Jane's Guide

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


Using Jane on a Smartphone

If you’re away from your clinic and you need to access Jane, you’re in luck: Jane works on the go too. You can access all of Jane’s features through your smartphone. Simply open your phone’s web browser and enter your clinic’s URL to load the app.

Pro Tip: If you regularly access Jane on your phone, you can create a shortcut on your phone’s home screen. This will give you access to Jane with a single tap, and Jane will fill up the whole screen, without the pesky browser address bars at the top and bottom.

It would look like this “Jane” button on your screen.

An image of what the home button looks like after following the instructions within this guide

How do I save Jane to my home screen?

Step One: Sign into your Jane account using the Browser on your Device.

📍Note: You’ll need to be using Safari on iOS (iPad/iPhone) and Chrome on an Android device and if you regularly open and view PDF documents, it would be best to run Jane directly from Safari instead of a bookmark. Apple designed their bookmarks in a way that prevents easily navigating out of an opened document.

Be sure you’re not using a private or incognito browser if you want your browser to remember your username and password for easier access, or alternately use a private window if you don’t want to be remembered.

In either case be sure you have a password on your phone or device for an extra step of security.

Step Two: Create the button

iOS:

Enter the Share option menu and then the “Add to Home Screen” button.

Description

Add to Homescreen

Android:

Click here for instructions.

Finding your way through Jane on your phone is mostly the same as it is on a desktop browser, with a few key differences:

  • The menu bar normally found at the top of Jane is at the bottom of the mobile browser window, appearing as a row of icons. This is so that the buttons are easier to reach.

  • The options normally found in the Clinic Location Menu and the User Menu are accessible through the Menu Toggle button at the top-left of the mobile browser window.

    An image of what the three while lines or the menu toggle button looks like

  • On some pages you will see a “Back” button at the top-left of the window.

    An image of the back button on a mobile device

The Back button has two main functions:

  • Reveals options usually hidden on smaller screens, such as the Practitioner List in the Schedule view so you can select a practitioner.

  • If you are more than one level deep in a view, the Back button returns you to the top level, for example, from a patient’s appointment history to the main Patients list.

The Back button does not appear if you are already at the top level or if the sidebar is visible; in those cases, the Menu Toggle button appears instead.

To add an appointment using your smartphone, touch and hold the schedule where you want it to be, similar to clicking on a desktop. If you want to access your Week view from the default Day view on a small mobile device, you’ll first need to turn off the “lock rotate” button.

Once your lock button is disabled, you can rotate your phone sideways, and then click your name in blue at the top of the schedule.

You should then get a full week view where you can scroll sideways to see the later week days.

  • The other trick to working on your mobile is to minimize the zoom of your appointments. This helps to condense everything into an easier to view schedule on a small screen.

You can find that setting at the bottom right of your screen in the “cog” menu:

If you click that cog you’ll get a few options for your schedule and you can play around with tidying it up.

Viewing Schedules for Other Staff on a Mobile Device

Need to see a fellow staff member’s schedule on the go? Here’s how you can keep track of their schedule wherever you are. Once you’re logged into Jane on a mobile device, Jane will, by default, land on your schedule for the day through the Day tab if you’re a practitioner.

An image of the default view for practitioners using a mobile device

For practitioners, you’ll want to tap on the Schedule tab at the bottom of the screen and then on the person icon with the word Today. This is the Staff Today button that you may be familiar with when using Jane on a desktop or a laptop.

An image of the navigational instructions

To view a specific staff member’s schedule on mobile, tap the Back button at the top left of the screen, then choose the staff member you would like to view. Since mobile screens are a bit smaller, you can only view one staff member’s schedule at a time in this view.

For administrative staff using a mobile device, the view will by default be the Staff Today tab.

An image of what the default looks like for admin staff

While you won’t be able to see all the staff at once, you can swipe left to see two practitioners at a time.


Additional Notes & Resources:

Next, you’ll create a new bookmark for this page. Here’s a guide on How to Bookmark Web Pages that walks through the steps in a bit more detail.

Lastly, you’ll want to make sure to delete the old bookmark to avoid any confusion. Here’s a guide on How to Delete a bookmark that walks through the steps on different browsers.

Whether you’re using Jane on an iPad, Android tablet or smartphone, our Charting on a Mobile Device (Tablet or Smartphone) guide walks through navigating charting on a smaller screen.

For additional tips on using Jane on a mobile device, feel free to check out our Booking a Break on a Mobile Device and Photos in Chart Notes/Documentation Jane guides.

⭐️ Why does my Jane bookmark always open to a past date instead of the current day on the schedule?

This can be a tricky one! This means the schedule page originally bookmarked was in a previous date’s view as opposed to today’s view.

To update your bookmark, you’ll want to head over to the Schedule tab in your Jane account, then click on the Today button at the bottom of the page or use the navigational arrows to toggle to today’s date.

The browser URL should be: clinicname.janeapp.com/admin#schedule/today