Both clients and practitioners can share their screen during an Online Appointment, whether it’s a 1:1 or Group session. In this guide, we’ll take a look at how to share your screen with a client during an Online Appointment. To learn how to join an Online Appointment, feel check out these guides: 1:1 Online Appointments How to Book Online Appointments and Start Them (For Practitioners) ... Read More
Let’s face it, we do a lot from our phones these days. Here’s how you can block off time on your schedule using your phone. Small screens sometimes require a bit of a design change because only so much can fit! Jane is designed to be responsive to screen size. I think this is the most magical technology - so although it’s not new, it impresses me every time. You can see this magic if you loa... Read More
Sometimes Monday to Friday is all you can handle. Jane makes it easy to hide weekend days from your schedule to save space on your screen. Click the collapse button on the Sunday header to set your calendar week to start on a Monday. To reveal the weekend days again, simply hit the expand button on the Monday header. Additional tips: Jane will remember all your preferences across all yo... Read More
Whether you want to look more professional or like you’re floating in outer space, virtual backgrounds are a versatile solution for adding a little spice to your online appointments! Note📍: This feature is only available to clinics currently using Online Appointments for Groups at the moment. To turn on a virtual background (which acts as a greenscreen) or blur your background, you’ll fir... 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
Did your client not receive their Clinical Survey? Here’s a quick guide to help figure out why this might be the case. Though if you’re looking for information on how to set your surveys up, here’s our general guide on Clinical Surveys and Outcome Measures Surveys Note: If you don’t see the Clinical Surveys in your Settings, this means you do not have the staff permissions needed to create sur... Read More
Nothing hones your multi-tasking abilities better than running and maintaining a busy clinic! In particular, every practitioner strives to refine their ability to stay engaged in session with a client, meanwhile providing empathetic feedback and diligently jotting down detailed notes about the session — phew! Here’s hoping that this guide will make switching between things just that much easie... Read More
Disclaimer: This guide uses our experience importing from different software, as well as any guides different software publish, to assist our customers in transitioning over to Jane. If you have any difficulty downloading your data, it’s best to reach out to your current software provider directly. Jane is here to make your switch a stress-free one Let Jane be your helping hand while you’re... Read More
If you’re away from your clinic and you need to access Jane, you’re in luck: Jane works on the go too. You can access all of Jane’s features through your smartphone. Simply open your phone’s web browser and enter your clinic’s URL to load the app. Pro Tip: If you regularly access Jane on your phone, you can create a shortcut on your phone’s home screen. This will give you access to Jane with a... Read More
Sometimes you would like your treatments ordered with your most popular choice at the top. Or maybe you would like to group certain visit types together and tweak which disciplines appear first. In any case, you can choose to display your treatments and disciplines in any order you like. There are a few things to consider about your treatment order in Jane. Individual Practitioner Book b... Read More
If you are processing or receiving payments outside of Jane, you can create manual payment methods to record that you received the payment - but processed it elsewhere. For example, if you accept Cash, E-transfer, Venmo, Care Credit etc. If the payment method isn’t part of the default list that comes with your Jane account you can create a brand new one! Let’s dive right in 🤿 To add a new pay... 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
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 document. You can also jump to that chart entry or add new uploads to the chart. Let’s take a look at the different ways that the File... Read More
Every minute counts during your session with your provider, so to avoid spending the first few minutes of the call asking “Can you hear me now?” or “Are you able to see me?” we recommend testing your setup! In this guide, we’ll show you how to confirm your camera and microphone are working for the 1:1 Online Appointment before your appointment starts. 1. Test via Email Appointment Reminder W... Read More
This guide walks through how you can manage patients & troubleshoot claims that have secondary or supplemental insurance coverage - where the client has multiple insurance policies(i.e. primary and secondary insurance). While the workflow detailed below requires more of a manual touch, Jane has made this easier for you to handle if you submit claims electronically & receive remittances... Read More
All practices signed up prior to January 3rd, 2023 will continue to operate under their existing licensing model. We have a number of videos that you can watch to learn more about how Jane works. Watch Videos Because Jane is constantly evolving (and will always be improving!) you may see some things that are a little different today than in the videos. If you have any questions about an... Read More
Are you: A practitioner with the ability to work in two rooms at once and need patients to be able to book at the same time? A practitioner who offers couples therapy but wants to chart separately? An office administrator trying to double book a practitioner but can’t fit it in the shift? Have no fear our Double Booking feature is here! Before getting started with the Double Booking ... Read More
💸 Jane users get a 10% discount on their monthly Claim.MD subscription cost! With Integrated Claims, you can connect your Claim.MD account to do the following… Submit claims (837) View claim acknowledgements and manage rejections (277) Receive insurer remittances (835) …all right inside your Jane account! Here’s what you’ll find in this guide: Signing up for a Claim.... Read More
Hey Jane Community, It’s that time again — your monthly dose of updates (and new features) that had us even more eager than usual to hit the send button. 😀 (1) 2-Step Verification Online security is an increasingly hot topic, and we know that protecting your clinic data is a top priority. So, you and your staff now have the option to add 2-Step Verification to your Jane login for a new layer... Read More
Here are a few useful suggestions that you can try if you’re experiencing any trouble with your Jane Payments Terminal. 1️⃣ Is the Terminal being charged correctly? The Terminal needs to be plugged into a wall outlet (with at least 5W power) with the cable that was provided with the Terminal and an adaptor to connect the cable to the wall. The terminal cannot be plugged into a laptop or anoth... Read More
Thank you for participating in this early access beta for our mobile app! We’re so excited to get this into your hands so you can book, view, and manage all your appointments with Jane clinics in one place, with one login. The app is in its early stages, so a lot of things can change as we improve and refine the features. With early access to the app, you can provide us with feedback that wil... Read More
💡 The following instructions assume that you’ve enabled Online Appointments for Groups for at least one practitioner, and have an online session booked with your clients. If not, start by reading the Online Appointments for Groups guide. To get the most out of your Group Online Appointment, we recommend using: Chrome on a desktop computer or laptop. Default browsers (Chrome for ... Read More
Have some specific questions about our ERA Management Tool that weren’t answered in our Posting Insurer Payments With ERAs guide? If so, you’re in the right place! Terms What is a Remittance? What is a Claim Response? General Does this feature only work for particular clearinghouses? Can I get my clearinghouse to automatically send ERAs to Jane? What is the Response Received fol... Read More
Sometimes an insurance company will send multiple remittances and payments towards a single claim. To learn how to manage any additional remittances/payments you may receive, read on! Viewing the EOB Screen a Second Time If you view the EOB screen for a purchase where you’ve already applied an EOB to the claim (i.e. after you’ve recorded an insurer payment and applied the remittance in detail... Read More
Whether a parent is paying for a minor or paying for multiple invoices at once for a family chiro visit, Jane can accurately reflect the payer of an invoice (and the payment method) when one client is paying for someone else. For those of you who’ve been running with Jane for a while, you might remember having to use a gift card workaround in order to use one client’s account credit for... Read More