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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
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
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 Reporting 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
Account Setup
Adding a Location (Setting Location Specific Pricing)
Auto-Logout Duration
Booking a Break on a Mobile Device (Phone or other Small Screen)
Browser Requirements
Browsers & Devices
Change Your Clinic Email Address
Changing your Password
Checklist for Starting with Jane
Keyboard Shortcuts
Moving Your Practice to a New Location
Multiple Locations or Multiple Accounts: How to Set Up Jane for Independent Locations or Practitioners
Print to PDF
Troubleshooting Jane
Using Jane on a Smartphone
Using Jane on a Tablet
Enabling Patient Self Check-in
Privacy and Security
Activity Log
Auto-Logout Duration
Creating & Storing Compliant Clinical Notes
FIPPA/FOIPPA for the BC Public Sector
GDPR Consent Language
GDPR Consent Rules
GDPR and Jane in the EU
GDPR and Reminder Emails
HIPAA and Appointment Emails
HIPAA and Marketing Emails
HIPAA and Privacy Law in the United States
Is Jane GDPR-Compliant?
Is Jane PCI-Compliant?
Jane for BCACC Members
List of Security Features
PIPEDA and Other Privacy Laws in Canada
Privacy: Compliance for Clinics in Alberta
Privacy Compliance for Clinics in British Columbia
Privacy Compliance for Clinics in Ontario
Security FAQ
Third Party Services FAQ
Working on a Shared Computer/Device
Importing to Jane
Basics of Importing to Jane
Checklist for Starting with Jane
Diving Deeper Into Importing to Jane
Scheduling Your Import (What to Expect When Importing to Jane)
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 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 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 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 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
Online Booking
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: Choosing What Is Offered Online (Locations, Staff, Shifts, Treatments etc) and Individual Staff Preferences
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
Setting up Online Booking like a Boss
Tags - Limiting Treatment Availability
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
Helping Patients with Calendar Subscriptions
Send Email to All Patients
Phone Reminders List
Return Visit Reminders
Tasks or To Dos
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
Patient or 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
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
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)
Troubleshooting Jane
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
Helping Patients with Calendar Subscriptions
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 Up & Offering Telehealth Services
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
Charting
5 Quick Charting Tips
Adding a Signature to Charts
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
Macros/Shortcuts For Faster Charting
New and Improved Charting Features
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
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 an Insurer Payment
Delete a Patient Payment (Taken or Applied in Error)
Editing an Invoice with Payment Already Applied
Editing Dates of Insurer Payments
Editing Dates of Patient Payments
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
Unapplying a Payment
Understanding Invoice Reversals
Writing Off Unpaid Amounts (and Reversing Them!)
Reconciliation Date: Reporting Invoice Changes Made Prior to a Certain Period
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
Courtesy Billing or Patient Pre-Pay - (Sending claims to Insurers but getting paid in full up-front by Patients first)
Create Custom Billing Codes
Creating a Patient Claim
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)
New Claim Template Area
Receiving an Insurer Payment
Rejections
Re-setting Insurance Claim Counts/Limits
Searching by Invoice Number
Teleplan Late Submission Reason Code
Unapply an Insurer Payment
Working with Claim Submissions (Online Insurer Portal)
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
Insurance Billing (USA)
Getting Started With Insurance
Creating Billing Codes (US)
Creating and Setting Up Insurers (US)
Creating a Patient Claim (US)
Adding Billing Codes and Insuring a Patient Visit (US)
Pre-Flight Checklist - Generating an EDI File
Creating an EDI File to Submit to a Clearinghouse
Creating Superbills
CMS 1500 - Health Insurance Claim Form
Receiving an Insurer Payment (EOB)
Posting a $0 EOB
Posting an Insurer Payment (Example)
Time of Service Discount (Fee / Discount)
Adding Billing Codes to a Paid Invoice (to Create a Superbill)
Including Billing & Diagnosis Codes In Patient Charts
Delete an Insurer Payment
Unapply an Insurer Payment
Editing Dates of Insurer Payments
Direction to Pay - Billing to Lawyers
Re-setting Insurance Claim Counts/Limits
Billing Codes First vs. Insurer-Specific Billing Codes
Billing To Insurers Without an Appointment (For Phone Calls/Chart Notes, etc.)
US Insurance Billing Using Online Clearinghouse Office Ally
Courtesy Billing or Patient Pre-Pay - (Sending claims to Insurers but getting paid in full up-front by Patients first)
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
8C and 11C Chiropractic Reports - Teleplan
Adding a Note to a Teleplan Claim
Adding Your Data Centre to Jane
Billing MSP Through Teleplan
Billing to Worksafe BC-Physiotherapy
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
Reports
Appointments Reports
Billing Reports
Day End Procedures
Compensation Report
Employee & Contractor Taxes with Jane
Excel Exports
Income Categories (Compensation at Different Rates)
New Patient Reports
Patient Retention Report
Patients Reports
Product Performance Report
Referral Commission
Referral Report
Reports Overview
Reconciliation Date: Reporting Invoice Changes Made Prior to a Certain Period
Unscheduled Patient Report
Integrations
Fullscript and Jane
Fullscript - Recommendation Templates
Google Analytics
Linking to Facebook
MailChimp
Troubleshooting Your MailChimp Integration
Physitrack - Setting Up Your Integration
Physitrack Telehealth and Jane
Physitrack - Using Jane & Physitrack Together
Pacific Blue Cross - Setting up your PROVIDERnet Integration
Pacific Blue Cross - Submitting Claims Through the PROVIDERnet Integration
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?