Jane's Guide

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


How to Print a Patient's Appointment List

Staff Access Level:
  • Practitioner (Limited) can only view appointments for patients they have a past or future appointment with, or staff they supervise.
  • Front Desk and above can view appointment history for all patients clinic-wide.
Jane Plan: All plans
Geography: Available in: 🌐 All regions

Instructions

To print a patient’s past or upcoming appointments in Jane, follow these steps. Once complete, you’ll have a printed copy of that patient’s appointment list.

  1. Open the Patient’s Profile
  2. Scroll to the widget with the calendar icon on the right side of the profile page and click Print.
  3. In the print view, use the toggle to select Upcoming or Past to choose which appointments to print.
  4. Click Print.

What to Expect

Jane generates a printable list of the patient’s appointments for the time period you selected (upcoming or past).

Important Notes

  • Upcoming and past appointments must be printed separately. Select either the Upcoming or Past toggle in the print view and print one at a time.
  • Printing appointment history does not include billing information such as payments or invoices. To generate a record that includes payment details, see our guide on Patient Statements.
  • Patients can view their own upcoming and past appointments by logging in to their My Account portal. No action is needed on your end.