You’ve just received an email saying that as a security precaution, we’re letting you know about a new device signing into your profile: So, what do you do now? While this email is meant to notify of a new device sign-in, and that may feel alarming, there are a few reasons you’d receive this email outside of an attempted unauthorized sign-in. Let’s go over some of the reasons this email is ... Read More
Welcome to our Supervisor Sign-Off guide. This guide covers a manual workflow for getting a chart signed by another practitioner. However, you may have heard that we have a Supervision feature which you can use instead. However, it’s still being built and added to, so if it’s not currently a good fit for your needs you can still take advantage of the workflow below. ⤵️ With many clinics work... Read More
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
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
Using the ‘Sign and Lock’ feature will date and time stamp your chart entries. If on your printed/exported charts and on your invoices/receipts you’d like there to be a physical signature included as well, you can add your signature on your Staff Profile. Creating your Signature To add your signature to your Staff Profile, there are two options available. You can either sign your name on pap... Read More
Signing and locking charts is part of the electronic charting workflow and affects how chart entries are finished and how any future changes are tracked. The Workflow New chart entries will begin in a draft state until you choose to “Sign” them. Signing a chart entry is your way of saying, “Hey, this entry is complete, and no more changes should be made to it.” Unsure of where to find a draf... Read More
All of the forms found in the document below can be accessed on the government site: Click Here This is also a helpful guide: Click Here Data Centre To register for Teleplan, you’ll need to register your location as a “Data Centre”. You can either sign up as a Solo Practice or you can get a Clinic Number. To begin this process, submit an Opted Out Enrolment Form (Supplementary Benefits P... 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
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
Supervisory relationship Can a supervisor have their own supervisor? Can a staff member have multiple supervisors? Can a supervisor supervise multiple staff profiles? How do I remove a supervisory relationship and what happens to the charts? Chart access, edits, and signatures What information can a Supervisor see? Can a supervisee make changes to their chart after it’s been s... Read More
Welcome, supervisees! Here’s how you can request a supervisor’s signature, assign a supervisor (if you have more than one), and view any feedback they’ve left on your charts. If you require a supervisor’s signature on all charts, you’ll start by clicking the Add Signature button on your chart. If a supervisor’s signature is optional, you’ll click the Sign button on your chart and then choo... Read More
One of the reasons you may have chosen Jane is because signing up is easy. It should be just as easy for your clients to book an appointment online. You can customize the patient sign up page to ensure you’re capturing the right information from your new patients. To start, lets head into your Settings > Patient Form Fields. Just a heads up you’ll need Full Access to see this area. Fro... Read More
Let’s walk through how to set up a supervisory relationship between staff members. We’ll go over adding multiple supervisors and supervisees, plus the optional signature setting. Setting up a supervisory relationship Optional signature setting Setting up a supervisory relationship To start, head to Settings and select the **Supervision tab. Please note: if you don’t see this tab und... Read More
Welcome! Well it looks like you’re with a clinic that is running things with Jane! :) That’s very exciting, and this guide is a great place to start. We hope you enjoy working with Jane as much as we do, and please let us know if you run across anything you think could be better (or anything that you just LOVE!). We like hearing both. Getting Started To get you started please watch this v... Read More
The Day View helps you stay on top of documenting your appointments. You can keep tabs on your schedule and easily see which appointments have session notes or treatment notes attached. The lock and unlock icons only show up in this view, so you can quickly see your charting progress. Administrative staff won’t see these chart indicators as this view is just for practitioners to track their ow... Read More
Welcome to our Supervision hub. 👋 Here you’ll find all of our guides about Supervision in Jane in one easy-to-find place. Guides and Resources Setting up a Supervisory Relationship includes: Setting up multiple supervisors or supervisees The optional signature setting Supervisors: Reviewing charts includes: Leaving feedback Signing off on a chart Re-assigning a chart to anothe... Read More
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
Welcome to our troubleshooting guide for the mobile app. Below you’ll find some frequently asked questions about creating an account and logging into the mobile app. Looking for a general overview of using the app? Check out our guide here. Are you a practitioner or clinic owner? Check out our clinic-facing guide here. Let’s dive in! I’ve entered my username and password into the ap... Read More
Collecting and storing client consent is a crucial step for many practices so we’ve put together this guide to show you how Intake Forms can make the consent process easier and more efficient! ✍️ 💡For an in-depth resource on creating Intake Forms, check out our Intake Forms guide. It covers each section of the form setup, along with useful tips, so it’s a great place to start. This guide, h... Read More
Hey Jane community, This month, we’re doing something a little different. Rather than share what’s shiny and new, we want to give you a behind-the-scenes look at a few features on our roadmap — the one that you’re helping us shape. Let’s get to it. 1) Clinic Payroll & Compensation Survey We’re in the discovery phase of making it easier for clinic owners to pay themselves and their teams... Read More
This guide will provide an overview of each of the Billing Settings accessible to a Full Access user under the Settings tab. Gift Card Settings General Billing Settings Jane Payments Settings Global Insurance Settings US Insurance-Specific Settings Gift Card Settings 📍 Gift Cards Enabled If disabled, Jane’s gift card feature is hidden within the account. If enabled, gift ca... Read More
Welcome, supervisors! Here’s what we’ll cover in this guide ⤵️ Viewing charts Re-assigning a chart to another supervisor Reviewing a chart Leaving feedback Viewing charts You can see a snapshot of your supervisees’ charts and statuses on your dashboard in the Day View. Click on a chart status to see a filtered list of those charts or click View all to hop to your Supervision tab ... 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
A great question we are getting is how Jane helps clinics keep compliant clinical notes, charts, and medical records. We love to answer these because there’s so much to talk about. Have a look for yourself: Basic Charting Privacy Options As a baseline security feature, charts have their own Charting Privacy Options. You can set the default chart privacy level on a staff-by-staff basis. What y... Read More