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

Patients Reports

Note: Patients Reports are only available to clinic owners and Full Access users.


Jane’s Patients reports list the basic details about all your clinic’s patients. It’s also the place you’d go to export your full patient list into an Excel file (say, to mail everyone a festive holiday card, for example.)

Patient List

The Patient List report shows a list of your clinic’s patients (the ones entered into Jane), with their full name, their contact info, and other details.

To see a list of all patients who’ve booked appointments with a specific staff member, select the staff member from the drop-down menu in the toolbar.

To show which patients have been added to Jane within the last day, week, or month, select an option from the date range quick select menu.

To show patients added during a custom date range, choose the beginning and end date using the two date picker fields.

Email Marketing Subscribers List

This is the list of patients who have opted-in to receive marketing emails. Like the Patient List, this list can be narrowed by staff member or by date range.

Invalid Emails

If a patient has an invalid email address associated with their Jane account, the email address will appear in this list.

Patient Notes

Whether you are using the Notes area to track Memberships and Packages, tagging your clients, or keeping track of additional insurance information, the Patient Notes Report will come in handy if you want to sort or filter your patients according to these details.

For more on using Notes in Jane visit our handy guide on Special Notes.

Potential Duplicates

We talk a little bit about our Potential Duplicates report in our Merging Patients guide. The Potential Duplicates report will both display and allow you to merge any patients you determine are the same person. Pretty clever, hey?

Referral

The Referral Report allows clinics to see how their referral sources are working for the clinic, showing both the number of clients generated by a given referral source as well as the total dollar amount generated by that source. We have a handy guide document if you would like to learn more about Referral Reports in Jane.

Note Staff Members with Administrative / All Billing permissions will have access to the Potential Duplicates and Referral reports. Click here for more on our Staff Permissions.

There you go, folks. All your patients in one tidy place.