Getting Started

Before you get started, make sure you have the following set up:

• Inbound fax workspace - An Owner/Admin needs to create a Documo workspace and connect it to Jane before documents can be filed. Setting Up Inbound Fax with Documo IDP
• Patient profile - The patient must already exist in Jane. Documo cannot create new patient records, so a referral for a new patient needs a chart created in Jane first.

📣 Heads up: Supported file types are PDF, JPEG, and PNG.

Instructions

To file a document from your Documo workspace into a patient's chart in Jane, follow these steps. Once complete, the document appears as a draft chart entry in the patient's profile in Jane.

1. In Documo, go to Workspaces > My Workspaces and open your workspace.

2. Click the three dots next to the document you want to file.
3. Click Process.
4. Check that the document type and extracted patient data are correct. Edit any field if needed.

5. Click the Send tab.
6. If you have more than one EHR connected to Documo, select Process with Jane and click Next. If you have not signed in to Jane recently, click Sign in with Jane, enter your Jane credentials, and approve the connection.

🩵 Jane Tip: You can also send a document using another Jane user's connection instead of your own, from the Send tab.

7. Click Search, find the patient, and select them.

🩵 Jane Tip: Patient search matches on name, so multiple patients can share a last name. Check the date of birth in the results against the document before you select. Search results are also scoped to what your Jane staff profile can already see. If you're connected as a Practitioner (Limited), you'll only see patients you have an appointment with.

8. Select an Observation Category (Exam, Laboratory, or Vital Signs). This is required to complete the send, but it doesn't affect how the document is filed and isn't visible anywhere in Documo or Jane afterward.
9. Click Finish and Send.
10. In Jane, go to the new draft chart entry.
11. Add a file description and any additional notes.
12. Click Sign.

What to Expect

A confirmation displays showing the patient, date of birth, category, and document ID. The document's status changes to Sent to EHR in your Documo workspace. In Jane, the document appears as a draft chart entry with the source PDF attached, listed under your name as the author. Documents file to the patient, not to a specific appointment or encounter.

Important Notes

• This is a one-way process. Documo sends documents into Jane; it does not pull charts, appointments, or results back out.
• Your license includes 100 documents per month at no extra cost. Documents beyond that are billed at $0.25 per document.
• Selecting the wrong patient in the search step isn't easily undone. If you file to the wrong chart, you'll need to remove the entry from the patient's chart in Jane, then re-file it from Documo to the correct patient. This is tracked in an audit trail available from Info & History on the document's menu in Documo.

Related Guides

• Integrated Fax with Documo Hub
• Setting Up Inbound Fax with Documo IDP