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Tips for Charting During Your Online Appointment (Telehealth) Session

Nothing hones your multi-tasking abilities better than running and maintaining a busy clinic! In particular, every practitioner strives to refine their ability to stay engaged in session with a client, meanwhile providing empathetic feedback and diligently jotting down detailed notes about the session — phew!

Please Note: This is a friendly reminder that Jane’s Online Appointment feature is very young and currently only compatible with both MacOS and Windows for desktop, Android mobile devices, and iOS compatibility for iPhones and iPads is also available. Please see our guide for more information on how to use your iPhone and iPad: for patients and for practitioners.

Here’s hoping that this guide will make switching between things just that much easier! Here are some useful tips that we’ve picked up from clinics along the way on keeping up with client notes during an Online Appointment (telehealth) video or audio conference.

Tip #1 - Split Screen

With the split screen option, you’ll be able to see your client as well as their clinical notes at the same time. When a new Online Appointment conference is launched, Jane will automatically pop this interface in a separate window. By resizing both the Client’s Chart area in Jane and the video chat window, you can get the best of both worlds! Here’s how to access split screen mode:

On a Mac Device

On a Mac device, hover your cursor over the green full-screen button in the upper-left corner of the video appointment window. Click and hold the button, and then choose ”Tile Window to Left of Screen” or ”Tile Window to Right of Screen” from the menu. Next, click your Jane account on the other side of the screen to begin using both windows side by side!

On a Windows Device

On a Windows device, select and drag the video appointment window over to the left edge of your screen to snap into split screen. You should now be able to see your Jane account behind the half window that’s to the right. Select the window to use both side by side!

💡Pro Tip: Did you know that there is a built-in snap to split screen function for both MacOS (OS X El Capitan or later) and Windows 10? Save yourself the manual resizing and take advantage of these handy shortcuts!

On an iPad:

Begin in your web browser, with your Jane account open to the patient’s chart. Next, swipe up to reveal your dock. Find the Jane Online Appointments App, touch and hold, and then drag it upwards and over to one side.

You should now be in split view! Here’s a video from apple with more on how split screen works.

If you are using one of these snap-to-split screen options, you’ll be able to quickly modify the size of each screen by using the handle bar in the middle.

Tip #2 - Quick Tab Shortcuts

If you prefer working out of a full-sized window for your charts, you may find that using Quick Tab shortcuts to jump between windows might be more down your alley. This is also a great option if you are only using the audio component during your Online Appointment session — you can quickly jump between windows if you would like to mute/unmute yourself during your conversation.

On MacOS devices, you will be able to use the Quick Switch feature between browser windows (e.g. Chrome) by using the keyboard shortcut: CMD + `

On a Windows devices, you will be able to switch between application windows using the shortcut: Alt + Tab

Tip #3 - Dual Screens

For those of you who have access to multiple screens or devices, charting during your video conference will be a breeze. You can put your client’s video up on one of your monitors, meanwhile jotting down your notes on the other monitor at the same time.

Alternatively, since you can log into Jane on multiple devices — if you have two computers OR a computer and a tablet device, you could have the video conference running on one device while having the client’s chart area open on the other.

Want to learn more about Online Appointments? Check out our handy FAQ Guide!