Jane's Guide

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


Creating a New Patient in Fullscript

Staff Access Level: All levels excluding Administrative/All Billing
Jane Plan: All plans
Integration: Fullscript
Geography: Available in: Canada πŸ‡¨πŸ‡¦ and the US πŸ‡ΊπŸ‡Έ

Getting Started

Before you get started, make sure you have the following set up:

  • Fullscript integration: Jane needs to be connected to Fullscript before you can create a patient profile. See our guide on Connecting Jane and Fullscript.

Instructions

To create a new patient profile in Fullscript from Jane, follow these steps. Once complete, the patient's Jane and Fullscript profiles are linked and ready for a treatment plan.

  1. Go to the patient's profile in Jane.
  2. Click the Fullscript button to launch Fullscript in a new tab.

the fullscript tab in the patient profile

  1. Click Create patient in the upper right corner.

the create patient button in fullscript

  1. Enter the patient's details.
  2. Click Create.

What to Expect

A new patient profile is created in Fullscript and linked to the patient's profile in Jane.

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