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.)
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.
Staff Members: 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.
Patients: Select to show All Patients, only Active Patients, or only Inactive Patients
Created Date: To show patients added by either the practitioner or patient during a custom date range, choose the beginning and end date using the two date picker fields. The dates directly below the filter bar represent the created date range of the patient.
Appointment Date: To show patients that have booked an appointment in the given date range. This filter will match appointments that were arrived and booked.
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. You can also export this list to an Excel or CSV file using the “Export” button on the right.
Learn more about working with Mailchimp and syncing your email marketing list here: Jane and Mailchimp
Jane’s Top Patients report is handy because it will provide you with the number of bookings your top clients have made over a particular period of time. You’ll be able to change the date range at the top of the report to reflect the period of time you are interested in (month, day, year). This report can also be filtered by Staff Member.
If a patient has an invalid email address associated with their Jane account, the email address will appear in this list. This is a great report to check in on regularly as a weekly administrative task.
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.
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?
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.