Welcome
  • Welcome to the Jane Guide
  • Code of Conduct
  • Feature Requests
  • Jane's Brand Assets
  • Account Setup Consultations
What's new in Jane?
  • What's new this fall
  • Jane's Changelog
  • Jane's Monthly Newsletter
  • Updates to Interchange Fees for Visa & Mastercard in Canada 🇨🇦
  • Howard Spector joins Jane!
  • Jane Appoints Dan Davidow as Chief Marketing Officer
  • Jane App's Support Team Wins a Bronze Stevie® Award
Demo Videos
  • Practitioner's Home Base: Day Sheets & Charts
  • Jane in Action
  • Practitioner Training: Initial Signing In and Overview
  • Insurance: Billing a Visit to a 3rd Party
  • Scheduling: Managing the Schedule with Many Practitioners
  • Disciplines, Treatments, & Billing Settings
  • Setting up Staff & Scheduling Shifts
  • Charting: Signing, Duplicating & Symbols
  • Scheduling: Complete Schedule Overview
  • Billing: Accepting Payments
  • Launching an Insurer Portal
Quick Start
  • Step 1: Clinic Information
  • Step 2: Disciplines
  • Step 3: Treatments
  • Step 4: Staff
  • Step 5: Schedule or Diary
  • Additional Set Up Recommendations
  • Practitioner Step 1: Practitioner Training
  • Practitioner Step 2: Treatments
  • Practitioner Step 3: Shifts
  • Practitioner Step 4: Online Booking
  • Practitioner Step 5: Charting
  • Account Setup Consultations
Switching to Jane
  • Switching is easy with Jane on your team
  • Jane vs. SimplePractice
Account Basics
  • How To Check Who's Listed As Account Owner
  • Checklist for Starting with Jane
  • Browser Requirements
  • Device & Network Recommendations
  • Using Jane on a Tablet
  • Using Jane on a Smartphone
  • Keyboard Shortcuts
  • Auto-Logout Duration
  • Updating Your Clinic Email Address & Phone Number
  • Log In Help: Username and Password
  • Enabling Patient Self Check-in
  • Adding a Location
  • Booking a Break on a Mobile Device (Phone or other Small Screen)
  • Moving Your Practice to a New Location
  • Multiple Locations or Multiple Accounts: How to Set Up Jane for Independent Locations or Practitioners
  • Accessibility in Jane
  • I Can't Access My Jane Account: A Troubleshooting Guide
  • How to Archive a Treatment, Class or Group Appointment
  • Bookmarking Your Jane Account for Easy Access
  • Viewing Protected Financial Documents (For Patients)
  • Switching to the Balance Plan
  • Adding a Billing Address for Locations
  • Unauthorized Access: What to Do if Your Laptop/Phone is Lost or Stolen
  • How to Archive/Unarchive a Discipline
  • How to Change the Name of Your Clinic
Importing to Jane
  • How to Import Data to Jane (Overview)
  • Importing Hub
  • Basics of Importing to Jane
  • Diving Deeper Into Importing to Jane
  • Where Can You Import From? Our Software Import Guides
  • Reviewing Import Data
  • After Your Import: What to Expect!
  • Post Import FAQs
  • Teleplan Transition
  • Transitioning Your Patient Credits/Receivables to Jane
  • Jane to Jane Chart Transfer (Data Transfers) - FAQs
  • Reassigning Appointments (Updating All Imported Appointments At Once)
  • Updating an Imported Appointment Individually
  • Time Zones, Big Data and Your Import
  • Jane to Jane Chart Transfer (Data Transfers)
  • How to Create a Zip File
  • Subset Chart Transfer: Transferring Selected Clients & Charts to Another Jane Account
  • Importing from Jane
  • Importing Other Types of Data Alongside a Jane-to-Jane Chart Transfer (Data Transfer)
  • Subset Chart Transfer Authorization Form Explainer
Importing from Other Software
  • Importing from Abelmed
  • Importing from Accuro
  • Importing from Acuity
  • Importing from Acusimple
  • Importing from Aesthetic Record
  • Importing from AppointmentPlus (DaySmart)
  • Importing from Atlas Chiropractic Software
  • Importing from Booker
  • Importing from Carepatron
  • Importing from Cerbo
  • Importing from Charm EHR
  • Importing from ChiroFusion
  • Importing from Chirosoft
  • Importing from ChiroSpring
  • Importing from ChiroSuite
  • Importing from ChiroTouch
  • Importing from ChiroTouch (Cloud Version)
  • Importing from Click4Time
  • Importing from ClientTracker (Gingko Software)
  • Importing from Clinic Essentials Backup
  • Importing from ClinicMaster (Cloud version)
  • Importing from Clinicmaster (Desktop Version)
  • Importing from ClinicND
  • Importing from Cliniko
  • Importing from ClinicSense
  • Importing from CounSol.com
  • Importing from DrChrono EHR
  • Importing from Eclipse
  • Importing from E-Z Bis
  • Importing from EZFacility
  • Importing from Full Slate
  • Importing from Fresha
  • Importing from Booksy (Previously Genbook)
  • Importing from GlossGenius
  • Importing from Google Calendar/Contacts
  • Importing from GOrendezvous
  • Importing from Healthquest by Microquest
  • Importing from Heno
  • Importing from Innocare (Previously Clinic Server)
  • Importing from IntakeQ
  • Importing from Insight
  • Importing from Juvonno
  • Importing from MacPractice
  • Importing from massagebook
  • Importing from mBiz
  • Importing from Mindbody
  • Importing from Practice Jewel/mindZplay
  • Importing from Medexa
  • Importing From Medisoft
  • Importing from MRX
  • Importing from My Client Schedule
  • Importing from NexySoft
  • Importing from Noterro
  • Importing from NousTalk
  • Importing from OCA Aspire
  • Importing from Office Ally
  • Importing from OptimisPT
  • Importing from Orchestra One (formerly AirCare)
  • Importing from Owl Practice
  • Importing from Platinum Chiropractic Software
  • Importing from Power Diary (Zanda)
  • Importing from PMP
  • Importing from PPS/PPS Express (Rushcliff Software)
  • Importing from Practice Better
  • Importing from Practice Fusion
  • Importing from PracticeHub
  • Importing from Practice Perfect
  • Importing from Prompt Health
  • Importing from PTEverywhere
  • Importing from QuickBooks
  • Importing from Schedulicity
  • Importing from Schedulista
  • Importing from Setmore
  • Importing from Sessions Health
  • EMR data migration: How to import data from SimplePractice
  • Importing from SimplyBook.me
  • Importing from SmartND (Outsmart EMR)
  • Importing from Square
  • Importing from Tebra
  • Importing from TheraLink
  • Importing from Ensora Health (formerly TheraNest)
  • Importing From TherapyNotes
  • Importing from Timely
  • Importing from TM2/TM3
  • Importing from Unified Practice
  • Importing from Universal Office/Antibex Software
  • Importing from Vagaro
  • Importing from WebPT
  • Importing from WellnessLiving
  • Importing from Wix
  • Importing from Wolf EMR (Telus)
  • Importing from Write Upp
  • Importing from Zenoti
Front-Desk Training
  • Chapter 1: Schedule
  • Chapter 2: Appointments
  • Chapter 3: Payments
  • Chapter 4: Charting
  • Chapter 5: Patient Experience
  • Chapter 6: 🇨🇦 Canadian insurance
  • Chapter 6: 🇺🇸 US insurance
  • Chapter 7: Happy Dance
  • 🇨🇦 Canadian Insurance Mini-Course
Practitioner Training
  • Lesson 1: Schedule
  • Lesson 2: Charting Basics
  • Lesson 3: Charting Tips & Tricks
  • Lesson 4: Charting Privacy & Changes
  • Lesson 5: Patient Experience
  • Lesson 6: Online Booking
  • Lesson 7: 🇺🇸 US insurance
  • Lesson 7: 🇨🇦 Canadian insurance
  • Lesson 8: Happy Dance
  • The Practitioner Dashboard for Clinic Owners
  • Using Jane’s Demo Clinic
Schedule
  • Adding a Location
  • Edit Individual Shifts
  • Setting Up Shifts
  • Booking, Changing or Moving an Appointment (Staff)
  • ​Booking a Break, Vacation and Holidays on Your Schedule
  • Class Booking
  • Couples or Related Groups - Booking, Billing, Charting and Notifications
  • Deleting a Class or Group Appointment
  • Keyboard Shortcuts
  • Late Cancellations
  • No Show and Late Cancellation Fees
  • Online Booking: Checking What is Offered Using the Magnifying Glass
  • Online Booking: Choosing What Is Offered Online
  • Patient Arrivals & No Shows
  • Patient Privacy and Privacy Mode
  • Print Daysheet
  • Re-Booking Appointments
  • Recurring Appointments
  • Reordering Treatments, Disciplines and Staff Members (Admin Schedule and Online Booking)
  • Resource Booking - Working With Limited Resources
  • Room Booking
  • Self Check In (For Patients)
  • Setting a Post Treatment Reset Time or Break
  • Setting the Schedule Grid
  • Setting up Treatments
  • Staggered Booking Set Up (Multiple Rooms or Clients Overlapping)
  • Special Notes
  • Subscribing to Your Calendar (for Staff)
  • Tags: Limiting Treatment Availability
  • Using the Wait List
  • Who was Cancelled/Deleted from the Schedule?
  • Working With the Schedule or Diary
  • Schedule Opening & Closing Time
  • Cancel or Delete an Appointment from the Schedule
  • Staff Member not Showing up on Schedule
  • Directing New Clients to Book an Initial Visit Only
  • Removing a Location
  • Contact to Book
  • Accessibility in Jane
  • How to Hide Your Location from Your Online Booking Site
  • Setting Up Shifts FAQ
  • Allow Post-Treatment Time After Shift Ends
  • Prevent Staff from Booking Outside of Shifts
  • Administrative Double Booking
  • Changing the Length of a Scheduled Appointment
  • Putting Tags to Work
  • Group Appointments
  • Group Appointments: Client Experience
  • How to Book Services or Resources Without a Staff Member
  • Chapter 1: Schedule
  • Icons on the Schedule
  • Save Space on Your Screen by Minimizing Weekends
  • Booking a Break on a Mobile Device (Phone or other Small Screen)
  • Medical Aesthetics Hub
  • How to View the Booking History of an Appointment
  • Putting Resources to Work
  • Resource FAQ & Troubleshooting
  • Editing an Appointment Marked as 'Arrived'
  • Schedule View Settings
  • Google Calendar Sync
  • How to Use Manage Shifts for Staff Vacation and Time Off
Online Booking
  • Online Booking: Choosing What Is Offered Online
  • Setting up Online Booking like a Boss
  • Adding "Book Online" Buttons to Your Website
  • Booking an Appointment Online (For Patients)
  • Cancellation Policy
  • Enabling Patient Self Check-in
  • Family Profiles - Managing Family Members (For Patients)
  • Family Profiles - Managing Family Members from the Patient Profile
  • Family Profiles - Online Booking & Intake Forms
  • Family Profiles - Payments with Shared Credit Cards
  • Google Analytics
  • Link Online Booking to Instagram
  • Not Accepting New Patients - Return Clients Only
  • Online Booking: Checking What is Offered Using the Magnifying Glass
  • Only Allow Approved Online Booking
  • Turning on Online Booking and Setting up Different Permissions
  • Online Rolling Availability
  • Reordering Treatments, Disciplines and Staff Members (Admin Schedule and Online Booking)
  • Self Check In (For Patients)
  • Save Space on Your Screen by Minimizing Weekends
  • Tags: Limiting Treatment Availability
  • Collecting Payments at Online Booking
  • Notice / Message on Online Booking Pages (for Announcements or Instructions)
  • Directing New Clients to Book an Initial Visit Only
  • Contact to Book
  • How to Hide Your Location from Your Online Booking Site
  • Customizing Your Online Booking, My Account & Email Branding
  • Putting Tags to Work
  • Working with Patients across Time Zones
  • How to Disable Online Booking
  • Behavioral Health Hub
  • Mobile Services Hub
  • Reserve with Google
  • Customizing Your Online Booking Background
  • Patient's Preferred Time Zone
  • Online Double Booking
  • Booking Multiple Appointments: Client Experience
  • How to Change (and Find!) Your Online Booking Website Address (URL)
  • Tips for Simplifying Online Booking for New Clients
  • Limiting the Number of Appointments that Patients Can Book Online
  • Working with Patients in Different Timezones Hub
  • Jane's Mobile App for Clients: Signing in and Troubleshooting
  • Online Booking Grace Period
  • Jane's Mobile App for Clients: Help Hub
  • Jane's Mobile App for Clients (Guide for Clinics)
  • Practitioner Search for Patients
  • Practitioner Search for Clinics
  • A Message from Ali on Jane’s Practitioner Search
  • Understanding "Booked" vs "No Availability" on Your Online Booking Site
  • Online Booking: Individual Staff Preference
  • Online Booking Availability for 1:1 and Group Online Appointments
Jane's Mobile App for Clients
  • Jane's Mobile App for Clients: Help Hub
  • Jane's Mobile App for Clients: Getting Started
  • Jane's Mobile App for Clients: Signing in and Troubleshooting
  • Jane's Mobile App for Clients: Managing Appointments
  • Joining an Online Appointment in Jane's Mobile App
  • Jane's Mobile App for Clients: FAQ
  • Jane's Mobile App for Clients (Guide for Clinics)
  • A Message From Ali on Jane's Mobile App for Clients
  • Jane's Mobile App for Clients: Messaging
Online Appointments (Telehealth)
  • Getting Started with Online Appointments (Telehealth)
  • Privacy & Security for Online Appointments
  • Online Appointments for Groups FAQ
  • Turning on Virtual Backgrounds for Online Appointments
  • How to Join Your Online Appointment (For Clients)
  • Behavioral Health Hub
  • Weighing the Benefits of Telehealth: Questions and Considerations
  • Online Appointments FAQ
  • Setting up Online Appointments (Telehealth)
  • Online Appointments for Groups
  • How to Join Your Online Appointment (For Practitioners)
  • Joining an Online Appointment in Jane's Mobile App
  • Online Appointments: A Troubleshooting Guide (Mobile Device on a Browser)
AI Scribe
  • AI Scribe Help Hub
  • AI Scribe Free
  • AI Scribe: Getting Started
  • AI Scribe: Global Prompt
  • AI Scribe: Template and Chart Prompts
  • AI Scribe: Sample Prompts
  • AI Scribe: Working with Recordings
  • AI Scribe: FAQ and Troubleshooting
  • Webinar Recap: How AI Scribe is Changing the Way Clinics Chart
  • Jane's AI Principles
  • AI Scribe: FAQ for Patients and Clients
Charting
  • Adding a Signature to Charts & Invoices/Receipts
  • Use Phrases For Faster Charting
  • Appointment Charting Status
  • Chart Parts for Creating a Chart Template
  • Chart Template Library
  • Charting for a Past Date
  • Charting New Territory: Tips for Switching to Electronic Charts
  • Charting Privacy Options
  • Consent for Assessment/Treatment of Sensitive Areas
  • Couples or Related Groups - Booking, Billing, Charting and Notifications
  • Chart Templates: Creating, Editing and Deleting a Template
  • Deleting, Moving or Changing a Chart
  • Exporting Chart Notes (Print or PDF)
  • Adding CPT & Diagnosis Codes to Charts (US)
  • Adding Billing & Diagnosis Codes to Charts on the Base Plan
  • Keyboard Shortcuts
  • Letters in Jane
  • Photos in Chart Notes/Documentation
  • How to add a Medical Alert, Pin or Star your Chart Entries
  • Prescriptions
  • Printing or Sharing Chart Entries (Treatment Plans)
  • Scanning and Uploading to Jane Charts
  • Sign & Lock Charts
  • Day View: Sign and Lock Workflow
  • Supervisor Sign Off (Manual Workflow)
  • Switching from Paper Charts to Electronic Charts
  • Uploads for Review - Labs, X-Rays and Other Reporting
  • How to Customize the Chart Footer
  • Making a Chart Amendment
  • Smart Options & Narrative for Charting
  • Help! I accidentally archived a draft chart entry.
  • Sharing Patient Charts with a Third Party
  • The chart entry is complete, so why isn't the lock showing?
  • Batch Chart Export for Practitioners
  • Creating a Narrative Chart
  • Formatting Chart Entries
  • Charting for Classes and Group Appointments
  • Tips for Charting During Your Online Appointment
  • Outcome Measure Surveys
  • Clinical Surveys
  • Treatment Plans
  • How to Face Chart
  • Supervision Hub
  • Client Aftercare Information
  • AI Scribe: Getting Started
  • Medical Aesthetics Hub
  • Mobile Services Hub
  • AI Scribe: Sample Prompts
  • Charting on a Mobile Device (Tablet or Smartphone)
  • AI Scribe: FAQ and Troubleshooting
  • AI Scribe: Working with Recordings
  • Setting up a Supervisory Relationship
  • Supervisors: Reviewing Charts
  • Supervisees: Submitting Charts
  • Supervision FAQ
  • Integrated Home Exercise Plans with Wibbi
Billing
  • Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts
  • Adjusting Invoice Dates
  • How to Apply a Credit to a Specific Invoice
  • Assigning Product/Inventory to Staff
  • Billing for Per Unit (Mileage, Botox, Materials Used, Reporting etc.)
  • Discounts and Price Adjustments
  • Changing Payment Method
  • Creating a Credit Memo (Patient Credit when No Payment Received)
  • Creating or Deleting a New Payment Method
  • Creating a Patient Credit
  • Creating a Product
  • Credits and Owings - Investigating
  • Customize Patient Invoice Details
  • Delete a Patient Payment (Taken or Applied in Error)
  • Editing an Invoice with Payment Already Applied
  • How to Customize Financial Documents
  • How to Manually Override an Invoice
  • Increasing Your Fees
  • Multiple Payment Methods
  • Partially Pay an Invoice
  • Patient Statements
  • Paying Balances Online
  • Printing or Emailing Receipts
  • Refunding a Product/Inventory Purchase
  • Searching by Invoice Number
  • Selling a Product
  • Supervising Therapist on Receipts and Invoices
  • Transitioning Your Patient Credits/Receivables to Jane
  • Unapplying a Payment
  • Understanding Invoice Reversals
  • Writing Off Unpaid Amounts/Balances (and Reversing Them!)
  • Reconciliation Date: Reporting Invoice Changes Made Prior to a Certain Period
  • Collecting Payments at Online Booking
  • Creating an Invoice
  • Email a Patient Invoice
  • Things to Know When Taking Your First Payments In Jane
  • Handling Credit Card Reimbursements from Insurance Companies
  • Jane's Tips for Year End
  • Importing Sales to Xero from Jane
  • Importing Sales to Quickbooks Online (QBO) from Jane
  • Multiple License Numbers
  • Setting Up Your Billing Settings
  • Tips and Gratuities
  • Hide Client Information from Financial Emails
  • Customizing the Details & Price on an Unpaid Invoice
  • Shipping Fees on Products
  • Refunding a Patient Payment for an Appointment
  • Working with Online Gift Cards
  • Payments for Related Clients
  • Accounting Software and Jane
  • How to Bill Filler
  • How to Bill Neurotoxins (Botox, Dysport, Xeomin)
  • How to Bill and Manage Service Add-Ons for Online Booking
  • How to Create an Invoice for Administrative Tasks
  • How to Edit the Received and Applied Dates of Payments
  • Setting up Multiple Jane Payments Accounts
  • Failed Jane Payments Payouts
  • Changing Your Jane Payments Banking Information
  • Verification for your Jane Payments account 🇨🇦 🇺🇸
  • How To Get Paid Instantly with Jane Payments 🇨🇦🇺🇸
  • Deleting a Credit Card from a Patient’s Profile
  • U.S. 1099 tax forms
  • HSA / FSA cards
  • How to confirm whether or not a refund was successfully processed?
  • Creating Treatment Combinations
  • Partially Refund a Payment
  • How to Redeem a Past Treatment under a Package
  • Deleting or Reversing a Refund Recorded in Error
  • Disabling Tax on an Individual Purchase
  • How to Manage a Wallet or Bank Style Package and Membership
  • Invoicing for Minors
  • Mobile Services Hub
  • Sales Tax: Updating Past Invoices
  • Deleting a Sales Tax
  • Creating a Patient Invoice without an Appointment
  • What's that odd, small charge on my patient's credit card?
  • Why did my client's card decline?
  • Reordering Diagnosis Codes
  • Billing Insurance Claims For Telehealth Appointments (US)
  • Using HICAPS with Jane
  • How to Create and Send Quotes to Patients
  • Collecting Payment for a No Show or Late Cancellation
  • Jane Payments & Stripe Canadian Verification FAQs 2024 🇨🇦💰
  • Customizing or Removing the Footer on Financial Documents
  • Products Hub
  • Bookkeeping Hub
  • Automated Balance Reminder (Insurance)
  • How to Delete an Invoice
  • Issuing a Receipt for a Refund
  • Family Profiles - Turning Off Financial Communications for Children or Teens
  • Wrong Patient? How to Fix Payments, Charts, and Appointments
Jane Payments
  • What makes Jane Payments so special?
  • Switching to Jane Payments
  • Setting Up and Using Jane Payments
  • Jane's Online Payments
  • Jane's Terminal Payments
  • Understanding Payouts, Deposits, and Refunds
  • Your Jane Payments Reports
  • Jane Payments FAQ
  • Clinic Financing by Stripe
  • Transitioning from Payfirma to Jane Payments
Reports
  • Accounts Receivable Report
  • Appointments Reports
  • Applied & Unapplied Payments Report
  • Billing Reports
  • Billing Summary Report
  • Cash Reconciliation Report
  • The Inventory Report, Product Price Lists and Calculating Retail Value
  • Day End Procedures
  • Employee & Contractor Taxes with Jane
  • Exporting Reports and Customizing them in Excel
  • Hours Scheduled / Booked Report
  • Patients Reports
  • Patient Retention Report
  • Referral Report
  • Referral Commission
  • Return Visit Reminders
  • Reconciliation Date: Reporting Invoice Changes Made Prior to a Certain Period
  • Reconciling Your Accounts Receivable (A/R) Between Periods
  • Product Performance Report
  • Sales Report
  • Strategies for Investigating Reports
  • Transaction or "Cash Out" Report
  • The Practitioner Dashboard, Explained
  • The Practitioner Dashboard for Clinic Owners
  • Unscheduled Patient Report
  • Working with the Purchase, Invoice, Received At, and Applied Dates
  • Reporting FAQs
  • Online Appointment Usage Report
  • Compensating Product Sales by Profit Margin
  • Insurance Policies Report
  • How to generate a list of Birthdays in Jane
  • Reports Overview
  • Reporting on New Patients
  • Insurance Specific Reporting (US)
  • Your Year with Jane FAQ
  • Income Categories (Compensation at Different Rates)
  • Patient Forms Report
  • Jane Payments Transactions Report
  • Jane Payments Monthly Processing Report
  • Payments, Refunds, and Fees Report
  • Jane Payments Payouts Report
  • How to Verify if a Jane Payment Transaction Was Processed Successfully
Community Resources
  • Community Stories
  • Jane Community Guidelines
Webinars & Events
  • 🎟 Jane Webinars & Events Library
Allied 2022: Jane Summer School
  • Jane Summer School 2022: All Sessions
  • What’s New in Jane: The Latest & Greatest (& What’s Coming Next!)
  • Developing Your Collaborative Leadership Team
  • Kick A$$ Customer Service: Create a Stellar Patient Experience
  • Getting Started with Jane: Everything You Need For a Smooth Transition
  • Level Up to a 7-Figure Group Practice!
  • How to Set Your Virtual Office up for Ultimate Practice Success
  • How Networking Can Help You Build Your Business & Avoid Burnout
  • Operations Secrets for Easier Growth: How To Grow With Less Marketing
  • Zoom & Healthcare: A Conversation Between Jane Co-Founder, Alison Taylor & Zoom Head of Healthcare, Ron Emerson
  • Roundtable: Security, Compliance & Data Privacy
  • Roundtable: So You Want To Be a Therapist – Best Practices for Starting Your Practice
  • Payment Powered Practice: Let Jane Help You Get Paid
  • Elements Required To Scale Your Business
  • New Workflow: Billing Secondary Insurance Claims
  • Pivot: Adversity is just an Opportunity
  • Marketing Essentials: How a Children’s Game Can Teach You Everything You Need To Know About Marketing
  • From Chart to Finish: Tips, Tricks & Tools to Master Charting in Jane
  • You’re Not in This Alone: Harnessing the Power of Community for Practice Success
  • Rethinking the Traditional Front Desk Model & Improving the Patient Experience
  • Workshop: Unlocking the Power of Jane’s Reports
  • Patient Communication Strategies that grow Your Practice & Increase Trust
  • Combatting Virtual Fatigue: Restoring Your Voice, Brain & Body After Online Sessions
  • How to Turn Appointment Data into Repeat Business, Reviews & Revenue
  • Roundtable: Secrets to Successful Customer Support – Tips for Training & Maintaining Your Team
  • Q&A: The Healthy Leader – Preparing Yourself For Practice Growth
Allied 2021: Jane Summer School
  • Jane Summer School 2021: All Sessions
  • Back to the Future: Where Jane's Been & Where We're Headed
  • Hiring, Training & Retaining an Exceptional Front Desk Team
  • 🇨🇦 General, Professional & Cyber Liability Insurance for Practitioners
  • Working With Couples & Families in Jane
  • Turning Trust into Treatment: Practitioner-Patient Communication
  • Virtual Assistant vs. Virtual Reception
  • Money Talks: How Jane Makes It Easy To Get Paid
  • Building an Inclusive Workplace
  • Front Desk Solutions For The SOLO Practitioner
  • Chart Smarter, Not Harder, With Jane
  • 🇬🇧 Cuppa with the Jane UK Team
  • A Practitioner's Journey Through Burnout & Recovery
  • The Five Essentials Of Clinic Websites (& One Thing To Avoid)
  • Fantastic Reports & Where To Find Them
  • 🇺🇸 Billing in the USA: Tips & Tricks From Billers
  • Best Practices: Privacy & Security in Jane (Webinar)
  • Caring for Clients Near End-Of-Life & Coping With Loss as a Caregiver
  • 🇺🇸 A New ERA: US Insurance Billing Features in Jane
  • Building Your Authentic Brand Story
Allied 2020: The Virtual Community Conference
  • Allied 2020: The Jane Virtual Community Conference: All Sessions
Privacy
  • Is Jane PIPEDA compliant?
  • Is Jane GDPR compliant?
  • Is Jane HIPAA compliant?
  • FIPPA/FOIPPA for the BC Public Sector
  • Jane for BCACC Members
  • Privacy Compliance for Clinics in British Columbia
  • Privacy: Compliance for Clinics in Alberta
  • Privacy Compliance for Clinics in Ontario
  • PIPEDA and Other Privacy Laws in Canada
  • GDPR Consent Language
  • GDPR Consent Rules
  • GDPR and Jane in the EU and the UK
  • GDPR and Reminder Emails
  • HIPAA and Appointment Emails
  • HIPAA and Marketing Emails
  • California Consumer Privacy Act (CCPA)
  • Is Jane PCI-Compliant?
  • Protecting Patient Data
  • Online Appointments and Privacy Laws
  • Creating & Storing Compliant Clinical Notes
  • The U.S. Cures Act and Jane: Giving Your Patients Access to Their EHR
  • Security and Privacy Best Practices
  • What is a SOC 2 report?
  • Who should be the Jane Account Owner?
  • Receiving Support Securely
  • How To: Reset Your Jane Password
  • Jane's AI Principles
  • Staff Access Levels
  • Deleting Patient Data
Security
  • Security FAQ
  • List of Security Features
  • Activity Log
  • Auto-Logout Duration
  • Email Encryption FAQ for Canada
  • Password Best Practices
  • Security and Privacy Best Practices
  • All About the New Device Sign-in Email
  • Phishing Safety
  • What is a SOC 2 report?
  • Who should be the Jane Account Owner?
  • Receiving Support Securely
  • Third Party Messaging Service FAQ
  • How To: Reset Your Jane Password
  • 2-Step Verification
  • Cloud Security White Paper
  • Unauthorized Access: What to Do if Your Laptop/Phone is Lost or Stolen
  • How to reset your email password and enable Two-Factor Authentication (2FA)
  • Multi-Factor Authentication
  • 2-Step Verification: Locked out of your account?
Wait List Management
  • Managing your Wait List with Jane
  • Using the Wait List
  • Setting Up Your Wait List Notifications
  • Using Wait List Notifications
  • Using Automatic Wait List Notifications
  • Wait List Notifications: Client Experience
  • Wait List Notifications: FAQ, Troubleshooting & Feature Development
  • Why Didn't my Patient Receive a Wait List Notification?: A Troubleshooting Guide
Notifications & Reminders
  • Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts
  • Updating Your Clinic Email Address & Phone Number
  • Customizing Language in Jane
  • Email Notifications
  • Email & SMS Reminders
  • GDPR and Reminder Emails
  • How to Send an Email to All Patients
  • Phone Reminders List
  • Return Visit Reminders
  • Tasks or To Dos
  • My Client Didn't Receive their Clinical or Outcome Measures Survey: A Troubleshooting Guide
  • Email Customization Cheatsheet (Appointment Reminder)
  • Email Customization Cheatsheet (Thanks for Booking)
  • Why Does My Patient or Client’s Email Say ”Bounced”?
  • Intake Form Reminder Email FAQ
  • Why Does My Patient or Client’s Email Say ”Complaint”?
  • How to Verify your Email Address (for Staff and Patients)
Forms, Surveys, and Ratings
  • Forms, Surveys, and Ratings
  • Intake Form FAQ
  • Intake Forms
  • How to Format Text in Jane: A Markdown Cheatsheet
  • My Patient Didn’t Receive Their Intake Form: A Troubleshooting Guide
  • Creating & Sending a Manual Intake Form
  • Consent Forms
  • Update Forms
  • Why Can’t My Client Access Their Intake Form?
  • Completing Intake Forms In-Clinic: Fill Out Options
Intake Forms
  • Take back your treatment time with Online Intake Forms
  • Behavioral Health Hub
Patient Profiles
  • Couples or Related Groups - Booking, Billing, Charting and Notifications
  • Deleting a Patient or Client Profile
  • Family Profiles - Managing Family Members (For Patients)
  • Family Profiles - Online Booking & Intake Forms
  • Family Profiles - Managing Family Members from the Patient Profile
  • Family Profiles - Payments with Shared Credit Cards
  • Helping Patients Log In
  • Marking a Patient as Inactive (Discharged or Deceased)
  • Mass Welcome Email
  • Merging and Unmerging Patients
  • Communications Log
  • My Account - Your Patient/Client Portal
  • Patient Preferred Name
  • Patients Relationships
  • Prefixes, Titles & Honorifics
  • How to View and Print Appointments for a Patient (Past or Upcoming Appointments)
  • Pronouns
  • Sharing Chart Entries with Patients
  • Add a Credit Card from the Client My Account Portal
  • Online Appointments and Privacy Laws
  • Troubleshooting Tips for Subscribed Calendars
  • Subscribing to your Calendar (For Patients)
  • Updating the Default Email Account On Your Device
  • Customizable Patient Sign Up Form
  • Creating a Group
  • Groups and Group Appointments FAQ
  • Payments for Related Clients
  • How To: Reset Your Jane Password
  • Test Patient/Client
  • How to Create a Client Profile Administratively
  • Jane's Mobile App for Clients: Help Hub
  • Jane's Mobile App for Clients (Guide for Clinics)
  • Help! My Patient Keeps Getting Logged in as a Family Member
  • The Patients Tab: A Snapshot of Your Full Patient List
  • Patient/Client Help Hub
  • How to find Your Clinic’s Contact Information (for Patients)
  • Messaging (Beta)
  • Jane's Mobile App for Clients: Signing in and Troubleshooting
  • Family Profiles - Turning Off Financial Communications for Children or Teens
  • Patient Profile Dashboard
  • For patients: How to Request Account & Personal Info Deletion
Staff Profiles
  • Edit Individual Shifts
  • Auto-Logout Duration
  • Charting Privacy Options
  • Log In Help: Username and Password
  • Deactivating a Staff Member
  • Helping Staff Sign In
  • How to Add a Profile Photo
  • Keyboard Shortcuts
  • Merging and Unmerging Staff Profiles
  • Communications Log
  • Patient Privacy and Privacy Mode
  • Registration Numbers
  • Staff Access Levels
  • Setting up Staff and Adding a Staff Member to Your Jane Subscription
  • Setting up Treatments
  • Subscribing to Your Calendar (for Staff)
  • Supervising Therapist on Receipts and Invoices
  • Setting Up Sales Taxes in Jane
  • Troubleshooting Tips for Subscribed Calendars
  • Help! I’m a Practitioner but Keep Getting Logged In as a Patient
  • Transitioning an Intern to a Practitioner
  • Commission Rates by Location
  • Managing Your Jane Subscription
  • How To: Reset Your Jane Password
  • Offboarding Checklist: What to Do When Staff Leave
  • Editing your Staff Email and/or Phone Number
  • Income Categories (Compensation at Different Rates)
  • 2-Step Verification FAQ
Practitioner Profiles
  • Device & Network Recommendations
  • Using Jane on a Tablet
  • Using Jane on a Smartphone
  • Booking a Break on a Mobile Device (Phone or other Small Screen)
  • Practitioner Sign In
  • ​Booking a Break, Vacation and Holidays on Your Schedule
  • Log In Help: Username and Password
  • Chart Parts for Creating a Chart Template
  • Chart Templates: Creating, Editing and Deleting a Template
  • Employee & Contractor Taxes with Jane
  • Helping Staff Sign In
  • Increasing Your Fees
  • Keyboard Shortcuts
  • Day View: Sign and Lock Workflow
  • Who was Cancelled/Deleted from the Schedule?
  • Subscribing to Your Calendar (for Staff)
  • Practitioner's Home Base: Day Sheets & Charts
  • Practitioner Training: Initial Signing In and Overview
  • I Can't Access My Jane Account: A Troubleshooting Guide
  • Day End Procedures: for Practitioners
  • Jane's Workshop
Payroll
  • Payroll Guide Hub
  • Timesheets
  • Income Categories (Compensation at Different Rates)
  • Compensation Report
  • Referral Commission
  • Commission Rates by Location
  • Compensating Product Sales by Profit Margin
  • Understanding Package & Membership Compensation
  • Calculating Hourly Wages Based on Booked Hours
  • Calculating Flat Fee Compensation Based on the Number of Services Provided
  • Jane Payroll (Beta)
  • Jane Payroll (Beta): Getting Started
  • Jane Payroll (Beta): Pay Groups & Pay Types
  • Jane Payroll (Beta): Payroll Admin Permissions
  • Jane Payroll (Beta): What should contractors enter as their business number when onboarding to Jane Payroll?
  • Jane Payroll (Beta): Supporting Your Employees With Tax Information in Jane Payroll, 2026 edition
  • Jane Payroll (Beta): Staff Onboarding Steps
  • Jane Payroll (Beta): Managing Vacation Pay and Time 🇨🇦
  • Jane Payroll (Beta): Updating your direct deposit info
  • Jane Payroll (Beta): Records of Employment (ROEs)
  • Importing to Jane Payroll (Beta)
  • Jane Payroll (Beta): Statutory Holidays in Canada
Messaging
  • Messaging (Beta)
Insurance Billing (Canada)
  • Canadian Insurance Integrations Hub 🇨🇦
  • Creating and Setting Up Insurers (CA)
  • Billing No Shows and Late Cancellations to Third Party Payers
  • Billing MSP Through Teleplan
  • Billing To Insurers Without an Appointment (For Phone Calls/Chart Notes/Letters, etc.)
  • Billing to WorkSafe BC - Physiotherapy
  • Booking and Billing No Charge WSBC (WCB) Subsequent Visits
  • Create Custom Billing Codes
  • Creating a Patient Policy (CA)
  • Direction to Pay - Billing to Lawyers
  • Grouping and Ungrouping Insurer Invoices
  • How to Bill for Multiple Services on a Single Visit Using Billing Codes
  • How to Manually Override an Invoice
  • ICBC Invoicing and Reporting - Effective April 1, 2019
  • ICBC - Acupuncture
  • ICBC - Chiropractic
  • ICBC - Clinical Counselling
  • ICBC - Kinesiology
  • ICBC - Psychology
  • ICBC - Massage Therapy
  • ICBC - Physiotherapy
  • Insurance Coverage & Taxes
  • Insurer Underpayment (Adjusting Amount Paid by Insurer)
  • Receiving an Insurer Payment
  • Teleplan (MSP & WorkSafeBC) Rejections
  • Resetting Insurance Policy Counts and Limits
  • Searching by Invoice Number
  • Teleplan Late Submission Reason Code
  • Apply or Unapply an Insurer Payment
  • Working with Claim Submissions (Paper Insurer Invoices)
  • Pacific Blue Cross - Setting up your PROVIDERnet Integration
  • Pacific Blue Cross - Submitting Claims Through the PROVIDERnet Integration
  • Pacific Blue Cross - Reversing Claims Through the PROVIDERnet Integration
  • Adding Billing Codes to Paid Invoices
  • Billing to WorkSafe BC – Chiropractic
  • TELUS eClaims - Submitting Claims and Eligibility Checks Through the TELUS eClaims Integration
  • Setting Up a Fillable PDF Form
  • How to Populate a Fillable PDF File
  • TELUS eClaims - Setting Up Your TELUS eClaims Integration
  • TELUS eClaims - Reversing Submissions Through the TELUS eClaims Integration
  • ​Missing the Insurers Tab? Adding the Insurance add-on to the Practice or Thrive Plan
  • Working with Claim Submissions and Online Insurer Portals
  • Insurer Statements
  • Duplicate Insurers
  • TELUS eClaims FAQ + Troubleshooting
  • Pended and On Hold Submissions with TELUS eClaims
  • Collect Insurance Information on Intake Forms From Your Clients 📸
  • HCAI billing in Jane: Block Billing Workflow
  • HCAI billing in Jane: FAQ
  • Insurance Mode on Claims: Payable to Patient vs Payable to the Clinic (CA)
  • How to Archive and Unarchive an Insurer
  • Recording an Insurer is covering $0 (CA)
  • Booking an Insured Visit
  • HCAI billing in Jane: Third Party Billing Workflow
  • HCAI billing in Jane: Hub
  • Teleplan (MSP & WorkSafeBC) Rejection Codes
  • Coordination of Benefits and Secondary Claims (CA) 🇨🇦
  • How to Set Up and Bill to a Third-Party Payer (CA)
  • Where to find a Teleplan Sequence Number in Jane
  • Removing the Insurance Add On and what to expect!
  • Delete an Insurer Payment
  • Pacific Blue Cross Troubleshooting and Error Codes
  • Billing Patients for Rejected Pacific Blue Cross PROVIDERnet Claims
  • How to Resubmit a Rejected TELUS eClaim
US Insurance Billing Training
  • US Insurance Billing Training Hub
  • ​Missing the Insurers Tab? Adding the Insurance add-on to the Practice or Thrive Plan
  • US Insurance Step 1
  • US Insurance Step 2
  • US Insurance Step 3
  • Start Billing 1: Patient Insurance
  • Start Billing 2: CPT & Diagnosis codes
  • Start Billing 3: Insuring the Visit
  • Start Billing 4: Claim Management & CMS1500 Forms
  • Start Billing 5: EDI Claim Submission
  • Start Billing 6: Posting Insurer Payments & EOBs
  • US Insurance Training Survey
  • Removing the Insurance Add On and what to expect!
  • Managing Resubmissions & Corrected Claims
Biller Training
  • Welcome to Jane's US Biller Training Course 👋
  • Module 1: Setting Up Insurers, Billing Codes & Billing Info
  • Module 2: Claim Submissions & Management
  • Module 3: Adding and editing billing codes and modifiers
  • Module 4: Remittances
  • Module 5: A/R Tracking (Aging Claims)
  • Jane's Insurance Billing USA
US Insurance Billing Additional Resources
  • ​Missing the Insurers Tab? Adding the Insurance add-on to the Practice or Thrive Plan
  • 🇺🇸 Integrated Claims with Claim.MD
  • 🇺🇸 Secondary Claims in Jane
  • 🇺🇸 Billing Secondary Insurance Claims
  • 🇺🇸 What's an ERA in Insurance Billing?
  • ERA Management Tool FAQ
  • Posting Insurer Payments With Electronic Remittances (ERAs)
  • CMS1500 Reference Sheet
  • Billing Under a Different Practitioner (Rendering Provider)
  • Billing Unlisted CPT Codes to Insurance
  • Cash Visits & Superbills
  • Collect Insurance Information on Intake Forms From Your Clients 📸
  • Courtesy Billing or Patient Pre-Pay (US)
  • ICD-10 Code Set Updates FAQ
  • Insurance Claims & The CMS1500
  • Creating & Managing Good Faith Estimates in Jane
  • Adding CPT & Diagnosis Codes to Charts (US)
  • Setting a Place of Service Code
  • How To Reconcile Insurance Claim Reversals
  • Posting Insurer Payments With Paper EOBs
  • Superbills on the Base Plan
  • Switching Clearinghouses to Claim.MD
  • 🇺🇸 Integrated Claims with Claim.MD - FAQs
  • Box 16
  • Box 24
  • Box 11
  • Box 9
  • Box 17
  • Box 32
  • Box 12
  • Box 13
  • Box 1
  • Box 10
  • Box 15
  • Box 21
  • Box 22
  • Box 29
  • Box 28
  • Box 31
  • Box 3
  • Box 2
  • The Top Right Corner
  • Box 4
  • Box 5
  • Box 6
  • Box 7
  • Box 14
  • Box 18
  • Box 19
  • Box 20
  • Box 23
  • Box 25
  • Box 26
  • Box 27
  • Box 33
  • How to Archive and Unarchive an Insurer
  • Creating a Patient Insurance Policy (US)
  • Re-booking Clients with the Same Insurance Info
  • Adding Billing Codes to a Paid Invoice (to Create a Superbill)
  • 🇺🇸 Eligibility Checks with Claim.MD
  • Uploading an EDI File to Office Ally
  • Jane's Clearinghouse Integration 🇺🇸
  • Creating and Setting Up Insurers (US)
  • Reordering Diagnosis Codes
  • Refreshed Insurance Workflows: Transitioning Your Insurance Appointments
  • Billing Insurance Claims For Telehealth Appointments (US)
  • Insurance Specific Reporting (US)
  • Submitting a Claim when Medicare is the Secondary Payer
  • Delete an Insurer Payment
  • How to Attach Supporting Documents to Claims in Claim.MD
  • How to Temporarily Disable the Claim.MD Integration
  • Creating an EDI File to Submit to a Clearinghouse
  • Recording an Additional Insurer Payment
  • Creating Billing Codes (US)
  • Treatment-Specific CPT Codes
UK Insurance Billing
  • UK Insurance Step 1 - Setting up Insurers 🇬🇧
  • UK Insurance Step 2 - Billing Codes & Contract Rates 🇬🇧
  • UK Insurance Step 3 - Insurance Policies 🇬🇧
  • UK Insurance Step 4 - Insuring an Appointment 🇬🇧
  • UK Insurance Step 5 - Invoicing & Payments 🇬🇧
  • Submitting to Healthcode 🇬🇧 - Beta
Gift Cards
  • Donating Gift Cards or Promos
  • Gift Cards Overview
  • Loading a Gift Card Using a Credit on File
  • Redeeming a Gift Card
  • Refunding and Deleting a Gift Card
  • Reload an Existing Gift Card
  • Tips for Ordering Gift Cards
  • Transferring a Gift Card Balance
  • Working with Online Gift Cards
  • Create and Load a Gift Card Administratively
  • How to Transfer a Patient Credit Using a Gift Card
Teleplan
  • Adding a Note to a Teleplan Claim
  • Adding Your Data Centre to Jane
  • Billing MSP Through Teleplan
  • Billing to WorkSafe BC - Physiotherapy
  • Billing to WorkSafe BC – Chiropractic
  • Booking and Billing No Charge WSBC (WCB) Subsequent Visits
  • Debit Request (Return Payment to Teleplan)
  • Editing an Invoice with Payment Already Applied
  • Favourite Teleplan Codes
  • GST and Modifying Teleplan Billing Codes
  • Sending Teleplan Claims
  • Signing Up for Teleplan
  • Teleplan Diagnostic Codes (Area of Treatment)
  • Teleplan Late Submission Reason Code
  • Teleplan Status - Opted In Versus Opted Out
  • Teleplan Transition
  • Compensating Multiple Practitioners for Block Billing
  • Billing for Photocopies / Records to WSBC
Packages & Memberships
  • Setting up a Package
  • Package & Membership Reports
  • Selling, Redeeming and Refunding a Package
  • Working with Package & Membership Receipts
  • Understanding Package & Membership Compensation
  • Packages FAQs
  • Setting up a Membership
  • Selling a Membership
  • Deleting and Cancelling Memberships
  • Memberships FAQ
  • Redeeming or Refunding Memberships
  • How to Redeem a Past Treatment under a Package
  • Packages on a Payment Plan
  • Insurance Friendly Packages
  • Packages & Memberships Hub
Integrations
  • Jane Websites - AI Website Builder
  • Google Analytics
  • Mailchimp
  • Mailchimp Integration: A Troubleshooting Guide
  • Physitrack - Setting Up Your Integration
  • Physitrack - Using Jane & Physitrack Together
  • Pacific Blue Cross - Setting up your PROVIDERnet Integration
  • Pacific Blue Cross - Submitting Claims Through the PROVIDERnet Integration
  • Pacific Blue Cross - Reversing Claims Through the PROVIDERnet Integration
  • TELUS eClaims - Setting Up Your TELUS eClaims Integration
  • TELUS eClaims - Submitting Claims and Eligibility Checks Through the TELUS eClaims Integration
  • TELUS eClaims - Reversing Submissions Through the TELUS eClaims Integration
  • Subscribing to your Calendar (For Patients)
  • Deep dive into calendar subscription issues with iCalendar
  • Subscribing to Your Calendar (for Staff)
  • Troubleshooting Tips for Subscribed Calendars
  • Physitrack FAQ + Troubleshooting
  • TELUS eClaims FAQ + Troubleshooting
  • How to Send an Automated Birthday Email
  • Integrations Hub & FAQ
  • Integrated Outbound Fax
  • Fullscript Integration
  • Integrated Home Exercise Plans with Wibbi
Training Video Playlists
  • Getting Started with Jane
  • Jane's Scheduling Basics
  • Jane's Charting Basics
  • Jane's Payment Basics
  • Jane's Online Booking Basics
  • Jane's Insurance Billing 🇨🇦
  • Jane's Integrations
  • Why The Name "Jane"?
Patient Feedback
  • Setting up Ratings and Reviews
  • Review your Ratings Report (for Clinic Owners & Practitioners)
  • Filling out a rating survey (for Patients)
  • Setting Up Your Location for Google Reviews
  • Ratings & Reviews FAQs
Troubleshooting
  • Mailchimp Integration: A Troubleshooting Guide
  • My Client Didn't Receive their Clinical or Outcome Measures Survey: A Troubleshooting Guide
  • Troubleshooting Blurry Logos, Email Headers and Online Booking Backgrounds
  • Why isn't my Availability Displaying Online? A Troubleshooting Guide
  • Staff Member not Showing up on Schedule
  • Jane Support & Resources: Getting Help With Your Account
  • ​Missing the Insurers Tab? Adding the Insurance add-on to the Practice or Thrive Plan
  • My Patient or Client Didn’t Get Their Email Reminder: A Troubleshooting Guide
  • Deep dive into calendar subscription issues with iCalendar
  • Troubleshooting Tips for Subscribed Calendars
  • Help! I’m a Practitioner but Keep Getting Logged In as a Patient
  • Contact to Book
  • Why Does My Patient or Client’s Email Say ”Bounced”?
  • I Can't Access My Jane Account: A Troubleshooting Guide
  • Jane Payments Terminal Troubleshooting
  • Online Appointments: A Troubleshooting Guide
  • Unauthorized Access: What to Do if Your Laptop/Phone is Lost or Stolen
  • How to Update Your Microsoft Edge Browser
  • How to Update Your Google Chrome Browser
  • How to Update Your Firefox Browser
  • How to Update Your Safari Browser
  • Why Does My Patient's SMS Notification Say "Failed"?
Security
  • How to reset your email password and enable Two-Factor Authentication (2FA)