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Step 1: Clinic Information
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. Here’s a list of the first setup tasks that you’ll need to complete so you can begin...
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Step 2: Disciplines
Next, you’ll want to set up your discipline(s). This is where you let Jane know your area of practice.
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Step 3: Treatments
Now that you have let Jane know your area of practice, you can set up the different services that you offer. Under the Settings tab in the top menu, navigate to Treatments, Classes & Group Appointments on the left.
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Step 4: Staff
You’ll want to create a new Staff Profile for each staff member at your practice. This includes each practitioner, administrative staff member, accountant, bookkeeper, or anyone who you would like to have access to your account.
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Step 5: Schedule
Jane uses shifts to communicate staff members’ availability in the administrative schedule. Of course, you’ll also have the option to enable Online Booking for your shifts so that your patients can book appointments online.
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Additional Set Up Recommendations
At Jane University, Front Desk.
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Practitioner Step 1: Practitioner Training
Of course, we’re so happy that you’ve joined the Jane community, and hopefully, you are too! We know that you’re probably super eager to hit the ground running and start helping your clients, but we gotta learn how to walk first before we can run. 🏃 Here’s a quick list of the essential setup task...
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Practitioner Step 2: Treatments
If you have full access, then you can refer to this guide document to set up your Treatments & Classes within Settings > Treatments and Classes. However, if you do not have access to that area of Jane, then there’s a slightly different approach to setting up your treatments that we’ll be going ov...
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Practitioner Step 3: Shifts
Jane uses shifts to communicate staff members’ availability in the administrative schedule. Of course, you’ll also have the option to enable Online Booking for your shifts so that your clients can book appointments online.
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Practitioner Step 4: Online Booking
Now that you have finished setting up your treatments and shifts, let’s take a look at the online booking options you have within your staff profile. Of course, if your clinic doesn’t offer online booking, you can feel free to jump ahead to the next section.
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Practitioner Step 5: Charting
That’s right, we saved the best for last. Let’s dive into all the amazing things Jane has to offer in order for you to chart as efficiently as possible. Jane lets you create customizable chart notes to fit your practice and your treatment style.
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Account Setup Consultations
We know you’re probably pretty eager to get your account set up, and we’d love to lend a hand with that by providing a complimentary Account Setup Consultation.