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Jane's Guide

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


How to Chart for a Past Date

  1. Charting
  2. How to Chart for a Past Date

    3. 3 min read
    Balance Plan Practice Plan Thrive Plan

To add or update a chart entry for a past visit in Jane, you can chart from the appointment or adjust the date in the patient’s profile. Both options make it easy to set the correct date of service.

📣 Heads up: Chart entries can only be created or edited by the author of the chart.

Option 1: Chart from the Appointment

  1. Go to the Day tab and navigate to the date of the previous visit.
  2. Click the appointment you want to chart for.
  3. Click New Chart Entry.

🩵 Jane Tip: You can use the Appointments Report filtered by Chart Status to get a quick overview of which appointments are missing chart entries. From the report, click the patient’s name to go directly to their profile.

What to Expect

The chart entry opens with the appointment date pre-filled as the date of service.

Option 2: Adjust the Date Manually

If you’re adding a chart entry from the patient’s profile rather than from an appointment, you can change the date directly on the chart entry.

Draft or Unsigned Charts

  1. Go to the Patient’s Profile > Charts tab.
  2. Open the draft chart entry you want to update.
  3. Click the date in the top-left corner of the chart.
  4. Select the correct date from the date picker.
  5. Click the yellow checkmark to save.

What to Expect

The chart entry date updates to the date you selected. The entry remains in draft until you sign it.

Signed Charts

  1. Go to the Patient’s Profile > Charts tab > open the signed chart entry you want to update.
  2. Click Amend at the bottom of the chart.
  3. Click the pencil icon to the right of the date in the top left of the chart entry.
  4. Select the correct date from the date picker > click the checkmark
  5. Click Sign in the bottom right of the chart.
  6. In the pop-up window, confirm by clicking this blue Sign as button.

What to Expect

The chart entry date updates to the date you selected. The Signed at stamp is not affected by this change and will continue to display the original date and time the chart was signed.

Important Notes

  • You can change the date on a chart entry, but you cannot change the date and time of the Signed at stamp.
    • To comply with charting regulations, Jane records and displays the exact date and time the chart entry was signed, regardless of the date of service you set.

You’re all set to get those past entries dated correctly!