients can book appointments, join their Online Appointments (telehealth), view/download their receipts, and much more. For more on the patient’s My Account ...

Marking a Patient as Inactive (Discharged or Deceased)

Marking as Discharged, will remove your patients from the “Active” list for when you’re running your Client List and will remove them from the Unscheduled Visit report.

Mass Welcome Email

When you first start up with Jane, one of the things you might consider is sending out a Mass Welcome Email.

Merging and Unmerging Patients

Let’s say your patients have created a duplicate profile on your online booking site. Now you see the patient listed twice (or sometimes three times) when you look up their profile in the Patient list. No problem – Jane makes it easy to merge duplicate patient profiles with just a few clicks.

Message Log

Note📝: The Message Log is not accessible to profiles with the Practitioner (Limited) Staff Access Level. Check out our guide doc on Staff Access Levels for information on the different permissions in Jane.

My Account - Your Patient/Client Portal

Your patients or clients have access to a secure patient portal through Jane called My Account. This patient account can be set up when they complete the Online Booking process or when they receive their Welcome Email. If you’re curious, here’s a little more info on Helping Patients Log In. If th...

Patient Preferred Name

Jane is pretty passionate about accessible healthcare for everyone, and we understand that your patients may identify themselves with a name other than their legal first name.

Patients Relationships

Sometimes your patient wants emails sent to multiple addresses - often regarding a child’s profile where both parents should receive email notifications. Alternatively, sometimes parents want to book appointments for their children and pay for their visits.

Prefixes, Titles & Honorifics

Jane’s style is to be both professional and informal. So, by default, Jane will greet your customers in a friendly way. Hello Jane! for example.

How to View and Print Appointments for a Patient (Past or Upcoming Appointments)

Jane keeps track of all past, present, and future appointments for your patients or clients right from their profiles.

Pronouns

We want your clients to have a great experience. So, in order to help you build a safe and inclusive space, we’ve added the option to include Pronouns in Jane for profiles (this means clients and staff too!). 💙

Sharing Chart Entries with Patients

There’s a feature in the charts where you can make chart entries visible to your patients. So long as your patient has an account set up, you can use this to share treatment plans, exercise prescriptions, lab results, files, or any other chart note.

Add a Credit Card from the Client My Account Portal

Online Appointments and Privacy Laws

We’ve been very careful with designing Jane to ensure that all new features that are added, like Online Appointments, will comply with all Privacy Laws, in addition to each Standard Codes of Practice across multiple health professions.

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.

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.

Updating the Default Email Account On Your Device

While using Jane, you can send an email to your patients by clicking on the email address associated with the patient profile. You can find this directly within the patient profile, as well as in the appointment panel on the schedule.

Customizable Patient Sign Up Form

One of the reasons you may have chosen Jane is because signing up is easy. It should be just as easy for your clients to book an appointment online. You can customize the patient sign up page to ensure you’re capturing the right information from your new patients.

Creating a Group

The more the merrier! Administratively booking couples, families, and groups just got easier. 👩‍👧‍👦

Groups and Group Appointments FAQ

This is a compilation of some of the most frequently asked questions about Jane’s Groups and Group Appointments features.

Payments for Related Clients

Whether a parent is paying for a minor or paying for multiple invoices at once for a family chiro visit, Jane can accurately reflect the payer of an invoice (and the payment method) when one client is paying for someone else.

How To: Reset Your Jane Password

Test Patient/Client

If you want to log in as a patient or client to see what it’s like to book in an appointment or fill out an intake form, you can use your Test Patient profile, Ted Test. You can also use Ted Test to try out admin workflows like creating a chart or booking an appointment.

How to Create a Client Profile Administratively

Most of the time, clients will create their own profiles when they book their appointments in online. Every once in a while though, you may need to create and set up a new profile on the fly! This guide walks through how you can add a patient to your patient list.

Jane's Mobile App for Patients (Beta)

We’re so excited to get this into your hands so you can book, view, and manage all your appointments with Jane clinics in one place, with one login.

Jane's Mobile App for Patients (Guide for Clinics)

Welcome to our guide on Jane’s mobile app for patients or clients! We are developing this app to delight patients, increase bookings, and reduce no-shows. The app gives patients a central place to book and manage appointments with Jane clinics.

Help! My Patient Keeps Getting Logged in as a Family Member

The culprit in this case is usually an email address on the main patient’s account being used as the username on the secondary patient’s account. When this happens, when the main patient attempts to sign in using their email address, they’ll keep getting logged in as the secondary patient because...

The Patients Tab: A Snapshot of Your Full Patient List

Have you ever wondered what the Patients tab shows? Or maybe you’re new to Jane and are wondering if this list shows all of your imported patients? There are a couple of areas in Jane to view Patient or Client lists. The Patients tab is a page that shows a snapshot of your full patient list.

Patient/Client Help Hub

Whether you’re clinic staff curious about the patient experience or a patient looking for a helping hand, you’ve come to the right place. We’ve created this hub to link all our favourite patient oriented guides for your perusal, making it a breeze to find the info you need.

How to find Your Clinic’s Contact Information (for Patients)

Note📝: While the Jane team is happy to help troubleshoot general issues, we do not manage patient bookings or profiles for clinics. Patients will need to reach out to the clinic or practitioner for further assistance. Feel free to take a peek at the Notice to Patients section in our Terms of Use.