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Clinical Surveys for Subjective Measures and Patient Follow-up (new look)

With Jane’s newest feature, Clinical Surveys, practitioners can collect information from a client before or after each scheduled appointment. The answers to survey questions are added to the chart, much like Jane’s intake forms.

The Clinical Survey is a tool Jane whipped up to assist with pre-screening for COVID-19. You can read more about this here.

In this guide, we’ll cover another great use for Clinical Surveys: collecting subjective measures and patient follow-up information!

⚠️ Information from the survey is entered directly into the patient chart. This follow-up survey is directed towards patient care and their outcomes. We have a separate feature that enables patients to provide ratings & reviews. You can learn more about that over here.

Here’s a quick example! You’ll notice in the image below that a survey looks similar to an intake form, however, it simply includes your own custom questionnaire, and does not require the client to complete any profile information or consent fields.

Here’s how you can get started!

Step 1: Create the Survey

A full-access user can begin by heading over to Settings, selecting the Forms & Surveys tab, and then selecting the Clinical Surveys tab.

Click on “New Survey” in the top right of the screen.

Here is where staff can add an internal name to the form, a title for the patient email, an introduction explaining the email, and a message to be displayed after the survey is submitted.

Once that is completed, move onto the Survey content. Select Add Item to choose from the options in our template builder to add individual parts or search our template library.

When ready, click Save

Step 2: Enable the Survey

Now that the Survey is created, let’s enable it for your patients. To enable your survey, click on the “View” button.

Select “Actions” on the top right, and then select “Enable”. You’ll see the status of your survey at the top.

Clinical Surveys is a tool Jane whipped up to assist with pre-screening for COVID-19. We have plans to leverage the foundation built here, to collect patient outcomes measures in the future. Until then, we recommend keeping the survey generic, and brief. Read more here.

With an early release, we’ve limited the options here, however, you can select when to notify the patient.

If you’d like to send an email after the appointment update the Sending Method option and click Save

Great, you’re all set!

Patient View

Patients will receive a link to the Clinical Survey on the day and time you specified. From here, they can click the Begin button.

They will be taken to a dedicated page in their account where they can fill out the form. This form is only accessible from the email and is not currently accessible from within their account.

Once the patient fills out the survey, it will save directly to their chart, and their answers will also be made available to them inside their My Account portal, under the Documents section.

We are excited to continue developing on all our features so keep an eye out for additional options in the future. If you have any questions feel free to reach out to [email protected]

Hope this helps!

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