July 2020, Vancouver July 24-25 | Vancouver, CA July 24-25 | Vancouver, Canada July 24-25, 2020 | Vancouver, Canada
Jane's Guide Here's all the help you need to use Jane.

Reports Overview

Jane has an impeccable memory. Every time your clinic admits a patient, books an appointment or bills an insurer, Jane remembers. Summaries of your clinic’s day-to-day operations can be generated quickly and easily through Jane’s Reports feature.

Reports can be used to gain insight about your clinic’s patients, appointments and billing. The Billing reports are particularly useful for tracking cash flow, showing taxes invoiced or collected, reconciling your daily POS cash-out, and calculating your clinic’s payroll.

Billing Reports are available to all clinic staff. Clinic owners have access to two additional types of reports: Patients Reports and Appointment Reports.

To learn more about the different reports, check out the Guide articles for Patients Reports, Appointments Reports and Billing Reports.

Displaying Reports

The most direct way to access reports is to click the “Reports” button in the top menu bar. In the left sidebar, you’ll find a number of links to various Reports.