Staff Access Level: All levels excluding Administrative/All Billing
Jane Plan: All plans
Integration: Fullscript
Geography: Available in: Canada 🇨🇦 and the US 🇺🇸
Getting Started
Before you get started, make sure you have the following set up:
- Fullscript integration: Jane needs to be connected to Fullscript. See our guide on Connecting Jane and Fullscript.
Instructions
To create a template in Fullscript, follow these steps. Once saved, the template is available to reuse in future treatment plans.
- Go to a patient's profile in Jane and click the Fullscript tab to launch Fullscript.
- On the Products page, click Templates.
- Click Build template in the upper right corner, or select an existing template to start from.
- Choose which staff members can access the template.
- Choose which products to include.
- Click Review plan in the upper right corner.
- Review the template, then name and save it.
What to Expect
The template is saved in Fullscript and available to the staff members you selected the next time they create a treatment plan.