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Jane's November Newsletter (2022)

Hey Jane community,

With the holidays right around the corner, we’re getting ready to cozy up by the fireplace, sip some eggnog, and look back on the year and everything we’re grateful for— that includes you! We hope you enjoy these early holiday treats we’ve been working on. 🎁

Things get busy around the holidays, so to save time, clients can now pay for their own invoices and those of a family member in one transaction. Also, when a client pays for their child’s invoice, for example, the parent is listed as the payer. This feature speeds up the checkout process and makes invoices more accurate, just in time for the busiest month of the year.

Learn more in our Payments for Related Clients guide >

(2) Charting for Classes or Group Appointments

We know that charting for Classes or Group Appointments (like family or couples therapy) can be time-consuming. To help speed things up, we made a feature that allows you to quickly copy a signed chart entry from one participant to all the other folks in the session.

This option shows up on any chart entry with a Class or Group Appointment attached to it. If you need a refresher on attaching chart entries to appointments, you can check out this guide. Happy charting!

Check out our Charting for Classes and Group Appointment guide to learn more >

Honourable Mentions:

  • Intake Forms, Clinical Surveys, and Ratings & Reviews are moving in together: 🚛 There’s a new home for the setup of your client forms and surveys (Intake Forms, Clinical Surveys, Ratings & Reviews). These are now conveniently grouped together in the Forms and Surveys tab.

  • Clinic Info & Locations are separating: 📦 We’ve broken the Clinic Info & Locations page into two separate tabs (Clinic Info, Locations) to keep things clearer and easier to manage as you add/edit some of the most essential information about your practice.

  • 🇺🇸 US Insurance: Secondary Claim Management in Jane: Did you know that you can now submit secondary claims electronically through Jane? We built a new workflow to manage and bill secondary claims that will save you time during the busy season. Check out our guide to learn more.

  • Charting experience: You may notice a change to some of your chart parts to make them easier to edit. Rest assured, this doesn’t impact chart entries that have already been created, it just gives you some more options when editing your chart parts. You can review the changes in our Chart Parts for Creating a Chart Template guide.

  • Webinar Replay: If you’re looking to create messaging that truly connects with people, this one’s for you. Join Dr. Melissa Longo, founder of Thrive Chiropractic and Rockstar Doctor Life, for a webinar where she’ll teach you how to create effective messaging by using your own unique voice and brand to grow your practice.

  • Webinar Replay: Want to learn how to create great client-centric websites? Join Jon Morrison, co-founder of Clinic Sites, an all-in-one solution for website creation and hosting designed for health and wellness businesses, as he shares his top tips for creating websites that will help you better connect with potential clients and get more bookings.

Keep up-to-date on everything that’s new in Jane with our Changelog!

We hope everyone has a happy and safe holiday season. 💙

Until next time,

Ali and Trevor, Co-Founders of Jane

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