There’s a feature in the charts where you can make chart entries visible to your patients. So long as your patient has an account set up, you can use this to share treatment plans, exercise prescriptions, lab results, files, or any other chart note.
Learn how to share a chart entry
The author of the chart can make any chart entry visible to their patient by clicking the Not Visible to Patient button to make it Visible to Patient.
Jane will double-check with you to make sure you know what you’re doing. :)
Notifying your patient
If your client has a valid email address, you can choose to alert them of the file shared:
If you select Confirm and Notify, Jane will give you an option to “add a note” or a custom message so that the patient is notified by email.
Here’s what the email looks like once sent to the client:
The notification will prompt the patient to log into their secure “My Account” area to access the shared document. Once signed in, patients will see a section on their My Account page called Documents.
What is shared?
When you pull up a patient’s chart, you will see at a glance which chart entries are listed on the patient’s My Account page.
And you can always remove the sharing by clicking on that same button again on the chart entry.
🔥 Hot Tip
If you are sending your client information that you don’t wish to have connected to a specific appointment, you can head to your client’s profile and add a new entry in the Chart tab or upload a document in the File tab.
Bonus: If you want to send them a gentle reminder that they have something waiting for them, you can always do so from this area as well.
Viewing Shared Items in My Account
When you share chart entries or files with patients, they’ll appear in the Documents section of their My Account portal. Patients can easily access these from any device.
Here’s what patients can do with each:
Files
Patients can open and download any files you’ve shared (like PDFs or images).
To download a file:
- Sign in to My Account
- Scroll to the Documents section.
- Click the file name to open it in their browser, then use the browser’s download option (like right-click > Save As).
Chart Entries
Shared chart entries (like SOAP notes or aftercare) appear in the Documents section for viewing only.
Patients cannot download chart entries as files from My Account at the moment. They’re formatted for secure online viewing to keep things simple and compliant.
Hot tip 🔥: If a patient needs a chart entry as a PDF, you can export it from their Chart on your end and share it as a file.
Additional Notes & Resources
I shared a chart entry with a patient but there are blank sections and parts missing. Why is that?
The Instruction chart part isn’t a printable or exportable item in Jane. This means that when charts are shared with this chart part, that portion of the form won’t be displayed.
If you need to show the details in the Instruction box to the patient, an option here would be to use the Note chart part instead.
Here are some related guides in case you’d like to read more about sharing and sending chart entries:
As always, if you have any questions, feel free to contact our support team and we’d be happy to help!