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

Checklist for Starting with Jane

So you’ve signed up for Jane! Of course, we’re very excited that you’re running with Jane and hopefully you are too! But we know that you want to get started, and you might be wondering what you should be doing to get Jane configured for you. Jane’s setup wizard will help you create your staff profile and a single shift, but you’ll probably need to do a bit more to get set up. Here’s a list of most of the common setup tasks that you’ll want to go through.

Disciplines and Treatments

For guidance on these first two tasks, watch this video on setting up disciplines and treatments. All these are available under the Settings menu.

  • Set up additional disciplines - Jane will have set up a single discipline through the setup wizard, but if you have a multi-disciplinary practice, you’ll want to set up your additional disciplines.

  • Set up additional treatments - Create any additional treatments that you want to offer to your patients.

Staff and Shifts

  • Set up your additional staff - If you have additional practitioners working with you, or you need to set up your admins, check out this guide doc on Setting up Staff.

  • Create additional shifts - You’ll probably want to set up some additional shifts for yourself or any new practitioners that you’ve added, so check out this guide doc on Adding Staff Shifts.

Electronic charting

Before you get started on charting for the first time, you might want to check out our tips for switching to electronic charts.

  • Create chart templates - See our doc on creating a chart template and also check out the template library to see all the templates that other (real life!) practitioners have contributed to Jane.

  • Create online intake forms - See our doc on intake forms so that you can build online intake forms that can be sent out automatically to your new patients.


There’s lots that you can do to manage your practice with Jane, so take a look through our videos, starting with the Practitioner Training section.


Jane can import your patient list, appointment data (past and future bookings), product list, and electronic charts, provided that they’re in a format that we can use. The only thing that we can’t import is billing data (invoices, payments, and insurer information). Our article on the basics of importing to Jane should give you some additional details, but here are some of the key tasks. We recommend that you have completed all the above tasks before doing your import so that once the import is completed, you can switch immediately over to Jane.

  • Book your import - Head to Settings > Schedule an Import in your Jane account to get started. You can review our guide document here: Scheduling Your Import

  • Export your data - You’ll need to consult your existing vendor if you’re not sure how to get the data out of the system.

  • Upload your data - Head to Settings > Schedule an Import in your Jane account to upload your data to us.

Once we have your data, we’ll process it, import it, and then send you an email once it’s done!

And have fun using your new Jane account!