Family members can now book appointments on behalf of each other through a single profile (try to contain your excitement)!
To put it plainly, you can book individual appointments for your whole family from your account.
Here’s how you can do it in Jane.
How to set up family members
1) When Creating a Profile Online
When you create a profile at a clinic, Jane will ask if you would like to add other family member profiles to this account.
If you don’t see the option to add family profiles, it just means that the clinic has not enabled this setting in which case you can contact your clinic and have them add the related profiles administratively.
If the answer is yes, Jane will then ask for the family member’s relationship to you, as well as the family member’s first name, last name, and email.
Please note that the first and last names and the email are mandatory.
💡 Jane tip: You’ll see a checkbox labelled, “I would like to give permission for this family member to bill their payments to my account”. Checking this box means that the family member or related profile can use any credit cards you have saved on your profile to pay for their sessions. This also applies to credit cards you save to your account in the future.
If you would like to add more profiles, you can click the Add Another Family Member button.
Once you’ve added all of your family members, you can press Continue to start booking some appointments for the family.
2) Through the My Account Page / Patient Portal
If you already have an account and would like to add some family members to your profile, you can do so by logging in to the online booking site and then heading to your My Account page.
From your My Account area, you can click on the Family Members tab.
📝 Please note that you can only access your Family Members tab through your My Account portal if your clinic has enabled this in their settings. If you don’t see your Family Members tab, then you can edit your relationships by contacting your clinic, or using the link in the email notification you received when the relationship was first set up.
From the Family Members tab, you can:
1) Add a new family member.
2) Edit the permissions you have been granted towards other profiles.
📣 Jane tip: Please note, you can edit the permissions you have for a family member here, but you cannot see or edit permissions that a family member has for your profile or information from this area. To see what permissions a family member has for your profile, you can either contact your clinic or refer to the email notification you received when relationship permissions were enabled or changed. You can also click the red Remove button to remove the relationship and all permissions between you and another profile.
What Permissions can be Shared with your Family Member?
You can grant different permissions to your family members:
1) Allow family members to bill you for their appointments. This also means that the family member or related profile can use any of your saved credit cards to pay for their sessions. This applies to credit cards you save to your account in the future.
2) Share a copy of your receipts, statements, and financial emails.
3) Share a copy of your email notifications and reminders.
4) Manage your online bookings and view past appointments as well as fill out and view completed intake forms.
5) Publish your appointments for your family member’s calendar subscriptions.
📣 Jane tip: Allowing a related profile to manage your bookings and intake forms means that they can book new appointments and complete new intake forms for you, as well as access your past completed intake forms and appointment history.
You can also remove permissions granted to yourself from your family members.
If you choose to remove the permissions and want them reinstated after, you will need to contact your clinic in order to protect the privacy and data of all patients.
Please note that allowing a family member to use payment methods on file will apply to all current and future payment methods added to the granting patient’s profile.
For a reminder on how to help set up your calendar subscriptions, please have a look at our guide on Calendar Subscriptions.