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Jane
Jane's Guide
Here's all the help you need to use Jane.
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Jane's Online Booking Basics
Training Video Playlists
Jane's Online Booking Basics
1 min read
Welcome
Welcome to the Jane Guide
Code of Conduct
Feature Requests
Mental Health: Getting Started
Mental Health: Setting Up Your Sessions
COVID-19
Announcements
Small Business Response Plans (North America)
Clinical Surveys
COVID-19 Patient Communication
Send Email to All Patients
Cancelling and Tracking Appointments due to COVID-19
Working With Online Gift Certificates
BC RMT & COVID-19
My Client or Patient Didn't Receive their Survey: A Troubleshooting Guide
Online Appointments (Telehealth)
Online Appointments is Live
Getting Started with Online Appointments
Online Appointments (Telehealth) FAQ
Setting up Jane's Online Appointments
How to Book Online Appointments and Start Them (For Practitioners)
iPad/iPhone for Online Appointments (Practitioners)
How to Join Your Online Appointment (For Patients)
iPad/iPhone for Online Appointments (For Patients)
How to Test Your Video Before Your Online Appointment (For Patients)
Online Appointments: A Troubleshooting Guide
Helping Patients Log In
Training Resources For Your Patients
Collecting Payments for Online Appointments
Online Booking Availability for Online Appointments (Telehealth)
Tips for Charting During Your Online Appointment (Telehealth) Session
Canadian Telehealth Regulations
Canadian Telehealth Insurance Resources
Online Appointment Usage Report
Telehealth and Privacy Laws
Online Appointments: Sharing your Screen
Quick Start
Step 1: Clinic Information
Step 2: Disciplines
Step 3: Treatments
Step 4: Staff
Step 5: Schedule
Additional Set Up Recommendations
Front-Desk Training
Chapter 1: Schedule
Chapter 2: Appointments
Chapter 3: Payments
Chapter 4: Charting
Chapter 5: Patient Experience
Chapter 6: Insurance
Chapter 7: Happy Dance
Creating an Invoice
Practitioner Training
Lesson 1: Schedule
Lesson 2: Charting Basics
Lesson 3: Charting Tips & Tricks
Lesson 4: Charting Privacy & Changes
Lesson 5: Patient Experience
Lesson 6: Online Booking
Lesson 7: Insurance
Lesson 8: Happy Dance
The Practitioner Dashboard for Clinic Owners
Online Booking Pre-Payments
Creating an Invoice
US Insurance Billing Training
US Insurance Step 1
US Insurance Step 2
US Insurance Step 3
Start Billing 1: Patient Insurance
Start Billing 2: CPT & Diagnosis codes
Start Billing 3: Insuring the Visit
Start Billing 4: Claim Management & CMS 1500 Forms
Start Billing 5: EDI Claim Submission
Start Billing 6: Posting Insurer Payments & EOBs
US Insurance Training Survey
Cash Visits & Superbills
Missing Insurers tab? Upgrading from the Base Plan to the Insurance Plan
Training Video Playlists
Getting Started with Jane
Jane's Scheduling Basics
Jane's Charting Basics
Jane's Payment Basics
Jane's Online Booking Basics
Jane's Insurance Billing
Jane's Insurance Billing USA
Jane's Integrations
Demo Videos
Daily Workflow: Book, Arrive & Pay
Practitioner's Home Base: Day Sheets & Charts
Jane in Action
Practitioner Training: Initial Signing In and Overview
Insurance: Billing a Visit to a 3rd Party
Scheduling: Managing the Schedule with Many Practitioners
Settings & Preferences
Disciplines, Treatments, & Billing Settings
Setting up Staff & Scheduling Shifts
Charting: Signing, Duplicating & Symbols
Scheduling: Complete Schedule Overview
Billing: Accepting Payments
Launching an Insurer Portal
Privacy
Is Jane PIPEDA compliant?
Is Jane GDPR compliant?
Is Jane HIPAA compliant?
FIPPA/FOIPPA for the BC Public Sector
Jane for BCACC Members
Privacy Compliance for Clinics in British Columbia
Privacy: Compliance for Clinics in Alberta
Privacy Compliance for Clinics in Ontario
PIPEDA and Other Privacy Laws in Canada
GDPR Consent Language
GDPR Consent Rules
GDPR and Jane in the EU
GDPR and Reminder Emails
HIPAA and Appointment Emails
HIPAA and Marketing Emails
California Consumer Privacy Act (CCPA)
Is Jane PCI-Compliant?
Protecting Patient Data
Third Party Messaging Service FAQ
Telehealth and Privacy Laws
Creating & Storing Compliant Clinical Notes
Working on a Shared Computer/Device
Mailchimp Integration: A Troubleshooting Guide
Security
List of Security Features
Security FAQ
Activity Log
Auto-Logout Duration
Account Basics
Checklist for Starting with Jane
Browser Requirements
Browsers & Devices
Using Jane on a Tablet
Using Jane on a Smartphone
Keyboard Shortcuts
Can't Access Jane: A Troubleshooting Guide
Auto-Logout Duration
Change Your Clinic Email Address
Changing your Password
Enabling Patient Self Check-in
Adding a Location (Setting Location Specific Pricing)
Booking a Break on a Mobile Device (Phone or other Small Screen)
Moving Your Practice to a New Location
Multiple Locations or Multiple Accounts: How to Set Up Jane for Independent Locations or Practitioners
Creating an Invoice
Accessibility in Jane
Importing to Jane
How to Import Data to Jane (Overview)
Basics of Importing to Jane
Diving Deeper Into Importing to Jane
Reviewing Import Data
After Your Import is Complete
Post Import FAQs
Teleplan Transition
Transitioning Your Patient Credits/Receivables to Jane
Importing from Acuity
Importing from Acusimple
Importing from Appointment.com
Importing from AppointmentPlus
Importing from Atlas Chiropractic Software
Importing from Booker
Importing from Charm EHR
Importing from ChiroFusion
Importing from ChiroSuite
Importing from Chirotouch
Importing from Click4Time
Importing from ClientTracker (Gingko Software)
Importing from Clinic Essentials Backup
Importing from Clinicmaster
Importing from ClinicND
Importing from Cliniko
Importing from ClinicSense
Importing from DrChrono EMR
Importing from Eclipse
Importing from Full Slate
Importing from Genbook
Importing from Google Calendar/Contacts
Importing from Healthquest by Microquest
Importing from Innocare (Previously Clinic Server)
Importing from Jane :)
Importing from Juvonno
Importing from MacPractice
Importing from Mindbody
Importing from MRX Backup
Importing from NexySoft
Importing from Office Ally
Importing from Orchestra One (formerly AirCare)
Importing from Owl
Importing from PMP
Importing from Practice Fusion
Importing from Practice Jewel/mindZplay
Importing from Practice Perfect
Importing from Private Practice Software (PPS)
Importing from QuickBooks
Importing from Schedulicity
Importing from SimplePractice
Importing from SmartND
Importing from SOAP Vault
Importing from Timely
Importing from TM2/TM3
Importing from Unified Practice
Importing from Universal Office/Antibex Software
Importing from Vagaro
Importing from WebPT
Importing from Schedulista
Importing from Abelmed
Jane to Jane Transfer: A Detailed Guide
Jane to Jane Transfer - FAQs
Importing from E-Z Bis
Jane to Jane Transfer Authorization Form Explainer
Importing from Wolf EMR (Telus)
Importing from Fresha (Shedul)
Online Booking
Online Booking: Choosing What Is Offered Online (Locations, Staff, Shifts, Treatments etc) and Individual Staff Preferences
Setting up Online Booking like a Boss
Adding "Book Online" Buttons to Your Website
Booking an Appointment Online (For Patients)
Cancellation Policy
Enabling Patient Self Check-in
Family Profiles - Managing Family Members (For Patients)
Family Profiles - Managing Family Members from the Patient Profile
Family Profiles - Online Booking & Intake Forms
Family Profiles - Payments with Shared Credit Cards
Google Analytics
Link Online Booking to Instagram
Not Accepting New Patients - Return Clients Only
Linking to Facebook
Online Booking: Checking What is Offered Using the Magnifying Glass
Only Allow Approved Online Booking
Online Booking Permissions
Online Rolling Availability
Re-Ordering Treatments (Admin Schedule and Online Booking)
Self Check In (For Patients)
Save Space on Your Screen by Minimizing Weekends
Tags - Limiting Treatment Availability
Online Booking Pre-Payments
Notice / Message on Online Booking Pages ( for Announcements or Instructions)
Directing New Clients to Book an Initial Visit Only
Contact to Book
Notifications & Reminders
Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts
Change Your Clinic Email Address
Customizing Jane
Email Notifications
Email & SMS Reminders
GDPR and Reminder Emails
Send Email to All Patients
Phone Reminders List
Return Visit Reminders
Tasks or To Dos
Clinical Surveys for Subjective Measures and Patient Follow-up
My Client or Patient Didn't Receive their Survey: A Troubleshooting Guide
Email Customization Cheatsheet (Appointment Reminder)
Automatic Return Visit Reminders
Email Customization Cheatsheet (Thanks for Booking)
Patient Profiles
Adding a New Patient
Couples or Related Groups - Booking, Billing, Charting and Notifications
Deleting a Patient Profile
Family Profiles - Managing Family Members (For Patients)
Family Profiles - Online Booking & Intake Forms
Family Profiles - Managing Family Members from the Patient Profile
Family Profiles - Payments with Shared Credit Cards
Helping Patients Log In
Intake Forms
Intake Forms: Require Signature Setting
Marking a Patient as Discharged or Deceased
Mass Welcome Email
Merging Patients
Message Log
My Account - Your patient/client portal
Patient Preferred Name
Patient Relationships
Prefixes, Titles & Honorifics
Printing Upcoming or Past Appointments
Pronouns
Sharing Chart Entries with Patients
Using Intake Forms for Consent to Treat or Update Forms
Add a Credit Card from the Client My Account Portal
Telehealth and Privacy Laws
Troubleshooting Tips for Subscribed Calendars
Subscribing to your Calendar (For Patients)
Updating the Default Email Account On Your Device
Staff Profiles
Adding Staff Shifts
Auto-Logout Duration
Charting Privacy Options
Changing your Password
Deactivating a Practitioner
Helping Staff Sign In
How to Add a Profile Photo
Income Categories (Compensation at Different Rates)
Keyboard Shortcuts
Merging Staff
Message Log
Patient Privacy
Registration Numbers
Staff Access Levels
Setting up Staff and Adding a Staff Member to Your Jane Subscription
Setting up Treatments
Subscribing to Your Calendar (for Staff)
Supervising Therapist on Receipts
Setting Up Sales Taxes in Jane
Troubleshooting Tips for Subscribed Calendars
Help! I'm A Practitioner But Keep Getting Logged In As A Patient
Transitioning an Intern to a Practitioner
Commission Rates by Location
Practitioner Profiles
Browsers & Devices
Using Jane on a Tablet
Using Jane on a Smartphone
Booking a Break on a Mobile Device (Phone or other Small Screen)
Can't Access Jane: A Troubleshooting Guide
Practitioner Sign In
Breaks, Personal Time and Holidays
Changing your Password
Chart Parts for Creating a Chart Template
Creating a Chart Template
Employee & Contractor Taxes with Jane
Helping Staff Sign In
Increasing Your Fees
Keyboard Shortcuts
Print to PDF
Sign and Lock Workflow
Who was Cancelled/Deleted from the Schedule?
Subscribing to Your Calendar (for Staff)
Practitioner's Home Base: Day Sheets & Charts
Practitioner Training: Initial Signing In and Overview
Schedule
Adding a Location (Setting Location Specific Pricing)
Adding Staff Shifts
Booking an Appointment (Staff)
Breaks, Personal Time and Holidays
Class or Group Booking
Couples or Related Groups - Booking, Billing, Charting and Notifications
Deleting a Class
Keyboard Shortcuts
Late Cancellations and More Detailed Cancellation Reasons
No Show Fees
Online Booking: Checking What is Offered Using the Magnifying Glass
Online Booking: Choosing What Is Offered Online (Locations, Staff, Shifts, Treatments etc) and Individual Staff Preferences
Patient Arrivals & No Shows
Patient Privacy
Print Daysheet
Re-Booking Appointments
Recurring Appointments
Re-Ordering Treatments (Admin Schedule and Online Booking)
Resource Booking
Room Booking
Self Check In (For Patients)
Setting a Post Treatment Reset Time or Break
Setting the Schedule Grid
Setting up Treatments
Staggered Booking Set Up (Multiple Rooms or Clients Overlapping)
Special Notes
Subscribing to Your Calendar (for Staff)
Tags - Limiting Treatment Availability
Using the Wait List
Who was Cancelled/Deleted from the Schedule?
Working With the Schedule
Schedule Opening & Closing Time
Cancel or Remove an Appointment from the Schedule
Staff Member not Showing up on Schedule
Directing New Clients to Book an Initial Visit Only
Deleting a Location
Contact to Book
Accessibility in Jane
Charting
New and Improved Charting Features
5 Quick Charting Tips
Adding a Signature to Charts
Use Phrases For Faster Charting
Appointment Charting Status
Chart Parts for Creating a Chart Template
Chart Template Library
Charting for a Past Date
Charting New Territory: Tips for Switching to Electronic Charts
Charting Privacy Options
Consent for Assessment/Treatment of Sensitive Areas
Couples or Related Groups - Booking, Billing, Charting and Notifications
Creating a Chart Template
Deleting, Moving or Changing a Chart
Files Area in Chart
Exporting Chart Notes (Print or PDF)
Including Billing & Diagnosis Codes In Patient Charts
Intake forms in a Multi-Disciplinary Practice
Intake Forms: Require Signature Setting
Keyboard Shortcuts
Letters in Jane
Photos in Chart Notes/Documentation
Pinning and Starring your Chart Entries
Prescriptions
Print to PDF
Printing or Sharing Chart Entries (Treatment Plans)
Scanning and Uploading to Jane Charts
Sign & Lock Charts
Sign and Lock Workflow
Supervisor Sign Off
Switching from Paper Charts to Electronic Charts
Uploads for Review - Labs, X-Rays and Other Reporting
Customizing Your Chart Footer
Clinical Surveys for Subjective Measures and Patient Follow-up
Making a Chart Amendment
Help! I accidentally deleted a draft chart entry.
Sharing Patient Charts with a Third Party
The Chart entry is Complete why isn't the Lock showing?
Batch Chart Export for Practitioners
Billing
Accounting Software and Jane
Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts
Adjusting Invoice Dates
Applying Patient Credit to a Specific Invoice
Assigning Product/Inventory to Staff
Billing for Per Unit (Mileage, Botox, Materials Used, Reporting etc.)
Billing Reports
Creating an Adjustment
Changing Payment Method
Creating a Credit Memo (Patient Credit when No Payment Received)
Creating a New Payment Method
Creating a Patient Credit
Creating a Product
Credits and Owings - Investigating
Customize Patient Invoice Details
Delete a Patient Payment (Taken or Applied in Error)
Editing an Invoice with Payment Already Applied
How to Bill for Multiple Services on a Single Visit Using Billing Codes
How to Customize Receipts
How to Manually Override an Invoice
Increasing Your Fees
Loyalty Rewards
Multiple Payment Methods
Package Deals - Paying Practitioner At Time of Visits
Partially Pay an Invoice
Patient and Insurer Info on Receipts
Patient Statements
Paying Balances Online
Printing or Emailing Receipts
Refunding a Patient Payment
Refunding a Product/Inventory Purchase
Searching by Invoice Number
Selling a Product
Supervising Therapist on Receipts
Transitioning Your Patient Credits/Receivables to Jane
Topping Up Account Credit in the Online Patient Portal
Unapplying a Payment
Understanding Invoice Reversals
Writing Off Unpaid Amounts (and Reversing Them!)
Reconciliation Date: Reporting Invoice Changes Made Prior to a Certain Period
Online Booking Pre-Payments
Managing your Jane Subscription
Creating an Invoice
Compensating Multiple Practitioners for Block Billing
Insurance Billing (Canada)
Billing MSP Through Teleplan
Billing To Insurers Without an Appointment (For Phone Calls/Chart Notes, etc.)
Billing to Worksafe BC-Physiotherapy
Booking and Billing No Charge WSBC (WCB) Subsequent Visits
Booking an Insured Visit
Create Custom Billing Codes
Creating a Patient Policy
Creating and Setting Up Insurers
Delete an Insurer Payment
Direction to Pay - Billing to Lawyers
Editing Dates of Insurer Payments
Grouping Insurer Invoices
How to Bill for Multiple Services on a Single Visit Using Billing Codes
How to Manually Override an Invoice
ICBC Invoicing and Reporting - Effective April 1, 2019
ICBC - Acupuncture
ICBC - Chiro
ICBC - Clinical Counselling
ICBC - Kinesiology
ICBC - Psychology
ICBC - Massage Therapy
ICBC - Physiotherapy
Insurance Coverage & Taxes
Insurer Underpayment (Adjusting Amount Paid by Insurer)
Receiving an Insurer Payment
Rejections
Re-setting Insurance Policy Counts/Limits
Searching by Invoice Number
Teleplan Late Submission Reason Code
Unapply an Insurer Payment
Working with Claim Submissions (Paper Insurer Invoices)
Pacific Blue Cross - Setting up your PROVIDERnet Integration
Pacific Blue Cross - Submitting Claims Through the PROVIDERnet Integration
Pacific Blue Cross - Reversing Claims Through the PROVIDERnet Integration
Adding Billing Codes to Paid Invoices
Billing to WorkSafe BC – Chiropractic
Setting Up a Fillable PDF Form
How to Populate a Fillable PDF File
Missing Insurers tab? Upgrading from the Base Plan to the Insurance Plan
Working with Claim Submissions and Online Insurer Portals
Billing No-Shows to Insurers
Insurer Statements
Gift Cards
Create and Load a Gift Card
Donating Gift Cards or Promos
Gift Cards/Certificates Overview
Loading a Gift Card Using a Credit on File
Redeeming a Gift Card
Refunding and Deleting a Gift Card
Reload an Existing Gift Card
Tips for Ordering Gift Cards
Transferring a Gift Card Balance
Teleplan
Adding a Note to a Teleplan Claim
Adding Your Data Centre to Jane
Billing MSP Through Teleplan
Billing to Worksafe BC-Physiotherapy
Billing to WorkSafe BC – Chiropractic
Booking and Billing No Charge WSBC (WCB) Subsequent Visits
Debit Request (Return Payment to Teleplan)
Editing an Invoice with Payment Already Applied
Favourite Teleplan Codes
GST and Modifying Teleplan Billing Codes
Sending Teleplan Claims
Signing Up for Teleplan
Teleplan Diagnostic Codes (Area of Treatment)
Teleplan Late Submission Reason Code
Teleplan Status - Opted In Versus Opted Out
Teleplan Transition
Compensating Multiple Practitioners for Block Billing
Reports
Accounting Software and Jane
Accounts Receivable Report
Appointments Reports
Billing Reports
Billing Summary Report
Compensation Report
Cash Reconciliation Report
Calculating the Total Retail Value or Cost of Your Inventory
Day End Procedures
Employee & Contractor Taxes with Jane
Excel Exports
Hours Scheduled / Booked Report
Income Categories (Compensation at Different Rates)
Patients Reports
Patient Retention Report
Referral Report
Referral Commission
Return Visit Reminders
Reconciliation Date: Reporting Invoice Changes Made Prior to a Certain Period
Reconciling Your Accounts Receivable (A/R) Between Periods
Product Performance Report
Sales Report
Strategies for Investigating Reports
Transaction or "Cash Out" Report
The Practitioner Dashboard, Explained
The Practitioner Dashboard for Clinic Owners
Unscheduled Patient Report
Working with the Purchase, Invoice, Received At, and Applied Dates
Reporting FAQs
Online Appointment Usage Report
Compensating Product Sales by Profit Margin
Integrations
Fullscript and Jane
Fullscript - Recommendation Templates
Google Analytics
Linking to Facebook
Mailchimp
Mailchimp Integration: A Troubleshooting Guide
Physitrack - Setting Up Your Integration
Physitrack and Jane
Physitrack - Using Jane & Physitrack Together
Pacific Blue Cross - Setting up your PROVIDERnet Integration
Pacific Blue Cross - Submitting Claims Through the PROVIDERnet Integration
Pacific Blue Cross - Reversing Claims Through the PROVIDERnet Integration
Getting Started with Clinics Sites
Subscribing to your Calendar (For Patients)
Deep dive into calendar subscription issues with iCalendar
Subscribing to Your Calendar (for Staff)
Troubleshooting Tips for Subscribed Calendars
Square Terminal integration FAQs
Payment Processing
Changing your Jane Payments banking information
Identity verification for your Jane Payments acccount
Refunding a Patient Payment
Paying Balances Online
What's that odd, small charge on my patient's credit card?
When do I get my Jane Payments deposits?
Setting up Multiple Jane Payments Accounts
Why did my patient's card decline?
HSA / FSA cards
Add a Credit Card from the Client My Account Portal
ZIP Code Verification
Failed Jane Payments Payouts
Managing your Jane Subscription
Square Terminal integration FAQs
Taking a payment on Square Terminal
Troubleshooting
Online Appointments: A Troubleshooting Guide
Can't Access Jane: A Troubleshooting Guide
Mailchimp Integration: A Troubleshooting Guide
My Client or Patient Didn't Receive their Survey: A Troubleshooting Guide
Staff Member not Showing up on Schedule
Resources and Support - Getting help with your Jane Account
Missing Insurers tab? Upgrading from the Base Plan to the Insurance Plan
My Patient or Client Didn't get their Email Reminder: A Troubleshooting Guide
Maximizing your Internet Connection
Deep dive into calendar subscription issues with iCalendar
Troubleshooting Tips for Subscribed Calendars
Help! I'm A Practitioner But Keep Getting Logged In As A Patient
Contact to Book