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Family Profiles - Managing Family Members (For Patients)

Family members can now book appointments on behalf of each other through a single profile (try to contain your excitement)!

To put it plainly, you can book individual appointments for your whole family from your account.

Here’s how you can do it in Jane.

How to Set Up Family Members

1) When Creating a Profile Online

When you creates a profile for clinic, Jane will ask if you will be using the account to book for family members.

If the answer is yes, Jane will then ask for the family member’s relationship to you, as well as the family member’s first name, last name, and email.

Please note that only the first and last name are mandatory.

Next, Jane will ask if you would like to grant permission for this family member to use your credit card(s) on file, (note you will only have this option if the clinic is set up with Jane Payments).

If you would like to give permission, you just need to check off the following box:

If you would like to add some more profiles, you can click the Add Another Family Member button.

Once you’ve added all of your family members, you can press Continue to start booking some appointments for the family.

2) Through the My Account Page / Patient Portal

If you already have an account and would like to add some family members to your profile, you can do so by logging in to the online booking site and then heading to your My Account page.

From your My Account area, you can click on the Family Members tab.

From here, you can:

1) Add a new family member.

2) Edit the permissions you’ve shared with current family members.

One thing to note is that you can edit the permissions you’ve granted their family members in this area, but you can’t view or edit the permissions you’ve received from your family members.

What Permissions be Shared with your Family Member?

You can grant different permissions to your family members:

1) Allow family members to use your credit cards on file.

2) Share a copy of your receipts, statements, and financial emails.

3) Share a copy of your email notifications and reminders.

4) Manage your online bookings and complete your intake forms.

5) Publish your appointments for your family member’s calendar subscriptions.

You can share access to your credit cards directly from your account:

You can also remove permissions granted to yourself from your family members.

If you choose to remove the permissions and want them reinstated after, you will need to contact your clinic in order to protect the privacy and data of all patients.

Please note that allowing a family member to use payment methods on file will apply to all current and future payment methods added to the granting patient’s profile.

For a reminder on how to help set up your calendar subscriptions, please have a look at our guide on Calendar Subscriptions.