Welcome to Jane’s hub for all things Mental Health!

We created this hub for our mental health practitioners so you can find everything you need all in one place. You can refer to this page when setting up your account and reference key mental health workflows as you continue using Jane.

Tips for Getting Started

There’s always a learning curve when starting something new, but we’re here to make this process as smooth and easy as possible! We hope you can give yourself the time you need to learn and adjust to the change. It’ll be worth it, we promise 💙

Account Set up Consultation

Ready to kick-start your Jane journey? Book your free Account Setup Consultation Call on our Online Booking Site! It’s a fantastic chance to chat with our support specialists before launching with Jane. Here’s our handy Account Setup Guide with more info!

Canadian clinics, click here to book.

Clinics in the United States, click here to book.

Setting up the Basics

To get your account basics set up, you can follow the handy onboarding checklist in the top left corner of your account. This includes adding your Clinic Information, Disciplines, and Services, as well as any additional Staff Profiles, and finally, creating your Schedule.

Importing Data?

Our dedicated imports team has got your back! Schedule your Import in Jane, and let our experts handle the rest. Wondering if your software is supported? Check our “Where Can You Import From? guide. If it’s not listed, don’t fret! Our team will work their magic to find a solution!

Other Set-up Recommendations

Reminders & Notifications

Set up Email and SMS Reminders for Clients to avoid missed appointments.

Online Booking Site

Did you know you can customize your Jane online booking site and link it to your current website? This guide on Branding Your Online Booking Site will help get you started.

Clinic Sites

For those who don’t have a clinic website, would you like one that’s integrated with your Jane site, super easy to create, and even easier to update for only $59 per month? We’re partnered with Clinic Sites who would love to make all of your website dreams come true. Here’s a link to our guide on all things Clinic Sites if you’d like more information.

Jane Payments

• Explore what makes Jane Payments so Special and some of our frequently asked questions.
• Prevent lost income from no-shows and late cancellations with an Online Booking Pre-Payments policy.

Important Workflows

• Manage charts for students and interns with the Supervisor Sign-off Workflow
• Use Adjustments for Sliding Scale pricing
• Link client profiles and enable permissions between them using Jane’s Relationships
• Make sure to chart from the Day tab as it is the most efficient workflow. Here is a handy video that gives an overview of the practitioner’s Day View
• Edit invoices for clients who are minors
• Learn How to Hide Your Location from Your Online Booking Site if you operate a virtual clinic
• How to Hide an Address on Financial Documents, and adding a Virtual billing address to Locations
• You can Hide Client Information from Financial Emails if you would prefer clients need to log into their My Accounts to view their financial documents

Charting

Jane’s charting is easy and customizable to fit any clinician’s needs.

• Learn all about Creating a Chart Template and the different Chart Parts you can choose from
• If you’d like to see templates other Jane practitioners have shared, you can check out Jane’s Chart Template Library. The best part about this resource is that once you save a template, it is yours to do with as you please!
• Check out our webinar: From Chart to Finish - Tips, tricks tools for mastering charting in Jane
• Make sure to chart from the Day tab as it is the most efficient workflow. Here is a handy video that gives an overview of the practitioner’s Day View.

Intake Forms

We have heard that building out your intake forms is not every practitioner’s favourite thing, but we hope to make it quick and easy with intake forms in Jane. You can set your intake forms and consents to go out automatically for

• Take a look at our Intake Forms guide and video Intake Form Workshop

• Check out Jane’s Chart Template Library to see templates uploaded by other practitioners. If you decide to use a template from the library, you can make changes to really make it your own

• Collect Credit Card Information in your intake forms (when using Jane Payments)

• For clinics who accept insurance, you can Collect Insurance Information in Intake Forms as well!

• If you’d like to create a form that is just consents, check out our guide on Using Intake Forms for Consent to Treat or Update Forms

• For more information on our intake forms and where the information is stored in Jane, check out our webinar: Take Back your Treatment Time with Online Intake Forms

Surveys

Surveys are a great tool to help gather client feedback and progress in Jane. You can set Surveys to go out automatically before or after their scheduled appointment, or at the time of booking online. You can also set up a survey to send daily, weekly, or monthly to individual clients. Surveys can also be sent manually on the administrative side. Survey questions are added to the chart, much like Intake Forms.

• Check out our Clinical Surveys overview guide

• If you’re interested in scoring Clinical Surveys as a means of tracking client progress, our Outcome Measure Surveys guide has you covered

Online Appointments

Did you know you can see clients virtually through Jane’s integrated online appointments? This platform is fully HIPAA, PHIPA, and PIPEDA compliant. Thinking of offering Online Appointments? Check out our guide on some of the benefits and considerations.

1:1 Online Appointments (included in all Jane subscriptions)

• Check out these guides to learn How to Set up Online Appointments and How to Book and Start Them
• You can see the client experience by clicking this guide on How to Join Your 1:1 Online Appointment (For Clients).
• You can also share this guide with your clients before their scheduled session to help them connect with you smoothly. 1:1 Online Appointment Training Resources for Your Clients

Online Appointments for Groups

• Jane’s Online Appointments for Groups is an optional paid add-on that allows practitioners to see up to 12 related participants in one session. Check out the linked guide for more information on how to enable and start using this feature in your account!

Navigating the ‘My Account’ Client Portal

Your clients can access a secure client portal in Jane called My Account. They can set up this account during the Online Booking process or when they receive their Welcome Email.

To view the client experience when navigating the My Account Portal, you can check out this guide: My Account - Your Patient/Client Portal.

The Client Experience

If you’re curious about the client experience as a whole, we’ve got a handy Patient/Client Help Hub with links to all of our client focused guides for you to check out.

Other Resources

Jane Support

We have a team full of lovely support members who are eager to help with all things Jane! You can reach them at 1-844-310-5263 from 6 AM to 5 PM PST, Monday - Friday and 8 AM to 12 PM Saturday.

We also have live chat support from 6 AM to 5 PM PST, Monday - Friday and you can always send us an email at [email protected]

Community Facebook Groups

We have a wonderful customer community on Facebook. You can join at the link here: https://www.facebook.com/groups/janerunsclinics. Once your request has been approved, you can connect with other Jane clinics and find out how they’re using Jane.

For those US practitioners who bill insurance, we also have a group specifically for billing questions you can find here: https://www.facebook.com/groups/janeusbilling

Front Desk Magazine

In 2023 we launched Front Desk magazine with a focus on providing insights and actionable tips related to the business side of running a practice.

It’s a free, print magazine that has a list of 10,500 subscribers (and growing!). If you’d like to check it out, you can access the digital version as well as sign up to receive the next issue by clicking here.

Webinars & Workshops

You can view our past and upcoming webinars on Jane’s Webinars & Events Library page.

Feature Requests

We regularly review our Feature Request Page which is available to our current community. At Jane, our mission is to Help the Helpers (that’s you!) Our community is full of engaged members who love sharing their experiences using Jane to run their practice.

Not a Jane user? Subscribe to our newsletter from our guide to receive feature updates.