Jane's Guide Here's all the help you need to use Jane.

Patient Relationships

Sometimes your customer wants emails sent to multiple addresses - often regarding a child’s profile where both parents should receive email communication. On that same note, sometimes parents want to be able to book appointments for their children and allow them to use their credit card on file to pay for their visits.

Jane’s relationships feature can help you link patient accounts together by adding a relationship.

To setup a relationship, go to the main client’s profile under the “Patients” tab at the top of Jane.

Search for and open the profile for the main patient. Next, scroll all the way down to the bottom of the profile to the Add Relationship section:

Simply click this button to create a new relationship.

A screen will pop up asking you to search for the patient you want to link this profile to:

Start typing the name of a patient that already has a profile in Jane. (If you are trying to link the patient profile to a person that doesn’t yet have a profile in Jane, we should back up a bit. Jane can only link patients to one another if they both have patient profile inside Jane.) :)

Once you’ve searched for and selected the family member, you’ll need to:

1 - Use the drop downs to define the relationship for both patients.

2 - Define the granted permissions for both patients. These permissions include: use of stored credit cards, managing bookings and intake forms, receiving copies of email notifications and reminders, receiving copies of receipts, statements, and financial emails, and seeing appointments in calendar subscriptions.

3 - Click Save to finalize your choices and save this relationship to the patient’s profile.

For more information on how a patient can book appointments for their family and use their credit cards on file to pay, please have a look at the following guide: Family Bookings & Payments