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How to View a Patient's Appointment History in Jane

  1. Patient Profiles
  2. How to View a Patient's Appointment History in Jane

    3. 3 min read
    Balance Plan Practice Plan Thrive Plan
Staff Access Level:
  • Practitioner (Limited) can only view appointments for patients they have a past or future appointment with, or staff they supervise.
  • Front Desk and above can view appointment history for all patients clinic-wide.
Jane Plan: All plans
Geography: Available in: 🌐 All regions

Instructions

To view a patient’s past and upcoming appointments in Jane, follow these steps. Once complete, you’ll have a filterable list of that patient’s appointment history.

  1. Go to the Patient’s Profile > Appointments tab.
  2. Use the filters at the top of the tab to narrow or expand the results:
    • States: Filter by appointment status, such as booked, cancelled, or rescheduled. You can select one or multiple states.
    • Locations: Filter by clinic location. Available if your clinic has more than one location.
    • Staff Member: Filter by practitioner or staff member. You can select one or multiple staff members.
    • Billing States: Filter by billing status, such as paid, partially paid, unpaid, or uninvoiced.

What to Expect

The Appointments tab updates to show only the appointments that match your selected filters. You can adjust or clear filters at any time to view a different set of results.

Important Notes

  • The appointment list cannot be printed from the Appointments tab. See our guide on How to Print a Patient’s Appointment List
  • Appointment history does not include billing information such as payments or invoices. To generate a record that includes payment details, see our guide on Patient Statements.
  • Patients can view their own upcoming and past appointments by logging in to their My Account portal. No action is needed on your end. For a full overview of what patients can see and do in My Account, see our guide on My Account: Your Patient and Client Portal.