Jane's Guide

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


How to Use the Activity Log

Staff Access Level: All staff (own activity only), Account Owner, Full Access, and Administrative/All Billing (clinic-wide activity)
Jane Plan: All plans
Add-on Required: No
Geography: Available in: 🌐 All geographies

Instructions

The Activity Log is an internal report that tracks staff actions in your Jane account, such as reports run, patient charts accessed, and staff profiles added. To view and filter the Activity Log, follow these steps and review the actions by staff member, action type, or date range.

  1. Go to Reports > Activity Log:

The Activity Log option in the Reports tab

  1. Use the filters to narrow the results by staff member, action type, and date range:

The Activity Log filters for staff member, action type, and date range

  1. Review the results right from within Jane, or use the menu on the right to print or export the report.

🩵 Jane Tip: Each staff member can access their own sessions log in order to see the activity associated with a particular session they had in Jane. This is especially helpful if a staff member believes someone other than themselves accessed Jane through their profile.

What to Expect

The Activity Log displays each matching action alongside the staff member who performed it and a timestamp. The log updates automatically as staff take new actions in the account, so you can return to it at any time to review activity for a different staff member, action type, or date range.

Important Notes

  • All staff can view their own activity. Only the Account Owner and staff with Full Access or Administrative/All Billing permissions can see activity across the clinic.
  • The Activity Log is an internal reporting tool used to comply with relevant privacy regulations. Patients cannot see it, and it is not part of patient medical records.
  • Each staff member should log in with their own unique username and password rather than sharing a login.
  • Common actions you might see in the log include:
    • accessed Patient chart: the staff member opened the Charts tab on a patient's profile
    • modified Patient/Staff Member: demographic or setting details were updated for a patient or staff member
    • created staff member: a user with Full Access added a staff profile to the account
    • created entry: a chart was started for a patient
      • updated entry part: a chart component was added or changed
      • signed entry: the chart was signed
      • amended entry: an amendment was added to a signed chart
      • deleted entry: an unsigned chart draft was archived, or a signed chart was deleted. See our guide on Deleting, Moving, or Changing a Chart for details
  • This list is not exhaustive. If you see an entry you'd like clarification on, contact us.

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