If you’re a Psychologist in BC, here’s how you’ll manage your billing for these claims in Jane. If you’re new to billing Psychology visits to ICBC, you’ll first want to ensure that you have a Vendor Number. If you’re unsure whether or not you have a Vendor Number, you’ll want to contact ICBC. Creating an Insurer Creating Custom Billing Codes Creating a New Policy Insuring the App... 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
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
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
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
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
Note: A friendly reminder that the Fillable Forms feature is only available with the insurance add-on. Click here to learn more about how to upgrade to a Practice or Thrive Plan with insurance features. Do you ever feel sometimes like the paperwork just never ends? 📄 We want to make billing to insurance just a little bit easier for everyone, and populating a fillable PDF is a great option... 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
The College of Massage Therapists of Ontario have recently released a new Standards for Maintaining Professional Boundaries and Preventing Sexual Abuse which includes a section detailing that “Treatment of Sensitive Areas Must be Discussed with the Client and Written Informed Consent Must be Obtained”. We’ve done a couple of things to try and make it an easier transition and to remain complian... Read More
It’s everybody’s favorite season - tax season! Bookkeepers, accountants, and anyone else who enjoys long documents and a lot of numbers, this one’s for you. 😏 This guide is specific to U.S. based Jane clinics and practitioners using Jane Payments. Feel free to jump to each question by clicking through the links below: What’s a 1099-K form? Who is Stripe, and why did I receive an email ... Read More
Sometimes, a client’s information changes between visits, such as a new medication, a recent surgery, or a change in symptoms. Update or treatment forms are a great way to collect this kind of information ahead of an appointment 📝. In this guide, we’ll walk through how to use Jane’s Intake Form feature to assign update forms to clients, how to send them automatically, and what to consider when... 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
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
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
The Patient Forms Report is a centralized place to view the status of all intake forms and access patient profiles to send reminders. 📣 Heads up: If you don’t see completed intake forms in your report yet, don’t worry. We’re rolling this update out to clinics gradually, and it’ll be available to you soon. Let’s take a closer look. 👀 Report filters Sending a reminder Filling out ... Read More
If you are a practitioner or have practitioners working in your clinic under one of the following disciplines, you are likely wondering how to manage ICBC billing in Jane after April 1, 2019. Chiropractors Massage Therapists Physiotherapists Kinesiologists Acupuncturists Psychologists Clinical Counsellors ICBC has restructured the way that claims for patient’s injured in a mot... 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
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
💡Heads up — this guide contains some workflows that are only available on the Practice or Thrive plan. We’ll let you know which workflows these are throughout the guide. Welcome to our forms and surveys page. We have quite a few different features to help you collect information from your patients or clients, whether you’re wanting to collect feedback and ratings, send a new patient an int... Read More
Here’s what we know about moving over from Orchestra One to Jane. Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to... 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
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
Markdown is a simple way to format your text using just a few special characters. Instead of hunting for buttons or menu options, you can make text bold, create headers, or add lists by typing symbols like asterisks (*) or hashtags (#). This guide will teach you all the formatting tricks with examples that make sense, so you can go from plain text to perfectly formatted in minutes. 💡 Jane ... Read More
Sometimes, a practitioner’s charting journey needs to follow them to a new Jane account — whether they’re joining a new clinic or shifting their practice. That’s where Jane-to-Jane Chart Transfers come in ☀️ A Jane-to-Jane Chart Transfer is when we help copy charting data from one Jane account into another. (We’re not removing or deleting anything — just securely copying it over.) Depending o... 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