Jane's Guide

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


Auto-Logout Duration

By default, Jane asks your staff to sign in with their username and password after 1 week of inactivity, but Jane strongly suggests that you shorten the duration to 2 hours so that if someone were to gain access to your device, they would be required to provide their login credentials again after more than 2 hours. Here’s how! Note: You’ll need to be logged in with full access to update this ... Read More

Jane's Changelog

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

List of Security Features

Here’s a list of Jane’s most-asked-about privacy and security features: Privacy Policy and Terms & Conditions When you open an account with Jane, you agree to our Privacy Policy and Terms & Conditions. These documents represent our agreement with you on how Jane will properly handle the health information for which you are the custodian. Encryption & Secure Data Transfer Anytime... Read More

Help! I’m a Practitioner but Keep Getting Logged In as a Patient

Are you having trouble logging in as a staff member? Does Jane think you’re a patient and not a practitioner? What gives?! If you’re trying to login to the administrative side of Jane but keep getting redirected to the My Account patient Portal, this is the guide for you. 💡 Quick tip! Make sure you’re using the right login URL.Before we dive into the two scenarios below, it’s worth double-c... Read More

Help! My Patient Keeps Getting Logged in as a Family Member

Are one of your patient’s having problems logging in to the correct My Account? Maybe they’re a parent who keeps getting logged in as their child, or perhaps they find themselves getting constantly logged into their partner’s account instead of their own? Don’t worry, we’re here to help you sort it out! The culprit in this case is usually an email address on the main patient’s account being us... Read More

Log In Help: Username and Password

Can’t log into your Jane profile? Don’t worry! Hop ahead to the section that applies to you to get back in: I need to change my username or password I need to help a colleague reset their password I’ve forgotten my password 💡 Did you know staff members can enable 2-Step Verification on their profiles as an extra layer of security? Enabling this feature means you’ll receive a one-ti... Read More

Helping Patients Log In

Your patients will need to set up a username and password to access their patient portal called My Account. In their My account section, patients can book appointments, join their Online Appointments (telehealth), view/download their receipts, and much more. For more on the patient’s My Account page - click here. Patient “My Account” Access For patients who are already in your patient list, ... Read More

Why Am I Being Asked to Verify My Email When Logging In?

If your patient profile hasn't been logged into for two or more consecutive years, Jane considers it a dormant account. To protect your personal health information, Jane sends a verification code to the email address on file before granting access. This confirms that the person logging in is the legitimate account holder. 📣 Heads up: If you're a clinic owner or staff member looking to help a ... Read More

Activity Log

Most privacy and data protection regulations want individual users in electronic health record systems to be identified, and even more, they want all activity to be tracked. Jane does this with the Activity Log. What is Jane’s Activity Log? The Activity Log is a powerful report that shows actions taken within the account. This internal reporting tool is used to comply with HIPAA regulation... Read More

I Can't Access My Jane Account: A Troubleshooting Guide

If you’re looking for help resetting your username or password, that can be found here. ☝️ Above, you can click to open up a troubleshooting flow chart that you can download and keep for reference. 👇 Below, we’ll walk through the steps that you can take to reconnect with Jane. Before we start troubleshooting, let’s check to see if Jane is up and running: You can find Jane’s System ... Read More

Communications Log

Ready to put on your detective hat and dig into the notifications sent to your patients or fellow staff members? You’ve landed on the perfect guide! Let’s dive into all the different statuses to help you become a Communications log sleuth 🕵️ Note📝: The Communications Log is not accessible to profiles with the Practitioner (Limited) Staff Access Level. Check out our guide doc on Staff Acces... Read More

Troubleshooting Blurry Logos, Email Headers and Online Booking Backgrounds

Blurry images can be frustrating, but don’t worry—there’s usually a reason behind the blur, and more importantly, a fix! Before we jump into the specifics, here’s a general overview of the size recommendations: The Email Header should be no more than 600 pixels in width and between 70-150 pixels in height. The file size should also be no more than 1MB. For the Online Booking... Read More

How To: Reset Your Jane Password

If you are having trouble signing in to Jane, you may want to try resetting your password. Don’t worry, you can reset it in just a few steps: Type in the URL of the account you are trying to access and type in your username. This would look something like this example: demo.janeapp.com. For Staff/Practitioner logins: You will want to login with “/admin” at the end of your URL. It would loo... Read More

Security and Privacy Best Practices

Keeping your practice secure takes some setup upfront and good habits over time. This guide covers both: how to configure your Jane account securely, and practices to carry into your broader clinic environment. In this guide Setting up your accounts securely: passwords, multi factor authentication, individual staff profiles, Account Ownership, and auto logout Day to day practices: signin... Read More

Chapter 5: Patient Experience

Jane University: Front-Desk Staff Training 💡Jane Tip: We recommend heading over to Jane’s Demo Clinic to practice as you learn! If you’re a current Jane user, you can find the login information by clicking the Need Help? Button in your account. This password is updated every Monday. If you haven’t signed up with Jane just yet, you can find the login password by heading to the Jane Community G... Read More

Best Practices: Privacy & Security in Jane (Webinar)

Learn how you can set up your Jane account to be as secure as possible. It’s easier than it sounds! Additional Resources: Here’s a list of Jane guides that we think might be helpful: Security and Privacy Best Practices List of Security Features Patient Privacy Activity Log Auto-Logout Duration Changing your Username and/or Password We suggest using a password manager to h... Read More

Jane for Clients Mobile App (Guide for Clinics)

Welcome to our clinic guide for the Jane for Clients Mobile App! Our goal with this app is to help your clinic stay busy and make it as easy as possible for your current clients to rebook with you and manage their appointments with less login confusion and friction. Read more about the background behind the app from our Co-Founder and Co-CEO Ali, here. The mobile app is currently available i... Read More

Jane Websites - AI Website Builder

📣 Do you already have a Jane Website? We have a whole knowledge base filled with helpful articles and walkthroughs as you set-up and edit your website. ✍️ Get help with editing 🚀 Learn how to launch your website 📞 Book a call with our website support team Visit the Jane Websites Knowledge Base for more help articles. Keep reading to learn how to begin setting up your Jane Website. Ja... Read More

Jane for Clients Mobile App: FAQ

Here are some of the frequently asked questions about using our Mobile App for clients: Looking for more Mobile App resources? Check out our Mobile App Hub. Is my login for the app the same as my login for one of the clinics I visit? I’ve forgotten my username/password for the app. How can I reset it? I’ve forgotten my password for one of the clinics I visit. Which devices can I ... Read More

Helping Staff Sign In

There’s a lot of people using Jane! There was a time when only administrative staff would work with the Clinic Management Software, but now with online booking and electronic charting you’ve got patients and practitioners in the mix too. So how do you help your staff members who are having trouble logging in to Jane? This seems to happen from time to time - especially if a stored password is... Read More

My Account - Your Patient/Client Portal

Your patients or clients have access to a secure patient portal through Jane called My Account. This patient account can be set up when they complete the Online Booking process or when they receive their Welcome Email. If you’re curious, here’s a little more info on Helping Patients Log In. If they visit other clinics that use Jane, they’ll have a separate My Account for each clinic. 📍Note... Read More

Pacific Blue Cross - Setting up your PROVIDERnet Integration

This guide will walk through everything you need to set up your Pacific Blue Cross PROVIDERnet integration so you can begin directly billing claims from the comfort of your Jane account. Who can use the integration? Managing Multiple Accounts or Locations Linking your Pacific Blue Cross PROVIDERnet portal to Jane Additional Notes Who can use the integration? Jane’s Pacific Bl... Read More

Using Jane’s Demo Clinic

The Demo Clinic is a fake Jane account where you can play around without worrying about making any mistakes. It can be useful when you want to try a new feature before enabling it in your own account, or maybe you’d like to practice a workflow like taking a fake payment but don’t want to throw off your bookkeeping. Before we get started on how to use the Demo Clinic, there are four very import... Read More

Protecting Patient Data

We take privacy and security very seriously and so we’ve implemented multiple processes to ensure that everything is kept safe and secure. Though, we understand that you, as patients, may have some questions about how your data is stored in Jane, so here’s a list of our most-asked-about privacy and security features: Privacy Policy and Terms & Conditions At Jane, the Account Owner control... Read More

How to find Your Clinic’s Contact Information (for Patients)

Having trouble logging into your account or need to reschedule an appointment that’s within the cancellation window? Don’t worry; we’ve got you covered! This guide walks through the various ways to locate your clinic’s contact information so you can get in touch with them directly and sort things out in no time! Note📝: While the Jane team is happy to help troubleshoot general issues, we do... Read More