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
☑ 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.
Before you get started on charting for the first time, you might want to check out our tips for switching to electronic charts.
☑ 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 we’ve developed our very own Jane University. Front Desk staff can hit the ground running with our Jane U. training program. For a more broad overview, have your staff visit our Practitioner Training.
Jane is also dedicated to providing our clinics with continued and ongoing support even after they’ve gotten settled in. Many of our FAQs can be found in our Guide and Videos and you and your staff are always welcome to phone and email support anytime. We’ve even built a feature into Jane that allows you to email our support team directly from your Jane account.
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 and payments). Our basics of importing to Jane and diving deeper into imports guides will give you some additional information about our imports, but here are some of the key tasks. (We recommend that you have completed all the tasks below 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 > Begin 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 > View Details in your Jane account to upload your data to us.
Once we have your data, we’ll process it and import it. We’ll send you an email once your import is complete and a Jane team member will even check-in on you the next day to ensure everything went smoothly. Here’s a handy checklist of to-dos for After Your Import.
- Jane’s Integrations
- Reminders and Notifications
- Setting Up Online Booking
- Customizing Jane
- Mass Welcome Email
Have fun using your new Jane account!