Often you’ve uploaded something to a client’s chart, and you’re just looking for a quick way to find and review the upload. Overview There’s an area in every patient’s profile called “Files” where you can conveniently review all uploads with a preview of the file. Not only can you conveniently preview all files and jump to specific chart entries, but you can also upload images of patient ID c... Read More
If you’ve stumbled on this page, chances are you’re getting ready to import your data into Jane. How exciting! Let’s dive in and make sure you’re set up for success.😄 Before you upload your files to the folder in your scheduled import, you’ll want to make sure they’re compressed into a single archive file. The most common format is a zip file, but other formats like .RAR or .7z work just as we... Read More
Once you have generated and downloaded some EDI files that are ready for submission, you’ll need to log in to your Office Ally account to upload the files. If you need a little refresher on that process, check out our guide on Creating an EDI File to Submit to a Clearinghouse. Right when you log in to Office Ally, you’ll have the option to use Classic or the New Version by clicking on this but... Read More
It’s time to submit your claims! Once you have generated and downloaded some EDI files that are ready for submission, you’ll need to login to your Claim.MD account to upload the files. If you have not yet generated an EDI file for submission in Jane, hop over to this guide to learn how: EDI Claim Submission Uploading the EDI File in Claim.MD Claim.MD has a super handy Need Help? button fou... Read More
The time has come - Jane is now able to generate an EDI text file of your claims to download from Jane and then upload to either Office Ally, Trizetto, Claim.MD, and/or Availity! 👉 Click here if you use Availity and submit claims to Medicare Jane’s EDI formatting and Availity don’t always work well together when it comes to Medicare claims. If you bill Medicare, we recommend using a diffe... Read More
If you have a patient that has credit on account that they would like to share with a friend or family member through a Gift Card, you have come to the right place. :) Depending on where you are in Jane, you can load a gift card with account credit to be redeemed by anyone who can present the gift card name or reference number at checkout. Here’s how: From the Account Billing Tab He... Read More
So you’ve got your fillable form all ready to go and it’s time to see the magic happen— you’re in the right place! This guide will go over how to populate a configured fillable form for a patient appointment, review that the information entered, and how to download or print this form for submission. A friendly reminder that this feature will help pre-fill the paperwork to give you a bit of a... Read More
You might be looking to load in a scanned Dr. referral, or an in clinic intake form, or the paper chart that you’re leaving behind. Loading documents into Jane through the Files area of a patients’ profile is something that you will do regularly so here’s some tips. Size of File Jane does have a file size maximum for both the Charts area and the Files area, which is 50MB. Most scanners are ... Read More
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
Maybe you had a technical background before becoming a practitioner or perhaps you are a technical consultant hired to ensure that your client’s import goes as smoothly as possible. Either way, it sounds like you want to get a bit more detailed about importing to Jane. What specific pieces of data can Jane import, you ask? Below is the comprehensive list of fields that Jane will populate so t... Read More
Jane is here to make your switch a stress-free one 💙 Let Jane be your helping hand while you’re transitioning your busy Chiro practice. We have dedicated staff to ensure switching over is easy and can answer any questions that come up along the way. We’ll work with you to help set up your account and guide you through importing your data, so you can hit the ground running. It doesn’t stop the... Read More
Exporting a single patient’s Chart or Clinical Record Occasionally, you may need to export a patient’s chart, SOAP notes, or clinical records — whether for legal requests, referrals to other practitioners, or simply for your records. You have a couple of options, including exporting a patient’s entire chart, selected chart entries, individual entries, specific files, or intake forms. 💡 Jan... Read More
Staff Access Level: Account Owner, Full Access, or Administrative Jane Plan: All plans Add-on Required: No Geography: All regions (patient removal request feature: Canada only 🇨🇦) Sometimes a patient reaches out asking to have their card removed, or maybe it’s just expired and due for a tidy-up. There are a few different ways this can happen depending on who’s doing the removing, so ... Read More
Need to add or update a credit card on a patient’s profile? Here’s how to save payment methods in Jane. To remove a card, see Deleting a Credit Card from a Patient’s Profile. Jane Tip 💡: Adding or removing a saved card does not change whether a patient is required to provide a card when booking online — that’s controlled by your clinic’s Online Booking Payment Policy. Adding a Credit Card ... Read More
Online payments are a big part of what makes Jane Payments simple and secure for both clinics and clients. Whether someone is booking an appointment, paying off a balance, or saving a card for future visits, everything happens right inside Jane. No extra portals. No juggling tools. This section brings together all the ways you can collect and manage payments online - from saving cards on file ... Read More
Well, if you’re here, I hope that means you’ve decided to make the switch to Jane! Welcome! The very best start to Jane comes from importing your data so that when you’re ready to start using Jane your patients, profiles, and past and future appointments are all ready to go. Bringing in your information really helps you feel at home! We’ve created a page for some of the common software we ... Read More
Jane is here to make your switch a stress-free one 💙 Let Jane be your helping hand while you’re transitioning your busy Chiro practice. Whether you’re thinking about making the switch or have already signed up for your new Jane account, our dedicated support teams are here to ensure your success in getting started with us. It doesn’t stop there! After you’re settled in, you’ll always have fre... Read More
Sharing chart notes can be something that varies depending on how you run your practice. There’s a number of settings in Jane that you can work with to ensure your notes are shared with the appropriate people in your practice. Default Sharing Settings You can set the default chart privacy level on a staff-by-staff basis. First, go to a staff member’s Staff Profile. Next, click “Edit/Settings... Read More
Below is a step-by-step walkthrough of the entire Import process. Note 💡: Only staff members with Full Access to the Jane account are able to schedule an import. For more information on what each access level can do in an account, check out our Staff Access Levels guide for more details. Step 1: Import Basics, File Types and Requirements Get started by reviewing the following guide: Ba... Read More
Ready to import your data from your old software to Jane? 🚀 Before you do, we strongly recommend reviewing your files to ensure data is not missing or incorrectly placed in the wrong field. Here are some tips for reviewing your files to ensure your information is accurate and ready for upload: What data should I review before my import? Where I can review my data after my import is comp... Read More
Jane is here to make your switch a stress-free one 💙 Let Jane be your helping hand while you’re transitioning your busy practice. We have dedicated staff to ensure switching over is easy and answer any questions that come up along the way. We’ll work with you to help set up your account and guide you through importing your data, so you can hit the ground running. It doesn’t stop there! After ... Read More
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
Jane has an 837p EDI generation tool to help manage your claim submissions. An 837p EDI file is sort of like an electronic version of a CMS1500 form. In Jane, you can select a bunch of claims you’d like to submit, and either: submit directly to Claim.MD without leaving Jane using our integrated claims feature. download a batch 837p EDI file for those claims that can be upload... Read More
Jane University: Practitioner 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 Group... 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