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

Chart Parts for Creating a Chart Template

What are all the parts available in Jane to build a chart template? Well, let’s take a look!

And here's how you use them to build your charts:

🗂️ Organizing your charts:

✍️ Written notes:

📸 Charting on images:

🏎️ Quick-click charting:

🧮 By the numbers:

🚀 Sign-off:


🗂️ Organizing your charts

Using Templates

Your templates will show up in the bottom of your template list when you use the “New Chart Entry” button or “Add to Chart” function. You can create your own chart templates or, if you want to piggyback on someone else’s hard work, you can opt in to templates built by other practitioners in your clinic. Efficient!

Heading

Add a simple heading to your chart template. Here, we’ve added the heading “Recent Complaints” and then added a “Notes” section where patient complaints can be recorded:

Instruction

Add instructions to your template that will not be visible when exporting or printing the chart.


✍️ Written notes

Chief Complaint

Create a Chief Complaint section in your chart template and use this space in your charting to log the primary reason a patient is visiting you today.

Note

This section (and all sections) can be re-labelled to suit your needs.  Just click in the “Label” field of the “Edit Note” box and enter your own label. If you fill out any text in this area, it will load in real time in the Note Preview area.

For example, a basic SOAP template could consist of 4 notes that have been renamed to Subjective, Objective, Assessment, and Plan.

Sketch

You can also add a sketch page to any template. This will give you an area to free draw with a stylus, touchscreen, or mouse.

You can use the sketch template as is to handwrite your notes, or upload a picture that you can mark up.


📸 Charting on images

Body Chart / Image Annotation

Jane’s Body Chart gives you options. You can always use Jane’s default body image:

And when you are charting for a patient during their appointment, you can use the toolbar to draw on any image you upload to this section or to add a numbered reference point. Remember that the toolbars and numbers won’t show up in the template building mode but they will when you load the template in a patient’s chart.  

But some practitioners prefer to upload their own image. This is totally possible and you’ll have the same Edit options for your image of choice as with the default body chart. When you are creating your Chart Templates, simply upload any image of your choice to the Body Chart “Edit” box:

Spine

Checkboxes for each joint, sketch on a spine diagram and notes.

File/Image Upload

Upload any file type and add a description:

Sketch

You can also add a sketch page to any template. This will give you an area to free draw with a stylus, touchscreen, or mouse.

You can use the sketch template as is to handwrite your notes, or upload a picture that you can mark up.


🏎️ Quick-click charting

Smart Options & Narratives

Smart Options & Narratives allow you to chart and/or build full narratives by clicking buttons! This is one of Jane’s most useful charting tools, but it takes a bit of time to set up. You can learn how here.

Check Boxes

Checkboxes can help reduce charting time.

When building your chart template add a label in the “Edit box”. Then start adding your options into the items below.

  • To add an item click return or the plus icon
  • To remove an item entire click the trash icon.
  • To move an item click and drag the item up or down using the 6 dot gripper

Select from the Horizontal, Vertical, or Column layout to change how the checkboxes are formatted in your chart. For this type of formatting to work, “Include Notes” will need to be toggled off.

Lastly, if you’d like to hide the unchecked options from the final report, feel free to select Hide unchecked checkboxes after signing.

Dropdown

Dropdowns allow you to select one answer to a question or subject.

In the “Edit Drop Down” area, you would insert one item per line to get a selection of items for your dropdown menu:

Range/Scale

A customizable range/scale slider allows you to choose from a range of values - numbers, letters or words.

These values are easily customizable in the Chart Template “Edit” box. Just type the values you want to appear in the range scale, one item per line, and the scale populates in real time in the Chart Template Preview area.

Editing Quick-Click Chart Parts

When building your chart template add a label in the “Edit box”. Then start adding your options into the items below.

  • To add an item click return or the plus icon
  • To remove an item entire click the trash icon.
  • To move an item click and drag the item up or down using the 6 dot gripper

The table can help you quick create similar chart parts too!

Using the 3 dot action button, you can mass delete selected items, copy the entire table, or paste the information copied from a previous table into an existing one, click the three icons. Then you will see all the addition options.


🧮 By the numbers

Optical Measurements

The Optical Measurements option builds in common eye measurements and allows you to add additional notes when needed:

Vitals

Use this to track and record a client’s vitals from visit to visit. Note: When you create your chart template, you can choose whether you want to record in metric or imperial. Every time you bring up this chart template, your chosen system will appear by default.


🚀 Sign-off

Signature

The signature chart part is a quick and simple way for practitioners to collect a signature. This can be used to collect additional patient consent or supervisor approvals.

Please note that if this chart is duplicated, Jane removes the signature from the duplicated copy.


For more on how to work with these chart items, have a look at: Creating a Chart Template

Happy charting!