Checklist for Starting with Jane
Browser Requirements
Browsers & Devices
Using Jane on a Tablet
Using Jane on a Smartphone
Keyboard Shortcuts
Can't Access Jane: A Troubleshooting Guide
Auto-Logout Duration
Change Your Clinic Email Address
Changing your Username and/or Password
Enabling Patient Self Check-in
Adding a Location (Setting Location Specific Pricing)
Booking a Break on a Mobile Device (Phone or other Small Screen)
Moving Your Practice to a New Location
Multiple Locations or Multiple Accounts: How to Set Up Jane for Independent Locations or Practitioners
Accessibility in Jane

Importing to Jane

How to Import Data to Jane (Overview)
Basics of Importing to Jane
Where Can You Import From?
Diving Deeper Into Importing to Jane
Reviewing Import Data
After Your Import is Complete
After Your Import: What to Expect!
Post Import FAQs
Teleplan Transition
Transitioning Your Patient Credits/Receivables to Jane
Jane to Jane Chart Transfer (Data Transfers) - FAQs
Time Zones, Big Data and Your Import
Jane to Jane Chart Transfer (Data Transfers)

Online Booking

Online Booking: Choosing What Is Offered Online (Locations, Staff, Shifts, Treatments etc) and Individual Staff Preferences
Setting up Online Booking like a Boss
Adding "Book Online" Buttons to Your Website
Booking an Appointment Online (For Patients)
Cancellation Policy
Enabling Patient Self Check-in
Family Profiles - Managing Family Members (For Patients)
Family Profiles - Managing Family Members from the Patient Profile
Family Profiles - Online Booking & Intake Forms
Family Profiles - Payments with Shared Credit Cards
Google Analytics
Link Online Booking to Instagram
Not Accepting New Patients - Return Clients Only
Online Booking: Checking What is Offered Using the Magnifying Glass
Only Allow Approved Online Booking
Online Booking Permissions
Online Rolling Availability
Re-Ordering Treatments (Admin Schedule and Online Booking)
Self Check In (For Patients)
Save Space on Your Screen by Minimizing Weekends
Tags - Limiting Treatment Availability
Online Booking Pre-Payments
Notice / Message on Online Booking Pages (for Announcements or Instructions)
Directing New Clients to Book an Initial Visit Only
Contact to Book
How to display Mobile or Telehealth Services in Online Booking
'Tis the Season to change your Online Booking Background!
Branding Your Online Booking Page

Notifications & Reminders

Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts
Change Your Clinic Email Address
Customizing Jane
Email Notifications
Email & SMS Reminders
GDPR and Reminder Emails
Send Email to All Patients
Phone Reminders List
Return Visit Reminders
Tasks or To Dos
Clinical Surveys for Subjective Measures and Patient Follow-up
My Client or Patient Didn't Receive their Survey: A Troubleshooting Guide
Email Customization Cheatsheet (Appointment Reminder)
Automatic Return Visit Reminders
Email Customization Cheatsheet (Thanks for Booking)
Why does my patient or client's email say "bounced"?

Patient Profiles

Adding a New Patient
Couples or Related Groups - Booking, Billing, Charting and Notifications
Deleting a Patient Profile
Family Profiles - Managing Family Members (For Patients)
Family Profiles - Online Booking & Intake Forms
Family Profiles - Managing Family Members from the Patient Profile
Family Profiles - Payments with Shared Credit Cards
Helping Patients Log In
Intake Forms
Intake Forms: Require Signature Setting
Marking a Patient as Discharged or Deceased
Mass Welcome Email
Merging Patients
Message Log
My Account - Your patient/client portal
Patient Preferred Name
Patient Relationships
Prefixes, Titles & Honorifics
Printing Upcoming or Past Appointments
Pronouns
Sharing Chart Entries with Patients
Using Intake Forms for Consent to Treat or Update Forms
Add a Credit Card from the Client My Account Portal
Telehealth and Privacy Laws
Troubleshooting Tips for Subscribed Calendars
Subscribing to your Calendar (For Patients)
Updating the Default Email Account On Your Device
Collect Insurance Information in Intake Forms From Your Clients 📸
Intake Form Workshop
Customizable Patient Sign Up Form

Staff Profiles

Edit Individual Shifts
Auto-Logout Duration
Charting Privacy Options
Changing your Username and/or Password
Deactivating a Staff Member
Helping Staff Sign In
How to Add a Profile Photo
Income Categories (Compensation at Different Rates)
Keyboard Shortcuts
Merging Staff
Message Log
Patient Privacy
Registration Numbers
Staff Access Levels
Setting up Staff and Adding a Staff Member to Your Jane Subscription
Setting up Treatments
Subscribing to Your Calendar (for Staff)
Supervising Therapist on Receipts
Setting Up Sales Taxes in Jane
Troubleshooting Tips for Subscribed Calendars
Help! I'm A Practitioner But Keep Getting Logged In As A Patient
Transitioning an Intern to a Practitioner
Commission Rates by Location

Practitioner Profiles

Browsers & Devices
Using Jane on a Tablet
Using Jane on a Smartphone
Booking a Break on a Mobile Device (Phone or other Small Screen)
Can't Access Jane: A Troubleshooting Guide
Practitioner Sign In
Breaks, Personal Time and Holidays
Changing your Username and/or Password
Chart Parts for Creating a Chart Template
Creating a Chart Template
Employee & Contractor Taxes with Jane
Helping Staff Sign In
Increasing Your Fees
Keyboard Shortcuts
Print to PDF
Sign and Lock Workflow
Who was Cancelled/Deleted from the Schedule?
Subscribing to Your Calendar (for Staff)
Practitioner's Home Base: Day Sheets & Charts
Practitioner Training: Initial Signing In and Overview

Schedule

Adding a Location (Setting Location Specific Pricing)
Edit Individual Shifts
Setting Up Shifts
Booking an Appointment (Staff)
Breaks, Personal Time and Holidays
Class or Group Booking
Couples or Related Groups - Booking, Billing, Charting and Notifications
Deleting a Class
Keyboard Shortcuts
Late Cancellations and More Detailed Cancellation Reasons
No Show Fees
Online Booking: Checking What is Offered Using the Magnifying Glass
Online Booking: Choosing What Is Offered Online (Locations, Staff, Shifts, Treatments etc) and Individual Staff Preferences
Patient Arrivals & No Shows
Patient Privacy
Print Daysheet
Re-Booking Appointments
Recurring Appointments
Re-Ordering Treatments (Admin Schedule and Online Booking)
Resource Booking
Room Booking
Self Check In (For Patients)
Setting a Post Treatment Reset Time or Break
Setting the Schedule Grid
Setting up Treatments
Staggered Booking Set Up (Multiple Rooms or Clients Overlapping)
Special Notes
Subscribing to Your Calendar (for Staff)
Tags - Limiting Treatment Availability
Using the Wait List
Who was Cancelled/Deleted from the Schedule?
Working With the Schedule
Schedule Opening & Closing Time
Cancel or Remove an Appointment from the Schedule
Staff Member not Showing up on Schedule
Directing New Clients to Book an Initial Visit Only
Deleting a Location
Contact to Book
Accessibility in Jane
How to display Mobile or Telehealth Services in Online Booking
Setting Up Shifts FAQ
Allow Post-Treatment Time After Shift Ends
Prevent Staff from Booking Outside of Shifts
Double Booking

Charting

New and Improved Charting Features
Adding a Signature to Charts
Use Phrases For Faster Charting
Appointment Charting Status
Chart Parts for Creating a Chart Template
Chart Template Library
Charting for a Past Date
Charting New Territory: Tips for Switching to Electronic Charts
Charting Privacy Options
Consent for Assessment/Treatment of Sensitive Areas
Couples or Related Groups - Booking, Billing, Charting and Notifications
Creating a Chart Template
Deleting, Moving or Changing a Chart
Files Area in Chart
Exporting Chart Notes (Print or PDF)
Including Billing & Diagnosis Codes In Patient Charts
Intake Forms in a Multi-Disciplinary Practice
Intake Forms: Require Signature Setting
Keyboard Shortcuts
Letters in Jane
Photos in Chart Notes/Documentation
Pinning and Starring your Chart Entries
Prescriptions
Print to PDF
Printing or Sharing Chart Entries (Treatment Plans)
Scanning and Uploading to Jane Charts
Sign & Lock Charts
Sign and Lock Workflow
Supervisor Sign Off
Switching from Paper Charts to Electronic Charts
Uploads for Review - Labs, X-Rays and Other Reporting
Customizing Your Chart Footer
Clinical Surveys for Subjective Measures and Patient Follow-up
Making a Chart Amendment
Smart Options & Narrative for Charting
Help! I accidentally archived a draft chart entry.
Sharing Patient Charts with a Third Party
The Chart entry is Complete why isn't the Lock showing?
Batch Chart Export for Practitioners
Creating a Narrative Chart
Formatting Chart Entries

Billing

Accounting Software and Jane
Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts
Adjusting Invoice Dates
Applying Patient Credit to a Specific Invoice
Assigning Product/Inventory to Staff
Billing for Per Unit (Mileage, Botox, Materials Used, Reporting etc.)
Creating an Adjustment
Changing Payment Method
Creating a Credit Memo (Patient Credit when No Payment Received)
Creating a New Payment Method
Creating a Patient Credit
Creating a Product
Credits and Owings - Investigating
Customize Patient Invoice Details
Delete a Patient Payment (Taken or Applied in Error)
Editing an Invoice with Payment Already Applied
How to Customize Receipts
How to Manually Override an Invoice
Increasing Your Fees
Multiple Payment Methods
Partially Pay an Invoice
Patient and Insurer Info on Receipts
Patient Statements
Paying Balances Online
Printing or Emailing Receipts
Refunding a Patient Payment
Refunding a Product/Inventory Purchase
Searching by Invoice Number
Selling a Product
Supervising Therapist on Receipts
Transitioning Your Patient Credits/Receivables to Jane
Topping Up Account Credit in the Online Patient Portal
Unapplying a Payment
Understanding Invoice Reversals
Writing Off Unpaid Amounts (and Reversing Them!)
Reconciliation Date: Reporting Invoice Changes Made Prior to a Certain Period
Online Booking Pre-Payments
Managing your Jane Subscription
Creating an Invoice
Email a Patient Invoice
Things to Know When Taking Your First Payments In Jane
An insurance company has sent me a credit card to process for reimbursement, what should I do?
Jane's Tips for Year End
Importing Sales to Xero from Jane
Importing Sales to Quickbooks Online (QBO) from Jane
Multiple License Numbers
Setting Up Your Billing Settings
Tips and Gratuities
Hide Client Information from Financial Emails
Customizing the Details & Price on an Unpaid Invoice
Shipping Fees on Products