Jane University: Practitioner Training
💡Jane Tip: We recommend heading over to Jane’s Demo Clinic to practice as you learn! Contact us to request access. If you are a current Jane user, it’s best not to create fake or test chart notes in your own account. The Demo site is the best place to practice charting as once a chart note has been signed, it cannot be deleted.
Lesson 3: Charting Tips & Tricks
In this lesson, we’ll take a deep dive into Jane’s charting features and cover 10 of our favourite charting tips.
Tip #1: Duplicating Notes
If you duplicate a previous chart entry, the entire chart will repopulate. You can leave any information you’ve entered as is and delete, edit, or add as necessary. Think of it like a copy & paste.
In the next video, watch an example of the charting work flow, how to duplicate chart entries for quick charting, and how to view a full list of chart entries created by a staff member for review.
Tip #2: Pinning and Starring Chart Notes
You might have a patient intake form, a few key notes, or some uploaded documents that you need quick access to.
Lovely Jane user, meet pinning and starring; pinning and starring, meet lovely Jane user.
Starring a chart entry highlights and places the entire entry at the top of the chart list.
Pinning lets you take a single item within a chart and display it as a card at the top of the chart. As a Jane user once said, they’re like the electronic version of sticky notes you would place on top of a file.
Learn the steps to pinning a chart item in the video below:
Tip #3: Searchable Tags
If you use the same word, term, or sequence in certain entry types, you can pull them up using the “search” bar in the the top of the chart.
Jane will search through all the chart entries and only display those with that term.
Tip #4: Medical Alert
Use the Medical Alert area liberally for important information at a glance. It’s not an official part of the chart record, so feel free to use it for social reminders too - “Remember to ask about their cat Scruffy.”
Tip #5: Chart with Modules
Modular charting is a great way of working efficiently. You can add chart pieces in as needed or you can delete off parts that you don’t need if you’re using a template. It can also be helpful to create templates in the same way. Start with a basic subsequent visit template and then add more specific templates as needed (say orthotics, for example). To remove parts you don’t need, hover over any extraneous pieces and use the “trash can” to delete it. Or, if you just need to add a quick item to your template (such as a final extra “note” field), use the “add to entry” button at the bottom.
Tip #6: Keyboard Shortcuts
Create Phrases for faster charting using keyboard shortcuts!
This handy new feature allows you to create a set of sentences or short phrases to auto-populate by using a hotkey in a chart entry.
You could create shortcuts for your most commonly used exercise prescriptions, billing codes, symptoms, assessments, areas of treatment, medications…the options are endless!
Once you’ve created the phrases and are charting in Jane, the auto-complete will work like this:
Tip #7: Scan and Upload
You might be looking to load in a scanned doctor referral, an in-clinic intake form, or the paper chart that you’re leaving behind. If you are looking to load any documents into Jane, a File/Image option is available from the chart menu.
You can upload a saved file from your device to a chart by selecting the “File/Image” option in the chart menu:
To learn even more about scanning and uploading into charts, you can read our guide here: How to Scan and Upload
Tip #8: Sharing Chart Entries with Patients
There’s a feature in charts where you can make chart entries visible to your patients. You can use this to share treatment plans, exercise prescriptions, lab results, files, or any other chart note.
Patients will see a section on their My Account page called “Documents.”
For a more in-depth explanation of sharing charts with patients, you can check out our guide here: How to Share Chart Entries With Your Patients
Tip #9: Print/Export Chart Notes
Sometimes you need to export a chart record for a medical legal request or referral to another practitioner.
You can find the export option at the top of the chart area under the “Filter/Export” button.
You can see that at the top of the chart there are now a number of filters available to you.
You can filter the entries by just a specific practitioner, discipline, or date range as per the request parameters. So if you’ve been asked for records for a patient from July 15 to October 31 for just one practitioner, you can filter down to the appropriate entries before you export.
Once you’ve filtered the charts to just the ones you’d like to export, click the “Print” or “PDF” buttons.
💡Jane Tip: Often you need to send Progress Reports, Doctor Letters or other Form style Letters to people outside of your practice. Learn all about creating letters in Jane here: Letters In Jane
Tip #10: Files Area in Chart
There’s an area in every patient’s profile called “Files” where you can conveniently review all uploads with a preview of the document. You can also jump to that chart entry or add new uploads to the chart. Click the link below to take a look at the different ways that the Files area can help:
💡Jane Tip: Plan for paper. There are some forms that you just can’t avoid. Paper intake forms for those that aren’t comfortable with computers, or specific insurance or consent forms. Many of our Jane users are laminating the form on hard card stock and then have people fill them in using erasable markers. You can then scan in the completed form and erase the form for the next use.
Did you also know you can dictate right into Jane? iPhones and iPads can use Siri, and any Mac can hit the “fn” key twice to enable dictation. Or Jane will work with any dictation software that works with websites.
3 Gold stars for you! Let’s see what’s up next, in Chapter 4.