Disclaimer: This guide uses our experience importing from different software, as well as any guides different software publish, to assist our customers in transitioning over to Jane. If you have any difficulty downloading your data, it’s best to reach out to your current software provider directly. Jane is here to make your switch a stress-free one Let Jane be your helping hand while you’re... Read More
Account Set Up Consultations & Sign Up We know you’re probably pretty eager to get your account set up, and we’d love to lend a hand with that by providing a complimentary Account Setup Consultations. To book a call with our team, you can click here, fill out a quick form with your details, and you’ll be directed to a booking page where you can choose a time that works for you! Need-To-... Read More
I recently had this question from a clinic using Jane: We are a multi-disciplinary clinic and were wondering about intake forms and how to best set them up. As you know the demographic data and basic health history overlap for all the different disciplines. However after that the patient information is specific to the field of each practitioner. How can we avoid having data duplication on the ... Read More
Intake Forms help you gather and securely store essential client information. From health histories and billing details to treatment consents and more. This guide will show you how to customize Intake Forms to fit your clinic’s needs and streamline your workflow. Are you new to Jane and building your first Intake Form? We can help during your complimentary Account Setup Consultation. Sc... Read More
Welcome to our hub for medical professionals to grow their practice with Jane. Account Set Up Consultations & Sign Up We know you’re probably pretty eager to get your account set up, and we’d love to lend a hand with that by providing a complimentary Account Setup Consultation. To book a call with our team, you can click here, fill out a quick form with your details, and you’ll be direct... Read More
Streamline the intake process There’s no need to start from scratch with Jane’s Online Intake Forms. Choose a pre-made questionnaire template from our Template Library to get started, and customize it to fit your needs. You can also create multiple forms and consents to be sent automatically for different practitioners, disciplines, or treatments. Create and send as many forms as you like —... Read More
Do you need to refer back to your patient’s intake form regularly, or the notes from their initial visit? Maybe there are a few key notes, images or uploaded documents that you need quick access to. Introducing Medical Alerts, Pinned and Starred Entries! Starring Chart Entries Starring is super simple but incredibly effective; If you want to bring an entire chart entry to the top, you can ... Read More
Have you ever stumbled upon a new feature in your account or stared suspiciously at your screen because you know something has changed, but you can’t put your finger on what? Well, you’re in the right place — Jane’s changelog! Every few weeks, our team publishes a list of new features, changes, and (sometimes) fixes to this page to make sure that you’re always up to date with what’s new in Ja... Read More
Paperwork might not be everyone’s favourite part of a visit, but with Jane, it can feel a little less daunting. If your patient hasn’t had a chance to finish their form ahead of time, you have the option to let them complete it themselves in person or help by filling it out on their behalf. Both choices are thoughtfully designed to keep things simple, secure, and accurate, so you can spend less... Read More
Need to see if a patient booked themselves or if staff booked them? This guide shows you how to identify who booked any type of appointment - including one-on-one appointments, classes, and group appointments. The History & Status section shows appointment activity including who created the booking, status changes, reminders, notifications, and clinical surveys sent to the patient. To get... Read More
Intake forms are a great tool for collecting key information from your patients. This tool is very flexible in Jane, and we’ve collected a couple of common questions that might help you as you set up your forms. This is an FAQ page. If you are looking to set up Intake Forms, we’d recommend taking a look at this page. Do patients need an account to fill out an Intake Form? Can I have ... Read More
If a patient is having trouble opening their Intake Form and see the “Sorry, looks like you don’t have access to that area” error message, there are a few common reasons this can happen. Most of the time, this error appears because: The patient is not signed in to the correct Jane My Account. The Intake Form is attached to a duplicate patient profile, and the patient is logged into a dif... Read More
Not sure what to enter into the prompt field on your AI Scribe template? Don’t worry, we can help! We’ve collected some prompts from our beta testers, and you can try them out below. Need a refresher on how to use AI Scribe? Check out our guide. Want to give AI Scribe a try? AI Scribe Free gives you a no-pressure way to see how Jane’s AI Scribe can help with charting. How to edit your... Read More
If your clinic has connected your profile to a family member’s profile, you can fill out intake forms on their behalf through your My Account portal. Once submitted, the completed form is available on your family member’s profile for your clinic to review. 📣 Heads up: If you don’t see a pending intake form for your family member, contact your clinic. Your clinic may need to update your account... Read More
Hello, fellow detectives! 🕵️️🔍 Do you have a patient who did not receive their Intake Form? We’ve put together this troubleshooting guide for you to help you investigate. Looking for more general info about Intake Forms? Check out our Intake Forms and Intake Form FAQ guides. Please note that only Full Access users can create and edit Intake Forms. Does the patient have a valid email and e... Read More
This feature is available for Jane Payments users in 🇨🇦 Canada, 🇺🇸 the US, and 🇬🇧 the UK. If you’re not signed up yet, you can learn more about Jane Payments and get all set up when you’re ready! Do you want to collect credit cards on Intake Forms to help prevent no-shows (and collect fees when they happen), as well as enjoy a seamless client check-out experience? If yes, then this one’s fo... Read More
Manual Intake Forms are versatile and come in handy for various situations, such as Release of Information Consents, Waivers, Agreements, Witness Statements, and more – the list goes on and on! In essence, consider Manual Intake Forms as your go-to tool whenever you need to send forms to patients on a case-by-case basis. Creating a Manual Intake Form To get started with creating your manual I... Read More
You asked and we heard you….Jane now allows our clinics to collect patient signatures on Intake Forms! Whether you are brand new to Jane or have been part of the Jane family for a while, you can add the Require Signature setting to your Intake Forms. Here’s how: Add Require Signature to Your Intake Form While logged in as a Full Access user head to Settings > Forms & Surveys Click on ... Read More
Looking for something specific? You can use this icon in the bottom right-hand corner of the video to skim through the video chapters. Join Alex as he takes you on a deep dive into Intake Forms! This session is full of tips, tricks, and little nuggets of gold, so grab a beverage ☕ or a snack 🍎 and get ready to follow along. 🆕 Since Alex put on this workshop, Intake Forms have gotten... Read More
Do you offer insurance at your clinic? If yes, then this one’s for you! Jane offers a dedicated way for clients to upload photos of their insurance cards and provide their most basic insurance policy details in an intake form. Patients covered by multiple insurance plans can upload up to three policies. The information submitted in an intake form will be turned into insurance policies on the... Read More
There currently isn’t a way in Jane to require new patients to book an initial visit before they can book a subsequent. If you offer both treatments online, then your patients will be able to choose and book any appointment available, even if they are a new patient. That being said, there are a few ways to gently nudge your new patients to book initial treatments only. Note📝: The Descriptio... Read More
This is a compilation of some of the most frequently asked questions about Intake Form Reminder Emails. We’re building Jane in collaboration with our community and would love your feedback on how to grow this feature. Feel free to jump to the feedback. Basics Do I need to set up Intake Form Reminder Emails? Can I disable this feature? When are Intake Form Reminder Emails sent out? ... Read More
Ah, Medicare. For those who bill Medicare, you know how important it is to make sure all your i’s are dotted and t’s are crossed. In the rare case that Medicare is the secondary payer on a claim, you will be asked to provide a Medicare Type Code on the claim submission. There isn’t a spot in Jane to enter a Medicare Type Code, so you’ll want to submit the secondary claim outside of Jane in or... Read More
We’ve been making some updates to make insurance billing simpler. Check out what’s new and see how our Claim.MD integration can help you manage your entire revenue cycle in Jane. Have you ever had questions about the information that’s included in an insurance claim? Where can certain things be found on the CMS1500, and where does it come from in Jane? 💭 If so, this guide is for you! 🎁 ... Read More