Your clients have access to a secure client portal through Jane called My Account. This account can be set up when they complete the Online Booking process or when they receive their Welcome Email. If you’re curious, here’s a little more info on Helping Patients Log In. If they visit other clinics that use Jane, they’ll have a separate My Account for each clinic.
📍Note: Anyone with a Staff Profile in your Jane account will have a My Account area as well.
There are lots of things that can be done from the My Account page! Let’s walk through each of these sections together:
Upcoming Appointments
Clients can view and manage their upcoming appointments, as well as join their online appointments from here.
If you’ve allowed it in your Settings, they can cancel or reschedule their visit as needed. Jane will display any appointments within your cancellation period as “contact to cancel” to avoid any surprises. No matter your cancellation policy, all appointments can be cancelled online within 5 minutes of booking to allow for errors.
Online Appointments
When a client has an Online Appointment in the next hour, a blue Begin button will appear in this area to allow them to join the call.
Learn more about How Clients Join Online Appointments!
Appointment History
Clients can review all their past appointments here. These don’t have receipts or invoices attached to them.
Intake Forms
If there are Intake Forms to be completed, they’ll be available here. Your client will see a banner running across the top of their My Account page prompting them to fill out their form, or they can click into the Intake Form tab.
You can learn more about Intake Forms here.
Documents
You can share chart entries and files with clients and they will be able to access them through their client portal. This is especially helpful for things like exercise programs, progress reports, or treatment plans.
Learn about Sharing Chart Entries or Files with your clients.
Contact Info
Clients can update their contact info here, as well as choose to opt-in to marketing emails. The information they add here will be reflected in their Client Profile on your end. It’s important to note that the option to add or update Pronouns will only appear if this setting has been enabled on the administrative side of Jane. Clinics can find this setting by heading to Settings > Clinic Info & Locations > Client Pronouns.
Credit Cards on File
If you’re using Jane Payments, your clients will be able to add a credit card and pay any outstanding balances from their My Account area. If they’d like to remove a credit card from their file, they’ll have to contact the clinic to have that done.
Pay Balance
As mentioned above, if you’re using Jane Payments, your clients will be able to pay any outstanding balances from their My Account area.
Notifications & Reminders
If you’ve made your Reminders & Notifications client-selectable in your Settings, clients can manage how they’d like to receive those here.
Username/Password
In this section, clients can update their username and password, as well as see all the devices and browsers they’re logged in on by clicking Manage Sessions.
Google, Facebook & Twitter
If you have chosen to allow social logins (Settings> Online Booking> Client Sign In Settings), clients can come here to link or unlink social profiles.
Book an Appointment
If you have Online Booking enabled, Clients can also click on the Book an Appointment in the left-hand menu or the top-right corner of the page to be redirected to your Online Booking page.
This will allow them to review the clinic’s calendar and book their own appointments. These can range from regular individual in-person sessions to telehealth sessions, or class bookings, depending on what your clinic offers.
While patients cannot purchase packages or memberships through the clinic’s Online Booking page at this time, they can still book sessions that fall under packages and memberships that can be automatically redeemed.
This allows the clinic to not have to manually add the package or membership onto the client’s appointment and instead will allow any booked eligible treatments under packages/memberships to be redeemed.
To make sure this is enabled, head to the Settings tab on the admin-facing side, and select the Packages & Memberships section. Then make sure the Automatically Redeem Online button is checked on.
Additional Notes
Can invoices, receipts and other financial documents be viewed in the My Account area?
No - Not at this time.
To give some context, sometimes clinics need to correct their billings after the fact for a variety of reasons — they might accidentally have charged the wrong price and need to credit the client back, or sometimes insurance companies end up paying for a patient’s appointment after saying they wouldn’t.
As you might imagine, things can change quickly behind the scenes, and we’d rather make sure you have the most up-to-date information. So when looking for a copy of all of your receipts, you can always request a statement from your clinic and they can easily generate one and email it to you.
We’d love to hear more about how this feature would be helpful! You can share your feedback on this post on our feature request page.
Phew, that’s a lot to explore! Let us know if you have any questions. 💙