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How to Turn Off Chart Review for Your Clinic’s Integrations

Staff Access Level: Full Access and Above
Jane Plan: All plans
Add-on Required: No
Geography: Available in: All Geographies 🌐

Instructions

Certain clinical integrations create chart entries back in Jane. By default, these entries require review before they're added to a patient's chart. To turn this off for your clinic and have chart entries created automatically instead, follow these steps.

  1. Go to Settings > Integrations.
  2. Click the Preferences tab.
  3. Under Charting, find the Review new integration items before they're added to the chart checkbox.
  4. Uncheck the box.
  5. Click Save.

The preferences tab on the integrations page

What to Expect

Data from a connected integration now automatically syncs as a new chart entry every time, without a review step. This applies clinic-wide, for every staff member.

Important Notes

You can re-enable review at any time by checking the box again.

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