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

Step 4: Staff

There are 5 basic steps required to get your Jane account up and running:

Set Up Task Complete
Clinic Information 🥳
Disciplines 🥳
Treatments 🥳
Staff ✍️

Set Up Step 4: Staff

Now that you have finished setting up your Disciplines and Treatments, let’s create profiles to get your Staff Members set up!

To add and onboard a new provider, therapist, clinician, or admin, head to the Staff tab in the top menu and select New Staff Member:

You’ll want to create a new Staff Profile for each staff member at your practice. This includes each practitioner, administrative staff member, accountant, bookkeeper, or anyone who you would like to have access to your account.

Watch this quick video to learn some important details on setting up staff members:

Note: Speed up or slow down the video speed using the ⚙️ button inside the video player!

Edit the profile

Discipline Opt In! This step is very important for practitioners as it’s required before you can set up their schedule. When setting up each practitioner profile, you’ll need to assign the staff member to the discipline type they offer.

To do this, navigate to the Staff tab, and select a staff member on the left. Click into Edit/Settings. Under the last name field, you’ll see your discipline(s) listed. Just check off the applicable discipline(s) and click Save to finish.

If they’re an administrative staff member, don’t select a discipline — you can leave this section blank and Jane will recognize they’re not a practitioner.*

Permissions & Commissions - When you set up your staff members for the first time, you will be able to set a base level of access in their “Permissions and Commissions” area. Learn about the different levels of access available for staff accounts in the following guide: Staff Access Levels

Welcome Email - Once you have entered all of the staff member’s information, including their email address, you can hit Save & Send Welcome Email to create the new profile and send them the Welcome Email so they can set up their username. If you just hit Save, no worries. In the newly created staff profile, you’ll want to click the Send Welcome Email button on the right side of the profile page.

Just a note that it’s not possible to change or create a username for another staff member. Each staff member will set up their own username and password when they receive their Welcome Email.

Staff Profile Set Up Tip

Personalize Staff Member’s Settings: Staff profiles can be set up to reflect the unique way that each staff member wants to interact with Jane. We’ve got all the details on creating a new staff profile available in this handy guide document: Click here for a full overview of the Staff Profile Settings.

👏Nothing can stop you now! You’ve completed account set up Step 4. Next up, setting up the schedule.

Head on over to your account and mark step 4 as complete. Let’s make our way to the finish line in Step 5.

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