Jane’s Address Book

If you send faxes through Jane, you now have an easy way to keep track of the people and organizations you fax most often. And even if you don’t use integrated fax, Jane’s Address Book is a handy way to store and manage contacts in one place.

The Address Book lets you save and manage contacts so you don’t have to type out fax numbers every time. It keeps things organized, helps prevent mistakes, and makes faxing a little smoother.

If you’re new to faxing in Jane, take a peek at our Integrated Outbound Fax guide to get familiar with how it works.

You can add and manage contacts in two ways — from the Settings tab, or while sending a fax.

Adding an entry from Settings

To add a contact before you send a fax, head to Settings > Address Book.

Click New Entry on the top-right-hand side of the screen.

Select whether you’re adding a person or an organization. Fill in their details, including their name, email, phone number, fax number, and address and click Create.

💡Jane tip: to be sure that the name displays fully on the fax cover sheet, keep the names short. The First Name, Last Name, and Organization fields combine into one, and anything over 40 characters will be cut off.

Adding an entry while sending a fax

You can also add a contact while you’re sending a fax. Start by heading to your patient’s charting area and click the drop-down arrow to the right of the chart entry you want to send. Select Fax from the dropdown menu.

In the recipient name field, hit the space bar to bring up your existing contacts. To add a new one, click Add New Entry. Select Person or Organization, enter their details, and click Create Contact.

Once you’ve added your entry here, you can continue sending your fax to this contact, and it will be saved in your address book for future use.

Viewing and editing your contacts

You can see your saved contacts in Settings > Address Book.

To edit an entry, click on Edit to the right of the contact.

Once you’ve made your changes, just click Update.

The option to archive an entry isn’t available quite yet, but we’re working on adding this soon.

And that’s it! If you have any questions about the Address Book or faxing in Jane, reach out to us at [email protected] and we’ll be happy to help.