Jane's Guide

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


Linking Patients Between Jane and Prehab

Staff Access Level: All levels except Admin/All Billing
Jane Plan: All plans
Integration: Prehab, paid subscription required (see Prehab's pricing)
Geography: Available in: πŸ‡ΊπŸ‡Έ United States, πŸ‡¨πŸ‡¦ Canada, πŸ‡¬πŸ‡§ United Kingdom

Getting Started

Before you get started, make sure you have the following set up:

  • Prehab integration - Your Prehab account needs to be connected to Jane before you can import patients. See our guide on Connecting Prehab to Jane.

Instructions

After connecting Jane and Prehab, follow these instructions to link your patients from Jane to Prehab.

  1. After authorizing the integration, click Import in the pop-up.
    • You can also complete these steps later on in Prehab by heading to Patients > Import from EMR.
  2. Profiles with the same name, email, and phone number in Jane and Prehab are automatically linked.
  3. For any patients that do not exactly match between Jane and Prehab, click Link to Patient to confirm the suggested match, or Create new to add them as a new patient in Prehab.
  4. If you have no matching patients in Prehab, click Create all as new in the top right.
  5. If you clicked Create all as new, click Create all patients to confirm.
  6. Click Done once the "Import complete" message appears.

What to Expect

Patients with the same name, email address, and phone number in Jane and Prehab are linked automatically. If any of these details differ between Jane and Prehab, or if an email address or phone number is missing, Prehab suggests a match for you to confirm. Linking a large patient list can take a few minutes to complete.

Important Notes

A patient with no matching name, email, or phone number is not suggested as a match, even if other details are similar.

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