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

All About the New Device Sign-in Email

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 tr... Read More

Supervisor Sign Off

With many clinics working with practicum students, or practitioners who haven’t received their full license yet (‘Practicing Therapists’), we’d like to share how to have the Supervising Practitioner review and sign off on those chart entries. Let’s assume that the practicing therapist’s access level is set to Practitioner (Limited), and that the Supervising Therapist has a higher access level ... 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

Adding a Signature to Charts

When you sign off on a chart entry using the “Sign and Lock” feature, Jane will date and time stamp your entry. If when you print or export your charts you’d like there to be a physical signature included as well, you can add your signature on your Staff Profile. Creating your Signature You can create this file either by signing your name on a piece of paper and then taking a picture of it (... Read More

Sign & Lock Charts

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.” To sign a chart entry, choose ... Read More

Signing Up for Teleplan

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

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

Intake Forms: Require Signature Setting

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

Auto-Logout Duration

By default, Jane asks your staff to sign in with their username and password after 1 week of inactivity, but we understand that you may want to set a different duration. Here’s how! Note: You’ll need to be logged in with full access to update this setting. 1) Head to Settings. 2) Click Clinic Info on the left menu. 3) Click Edit to the right of the Security section: 4) Once you make a s... Read More

Customizable Patient Sign Up Form

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

Practitioner Sign In

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

Day View: Sign and Lock Workflow

For the lock icon to show up the treatment has to be connected to the chart entry. Which means it needs to be selected on the schedule (so the “check” needs to be displayed on the appropriate appointment) This can be from the main schedule or from the Day view, but the lock icon will only show up on appointments in the Day view. The best place for you to chart from is your “Day” view tha... 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

Practitioner Training: Initial Signing In and Overview

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Working on a Shared Computer/Device

If you’re sharing a device or computer in your clinic, it’s important to sign out/sign in when leaving or arriving at the computer. If you have multiple tabs or browser windows open in Jane, and you’re sharing a computer or device, you might find that you’re being asked to re-sign in all the time. This is usually because a different staff member hasn’t signed out somewhere along the way, and ... Read More

Jane's Monthly Newsletter (April)

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

Setting Up Your Billing Settings

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

Creating & Storing Compliant Clinical Notes

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

Chart Parts for Creating a Chart Template

What are all the parts available in Jane to build a chart template? Well, let’s take a look! And here's how you use them to build your charts: 🗂️ Organizing your charts: Using Templates Heading Instruction ✍️ Written notes: Chief Complaint Note Sketch 📸 Charting on images: Body Chart/Image Annotation Side-by-Side Spine File/Image Upload Sketc... 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

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?! This is often caused by one of two scenarios but can easily be fixed. First scenario: You don’t have a staff profile set up yet and have inadvertently created a patient profile that has your username set up as your email address. What you’ll need to do here is set up a... Read More

Practitioner Step 1: Practitioner Training

Practitioners, Welcome to Jane! Of course, we’re so happy that you’ve joined the Jane community, and hopefully, you are too! We know that you’re probably super eager to hit the ground running and start helping your clients, but we gotta learn how to walk first before we can run. 🏃 Here’s a quick list of the essential setup tasks that you’ll need to complete so that you can begin booking appoin... Read More

Is Jane GDPR compliant?

Yes, Jane is GDPR-compliant. Here’s more information about how Jane can help your clinic be GDPR-compliant: Jane is Ready for GDPR Jane has an in-house Data Protection Officer (DPO). Jane conducted the appropriate system & business assessments to comply with GDPR. We are in the process of updating our Privacy Policy and Terms & Conditions. Da... Read More

Lesson 2: Charting Basics

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

How to Customize Receipts

Jane pulls information from several different areas to populate your receipts. This guide highlights each of the different areas that contribute to your printed receipts and statements, and how to customize your receipts. Feel free to jump to the section you would like to customize: Practitioner Information Practitioner Registration and License ID Numbers Signature on Receipts Visit ... Read More