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Jane's Guide

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


How to Create and Manage Tasks

  1. Notifications & Reminders
  2. How to Create and Manage Tasks

    3. 4 min read
    Balance Plan Practice Plan Thrive Plan Legacy Plans
Staff Access Level: All levels can manage their own Tasks. Practitioner Front Desk and above can assign Tasks to other staff members.
Jane Plan: All plans
Add-on Required: No
Geography: Available in: All Geographies 🌐

Instructions

To create and manage a Task in Jane, follow these steps. Once complete, the Task appears on the assigned staff member's Task list with its due date and origin.

Creating a Task

  1. Go to the Note field on a patient's appointment, insurance claim, profile, or invoice.
  2. Click the speech bubble icon to convert the Note into a Task.

A note with the speech bubble toggle above the note field

  1. Click the Due field and select a due date.
  2. Select a staff member from the Assign to Staff Member dropdown.
  3. Click the Add button.

Viewing Tasks

  1. Click your name in the upper right corner of Jane.
  2. Click My Tasks to see a list of your Tasks organized by due date. A number badge next to the Tasks tab shows how many Tasks are overdue or due in the next 36 hours.

The Tasks button with a badge showing the number of tasks due soon

  1. You can also see all your Tasks by going to your staff profile and clicking the Tasks tab.

A staff profile with the tasks tab selected

Completing a Task

Click the checkmark beside a Task to mark it complete.

Reassigning or Editing a Task

Click the three dots beside a Task and select Edit Note to change its assignee, due date, or wording.

What to Expect

The Task shows who created it, its due date, and the item it's linked to, such as the patient, claim, or invoice it was created from. Completing a Task adds a note and timestamp showing when it was completed.

Important Notes

  • The Note chart part cannot be converted into a Task. Add the note through the patient's profile or the appointment panel instead. See our guide on Special Notes for more on how Notes work generally in Jane.
  • Completed Tasks aren't deleted. Go to the staff member's profile, click the Tasks tab, and filter by Completed to view them.
  • Task Notes can be starred to keep them at the top of the list.
  • If a staff member can't assign a Task to another staff member, their access level is set to Practitioner (Limited), which only allows them to manage their own Tasks. A Full Access user can change this by going to Settings > Staff Permissions, selecting the staff member, and updating their access level to Practitioner Front Desk or higher.

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