Staff Access Level: Account Owner
Jane Plan: All plans
Add-on Required: No
Geography: Available for US Behavioural Health clinics only 🇺🇸
Psychotherapy Notes must be enabled by an Account Owner before practitioners can create or view notes in Jane.
Instructions
To enable Psychotherapy Notes for a staff member, follow these steps. Once enabled, the staff member can create and view their own Psychotherapy Notes from any patient's charting area.
- Go to Settings > Psychotherapy Notes. The list shows staff members with behavioral health disciplines by default.
- If the staff member you're looking for isn't listed, click Reset next to the discipline filter under the search bar to view all staff.
- Use the search bar to find a staff member by name or discipline, if needed.
- Click the toggle next to the staff member's name.
- Click Enable on the confirmation screen.
🩵 Jane Tip: You can order the staff list by name, discipline, or current access to help manage Psychotherapy Notes across a large team.
What to Expect
The staff member can now access the Psychotherapy Notes panel from any patient's charting area. Their notes are visible only to them and cannot be viewed by any other staff member, including Account Owners.
Important Notes
- To disable Psychotherapy Notes for a staff member, return to Settings > Psychotherapy Notes and click the toggle next to their name.
- When Psychotherapy Notes are disabled for a staff member, they can no longer view or create notes. Any notes they have already written remain securely stored in Jane and will be accessible again if the feature is re-enabled.
- By enabling this feature, Account Owners are confirming they will have no access to the contents of those notes, as required under HIPAA.