Adding new patients to Jane is a snap. Simply go to the “Patients” section, click on “New Patient” and complete the form.
- First Name and Last Name (required)
- Email Address
- Basic Contact Info
- Reminder & Notification Preferences - If the patient would like appointment reminders via SMS or email.
- Referral Info - If the patient has been referred to the clinic or a specific practitioner.
- Marketing - Allows the patient to opt in to receiving marketing emails from your clinic
Saving & Sending a Welcome Email
Once you have entered all of the patient’s information you can save their profile. If you have entered an email address, click the “Save & Send Welcome Email” button. This will send the patient an email, which gives them access to Jane’s online booking site.
By logging in to Jane, patients can also add or modify the following information about themselves:
- First & last name
- Contact info
- Marketing email opt-in
- Reminder & notification preferences