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HELP I have disabled online booking as I cannot accommodate any more new clients, but people are still able to create new profiles from the sign in page. Does anyone know how to stop this please?

I can’t find this Jane/Mailchimp answer. When a previously opted out guest agrees to now opt into emails, do we have to manually add their email back into Mailchimp?

Does anyone use jane to track rental equipment? I'm new to the system but haven't been able to find a way to track when it's due back or refund the deposit. Would appreciate advice or lived experiences!

I hope I can explain this accurately- every time I travel, I’m using a device I don’t typically use with Jane and I can’t get logged into my site as an admin/owner. Even with “clinicname.Janeapp.com/admin”, it removes the “admin” and tries to get me to login as a patient. Very frustrating. What am I doing wrong?

Tip: Learn from my mistake. If you have people on a membership, do not add a default adjustment to their profile! Even if they are a "wellness" patient for example. They will get that adjustment to their monthly payment. I am out around $1000 over the past year because I didn't realize it was happening. Thankfully it was only a handful of practice members, but still VERY frustrating.

If I'm opening a new (but completely separate) office, is there any way to get a duplicate account of Jane with all of the same settings/templates, etc?

Are there any warranties on the Jane payment terminal? Looking to buy a used one? Anyone selling? Based in Toronto Canada. Thanks.

Good afternoon, Our company just started using Jane in January. We are having a hard time figuring out why the compensation report by providers is not equivalent to the compensation report for the clinic. When we break it down by provider and add the totals it is missing quite a big chunk of funds compared to the compensation report for the clinic for the month.

First off, thank you so much for the help in this group!

Anyone else having this display issue? It’s putting a white strip over my Mondays. It just started doing this in the past week that I’ve noticed.

Hey all, not necessarily a Jane question but is anyone here in network with CareCredit? Just wondering if it is worth going in network with them and if there’s any hassle involved.

Question for clinic owners / admin - do you have a way to receive notifications when clients book apts online with staff ?

Hmm. Must be this cold/covid thing I have going on. I can't figure out how to create 15 minute breaks. When I click on breaks, it's in 30 minute intervals.

Does anyone have any tips for setting up online bookings for in-person group sessions? I have online booking enabled for both the staff member and the session itself but it's still not showing up in our online booking schedule. I searched through Jane's help section and all I found were articles about online group bookings. AI wasn't any help either. Any help would be greatly appreciated!

Myovision for sale thermography and wireless EMG. Works perfectly! Awesome for screenings or your exams. 4G wirless scan vision with Tytron thermography $3500

When charting, I do not have the lock icon show up on my appointment to show that I’ve started a draft or that I’ve signed off on one. Can someone help me figure out why and how to fix it? It’s nice to see which appointments you’ve already charted on. Thanks

EDIT: Solution Found. See below

Before I put a request in, I thought I would check here. Is there anyway to make the product performance report clickable? Or is there another report that would provide me the same information?

Is there an option in Jane for reminders I can set for myself such as pending tests?

In the demo, is there any way to see client examples for particular types of care? I am looking for psychology / psychotherapy, but seem to only find chiropractic. Thanks!

Is Jane going to have the ability to eRx anytime soon? I am baffled that is EHR does not have that capability since that has been a requirement for a while now.

US Insurance Question: Working on claim submissions today and both our admin and front desk account are missing the "Original / Resubmission" drop down box and "Claim Control #" selection criteria (picture included from Jane Guide of what's missing and where our claims stop). This appears to be true across multiple payers, providers, and appointment types.

Selling my clinic’s Wise POS E because we are relocating to Austria soon. The payment terminal is extremely convenient for you patients to pay for treatments. All cards accepted. We cannot use this terminal in Austria. Purchased in April 2023. Original packaging. No scratches. Asking price CAN$200

Does anyone know how to turn off those weird Jane animations thay pop up during virtual sessions?

Hi all… im just getting started with Jane and im wondering if theres an option for a tentative acceptance of an online booking? For context I am an RN injector and I have a medical director that is required to meet with my clients virtually before i can initiate treatment (we don’t do GFE here). So i need to be able to check her schedule availability before i can definitively accept a booking. I want to make it as convenient as possible for clients but is Jane online booking all or none?

My bad if someone asked this already. Has anyone else had a lot of trouble logging into Jane today?

I closed my med spa and moved to be closer to family. I’m a registered nurse but looking for remote work. I’m pretty Jane savvy as I used it in my practice. If anyone needs a virtual coordinator, please reach out to me!

Hey everyone. So I asked a question about this already but there is still something Im not getting. I created a ressource list and also an intake questionnaire. I created that in Staff-Template. I know I can add those two to my client file but I have more than 40 ongoing clients. I can't believe I'll have to go in each individual file to send them those two forms?? How can I send those in bulk ? Thanks

We are having an issue with our therapists not being able to use the #cpt or #icd10 codes in their charts to input the billing information for the appointments. The charts are linked to the appointments, but it just doesn’t bring up the list for them when they use the # and begin to type the codes. It does work for me when I do it in my charts as the admin/therapist. Anyone else had this issue? Suggestions to fix?

In doing my taxes, I have a fairly sizeable discrepancy in what Jane says my income was, over my actual bank statements. Jane is showing much less income. Has anyone had this happen? I am wondering if something may be wrong in a setting.

Looking for personal experience; I want a calendar app where my husband can see my schedule and we can collaborate and know each others calendars. My Jane appointments change and I would love not to have to manually change it in two places. What do you use?

I love that we can require a credit card for booking, and I haven't had a new patient no-show since implementing this. I have mine set up to be mandatory to book the first appointment online. I have an issue though, because I offer a free 15 minute phone consult that new patients can book themselves online- and now this appointment requires a credit card to book, making it not feel so free anymore! I asked Jane and they said it's all or nothing on requiring the credit card… See more

Hi Jane Users!

Hi. I operate a small acupuncture clinic, and despite sending past due notices and making calls, some patients haven't settled their bills. The issue often revolves around insurance complications; they believed it would be covered and visited us, but it wasn't. We verified the insurance on their behalf and explained that eligibility check does not guarantee the payment. And we also got their signature on our payment form. What steps can I take in this situation? Seeking advic… See more

I cannot figure out how to add a break when I'm accessing Jane from my phone. The mug icon is not there. Am I missing something?

Ive been in business 17 years and we are having major problems with no shows and last minute cancelations. For example, 2 Saturdays of the same month we had 6 for that day! We are implementing a NSNC fee and policy. When switching from an old system to new system, did you take a credit card over the phone when old and new client called or did you send them a link to get all their info inputed into Jane? We have not been taking cc's over the phone for our current system becaus… See more

Is anyone else having this issue?

(Small USA PT/Massage therapy clinic: myself (owner/PT/massage therapist), 1 other PT and 1 other massage therapist); we do accept insurance

Help me understand! . This is our "test patient" (Testy Testerson lol). Testy has a balance owing of $220. When he receives a "Pay Balance" email, and clicks on "Pay", he sees a message saying "Your account is fully paid." Same occurs if Testy logs into his Jane account directly, and clicks "Pay Balance."

When trying to submit Medicare claims through office ally from Jane I am getting an error stating “paper claims are no longer accepted” even though I am enrolled in EDI for Medicare and never had a problem when submitting through Chirotouch. Does anyone know how to resolve this issue?

Hello Jane community! We are selling our Jane payment processor. We never used it (thought we were going to need it for massage tips, but ended up not offering massage) Can ship, asking $125. Let me know if you have any questions. Thanks!

Jane Newbie here! Help! I am a small med spa, but I have about 1000 patients. One of the things that drew me to Jane was the ability to send all forms/consents prior to appts to help save time. I have diligently been working on getting everything into the system, but I think I am confusing myself on the "intake forms" vs. "clinical survey".

Re: changing my rates at a certain date in the future. How do I reflect this in the online now for people who are scheduling past that date with the new rates?

Any idea if Jane integrates with labcorp etc or ever will ? And SMS e-fax will ever be a thing ?

I really struggle to add an appointment on the calendar if its a spot that someone else's appointment has been moved out of... when I try to click to add the appointment, it just pulls up the rescheduled appointment. Any tips on a better way to add those new appointments?

Someone from Jane interviewed me on Zoom about aesthetics and I brought the issue about before and after photos. Can something be done with photo documentmentation in Jane to make things easier (so I don’t have to use a separate app for photos)? Is there someone from Jane I can talk to about this?

Looking for suggestions on how to manage consent forms when working with youth under the age of 16.

is there a setting that can be set where clients can only book in for sessions 24 hours in advance (or more but not same day) ? I had a client book today for today… luckily I checked. Thank you (new to Jane)

Hey Group. How are you bringing your Jane sales into Quickbooks online. New to QBO and looking for some advice.

For group practice owners in Canada who utilize email marketing/email newsletters... I understand that for privacy health law, PHI data has to be located on servers in Canada (yay Jane!), but for those of you who have clients/patients opted in to receive mass clinic updates/newsletter by email, do you know if you also need a email marketing platform that has servers in Canada? We’re engaging a content management company to set up biweekly newsletters for our group, and they w… See more

For the last couple of weeks, my clients are facing voice echo issues (their voice echoes when they speak) in session and then I’d have to use another platform (sessions by PT) and it works perfectly fine. Has this happened to someone else?

So here's a small question I've been idly curious about - is there a way to see the client #'s of the merged (and now available numbers?) clients? As in, client is assigned #3 & #4, yet after merging, now #3 is available to be used? I tend to like to use up every number (probably just me), plus does it factor into the Jane statistics, come to think of it? Just curious.

I know this has been brought up before, but there's not a simple way to search for it. What is the workaround for not having a specific treatment for a specific provider bookable online by a client, but we can do it in house if needed. For example, there are certain treatments I do not want clients to book with me online, but if they are in the clinic, and we have time for the treatment, we can add the treatment to my schedule. (I don't want to create treatments as products… See more

Anyone else do case fees (say a billing for $3500). I'd like to be able to make that customizable based on the patient. We have created multiple products, but a specific price has to be attached. However, if you go into the invoice to change the cost, if you wish to add a pre-pay discount or any other discount, it reverts back to the original price and is very frustrating.

Looking for ideas and suggestion as to how to best manage multiple consent forms for one client

Is there a way to mass email/text anyone who has an outstanding (private) balance? I've bene clicking through individually and it's getting tedious!

I recently have added the Jane terminal. I can see the 10 cent charges for debit on Jane Payments Transaction under Reports, but when I check the therapists Compensation Report, it does not show 10 cents/transaction under their Fees. Each therapist is responsible for the fees of their transactions. Have a missed something in setting this up?

For those with multidisciplinary clinics - how do you manage clients seeing diff types of practitioners and having more than one profile for this?

Just starting in Jane, and I have a few questions: #1: We see some veterans who are given "referral packets" to see us. They are given an assigned amount of visits within a specific time period, and all visits billed must have the referral number attached to them. The owner of the company thought we could just make packages for them, so I did (there's one for the 12 visits in 12 months referral, the 8 visits in 6 months referral, and the 8 visits in 12 weeks referral). How… See more

Hey! I just added a practitioner to my booking site and they do not do all the same sessions I do is there a way for all sessions to be on that front page? It is only showing the two sessions she is available for

I've added an additional discipline to our clinic and I'm wondering how to get this to show on our online booking page? Anyone?

Has anyone found a way around team members creating a bunch of un-usable tags? We have a set number of tags that we use for shifts, but sometimes clinicians type their own in which results in clients not being able to book because they don't notice they aren't using the "official" tag. For example we have "online appointments" but the team member just types in "online" and Jane allows it, but as that tag isn't attached to any sessions it does nothing but create a headache whe… See more

wondering if anyone had this problem It has to do with my shifts all going very big so it is hard to find my appointments

Is there a trick to run reports to show all staff including inactive? Its a problem running reports when inactive providers don't show in the reports.

I am technology challenged. Is there a way to get the Jane logo Into your word document so you can email your treatment recommendations?

Those that have a clinic and the front desk checks people in… how do you know who has a co pay for the front desk to collect for the patient? Right now I am solo so I can keep tabs on all my patients and know who owes a co pay. But how do people in the clinic do it ? Does the front desk person have to arrive the patient then collect co pay? Or when the person comes in they click on them to see?

A colleague of mine is interested in trying Jane. I thought at one time there was a refer a friend option? Any idea?

Feature request to disable new online profiles. Everyone who is overwhelmed with long wait lists please go and vote for this feature request. I think this will mitigate a lot of client confusion going forward and help us practitioners run smoother businesses!

When I am on my phone - using safari - I cannot see or schedule for the other provider I have. Is there a place for me to turn this feature on? Or can i only schedule for myself on my phone?

Hi everyone. Does anyone know how I can check my schedule in Jane in a monthly view rather than in a weekly and daily view. Thank you

Has anyone struggled with uploaded files disappearing out of patient files, charges for supplements disappearing out of ledgers, or subjectives disappearing from patient chart entries? We have been struggling with these things periodically and are starting to track dates and patient name so we can call Jane to discuss, but wondering if anyone else has seen this or knows a fix. Thanks! Jenny Hinderer

Chiros that use Claim MD for medicare submissions. Has anyone had trouble linking their medicare info to claim MD account? I have tried numerous combinations of my PTAN # and NPI #(including personal PTAN/NPI and business PTAN/NPI) but Medicare keeps denying them.

Is there a way to edit a template that has already been created and used? I found a typo and there is some formatting that I want to change after using it for a bit. Thanks!

Hi all! I see clients in-person on Sundays only and the rest of the week is online.

Can anyone tell me how to make superbills with autofilled CMT codes for a cash practice? Like it autofills all the codes when we create a statement just like it shows the date/ service/ dr / EIN, lic # etc

Can you have Jane automatically pay staff based on income categories? If so, can you set weekly or Biweekly payments?

Does anyone do Corporate events? I would like to schedule the clients participating but not charge them for a group.

We don't allow our clients to book appointments online. When we receive a new client referral from our company website, does Jane notify us of this?

Has anyone had any luck with getting Jane to automatically check the “ok to send marketing email” button, or is everyone having to do it for each patient when they create a profile? A couple months ago, after some back & forth about anti spam laws, I was told by a rep, that they could do it but I would need to send Jane an email requesting it to be done. But now (a different) rep doesn’t know.

Wondering, as I look at myself in the video feed before starting a session, if Jane ever plans to incorporate a 'touch up my appearance' feature, like Zoom?

Is there a way to give a client a superbill with a month's worth of sessions on it? (Instead of a superbill for each session)

How do I run a report on patients who haven’t been in the office in X number of months? Searched but I couldn’t find it.

Need help with how to charge clients. I have group supervision planned today and the participants want to slipt the cost. So I created a group appointment but is there a way when you hit "Pay" to charge halp to one participant and half to the other? Both have entered their credit cards info already. Thanks

Is there a way to require a specific appointment/class to be prepaid that is NOT just the first visit?

Does anyone use the platform, Heartbeat.chat, to build community with their clients? If so, how do you process payment - through Jane app or through Heartbeat? Thanks!

Hi! I'm new to this group. I recently joined because I would be most grateful for some help in creating an online form. I’ve tried using the help but it doesn’t quite answer my questions.

Medicare workflow-- when you have a new DOI. Do you have to create an entirely new "policy"? If you edit the existing policy, it changes the DOI for all the prior appointments. If I make a new policy, will it save the date of initial appointment? How do I do this efficiently?

Hi! A former, and soon to be returning, patient asked me to change the email address we have for his profile. I did that and it was changed. I then noticed his old email address was still in the account for his login info. That's over in the area where the intake and consent forms are sent. It made me wonder if the forms are going to that email or if they'd go to the new one I changed in his profile. Is that login info (old email) simply the info he uses to access his a… See more

Is there a way to set just one appointment type (a class) to require pre-payment? Or a clever work-around?

I think its been asked and is being worked on (Although i cant find it in feature requests) but is there a timeline for when we’ll be able to give providers permission to add their own billing/dx codes without having access to all billing? Having to do this for 15 providers eats up so much admin time and mistakes are happening much more frequently then when we had another EHR that allowed this.

For anyone that does packages and uses superbills. PLEASE UPVOTE this on Jane so that we can be able to allow patients to pay in installments. I don't know if anyone else is frustrated with having to make mini packages, but it seems more of a headache to do these extra steps, and for us messes up our superbills.

I noticed a 2023 year end round up in the drop down on the right upper corner of Jane, which is showing up for all my practitioners, though not when I'm signed in (owner, not practitioner). This shows them how many discrete appointments they provided in the previous year. How can I access this "number of appointments" data? I can find monetary totals, but I don't see where to tally the number of appointments by practitioner.

Hello. We are looking to bring and MD in to our practice. We are wondering if any other clinics have an MD in the system. We would love to chat, we have lots of questions?

So ive been trying to search these things like i normally do in the help section of jane but it’s all different now and it’s not great.

Does anyone have a problem where the dx codes are being reordered by Jane? I usually put the most significant dx first and medicare requires a subluxation code first then the diagnosis. I used to duplicate notes and the codes and order would be the same. I noticed that the codes are being reordered since November. I would have to manually move them to the correct order.

I know some of you are using that 3rd party (can't remember the name of it) for secure messaging, etc. The cost of integrating that 3rd party seems really high. Those of you who are familiar with it, can you see it being beneficial for a sole practice?

I need help- ASAP! I have a Jane import scheduled for Wednesday. We’re coming over from chirotouch, and I’ve had a heck of a time getting data from chirotouch. Looking to chat with anyone who’s done this before. The best I could get from chirotouch was a bulk export of patient chart notes. Which originally Jane had told me that a bulk export was fine, assuming each chart note had a title across the top with the patient data. But now I find out through some Jane articles, that… See more

Hey Chiros anyone else getting this glitch: when I copy previous insurance billing info to new visits, my 98941s are presenting with the number 98943 but the appropriate description for 98941. Not sure if this will translate to billing and give me a headache in a few weeks. Just noticed this yesterday.

I'm prepping for taxes and noticed that several invoice numbers are missing. For example, the billing reports will show details for invoice #1305 and then the next invoice created will be #1307. But no invoice #1306.

Anyone else interested in a dock health integration for task management, improved work flow, etc.? (https://dock.health/)

Ok so I have want to keep track of sessions related to third part billing. Questions:

If you have trouble trouble migrating from Juvonno to Jane let me know, I might be able to help.

Does Jane or anyone have a step-by-step PDF for instructions on how to book an appointment? I am hoping to share it to my very elderly clients.

Is there a way to get just a sales tax report? Under reports and billing summary I’m finding that it in includes sales tax, but is there one with sales tax on its own? Thanks!

Was loving Jane so far, but the inability to add multiple services to one appointment makes this system almost unusable.

Is there any way to use "fillable forms" as part of an "intake form" rather than configuring a questionnaire? I'd love to be able to have a new patient complete a formatted PDF form rather than answer a serial list of questions.

Hi this is my first tax season using Jane. What do you need to print out for your accountant?

Who is well-versed in using JaneApp for their bookkeeping needs? I am currently doing my bookkeeping using excel and cross-referencing to all of my banking statements. Somehow I think I am creating WAY more work for myself by not using all of the Jane offerings. Help!

When a pt has Medicare primary and tricare secondary. I put in the 20% copay under the Medicare but then don’t put anything under the tricare part. Is that correct? And I don’t understand why it is putting in to bill Medicare the full amount and tricare the full amount. Shouldn’t it be Medicare full amount and then the 20% to tricare?

Searched the archive before posting.

Hello! Are there only two credit card processors that integrate with jane? Their processor and stripe? Which do people prefer? Thank you!

Is there any way to charge a deposit when manually booking a new client? I am collecting CC when booking clients but I just love when they give me a card with insufficient funds. I book clients manually alot with my marketer and could charge deposits through Stripe, but I'd rather collect it through Jane if I could..

Our pediatric therapy clinic has a policy that states a client can reschedule an appointment only once. To restate: Initial appointments can be rebooked once without incurring a fee. Our clinical team is having a hard time tracking these. Any suggestions?

Is there a way to setup automatic payments to charge when appointments happen and copays are due?

Hello, I am looking for a little bit of help. I have recently completed a new intake form for a new service that includes a bit of history and a signed consent

Is there a way to have an item where the price varies? I order blood work for patients often and the price changes depending on what labs we order. I have just been creating a new product each time basically, specific to them, but that is getting really annoying. Is there a better/less annoying way to do this?

On the dashboard, there are various metrics. Last seven days, last 30 days, last 90 days, last 365 days. But I don’t see a way of looking at this week alone or this month alone. I’m not interested in seeing the middle of the week to the middle of next week. Do you know if there’s a way of looking at those metrics on the dashboard or do I need to go to a specific report?

I wish Jane had a clinic dashboard with the whole business stats where you can see a monthly breakdown

Does anyone else run into the issue of a patient’s co-insurance changing after you’ve uploaded the 835? Example, it will be recorded as “50%” and then after recording payment and everything when you go back and look it will say “50.01%”

I’m new here but has anyone ever brought up texting staff with a new appointment ?. We work by appointment only and we have to constantly check our calendars .

For this week's Community Office Hours, Brooke and I delved into some more of your questions. This week we chatted about:

Hi! I'm new to this group. I recently joined because I started my practicum in January. I plan to open a private practice in September and there is no time like the present to familiarize myself with the Jane App

Does anyone know what Jane uses for their video API?

Hello! My staff member has "practitioner (limited)" permissions set up in Jane for them to only see their own schedule and client profiles with whom they have had an appointment with. I want to share one client profile with this staff member. Is there a way for me to do so without booking this client an appointment in their calendar?

hello, I am new to Jane. I am currently working on setting up the CMTO special area consent form. I would like to set it up so that the patient is completing it with me during the appointment. I have tried a few ways: if I set it up as a separate intake form all the profile tabs go with it (making it a 3 step process). If I set it up as a survey then it will go in as a separate chart entry -so it will clutter up my chart entries as there will likely be one filled out at each… See more

Is there a way to schedule an ongoing appointment? Meaning every week at the same day and time - indefinitely?

I don’t love that ANY staff can print patient files (from anywhere) and you cannot dissable that function. This was an incidently nightmare to deal with tbh…wasn’t too happy with Jane about this one. Can something be done about this?

Does anybody know how to book the patient for numbing so that you can allow better double booking?

Is there a way to add an additional contact/email address to an account, then be able to send an email to both contacts separately?

Curious if people are using a digital intake form/template for taking phone in new or reactivating practice members?

Parents of an adult son reached out recently for a psychotherapy consult (son not ready at this time). I noted I could provide support for parents. Looks like they’ve created a profile in the son’s name. Has anyone else had this occur? Just wondering how to fix this. Thanks everyone!

Hello all! [xposted] Online booking question - I use Jane for my private psychotherapy practice and I have online booking enabled for clients. I’m raising my rates for new people but keeping my old rate for existing clients. I’d like people to be able to book online but I don’t want to advertise that clients are paying different rates. Other practice management platforms have the option of booking links for specific appointment types. I can’t seem to find this in Jane. Is th… See more

Any IV infusion, TRT, weight loss clinics on here? I am looking to sign up. Anything you would do differently if you knew ahead of time? Does Jane meet all of your needs, especially when it comes to recurring monthly membership? I plan to use Jane for payments also. Thank you so much for any advice!

Just got Jane and am wondering what device people use to take their notes/chart? Don't want to buy anything crazy since we will only use the device for Jane and I will need to get multiple of them. All suggestions welcome!

Hi everyone!

Is there a way for the discount amount to show up on an invoice? I see that it lists that there is an adjustment, but doesn't show how much, which is a bit irritating.

Hi all, I'd like to be able to send multiple "surveys" (e.g. PHQ & the GAD). I can send them one at a time, but I'd rather a client only get one email/text with multiple questionnaires within that. I've tried searching this site and the guide site. I'm sure it's an easy thing, I simply can't find it!

Hi! Whenever I try to use PhysiTrack directly from a patient acocunt, the link redirects me to my practice booking site which I find strange. Does anyone else have this issue? Here's what I'm doing:

Had a great demo of Trust Driven Care this week, Josh is great. If you’re looking for a tool to compliment Jane definitely check it out. It currently integrates with Jane as well. It’s more than just a messaging platform and crm tool. It syncs all your messages from all platforms into one. Can manage your social media posts and even does reporting you need to get a pulse of your business, etc etc the list goes on. As someone who’s a big advocate of technology supporting medic… See more

Selling brand new Jane terminal. Still in the box for $120, normal price is $239. Decided to go in a different direction, the only reason I am selling it. Will ship anywhere in the US. PM me for details

Hey Admins, please delete if not appropriate.

I'm about 50% of the way through setting up our Jane App account for a therapy practice. Our goal for using Jane app was to make scheduling easier but since Google created the appointment schedule feature WITH Stripe integration of it's own I am questioning why I would continue down this path. Especially because the 'training' all the members of our practice to use a new tool seems daunting when they already have a great system in place for using Google Calendar and this new … See more

I am looking for some help. I own an IV hydration business. I have hired a nurse and created her new staff profile. I want her to be able to book appointments, chart patients, and collect payments. I don't want my staff to have access to any of Jane's financial reports for my business. It seems this doesn't exist in the staff section. Maybe I am reading my options wrong.

Does anyone know if there's a place to enter clinic supplies? I have a medical Aesthetic business and would like to enter back bar items that cost money but we do not sell

hi there, is it possible to add a practitioner with their very own bank infomation/account in jane?

I currently uae Office Ally. Thinking is switching to claim MD Can anyone share the process ?

When a patient cancels and you want to send a reminder email to reschedule what is the best way to do this? I want to send the email a week after they cancelled to remind them to call us not right when they canceled.

Is anybody else struggling with the new Jane AI? Not once have I received an appropriate answer to my question. Is it just me?

A previous (female) patient has changed their gender identity from female to a non-binary name. Whilst I need to keep their original medical notes under their original (female) name, do I now register their new non-binary name under 'preferred name' and if so, do their reminders subsequently go out as their 'preferred name' or their original 'first name'? Thanks.

Hello, I’m new to Jane and will be using for insurance claim submission. I currently use Office Ally but I’m considering changing to Claim.MD? For those a few using claim.MD- are you happy with it? Would you recommend?

Is anyone a sole provider with just one NPI, an individual and not a group trying to bill Triwest with EDI files? I would love to know how you worked around the NPI issue that I seem to keep getting - rejected files due to NPI Billing matching the Rendering, and there is no way for me to not include a rendering NPI through the Staff Billing settings. Any tips? I haven't been able to submit claims for the entire month so far.

Hello all! For those who use a chromebook for patients to use for filling out their intake forms, did you create a second google account for this purpose to keep you own info private? I know jane has a guest mode for filling out the intake, but not sure if google does, or if I have to create a second account. Internet search is not giving me a definite answer on this. I purchased a separate chromebook that will only be used for this purpose. Thanks!

2 weird questions today...

Can we get some love for this request? Shared packages !! https://janeapp.canny.io/feature.../p/family-shared-packages Currently the workaround is to use gift cards, but this messes up reports and invoices and adds unnecessary accounting and admin time.… See more

Online booking question: What am I missing to prompt parents to reschedule when they cancel online? Also- does it charge a deposit for rescheduling?

Hello! Canadian PT clinic here. I changed my rates for 2024 and just happened to check my schedules for Dec 2023…and they had all 2024 rates. As this messes with accurate sales / compensation numbers I was quite surprised. Am I missing something? Is there a way to “close off” a date range for rates? I found a work around, but it’s a pain. Any tricks would be appreciated. Thanks in advance!

Good morning. Anyone know how I can co-sign a note when the other clinician is not yet credentialed

Can you prompt an intake form to be sent at the time of booking, rather then 24 hours prior to appointment..thank you

Are clients/patients able to upload files onto Jane ? I know on the clinician side we can upload and share docs with clients . Thanks!

This has nothing to do with Jane so I'll remove the post if it's against the group rules. Asking here bc I know a lot of you are DCs Does anyone use OsiriX to view radiographs on Mac? I cannot figure out how to use the Cobb angle. Any help is greatly appreciated.

First let me say I love most things about Jane but does anyone else dislike the way it amends a note? Is there a better way to edit a mistake as simple as a grammatical or spelling error? I understand it needs to be documented somehow that it was altered after being signed but it makes for a redundant and ugly note if you go back to fix something.

I currently have 90 min appointment options that I am discontinuing in March. I want to take them off the online booking option BUT want the current people who are booked in for a 90 to still be able to reschedule before March if needed via the online schedule. How should I reflect this? Different shifts starting in March without 90 being an option?

NY chiro: Is there a way to check the total number of claims submitted in Jane? We tried to look under "Claim Submissions" and then "Submitted", but the number we are getting is under the number of claims we are submitting in a day. Thanks!

Is anyone else experiencing a tons of issues with Jane video this week?

Hey there Community! Keeping clinics clean and organized is more than just a task – it's an art – and we'd love to hear your success stories! Have you created a revolutionary cleaning system, found a life-changing product, or stumbled upon a TikTok organizational hack you can’t live without? Big or small, we want to hear what has changed your clinic life when it comes to keeping your space clean, efficient, and organized . Drop your tips, tricks, and success stories below!… See more

Hello. We are looking to sale our Jane terminal. We ended up going a different route. Jane told us that they could not do a refund. Would anyone be interested in purchasing ours? It has never been used.

Hey everyone. So one of my clients canceled her appointment last minute today so I charged her the "no show" fees and produced an 'administrative fees' receipt. However, she changed her mind and was able to come. How do I change the status of the client to "Arrived" in order to reproduce a proper receipt for psychotherapy charges in order for her to get reimbursed by insurance??? Thx

I’ve tried searching but does anyone know how to create this pop up when a client books an appt? I’m continuing to have 3-5 last min cancellations per week and hardly anyone respects the policy. I’ve had it written into their wellness screening emailed out 48 hrs beforehand but not everyone fills that out either.

When creating a PDF of a chart note is it possible to have a different logo for a different location? Does anybody know how to do this if it is possible thanks.

Is there a spot to enter the out of pocket maximum in the insurance tab? I know there is a spot for how much you can bill insurance/how much they will pay, but I am not seeing this. TIA.

Hi guys. New here.

Is there a way to make certain sections of a chart automatically populate to multiple charts (for each individual client)? If that exact same section is in other charts. Ie. chief complaints.

Hi all! If I want to change ICD10 codes for a Medicare patient for 2 or more previous visits, is there a way to change it once and apply to multiple visits? Or do I need to go in and change each visit? FYI: We switched to JANE in Oct and I do not have all the codes quite right for Medicare HCFAs and we want to bill out soon, so trying to double check these and fix as needed but without editing each individual visit. TIA!!!

If I manually create a profile for a client and book their appointments, will they still get appointment reminders or do they themselves have to create an account first?

Is there a way to auto-send a membership/gift card expiration email/sms before it ends?

Hello, our practice just switched over from ChiroTouch to Jane at the first of the year. I have ETF payments that need to be split between both softwares because it has dates of service are from both December and January. Is there a way to manually enter the ETF payment without it being recorded as a "check" for the dates of service in January.

If I have a patient on a monthly membership and then I add a credit to their account, will it automatically pull the credit to go towards their monthly membership?

Is there a report to generate for sales tax reporting purposes? We file our own and I don't see an easy generated report. Thanks.

Getting a lot of requests at this time of year for last year's statements/receipts. Found this feature request and I think it needs some votes!

I had a patient schedule yesturday i cancelled him that evening as i told him he needed forms online completed and they were not he rebooked today and finished forms he booked online again 10 pm last night this morning he messaged saying he has to cancel emergency work situation out of town. Would you charge or warning

How do you manually create a deposit to hold a new patient appointment if they schedule by phone?

I was looking at some research that I thought was interesting about Online Scheduling.

Sms reminders...I messages in their profile it says sent..is there a way to tell if they actually read it? The emails say opened so wondering if the answer would say opened. Thank you

Is there a way to put the diagnosis code in and it stays on patients info? we have to re enter the icd 10's each time we make the new appointment thanks

We are a mental health therapy practice in Ontario and we will be starting with our first MSW Placement Student. I would like to develop an Intake Form to outline what it means to work with a Placement Student Therapist where we outline the supervision that will be provided, access to chart notes by the supervisor, that coverage of fees will be determined by their Insurance Provider, etc. I checked the Template Library and I couldn't find anything like this. Does anyone ha… See more

Question to those who sync your calendar with Google calendar.

Happy Wednesday everyone! I am new to Jane and in the process of switching over! My fellow massage therapy clinics/rmt's - I am wondering how do you do your charting? On your own phone? Or do you have a tablet/laptop at the space that everyone uses between rmt's, or are you provided with your own by your employer? When clients come in, how do they fill out an intake in person at your space - iPad, tablet? Any suggestions/feedback would be greatly appreciated!… See more

Has anyone used, or is using, the Clinic Sites integration with Jane? If so, can you share your thoughts and provide some feedback?

Myovision for sale. Thermography and EMG wireless. Awesome for retention and re-exams. 3500.

Any way to change the wording on the email that is sent when a wait list appointment is sent? Patients think that the appointment date/time is reserved for them when they have to log into their account and click and select it. They don’t realize it’s sent to other people on the list and it’s first come first serve. It’s been a real frustration! People will email back saying “ perfect I’ll take it” while the other people on the wait list will click and book that appointment. T… See more

I don't think this is possible but... if there a way to set 2 different compensation rates for Practitioners? For example, 40% for the first 50 patients per month, 45% for over that? Thanks

I know there has been a lot of talk about needing/wanting a CRM with two way texting.

Hello, New User here.

Need help on itimized billing as a CLT massage therapist. What codes do I use for an hour session and where do I input them? Having clients that need to submit for reimbursement. I am a private cash pay practice and have an NPI number. Thank you

If a client attended a session and has an amount owing but I don't want them to pay, how do I erase that amount owing?

Can 2 people login to a jane video appointment? If so, do I need to do something specific to allow that? Thanks!

Juvonno to Jane Hi! Our clinic is currently using Juvonno and we are looking to switch to Jane. It would be so helpful for us to hear about other users who have imported from Juvonno to Jane. Thank you so much for sharing your experiences with us!

Hello, Multidisciplinary clinic owner in Canada (ON)- how do you set up charts visibility for your providers? Especially, if not all of them are registered health providers?

When using treatment plans, and setting the number of appointments, when I put items in there, I may have an exam that I did on the same day as a treatment, and those are two separate notes. The system counts that as two separate items, and not as one appointment. Am I doing something wrong?

wondering if there is a way I can create a discount code for clients to enter when booking their session (Ie 25% off using code xxx)

Hi! I see patients every half hour (top of the hour or bottom) but I now have another provider who has services ranging from 30-45 mins.

I searched Help/AI and could not find how to easily resend a patient appointment confirmation notice. Is there an easy way? Thanks.

Intake Form help, please! I cannot figure out how to stop Intake Forms from being randomly sent out to clients. There does not seem to be a rhyme or reason. Most clients receiving the email reminders have already completed a form and are being asked to do it again, some are being sent three, four, even 5 reminder emails. I have the settings set to 'send manually', I have not changed these settings for years, and this issue seems only to be occurring in the past few weeks. It … See more

Is there a way after you complete a remit to auto populate all the invoices that are due from that EOB?

full script integration: if i have multiple providers, do I need to set up a separate provider account in fullscript as well as jane? Thank you!

Anthem in Indiana question: Switching from Trizetto to Claim.MD. In Trizetto we billed Anthem with payer ID 00715, in Claim.MD they are saying 00630. Anyone gone through this?

Hello, Does anyone know why patient names are blurred in the schedule? This only happens on the phone app and the Jane website is all fine. If this is only me, anyone know how I can undo this (whatever this function is) and go back to the normal mode? Thank you

Hi. I do a lot of google advertising. Does anyone know how i can add my google reviews to my google ad as extension? Adding images, google maps? I noticed some have it and i dont. thought i would ask community. i know how to set up ads but not that part

Hey team. I am SOOOO behind and in transferring my paper and pen process notes to progress notes in Jane . I’m wondering if anyone uses a tablet app with stylus to write in and then easily just move it into the Jane app within the tablet ?

This time of year is usually slow and this year seems worse than usual. Any chiropractors or acupuncturists have any marketing or deal suggestions to reactivate some old patients?

Recently I’ve noticed people booking online have appointments starting at weird times,like 4:05. My appointments have always started on the quarter hour, ie, x:00; x:15; x:30; x:45.

Hey there! 2 questions here.

We’ve just tried for the second time to use Jane terminal and are having problems. The first time it didn’t work was because our Internet wasn’t good enough and now we’ve increased our Internet and have a different machine (still Jane) and it worked for a day and a half and now it won’t connect with JaneApp at all. Internet is at 100% showing all bars but we keep getting a red bar across the top of our computer screen saying that the terminal is not communicating I’ve been on… See more

Hey! Wonder if anyone has had this issue: Jane messages are not getting through to the client even though they were a year ago with same email. Now all email messages say “complaint” instead of “sent” or “delivered” I can’t even send the verify email message because it won’t send, can’t send invoice, reminders etc. Client’s email works fine otherwise is just with Jane. I have messaged support but so far nothing back. Thanks in advance

Do you have a team? Do you want every team member to be a "True Believer" in what you are doing? (Not just go through the motions every day....)

Does anyone keep a few paper copies of the intake paperwork? I’d like to have a few in hard copy in case computer not cooperating. Where/what is best way to print that? Thanks!

Posting again Does anyone have an efficient workaroudn for patients to confirm their appointments? We used to have automated SMS texts where they could respond Y to confirm but with Jane we don't receive SMS responses. What works for your clinics?

Hey all, since it seems like Jane is not planning on an inventory management system or integration soon, is anyone willing to share what inventory management apps they are using? I have been doing it manually and this year I am just done.

How do you track cancellation and reschedule rates. Is there a feature in Jane that would produce such reports? thanks!

Does Jane have a banner function. For example, team meeting- where i can create one break for all clinicians. Or a banner thru an entire Stat day for all clinicians.

Is there a way in Jane for me to generate a list of a client's attendance in sessions, and then email it to them? I have a request from an insurance company and am unsure how to send it to them via Jane.

Good morning, I am just setting up my Jane App. With regards to Special Consent forms I was wondering when you have patients sign them. I notice that some providers have the patient sign them before they arrive onsite/with their online HH form...but the patient has not had an assessment yet -so how can they give consent for something that they may not need? Is this OK per CMTO guidelines or do they need to sign onsite, after the intake, after the treatment plan has been crea… See more

Hello Jane Community. Has anyone received any payments from an insurer called Linde Can? They keep paying us and I have no idea if they are a subsiduary of Sunlife, Express Scripts, or any of the dozens of other insurers we deal with.

Preparing for the future in case this ever happens again

Is a report I can generate to find out which chart/client notes have not been signed? thanks!

Ok, we put our tox in as a product instead of a treatment so we can charge per unit, so the online booking is $0. How do we apply someones purchase to their membership since it shows up $0?

Is anyone else getting this from the antivirus program when opening Jane. Was okay all morning so far.

Hey there Community! We're super curious to hear your thoughts about AI! Have you embraced the additional support that AI tools bring to your clinics and day-to-day work? Or are you still curious to learn more about the technology before diving into these new tools and all they have to offer?

I accidentally charged a card on file when I only wanted to record the payment outside of Jane. If I “unapply” the payment does that reimburse their card?

I am having trouble with my clinicians being able to see files I upload into Jane in a clients chart. Any idea why or how to fix it?

Hi everyone! I’d love any kind advice. I am a solo chiro practicioner. I’ve had associates for 4 years but am back to just me. I do 15 minute visits with patients and I am looking to run without a front desk. I just cannot find anyone who doesn’t stare at their cell phone all day or just doesn’t help make the office run well. I have 6 children and the drain of the front desk just isn’t something I want to manage anymore. I want to somehow find a way to run without a front d… See more

Can Jane developers please devise a way to force start certain shift times without having to creat dummy appointments which scew data please?

Is their a way to allow certain types of appointments (i.e. new patient) to only book online during certain times of the day. We allow new patients two times in the am and two in the pm.

Anyway to make an exercise flow sheet with the date and a list of exercises with check marks.

Is there a way to prevent a patient from booking 2 appointments at the same time with different practitioners? Even though we have clear instructions on our website patients keep booking appointments for others under their own name instead of booking under the appropriate patient name. This leads to trouble since intake forms are not getting done.

I am added a clinician to my Jane account. When I checked her account it appears that she as access to my patient accounts. Can this prevented?

Non Jane related question. looking for recommendations on payroll services. Just 2 employees and wanted something that can be managed in office. Any suggestions would be very appreciated. How time consuming is a bi weekly pay schedule? Thanks in advance!

This may have been answered, but if someone chooses not to put a credit card on file, are we able to email them an invoice through janeapp that they can pay online?

Is there a way to turn off the notification that asks “are you sure you want to change this appointment” when you slide and drag appointments around on the schedule ?

Something just happened to our schedule, all the names are blurred out. Any ideas here? I can see the appointments/colors but not the names. Help!

Can someone tell me how to copy something from one template and paste to another template?

So, randomly, all of our intake forms got changed to "All Appointments" and so new patients are getting 6 copies of intake forms (adult, pediatric, prenatal, postpartum, animal, etc...)

Our PT is having difficulty signing off on the PTA's notes. Can anyone assist? I'll share her feedback in the comments.

Whenever I log into the admin page, it redirects me to the patient booking portal instead. What link should I be saving so it doesn't do that?

I don't know why all of a sudden, the allowed amount is trumping the copay I have entered. It only shows the allowed amount as patient responsibility instead of the copay. I did not change anything from last year. Any ideas?

Hoping to clean up my phrases and templates. Is there a way to do quick deletions so I can make a fresh start? Getting too cluttered and it feels like it's slowing me down.

Hello, Jane App Community in Canada!

Happy Saturday everyone, I’m a social worker in private practice and sometimes I need to write letters for clients. Is there a function in Janeapp for me to charge/bill for letters? I would love for it to be captured in my billing reports. Thanks I’m advance

If I have two locations but the same Practitioner for each location, if someone books in one location will it automatically block off that time in the other location?

Hey all! I'm a newbie with Jane. I switched from Simple Practice. So far there some things I love about Jane but so many of my clients hate it. I'm thinking of switching back to Simple Practice because it has more of what I need from an EHR as a therapist. Are there any therapists here who switched from Simple Practice and feel Jane has been worth staying with?

I am new to Jane. In fact, haven’t even launched yet. This may be a dumb question but is there an app?? How do you guys chart on your iPads? Thanks!

Would love some more votes around having patients be able to see their own waitlist spots on their profile to stop patients from putting themselves on multiple times. The waitlist is great but still has a lot of room to improve for user experience.

I recently had to create "rooms" in Jane. Now, when a patient "reschedules" it creates another column.

I'm looking for guidance with the relationship feature. If a parent adds a child to their account under 'add relationship' can the class passes on the parents account be applied to their child's account? If so, how? Thanks!

Re Insurance Policies that are in the “Awaiting Review” state (after patients complete Intake Forms and submit insurance info) …. Is there a way to be notified each time a policy has been patient-created and in need of review? I can’t find a report that could be run to provide this and the “Insurance Policy” report can’t be filtered by “Status” (unless exported and sorted, which is not difficult, but rather inefficient as a way of determining *if* one needs review). TIA

If we partial refund a package to a patient’s account (to keep as credit on account) is there a transaction fee?

Hello all! Has anyone figured out how to send faxes from Jane yet? A sad truth we still need them…

New to Jane When I subscribe to/integrate with Google Calendar my Jane appointments show up initially, but new appts after that aren't syncing. Anyone else have this problem and found a solution? TIA.

Any idea looking for a way coming from Chirotouch to build my SOAP Notes close to CHirotouch with Macros etc currently dont like way the SOAPs are in Jane

Not a Jane question but we’ve been using quick books desktop for years but they are sunsetting it. Are there any other accountant friendly softwares out there besides quick books online?

Hi all, I’m an RP in Ontario & recently started seeing clients from B.C. virtually. Does anyone know if I need to adjust the taxes accordingly? (Ie. Remove HST & charge PST/GST). And if so, does anyone know how to set this up in Jane?

What accounting software does everyone use since Jane does a lot already for tracking income? I need to get more organized and Im trying to decide between Quicken and Quickbooks. Im a solo practitioner chirorpactor that doesn't have staff. Should just need a simple solution.

On my text confirmation for my patients, it is showing my personal email. I have scoured the Jane site and I don't have it listed anywhere.

Anyone knows if the date and time stamp automatically created by Jane is sufficient as a signature? Or do I have to create a signature? Thanks in advance!

Does anyone else have a problem with discharged clients still showing up on their client list? My client list has mostly discharged clients, many of them from several years ago, while new clients that I am seeing regularly do not show up on the list, I have to search for them.

Hey everybody. I work at 2 clinics. 1 uses Chirotouch and the other has Jane. Looking to see if anyone has made a template that has a chirotouch feel on jane? Willing to pay for this template on jane if anyone has made something like it. Thanks

Hi all - I'm setting up Google reviews for Jane. Has anyone had an issue with your Google place ID not linking to your google business profile? In my case, it is linking to the real estate listings for the address of the building that I rent from. No idea where to begin with getting this resolved. Seems like it is probably a Google issue rather than a Jane issue. Any ideas?

Does Jane charge patients random fees when filling out paperwork and putting their card on file? I’ve had several people call in because their bank is flagging their cards. The transactions are less than a dollar. Any ideas/thoughts on what I can tell those who are being affected?

I am so burned out with last minute cancellations. Sorry venting! If a husband and wife cancels 1 hour before visit. the wife was new. They stated have emergency . the problem is i am tired of excuses and anyone can use the emergency card really. What do you all do for this.

For the stripe users- Is there a way to prevent admin staff from using Stripe as a payment option? We do not store credit cards on file unless a patient has set up Stripe payments on their Jane account. This really only occurs if someone pays a deposit when making a new patient booking online. When accepting a payment today, we accidentally clicked on stripe instead of HICAPS and the patient's card was automatically charged vs recording the benefit payment from their health… See more

Hi! Where are you all putting a DOI or onset for HCFA printing purposes in Jane? I don't see it and can not find it in the help area. TIA!!

Any recommendations for a virtual VA that can help me streamline my processes, Google calendar, calendly, payments etc. (I also do contract work for someone that uses practice better, that's why I seem to have so many platforms). It may just be setting these processes up in a smooth way but could expand into regular VA work. I would love someone experienced who can work efficiently with little direction to make my life easier Thanks!

For some reason my intake forms keep reverting to all appointments, is anyone else noticing this? I keep editing it for specific appointments and the patients say they are getting multiple health history forms for services not booked.

Is there a way to have nothing in the client's address field by default? It currently defaults to Mississauga Ontario but I want it to be blank.

is there a way to export intake forms as a pdf without previewing it and then seeing this at the top of the form?

I only want the rooms to show on the schedule. Is there a way I can remove the employees/providers?

Does anyone know the steps to change the cancellation reasons. I have clicked so many places and I cannot find it.

I was wondering if anyone knows this answer before I call support. I had a new client today that was on her Android phone and connected to our call via the link in the email. Her video came on fine but she got an error message on the audio..."you don't have permission to use the audio". Any thoughts or should I just call support?

With the system acting funky yesterday, have y’all had any clients saying they are now getting fraudulent charges?

Hi there! Need help with SOAP notes from Vagaro. Background: Used Jane for a chiropractic practice for quite some time and LOVE it! We are in the process of integrating a massage practice that uses Vagaro. We’ve imported the patient files, appointments, appointment history, treatments, staff profiles from Vagaro to Jane. The goal is to eventually phase out of Vagaro and use Jane exclusively for the combined chiropractic and massage practice.

Hey everyone! Could someone tell me how to make the intake fields of the generic jane intake form mandatory?

Just received my 1099-K tax form for Jane Payments/Stripe. Do these totals already have the processing fees deducted?

Hi! Is there a way to run a report of who has had certain services? For example, like how many or which clients booked Lymphatic massages as opposed to all my other services? I can't find a setting for that anywhere in the reports.

Can a clinical survey be filled out by someone other than the patient? For example, could a patient just forward the email to a spouse/family member for them to click on and complete, or does the person have to log into their profile to complete the survey?

I am scheduling my first class and have a few questions: 1. It isn't showing up on the online booking site, anyone have any insight as to why? It is in a new location, if that makes any difference. 2. Does Jane still send an intake form to people who sign up for a class but not a private session with me? 3. I have all my appointments set with a $50 deposit, but the class is only $35. Will everyone still be required to put down 50$?… See more

I have a couples counselling question. I have clients book in and attend for couples counselling, but they are just booked in as "in person" under their name. Is there a way to add their partners name to the receipt?

Does Jane offer any information on marketing such as social media accounts? I just started my telehealth business but finding it difficult to figure out a marketing/SEO

Our booking page redirects to staff member as its home page. How would I change this or is this default if have not yet added team?

It seems clients are not seeing available appointments and looking like I am not open. how can this be changed? When I was checking a link to add a landing page, 100% of my time states I am not available to provide the service. When hitting on different disaplines I get a few different options. But the options are pretty nuts. like 7 am when I have time at night or in the mid morning.

Is there an easy way to track vitals/vital history without clicking through past encounters?

Why isn’t there a way for individual staff to set different preferences to cap the number of upcoming appointments allowed to be booked by patients online?

Looking for some feedback….

I am having trouble getting my place ID (PID) to work to ask for the Google review in Jane. I found the PID but it links to an error page on Google when previewed. Additionally, my google business page is verified and active, but my clinic name doesn’t populate in the search field under the Jane Ratings section. Anyone have any tips?

Hi, is there a report in Jane that shows all clients that have not been back in since a specific date? I'm looking to do a reactivation campaign

Question regarding canceling an appointment - so how does this "other" reason work? I typed in "snow day" as the reason, as it's pretty bad out there. However, this doesn't go out to the client. And doesn't even save anywhere in the system. How is it supposed to work and be saved on the file?

I sometimes need patients to upload document like path reports etc and also send me photos (I’m dermatology). I don’t see this as an option in Jane. Has anyone figured out a work around?

Jane app developers, please for 2024 develop a way for the online booking to be able to shut off at a certain cap for the day (say 90% filled it turns off). Patients love the online booking but our staff can't keep up much longer with the booking filling the schedule almost every day. It's a good problem to have but the auto shut off would help, or even have a contact to book option without times listed. Signed two burnt out docs.

Is there anything in the works for variable times for appointments? Our sessions list is so long because every type of appointment we have has increments of 15 minutes. I would LOVE it if I could designate how long the session is when I am booking the appointment. Sometimes we do therapy for 30 minutes, sometimes its a two hour session. Sometimes we do a collaboration meeting for an hour, sometimes three hours. I hate having to create new sessions every time. Our accountant i… See more

So we had sales on Monday and Tuesday of this week but when I look at reports there is nothing in the Jane Payment Payouts, very confused. Anyone else have this going on?

hi, new to jane, and wondering if there is a way to see which appts from the week have notes that are outstanding?

Hello, I am a newbie... I am planning on having my own Jane account for my private business and I will also be working at a clinic with a Jane app. Will the 2 be completely separate entities? How will this work exactly. thanks

#mailchimp question.

Why isnt the waistlist notifying all the people on the wait list? I’ve done a fake cancellation to trigger the waitlist and it’s only sending a notification to one of the three people on the list and they’re all listed for the same amount of time for the same type of appointment .

I am trying to set up a free 15 minute phone meet & greet for prospective patients. Is there a way to remove the prompt to complete intake forms for a specific appointment type like this? I don’t need the complete intake, I’d rather send a short survey prior to the phone call instead. TIA.

You know what brings a to your face after walking down the road to your in -30° weather ???? An unexpected care package from Jane!!! Thank you sooooo much!!

Is anyone using Surveys instead of Intake Forms to require that intake information is completed BEFORE booking?

I am a long time Jane user but I have never used the online video function. Is it possible to bring in two clients for a meeting? Do I need to have each set up as client first? This is a parent and adult child, both living in different locations. One is my client and the other is not set up as a client. Thank you

Hi there. I work with couples and use the Add a Relationship feature to ensure that they both get notifications of session bookings etc. But one client says that although he gets the emails he does not get the texts even though he has selected this option for notifications when his partner books a session for them. Any suggestions on why this might be and what I could do about it please? Thnak you in advance.

On my Jane account, where do I find how much I've paid in transaction fees throughout the past year?

What private messaging systems do you use for texting or emailing with your patients? Any ETA for when Jane is implementing this from within? I know people have been talking about this recently but now I actually need this service. Thanks!

Can you search for a patient by their ID number?! When I type in a number, like 400 options pop up because the number is so small. Help?

This is an example of the "month view" calendar I envision for Jane. Is this what everyone else is hoping for as well?

Hello Community,

Hey everyone! We’re considering switching to Claim MD from Office Ally since Jane will now be integrating with Claim MD.

I processed a client’s payment transaction and the invoice was emailed to them and now they are asking if I can change the name on the invoice so they can use their partners benefit package to get reimbursed. Does anyone know how I can adjust the invoice to a different name? It was couples therapy. Both attended all sessions.

Any recommendations for FB groups for buying/selling clinic equipment in Vancouver? How would you go about offloading clinic equipment you no longer need?

Hello!

hey when I'm on a video call on Jane with another practitioner, I see things like fireworks and hearts on his video feed during the call. I use a mac computer, anyone can explain why this happens?

Is there a way to assign all tasks to a specific person by default? If I don't select someone, who does the task go to?

I’ve had a horrible week with video appointments. Tons of freezing and screen blacking out multiple times a session. Did I miss some update or info? I cleared my cache and had clients do the same (after day one of ) so I’m curious what I’m missing because this was way worse than normal. Thanks!

I have this annoying thing happening when I use Jane and I'm trying to figure out if it's a my laptop issue or a software glitch.

I'm wondering how others do this. I direct bill NIHB and another private pay provider. Is there a way to separate NIHB and client pay appointments. Example, a client has NIHB AND private insurance. When their NIHB is used up they switch to their private pay. It sometimes gets confusing to know which is which. When I worked in dentistry many moons ago the software would put "assignment" billing into a different column than the private pay. Hope this makes sense...

Question for the group.

Getting started with Jane and wondering if any of you have found an efficient way to have patients confirm their appointments? We used to have automated SMS texts where they could respond Y to confirm but with Jane we don't receive SMS responses. What works for your clinics?

Is there a way to add multiple patient visits to one HCFA? We print for auto accidents and medicare, so it would be nice to have multiple visits on each. TIA!!

I feel like this may be a dumb question. But…

Have I lost my mind, or did Jane change something with the emailed receipts? I used to select - email receipt - at check out, and then the receipt was right there in the email. Now patients have to login to their portal to see the receipt. Is there a way to disable that new feature and go back to the old way? Jack Murphy

Is there a way to see which days and times are the most and least booked? I tried searching the page but could't find anything.

Im waiting on a call back from Claim.MD -- but wondering if anyone here can help. I'm trying to set up a new account attached to a clients Jane, and its asking for the last name of a patient and giving an account number to find it --- except that the account number is a long alphanumeric string, and account numbers in Jane are just 1-3 numbers long.

Hello! I have a client that wants to come see me through care credit. It's my understanding that Jane payments does not accept care credit. Is there another way people suggest being able to care for these clients?

I have 2 children(siblings) coming in for initial assessments. I'm creating their account profiles and booking appointments on my end. In the past, I have had numerous clients tell me they can't access their child's intake forms, accounts, etc as their sign-in info is the same for their account and child's account so sometimes when they log in, they see their account, sometimes the child's and sometimes tell me they can't see anything, then they end up creating a duplicate … See more

We currently use paper charts, and enter the info into Jane after the appt. What has everyone else done to move away from paper? We want to try to move all digital but struggling with how to chart efficiently.

Hi-I haven't been on here for a while so apologies if this has been addressed. I searched and couldn't find an answer. My question: Is there a quick way to send an email/message to a client without It being attached to any type of form?? Thanks!

What is the best way for you guys to integrate your lab work into the patients note? I hate typing them out and going back and forth between the lab results and the note.

Hi all, every time I schedule a patient I am left with these gray boxes I have to manually close out of. Can anyone tell me how to prevent this? It's super annoying and disrupts my ability to quickly schedule other patients right away. Thanks!

I love 2 factor authentication for everything, but we’re really struggling with having to deal with codes and texts in front of patients. We operate a very busy practice, and we use TONS of different devices. It’s just not working for us. Anyone have tips? How awful is it if we DON’T utilize this? Not sure where to go from here, but it’s just not practical for us.

Hi there! I currently don’t have the option turned on to allow the client cancel online/ through their account.

Is there a way to allow some people to schedule on line and not others? We don't use the on line schedule, but I have someone who would really like to use it.

Brand new to Jane. I sometimes have patients who want tox and filler at one appt, and have an esti who has add ons to her basic facials, how do we book multiple services online?

Has anyone switched from using office ally to using claim MD with Jane? What are the pros/ cons? Thanks

Is there a function that a pop up window will appear on the booking page to give a notification to folks? (I’m taking an extended break from work and want to notify people how long I will be gone without sending out a mass email). Thanks!

Curious as to, if anyone has figured out how to do, two-way integration with a linked Calendar?

I’ve run into this issue a few times now for clients seeking to do direct billing that require a doctors note. I’ve tried google searching and there seems to be nothing.

I run a cash chiropractic practice. I have a lawyer that wants to send an MVA patient to me and has offered to pay with the law office's credit card. Is this a bad idea? Trying to figure how I can cover myself, obviously I will need to get pre-approval for the initial visit, and then again for a care plan. Do I create a profile for the law practice, add the cc, then create a relationship with the patient? Do I use my contact person as the name on the profile, or the name … See more

Curious if any physical therapists or other providers on here have ventured into the arena of learning insurance billing through Jane/ClaimMD.

Does anyone else’s front desk insist on keeping a paper schedule book as well as Jane and write payments down in it too? It has always seemed redundant to me. I didn’t mind, but now we are busier and it is taking her away from necessary more pressing tasks.

New to Jane. I am having trouble with a few things. 1. The reminders are not going out even though I have them sent. 2. Will there also be a reminder to fill out the paperwork prior to the appointment? 3. What is the best way to send out a Google review after the visit? 4. Since there is no app what is the easiest way to access Jane with your phone?… See more

I am expanding my practice to Canada. I am NP solo practice in Alaska. What bookeeping (I currently use Quickbooks in US) are in Canada that you would recommend? Also need to open a business bank account. I currently use square and love online ease of use. Thank you!!!

Is there a way to automate return visit reminders? Our clinic owner cancelled an appointment from another clinic that uses Jane and immediately got a return visit reminder email so she thinks it can be automated.

US Based Practices: Just a reminder Tuesday, January 16th is the deadline for 4th quarter estimated taxes. Here's a freebie tax deadline calendar for 2024!

Hello! Does anyone have an accountant they love and would refer who is decently affordable? Thanks guys!

Anyone work with a separate CRM that integrates with Jane & is HIPAA-compliant? How does it work for you?

I am wonderinf if Jane is working on a collab/integration with any CRM platforms? I need to get one but would hate to get one and then have Jane eventually roll one out....

PT here.

Has anyone else noticed that your chart notes are not getting saved sometimes ? I normally type on my phone when in the treatment room and continue on my desktop later. But, lately, a few times nothing got saved in either place and I had to retype everything. It is very annoying, especially with new assessments when you have gathered all the subjective info.

Has anyone ever had a chart entry show as post dated before client was in ? I had a patient in on January 6th and her follow up was on Jan 12th . I did her chart entry on the 12th . Normally when I do a chart it defaults to the date I am doing the chart entry but I noticed after it future dated to the next day

Regarding Forms - When I have a prenatal patient they receive a general intake form and a separate prenatal form. When the patient receives this in their email bot forms look exactly the same and simply say 'Intake Form' so often times the patient only completes one of the forms and then we have to take time for the second to be completed in the office. Is there any way to change what appears in the emails that the patient receives?

I have just brought on multiple staff who each offer services at different price points. I set up their sessions offered under the shared sessions. Is there way besides setting up adjustments for each staff to change the price points for each staff?

Does anyone have a system how they check that your Jane transactions equal your sales, transactions equals your payouts and that payouts equal your deposits? I’m thinking a spreadsheet but I don’t know how to set it up to do the math, since I may not receive payouts for days after the sale.

Can anyone recommend a virtual assistant that works with Jane and Slack for US clients?

Does anyone charge a service fee or add a surcharge when clients pay by credit card? If so, how do you do this cleanly in Jane? Thanks

Hi. I like that we can do online booking. The service is a good one for patients. However, as we all know, it creates lack of control when we want to cluster book. I may see 12 to 15 people in a condensed time 4-5. Then someone books online at 2 with a big gap. Therefore, did you find a way to minimize that. For example, letting new patients book online. Afterwards, only allows existing to book via text, call etc. I am sure jane can be set up that way. I need feedback about t… See more

Myovision is awesome condition. Awesome condition selling for 3500 wireless emg along with titron thermo glider. If interested text me at 780.217.9619… See more

So I have some patients that state they can’t open but the first page of their labs that are posted to their chart. I have done the notification and email plus signed adding to their chart . Any idea why they can’t see but the first page?

OPT IN LANGUAGE

Okay. Who can walk me through what these mean??? (The report is my “unscheduled patients”)

Pre determination forms for insurances. Has anyone found a way to supply patients a form to send to insurance prior to booking to see if they would be covered for the appointment??

WAIT LIST MESSAGES I have tried testing a wait list reminder by adding an appointment then cancelling it and having someone (self) as patient on wait list set to thst time availability for wait list notification. I received no message. It was a past date in diary- does that matter?

Hi everyone, I tried to "search" this topic on here in the group and in Jane. I currently have two different office locations and I'm trying to set different price points for each location. I know that this is possible, but can anyone point me in the right direction on how to do so? Thanks for your time!

Is it possible to schedule patients every 30 minutes on some days and every 20 minutes on other days?

Hi all Is there a way to adjust the order of appointments on the booking page?

Hi All! New here and a newer Chiro in Gresham, OR. My question is, do you have more luck with memberships or packages? Which has the better return? And any tips and tricks for converting? Thanks!

With the change of the New Year, I need to reset the insurance for all of the insurance companies. Is there a way to reset all of them at once instead of doing it one at a time?

Hi all! Small question! I noticed some charts would have the patients chronological age ( 6 years 2 months) but not all of them. How can I make all them show chronological age instead of just the number of years only?

Hi Has anyone found a way to create custom billing status’s?

Good morning!

Is it just me or does the EMR allow patients to have the same patient number? Is there any way to prevent this? Also does anyone remember where I can change the settings to start numbering at a certain number?

Hey everyone! I found the message for sending text messages 3 day before appointment reminders.. is there a way to change the verbiage? I wanted to possible add call before X time if you need to reschedule without being charged (kind of thing).

For those of you who asked yes you can customize your cancellation reasons and under other type. We run the weekly appt report so providers can see why people cancelled in the notes

Mystery needs to be solved: I noticed a client got added in my system, but no free consult is booked. I checked my email but never got a notification about this client. Has this happened to anyone? Jack Murphy

Has anyone sent out a cancelation policy when patients are booked? If they do not fill out the intake form consenting to the cancelation policy with a credit card on file has anyone received payment from them?? Or a patient could say I didn't know about late cancelation. Because they didn't do the intake form. Have clinics made a note in their welcome email that states the cancelation policy to cover the clinic so you know the patient was aware if they open that email?

Those that are using the claims/md to jane app integration, how is it working? Does it notify you if there is an issue with the claim or payment? We currently are looking into it as our current billing manager is really having a hard time with jane (our current clearinghouse is office ally) and it's costing us a lot of money because of some internal issues with staff. The more streamlined the better

Hi everyone, we're excited to be back recording our Office Hour Sessions for you. In this session, we answered some questions we saw after seeing Marty Spiller's post about late cancellations. We also saw Sherrell Forston's question about add-on services, as well as Jenna Titcombe's question about the best report to look at to see your stats from last year.

I’m trying to use reports to find an accurate price per service / price per patient by month for 2023. I’m hoping there is something simple I’m just missing. Could anyone share their process with me? Thanks!

For medicare should i have the box clicked that says treat CPT units as separate line items? Also, everytime I put in the payer id I save it. Then if I go back in to look at it through editing there is no payor id.

Hello Everyone! I am an exercise physiologist and will be sending out consent forms to providers if their patient has had a cardiovascular event.

I'm in Ontario and wondering how the custodian of files applies to Jane EMR? If I ever decide to stop using Jane, do I remain the custodian and have to keep files for 10 years with my own storage or is Jane responsible for that?

Hi all! For those who are enrolled, non-par Medicare providers, how are you balancing the ledger in Jane? We have a Chiropractic Treatment | Medicare-specific appointment that has our regular fee attached (ex. $60, because we also have Medicare adv) and then an adjustment for the allowed amount ($43.23 for this year). But, then it continues to say that the patient owes the outstanding amount of $16.77. Are we doing something wrong here? (We are new to Jane, as of October so … See more

Is there a way to cluster appointments through online booking for specific days? For example, have clustering available on certain days to avoid gaps between patients; especially on weekends.

Hi! I'm new to this group. I recently joined because I’m just starting my occupational therapy private practice in Philadelphia, PA and I’m doing it with Jane! My focus is on supporting and educating caregivers of people with dementia. Www.PhillyCareCoaching.com.

Hi..I’m having trouble figuring out how to block one of our providers from any new patient consults/appts, yet still allow her current caseload to book their appointments. We’re trying to push all new patients to our new hires.

I have been hesitant to not use Jane payments because our current credit card system is significantly cheaper. However, this means that we cannot ask for credit card numbers on the intake form we send through Jane (jane blurs the numbers out as a security feature). Does anyone else use a different system for credit cards? How do you manage to collect the info on your intake / cancellation forms? What is your process for using Jane for everything else but a seperate credit card system?

New to jane for this tax year. Accountant asked for monthly billing reports. Is there a way to do this without client names?

Good morning!

Is it poss to access compensation for inactive staff? Do I need to go in to activate them to do so?

Any chance that Jane could integrate with upc/bar code readers to help with inventory?

We send out monthly statements for the previous month. If someone needs to pay their balance for December’s appointments, is there a way to send them a statement and link to pay for only those appointments and not ones that have happened in January? These seems like a basic feature but I cannot figure it out.

Curious if anyone has used feedback informed treatment (fit) with janeapp somehow for therapy? I'm curious about adding it to my practice somehow..

Can someone clarify, if you make a child profile and attach their parents profile to it and grant all the privileges to schedule, fill out paperwork, receive notifications. But you don't input the parent's phone number or email, shouldn't they receive notifications anyways because their profiles are linked? All the messages say that there is a "bad recipient" and the patient didn't get notification of their appointments or to fill out paperwork prior. WHICH IS A HUGE PROB… See more

A single link used to work well when both parents were signing in from different locations and devices. In the last few weeks, I’ve run into technical issues. Only one parent is able to sign in and the other won’t connect to video or audio. I’m wondering if the new group call feature is necessary for me to add-on? Has jane disabled different participants from using the same link? It used to work well before and is no longer working. Thank you!

I am trying to set up billing for medicare. It only gives me a spot for a copay dollar amount and nowehere to put the 80% copay. Any help would be appreciated!

Comments

HELP I have disabled online booking as I cannot accommodate any more new clients, but people are still able to create new profiles from the sign in page. Does anyone know how to stop this please?

Sounds like a good problem to have. Create a waitlist or hire staff to help.

I live in a small community and unfortunately there is no one else to see and hiring more practitioners isn’t just that easy..I’m the newest RMT in the area and everyone wants to be a patient. They are adding themselves to the wait list and messaging w… See more

I can’t find this Jane/Mailchimp answer. When a previously opted out guest agrees to now opt into emails, do we have to manually add their email back into Mailchimp?

Following

Just go to patient profile and click marketing emails again so it says ‘subscribed’.

Does anyone use jane to track rental equipment? I'm new to the system but haven't been able to find a way to track when it's due back or refund the deposit. Would appreciate advice or lived experiences!

We do. We have a product billing code for when the rental goes out (with the $ charge attached to it). Then we assign a task to one of our administrators to follow up when the rental is due (2 weeks, 4 weeks etc). You can them enter another product co… See more

I hope I can explain this accurately- every time I travel, I’m using a device I don’t typically use with Jane and I can’t get logged into my site as an admin/owner. Even with “clinicname.Janeapp.com/admin”, it removes the “admin” and tries to get me to login as a patient. Very frustrating. What am I doing wrong?

Anne here - I've been able to log into Jane as admin from a number of different devices while travelling. I wonder what your staff profile is set to? Do you have 2 separate profiles in Jane - one as client and one as admin? Just trying to troubleshoot … See more

Tip: Learn from my mistake. If you have people on a membership, do not add a default adjustment to their profile! Even if they are a "wellness" patient for example. They will get that adjustment to their monthly payment. I am out around $1000 over the past year because I didn't realize it was happening. Thankfully it was only a handful of practice members, but still VERY frustrating.

Yes. The adjustments are a pain that you can’t make something exempt. We don’t give adjustments on shipping charges or tests and I have to trust thst my staff will go in and delete the adjustment.

This! Thankfully our patients made us aware of this. We give discounts to anyone on the membership for any extra visits, but it can be difficult to remember who is on the membership

If I'm opening a new (but completely separate) office, is there any way to get a duplicate account of Jane with all of the same settings/templates, etc?

They have a second location option in settings

I’m pretty sure you can export your clinic. Jane support would have to do it. Contact them and see if it’s possible. I recall being told it was specifically for when associates left to start their own clinic.

Are there any warranties on the Jane payment terminal? Looking to buy a used one? Anyone selling? Based in Toronto Canada. Thanks.

Good afternoon, Our company just started using Jane in January. We are having a hard time figuring out why the compensation report by providers is not equivalent to the compensation report for the clinic. When we break it down by provider and add the totals it is missing quite a big chunk of funds compared to the compensation report for the clinic for the month.

We can't use the compensation report for practitioners, it's never correct. I think it is because it only includes appointments booked and paid within the time frame you select, so if clients pay late or early or if an outstanding balance gets paid, it doesn't include it.

If you change to accrual rather than cash in the compensation it will show the total value of services provided in the time period rather than just the cash collected (or invoices settled). Does that help?

First off, thank you so much for the help in this group!

Don’t panic. It’s your first day. After the learning curve you’ll soon see Jane is actually user friendly. To access the consent forms (intake forms) you have to go into the patient/clients account. On the main screen there you will see the intake form… See more

I find phones and tablets aren’t as user friendly with Jane as computers are

Anyone else having this display issue? It’s putting a white strip over my Mondays. It just started doing this in the past week that I’ve noticed.

Yes we’re having the same issue!

Yes, I called Jane support and it is an issue with Chrome, so this is how it's resolved:

Hey all, not necessarily a Jane question but is anyone here in network with CareCredit? Just wondering if it is worth going in network with them and if there’s any hassle involved.

I like it compared to Cherry. It's a little more stricter, but less interest to the client

I used them a few times in the past and it was not worth the fees they charged us. I think it was 12%, in addition to the CC processing fees by whatever you use for that.

Question for clinic owners / admin - do you have a way to receive notifications when clients book apts online with staff ?

I haven't figured that out yet, but I wish I did get notifications

The only way I can see around this problem is to make a filter in the inbox of the practitioner to send a copy of the email to the practitioner or vice versa (emails go to clinic manager but are cc’d by email filter to practitioner)

Hmm. Must be this cold/covid thing I have going on. I can't figure out how to create 15 minute breaks. When I click on breaks, it's in 30 minute intervals.

You should be able to click on it, and then click and drag the start and end times? Or click into it and manually choose the start and end times on the right?

There's a setting when you set up your schedule for booking increments. I bet yours is set to 30. You can change to 15

Does anyone have any tips for setting up online bookings for in-person group sessions? I have online booking enabled for both the staff member and the session itself but it's still not showing up in our online booking schedule. I searched through Jane's help section and all I found were articles about online group bookings. AI wasn't any help either. Any help would be greatly appreciated!

I don't know why but we've run into issues when we have groups set up as a practitioner-specific service rather than a discipline-specific service and it not showing up for online bookings unless it's disciple-specific, maybe try changing that?

Make sure the shift and session is set for online. Is it a group or a class? Confirm the staff is assigned to the session. Then ensure the staff profile is on the right discipline and that the specific session is toggled on in their staff profile.… See more

Myovision for sale thermography and wireless EMG. Works perfectly! Awesome for screenings or your exams. 4G wirless scan vision with Tytron thermography $3500

Why are these so expensive?

When charting, I do not have the lock icon show up on my appointment to show that I’ve started a draft or that I’ve signed off on one. Can someone help me figure out why and how to fix it? It’s nice to see which appointments you’ve already charted on. Thanks

You can only see the symbol on the Day view and a chart must be attached to that appointment.

Are you doing it from the "day" tab?

EDIT: Solution Found. See below

Mines doing the same thing and I can’t figure it out either but it’s only making Mondays schedule weird, not all the days

This happened to me last week- go into chrome settings, search “hardware” and disable “use hardware acceleration when available”

Before I put a request in, I thought I would check here. Is there anyway to make the product performance report clickable? Or is there another report that would provide me the same information?

Is there an option in Jane for reminders I can set for myself such as pending tests?

you can assign yourself a task for a certain date!

In the demo, is there any way to see client examples for particular types of care? I am looking for psychology / psychotherapy, but seem to only find chiropractic. Thanks!

The video has been a nightmare for a week now- if you’re considering virtual practice I’d definitely check out other software options!

Is Jane going to have the ability to eRx anytime soon? I am baffled that is EHR does not have that capability since that has been a requirement for a while now.

Yeah I see this a lot. And it’s probably due to Jane starting out in the Chiro/PT world. And we never needed eRx capabilities.

US Insurance Question: Working on claim submissions today and both our admin and front desk account are missing the "Original / Resubmission" drop down box and "Claim Control #" selection criteria (picture included from Jane Guide of what's missing and where our claims stop). This appears to be true across multiple payers, providers, and appointment types.

Selling my clinic’s Wise POS E because we are relocating to Austria soon. The payment terminal is extremely convenient for you patients to pay for treatments. All cards accepted. We cannot use this terminal in Austria. Purchased in April 2023. Original packaging. No scratches. Asking price CAN$200

there is a place in the admin settings where you can see everything someone has one in jane - maybe this would help?

Is this what you mean? I am the only person in my business so I don’t know how it works when looking at notes from other employees

Does anyone know how to turn off those weird Jane animations thay pop up during virtual sessions?

you mean like the thumbs ups and things? Those are from zoom, idk that there is a way, just be careful how you gesticulate.

I’ve never seen something like that. What do they look like?

Hi all… im just getting started with Jane and im wondering if theres an option for a tentative acceptance of an online booking? For context I am an RN injector and I have a medical director that is required to meet with my clients virtually before i can initiate treatment (we don’t do GFE here). So i need to be able to check her schedule availability before i can definitively accept a booking. I want to make it as convenient as possible for clients but is Jane online booking all or none?

Hi. I am an authorized prescriber and have this exact situation in my practice. I do not believe there is a way for a “tentative booking” that I have come across. Does your MD/NP use Jane in their practice? This probably won’t help but…. Given the fee… See more

No. As a work around I’ve created two sets of service items. One set that says Appointment Request, and clients get a message that their appointments request has been received and will get a confirmation once their appointment has been accepted. I chan… See more

My bad if someone asked this already. Has anyone else had a lot of trouble logging into Jane today?

I'm in multiple accounts daily and I didn't experience any issues.

Hey Reginald. That definitely shouldn't be happening...sorry to hear you've been running into issues getting logged in. I know it's the weekend now but I'm curious if you're still running into this?

I closed my med spa and moved to be closer to family. I’m a registered nurse but looking for remote work. I’m pretty Jane savvy as I used it in my practice. If anyone needs a virtual coordinator, please reach out to me!

Hey everyone. So I asked a question about this already but there is still something Im not getting. I created a ressource list and also an intake questionnaire. I created that in Staff-Template. I know I can add those two to my client file but I have more than 40 ongoing clients. I can't believe I'll have to go in each individual file to send them those two forms?? How can I send those in bulk ? Thanks

in the intake first page (to make/edit), you can make it so everyone who never filled it out have it sent (or after a certain period of time) .

Create it in in the Forms/Surveys section rather than in the staff profile - you can probably cut & paste your existing document. You will be able to set parameters to automatically send it.

We are having an issue with our therapists not being able to use the #cpt or #icd10 codes in their charts to input the billing information for the appointments. The charts are linked to the appointments, but it just doesn’t bring up the list for them when they use the # and begin to type the codes. It does work for me when I do it in my charts as the admin/therapist. Anyone else had this issue? Suggestions to fix?

If you haven't gotten a resolution to this issue, I hope you've reached out to Jane support.

I believe this has to do with permissions. We had to give billing permissions to the therapists for them to select the # codes in the charts.

In doing my taxes, I have a fairly sizeable discrepancy in what Jane says my income was, over my actual bank statements. Jane is showing much less income. Has anyone had this happen? I am wondering if something may be wrong in a setting.

Possible un-redeemed gift certificate sales. I think it gives you the money, but doesn’t add it to your report until it’s redeemed. Also consider ACH payments that don’t go through Jane. Reward systems like Allé, XPerience, Galderma, checks from other … See more

My guess is if you are running reports on earned vs cash. If you have been paid say the week of Jan 1st for work performed but not yet collected the last week of December, what is in the bank and what is in Jane may not match.

Looking for personal experience; I want a calendar app where my husband can see my schedule and we can collaborate and know each others calendars. My Jane appointments change and I would love not to have to manually change it in two places. What do you use?

In Jane in your staff profile you have the URL to subscribe to your calendar. You can use any calendar application. And your husband can use any calendar application that he wants. It doesn't matter, just subscribe to a new calendar with whatever appli… See more

Wouldn’t this be violating HIPPA regulations?

I love that we can require a credit card for booking, and I haven't had a new patient no-show since implementing this. I have mine set up to be mandatory to book the first appointment online. I have an issue though, because I offer a free 15 minute phone consult that new patients can book themselves online- and now this appointment requires a credit card to book, making it not feel so free anymore! I asked Jane and they said it's all or nothing on requiring the credit card… See more

I was able to remove the card requirement for 15min phone call. Maybe check the settings specifically for the free call and adjust the price to 0?

Yes, this is definitely a pain point for our clinic. For example, we’d like certain types of appointments to require a deposit or payment and others not to.

I think it is an option when setting up the package. Can set it to automatically redeem online.

There is an option to select whether you want this or not. I can't remember where you go to change it though.

They integrate with mail chimp but that’s about it! I don’t believe they’ve made any updates regarding email marketing + Jane.

Email host/providers now require for the receiver to opt in with time stamp. We haven’t been able to upload from Jane in over a year which is a HUGE bummer. Creates so many steps for our clients if we ask them to opt in a different way. Hate how clunky this is.

Hi Jane Users!

I use Flodesk. It’s a paid subscription (I have a 50% off coupon if anyone is interested) but it’s way easier to use than Mailchimp and has gorgeous formatting. It’s not integrated directly but you export your client list to a csv and then upload that … See more

Just an FYI, those pretty, formatted emails with graphics and pictures are WAY more likely to be filtered into spam folders. Outside of a header/logo, you really don’t want too much formatting.

For most individuals, the built in Windows Defender on a windows computer is more than adequate to protect your computer. (Mac also is decently well protected)

Because Jane is a web based application make sure to enable all available security features and a strong password. If you can remember your password, it isn’t secure enough. As others have posted, the security of your computer/tablet/phone is not a fe… See more

Hi. I operate a small acupuncture clinic, and despite sending past due notices and making calls, some patients haven't settled their bills. The issue often revolves around insurance complications; they believed it would be covered and visited us, but it wasn't. We verified the insurance on their behalf and explained that eligibility check does not guarantee the payment. And we also got their signature on our payment form. What steps can I take in this situation? Seeking advic… See more

I’m not a clinic owner, but the front desk manager at a clinic. We submit while the clients are in for treatment and get them to settle their balance before leaving. If for some reason we’re not able to, we make sure to have a credit card on file to bi… See more

That's exactly what my clinic does too. We check deductibles, collect co insurance up front, then when insurance doesn't pay, we are golden

Set up packages in settings. You can also take cash payments and mark it as such when you do check out. I’m sure there’s a video for that.

I create an insurance called plan of care of fill it out with number of visits in my plan abs it counts down

I cannot figure out how to add a break when I'm accessing Jane from my phone. The mug icon is not there. Am I missing something?

Ohhh, this part is so frustrating! It's ONLY on the "Day" tab, but not the "Schedule" tab.

This is frustrating because when you switch to 'day' on a phone it starts with today. If you want to.add a break in 3 months you have to scroll through each day to get there. Has anyone found a better path for this?

Ive been in business 17 years and we are having major problems with no shows and last minute cancelations. For example, 2 Saturdays of the same month we had 6 for that day! We are implementing a NSNC fee and policy. When switching from an old system to new system, did you take a credit card over the phone when old and new client called or did you send them a link to get all their info inputed into Jane? We have not been taking cc's over the phone for our current system becaus… See more

We have had a cc on file policy for 12 years. Back then people thought it was crazy, but now…we were the smart ones! We have made it a continued and enforced practice.

When switching systems, I sent out the mass email from Jane which sent my new consent policy. Every patient had to complete and sign their agreement to the consent /cancellation policy and provide a cc to keep on file. I no longer take cc by phone. Als… See more

Is anyone else having this issue?

It's a chrome issue, go to settings and search hardware acceleration and you have an option to deactivate it, that should fix it

You may have accidentally put the privacy setting on. Try clicking ‘shift P’ to remove it

(Small USA PT/Massage therapy clinic: myself (owner/PT/massage therapist), 1 other PT and 1 other massage therapist); we do accept insurance

We have an authorization to contact. It's a very short consent form that gives us permission to contact them by text/email. It's not "necessary" in our state, but it provides us an extra layer of protection especially in the world of tech.

We do ALL our consents to treat a minor IN PERSON for this very reason. We also do all our informed consents IN PERSON which is the recommendation/guideline by compliance experts. The others can be done digitally, no problem. We typically require the g… See more

Help me understand! . This is our "test patient" (Testy Testerson lol). Testy has a balance owing of $220. When he receives a "Pay Balance" email, and clicks on "Pay", he sees a message saying "Your account is fully paid." Same occurs if Testy logs into his Jane account directly, and clicks "Pay Balance."

My clients are having this issue too and I’m not sure why

I wonder if it's because you have a credit. Obviously the credit isn't enough to satisfy the amount due but maybe it's a system glitch when you have a credit on the account. I would apply the credit and then try it again to see what it says.

When trying to submit Medicare claims through office ally from Jane I am getting an error stating “paper claims are no longer accepted” even though I am enrolled in EDI for Medicare and never had a problem when submitting through Chirotouch. Does anyone know how to resolve this issue?

I’m assuming you enrolled to have your claims go through Office Ally. I would do a live chat with them and find out the problem. Are you billing individual NPI or Group? Make sure box 24J has the right NPI approved too.

I had to reach out to office ally to make sure they were submitting electronically instead of printing. Because even though I was enrolled with Medicare for EDI OA was still printing them.

Hello Jane community! We are selling our Jane payment processor. We never used it (thought we were going to need it for massage tips, but ended up not offering massage) Can ship, asking $125. Let me know if you have any questions. Thanks!

Interested, can you pm me a video of it working

If it’s not sold I’m definitely interested

Jane Newbie here! Help! I am a small med spa, but I have about 1000 patients. One of the things that drew me to Jane was the ability to send all forms/consents prior to appts to help save time. I have diligently been working on getting everything into the system, but I think I am confusing myself on the "intake forms" vs. "clinical survey".

We use the intake form option for new patient paperwork and the surveys for those under care to complete before their follow up. Hope that helps!

I am also a solo Medspa. Here is what I do. Annual intake form (provides medical history). Set it to send out once a year. Sometimes I have people say “I’ve already filled that out”…I just communicated that it needs to be filled out annually and it fee… See more

Re: changing my rates at a certain date in the future. How do I reflect this in the online now for people who are scheduling past that date with the new rates?

I put a banner on the booking page that the new prices are effective on such and such a date. (Find the banner under language settings.)

Following

Any idea if Jane integrates with labcorp etc or ever will ? And SMS e-fax will ever be a thing ?

i know e fax is in the works

I hope so sooon

I really struggle to add an appointment on the calendar if its a spot that someone else's appointment has been moved out of... when I try to click to add the appointment, it just pulls up the rescheduled appointment. Any tips on a better way to add those new appointments?

Do you have cancelled and rescheduled appointment toggled on? Try toggling them off if you do.

I never have this problem because I hide all my rescheduled/cancelled appointments but if you like to see them in your schedule you could always press "D" for double booking then you can add that new appointment.

Someone from Jane interviewed me on Zoom about aesthetics and I brought the issue about before and after photos. Can something be done with photo documentmentation in Jane to make things easier (so I don’t have to use a separate app for photos)? Is there someone from Jane I can talk to about this?

They now have the ability to do before and after side by sides

Here's an example

Looking for suggestions on how to manage consent forms when working with youth under the age of 16.

Is the email you have in your minor patients’s files not their parents? If yes, simply create the form you want them to fill out/sign and you can email it from their profile screen.

I would send it to them to sign via Adobe and just upload it to the files in Jane.

is there a setting that can be set where clients can only book in for sessions 24 hours in advance (or more but not same day) ? I had a client book today for today… luckily I checked. Thank you (new to Jane)

Yes you can set cancellation options in settings.

I’m not sure if this is the same thing, but… I hate same day scheduling a. I have mine set to not allow online booking less than 3 hours in advance, but I believe you can change that. You can also choose to turn off online booking of a specific shift i… See more

Hey Group. How are you bringing your Jane sales into Quickbooks online. New to QBO and looking for some advice.

I have it connected to my bank, so I just get the deposits.

For group practice owners in Canada who utilize email marketing/email newsletters... I understand that for privacy health law, PHI data has to be located on servers in Canada (yay Jane!), but for those of you who have clients/patients opted in to receive mass clinic updates/newsletter by email, do you know if you also need a email marketing platform that has servers in Canada? We’re engaging a content management company to set up biweekly newsletters for our group, and they w… See more

Here’s the line from ipc.on.ca.gov:

And, just like with healthcare, it’s probably best to consult a professional. Like an attorney…..

For the last couple of weeks, my clients are facing voice echo issues (their voice echoes when they speak) in session and then I’d have to use another platform (sessions by PT) and it works perfectly fine. Has this happened to someone else?

I've also been having trouble with online session lately and have needed to shift to other platforms which have been just fine. I've asked Jane to consider allowing clinicians to rate their online sessions so more data can be gathered but they shared t… See more

Yes I have been experiencing the same issue. I am in Canada and not sure if others are USA have the same issue.

So here's a small question I've been idly curious about - is there a way to see the client #'s of the merged (and now available numbers?) clients? As in, client is assigned #3 & #4, yet after merging, now #3 is available to be used? I tend to like to use up every number (probably just me), plus does it factor into the Jane statistics, come to think of it? Just curious.

Once merged that number “lives within” the chosen number. In your case patient #3 will also be #4 and the next new patient entered will be #5, merged numbers are not renewed and able to be “used again”. You can see the merge history in the profile “notes” section.

Actually, I ran into this when setting up automations to deal with data from Jane. I'm not clear on exactly how this works in the backend of Jane, but it seems like patients can get assigned numbers that were previously used.

I know this has been brought up before, but there's not a simple way to search for it. What is the workaround for not having a specific treatment for a specific provider bookable online by a client, but we can do it in house if needed. For example, there are certain treatments I do not want clients to book with me online, but if they are in the clinic, and we have time for the treatment, we can add the treatment to my schedule. (I don't want to create treatments as products… See more

I would just set up that treatment for the specific provider but make it not available in online booking.

Anyone else do case fees (say a billing for $3500). I'd like to be able to make that customizable based on the patient. We have created multiple products, but a specific price has to be attached. However, if you go into the invoice to change the cost, if you wish to add a pre-pay discount or any other discount, it reverts back to the original price and is very frustrating.

I have this same issue, there wasn’t an alternative when I had a chat with Jane. I have to create a new product every time with the price because it varies case by case

We sell treatment plans. I create a plan name and a cost of $1. And adjust the cost per the treatment plan.

Jane’s solution is to create client profiles for each parent and then assign them as a relationship. We do not do this because it clutters up our system, doesn’t make sense to parents, results in multiple logins, etc. Jane also doesn’t let you change t… See more

Yes, isn’t that weird? They just want you to create separate parent profiles which is a heck of a lot of work since we are a peds clinic and only see children.

Looking for ideas and suggestion as to how to best manage multiple consent forms for one client

we use surveys in this case. you can add the surveys to each patient, and then when they are completed it goes into their chart.

Just have 2 separate consents, send both, buy make it clear that one is for the adult, the other for the minor (BOLD and Caps, underline, etc.) And tell the parent or client when they schedule that they need to complete each individually. That or hav… See more

Is there a way to mass email/text anyone who has an outstanding (private) balance? I've bene clicking through individually and it's getting tedious!

Unfortunately not but I think there is a feature request for this.

You can easily pull up a report to view outstanding balances. Then email. I would recommend changing the collection system so you don’t have many outstanding balances. I require a cc on file because I don’t have time to follow up with people.

I recently have added the Jane terminal. I can see the 10 cent charges for debit on Jane Payments Transaction under Reports, but when I check the therapists Compensation Report, it does not show 10 cents/transaction under their Fees. Each therapist is responsible for the fees of their transactions. Have a missed something in setting this up?

The $.10 comes off the clients payments to the therapist, if they pay the therapist directly. So when Jane deposits the money into each therapists accounts, it’s minus the Jane fees. Does that answer your question?

For those with multidisciplinary clinics - how do you manage clients seeing diff types of practitioners and having more than one profile for this?

We don’t have separate profiles for different practitioners. They have one profile. If there is funding in place for specific services we set up separate claims in the insurance section for what they’re approved for. Ex: Physio $1000, Kin $2000, OT, $5… See more

Tara Munro feel free to email me or DM me about this, I can explain how we do this!

Just starting in Jane, and I have a few questions: #1: We see some veterans who are given "referral packets" to see us. They are given an assigned amount of visits within a specific time period, and all visits billed must have the referral number attached to them. The owner of the company thought we could just make packages for them, so I did (there's one for the 12 visits in 12 months referral, the 8 visits in 6 months referral, and the 8 visits in 12 weeks referral). How… See more

My suggestion for your first issue is to set this up as a claim. You can set it up with the approved number of visits (example 20) and when you attach the claim to each appt it keeps track of them. It will let you know when you have reached the maximum… See more

We set each referral up as its own insurance policy.

I utilize it for chiropractic wellness. For example if someone wants to come weekly we charge x amount for the membership (discounted rate) and then it’s recurring each month and I don’t have to worry about billing at all

Wish it would track rollovers from unused appts......

Hey! I just added a practitioner to my booking site and they do not do all the same sessions I do is there a way for all sessions to be on that front page? It is only showing the two sessions she is available for

How I’ve done it is in the settings for each service I don’t assign any to one employee then scroll to the bottom of each service, and add the tag of the name of the person that will be providing that service. And then, whenever you are making your sch… See more

I got a reply from Jane - what worked for what I wanted was to have the treatments available for all - then toggle off the treatments that my newbie does not provide in the staff profile.

I've added an additional discipline to our clinic and I'm wondering how to get this to show on our online booking page? Anyone?

Settings- under offering click Discipline- click edit on the one you just created. At the bottom, you should see a box to check to display in online booking.

Has anyone found a way around team members creating a bunch of un-usable tags? We have a set number of tags that we use for shifts, but sometimes clinicians type their own in which results in clients not being able to book because they don't notice they aren't using the "official" tag. For example we have "online appointments" but the team member just types in "online" and Jane allows it, but as that tag isn't attached to any sessions it does nothing but create a headache whe… See more

Gavin Spennewyn, can you help?

wondering if anyone had this problem It has to do with my shifts all going very big so it is hard to find my appointments

Have you accidentally changed the "zoom in" setting? I keep mine at 10% most of the time.

Is there a trick to run reports to show all staff including inactive? Its a problem running reports when inactive providers don't show in the reports.

I had to go in and mark them as active to get on reports. Then I just go back and deactivate when done.

I am technology challenged. Is there a way to get the Jane logo Into your word document so you can email your treatment recommendations?

I just upload documents into the client's chart and make it visible to the client. (Click: New chart entry --> file/image)

You can create a chart template for treatment recommendations and share it to the client via their profile. They’ll then get an email that you’ve shared a document with them, and your logo will show in the email (if you’ve uploaded it to Jane).

Those that have a clinic and the front desk checks people in… how do you know who has a co pay for the front desk to collect for the patient? Right now I am solo so I can keep tabs on all my patients and know who owes a co pay. But how do people in the clinic do it ? Does the front desk person have to arrive the patient then collect co pay? Or when the person comes in they click on them to see?

When you add an insurance policy to a patient's appointment, you can include those details in the insurance policy settings. When you arrive the patient, Jane will calculate the charges automatically.

I keep a stared note with payment information on each patient. If they are insurance this includes the type of insurance, copay amount, number of visit each year, deductible, coinsurance %’s with estimates of price per visit etc. Yes, if the insurance… See more

A colleague of mine is interested in trying Jane. I thought at one time there was a refer a friend option? Any idea?

I will PM you

Feature request to disable new online profiles. Everyone who is overwhelmed with long wait lists please go and vote for this feature request. I think this will mitigate a lot of client confusion going forward and help us practitioners run smoother businesses!

When I am on my phone - using safari - I cannot see or schedule for the other provider I have. Is there a place for me to turn this feature on? Or can i only schedule for myself on my phone?

You need to click Schedule instead of Day and then the Staff Today icon

I can get the staff…. But it’s difficult. I have to go through the steps several times to get it to work

Hi everyone. Does anyone know how I can check my schedule in Jane in a monthly view rather than in a weekly and daily view. Thank you

Maybe sync/integrate with Outlook or GCalendar?

Go to Reports —> Appointments —> filter for date range/practitioner etc… See more

Has anyone struggled with uploaded files disappearing out of patient files, charges for supplements disappearing out of ledgers, or subjectives disappearing from patient chart entries? We have been struggling with these things periodically and are starting to track dates and patient name so we can call Jane to discuss, but wondering if anyone else has seen this or knows a fix. Thanks! Jenny Hinderer

Sometimes my front office staff can't see uploaded files, even though they have the permissions and uploaded it themselves, but I can. And they'll re-sign in and they are there... I haven't looked into this issue though myself. I should because it is frustrating

Anne here - Jane occasionally glitches and things disappear. We clear the browser history and refresh Jane a few times and that usually takes care of the problem. Good luck!

Chiros that use Claim MD for medicare submissions. Has anyone had trouble linking their medicare info to claim MD account? I have tried numerous combinations of my PTAN # and NPI #(including personal PTAN/NPI and business PTAN/NPI) but Medicare keeps denying them.

It took me 4 submissions for two docs and the group. The keys are ONLY DO YOUR GROUP SET UP if you practice as a group. Make sure the “signature is EXACTLY what is registered with Medicare. I can’t remember which portal it was but I know I had to use t… See more

I got mine to go through after doing the claim.md training. Only issue for me is I have “no” for accept assignment and for some reason when it goes to claim.md it switches to “yes”. Claim.md said it’s a Jane issue.

Is there a way to edit a template that has already been created and used? I found a typo and there is some formatting that I want to change after using it for a bit. Thanks!

Anne here - you can edit a template at any time and the new one will replace the old one.

Hi all! I see clients in-person on Sundays only and the rest of the week is online.

Call the appointments in person therapy or online therapy and use tags to make them only show up in the appropriate shifts in your schedule.

Create in-person and online tags and apply them to each shift accordingly.

Can anyone tell me how to make superbills with autofilled CMT codes for a cash practice? Like it autofills all the codes when we create a statement just like it shows the date/ service/ dr / EIN, lic # etc

I don’t think there’s an automatic way. I keep the diagnosis codes for that care period started in Notes and then copy/paste it in the invoice before I charge the card on file and email the receipt.

Just hit the precious date in billing policy that already has cpt and dx and it copies it all on new date without typing anything. Also you can put dx and cpt in the insurance policy tab under custom“time of service” and it auto outs I. Appts as you cr… See more

Can you have Jane automatically pay staff based on income categories? If so, can you set weekly or Biweekly payments?

Does anyone do Corporate events? I would like to schedule the clients participating but not charge them for a group.

I wonder if you can bill it as a product?

Hey everyone! Welcome!

Welcome everyone!

We don't allow our clients to book appointments online. When we receive a new client referral from our company website, does Jane notify us of this?

should come through to the account email as an appt request

Has anyone had any luck with getting Jane to automatically check the “ok to send marketing email” button, or is everyone having to do it for each patient when they create a profile? A couple months ago, after some back & forth about anti spam laws, I was told by a rep, that they could do it but I would need to send Jane an email requesting it to be done. But now (a different) rep doesn’t know.

Go to your settings and you can opt everyone in yourself it’s super easy to do. Let me know if you want me to write out the steps - I’m away from my computer right now but I can do it when I get back.

Okay I was on my computer and found the steps:

add the secondary to their insurance profile, then you should be able to see it as an option in the appt view.

Wondering, as I look at myself in the video feed before starting a session, if Jane ever plans to incorporate a 'touch up my appearance' feature, like Zoom?

I vote for this!

I’d like to be able to blur the background also!

Is there a way to give a client a superbill with a month's worth of sessions on it? (Instead of a superbill for each session)

we just give them a statement for dates with dx and cpts under billing codes and never had a problem

You could send a batch but that’s it

How do I run a report on patients who haven’t been in the office in X number of months? Searched but I couldn’t find it.

Try reports, appointments, unscheduled patients

Need help with how to charge clients. I have group supervision planned today and the participants want to slipt the cost. So I created a group appointment but is there a way when you hit "Pay" to charge halp to one participant and half to the other? Both have entered their credit cards info already. Thanks

Set it up as a group with each participant paying a certain split amount, then you can charge them each an individual fee. That's how we do it.

Could another way be to add an adjustment to each member, e.g. 50% split fee?

I don’t believe it is. I find it goes alphabetical by first name in some places and last name in others (the last time I paid attention)

In the schedule settings you can select how you want them organized by first name or last name

Is there a way to require a specific appointment/class to be prepaid that is NOT just the first visit?

Yes! Unfortunately I don’t remember how but I had a setup call today and they definitely said that was possible!

Juliana Schewe-Jackson see Lara Katz's response

Does anyone use the platform, Heartbeat.chat, to build community with their clients? If so, how do you process payment - through Jane app or through Heartbeat? Thanks!

Out of curiosity, do you find Heartbeat works well for communities of clients? We’ve been looking at it!

Hi! I'm new to this group. I recently joined because I would be most grateful for some help in creating an online form. I’ve tried using the help but it doesn’t quite answer my questions.

Tell us what you want to do! Then we'll "translate" that into Jane speak! Its a pretty useful, skilled group.

Medicare workflow-- when you have a new DOI. Do you have to create an entirely new "policy"? If you edit the existing policy, it changes the DOI for all the prior appointments. If I make a new policy, will it save the date of initial appointment? How do I do this efficiently?

Hi! A former, and soon to be returning, patient asked me to change the email address we have for his profile. I did that and it was changed. I then noticed his old email address was still in the account for his login info. That's over in the area where the intake and consent forms are sent. It made me wonder if the forms are going to that email or if they'd go to the new one I changed in his profile. Is that login info (old email) simply the info he uses to access his a… See more

Login and email are different.

Is there a way to set just one appointment type (a class) to require pre-payment? Or a clever work-around?

I think its been asked and is being worked on (Although i cant find it in feature requests) but is there a timeline for when we’ll be able to give providers permission to add their own billing/dx codes without having access to all billing? Having to do this for 15 providers eats up so much admin time and mistakes are happening much more frequently then when we had another EHR that allowed this.

Exactly!! This needs to be done more than we need fancy online booking backgrounds

YES!

For anyone that does packages and uses superbills. PLEASE UPVOTE this on Jane so that we can be able to allow patients to pay in installments. I don't know if anyone else is frustrated with having to make mini packages, but it seems more of a headache to do these extra steps, and for us messes up our superbills.

I noticed a 2023 year end round up in the drop down on the right upper corner of Jane, which is showing up for all my practitioners, though not when I'm signed in (owner, not practitioner). This shows them how many discrete appointments they provided in the previous year. How can I access this "number of appointments" data? I can find monetary totals, but I don't see where to tally the number of appointments by practitioner.

bumping for visibility, please help!

Under reports you can run the client retention report, and just choose the date range for the full year. It will tell you how many appts each had as well as how many clients they saw.

Hello. We are looking to bring and MD in to our practice. We are wondering if any other clinics have an MD in the system. We would love to chat, we have lots of questions?

Following

So ive been trying to search these things like i normally do in the help section of jane but it’s all different now and it’s not great.

You can't do it on the reoccurring- but if their notes are visible to all staff it's easy to switch over.

Does anyone have a problem where the dx codes are being reordered by Jane? I usually put the most significant dx first and medicare requires a subluxation code first then the diagnosis. I used to duplicate notes and the codes and order would be the same. I noticed that the codes are being reordered since November. I would have to manually move them to the correct order.

Yes

I know some of you are using that 3rd party (can't remember the name of it) for secure messaging, etc. The cost of integrating that 3rd party seems really high. Those of you who are familiar with it, can you see it being beneficial for a sole practice?

I believe you’re talking about Trust Driven Care. Josh Satterlee or Rebecca Deyo may be able to chime in. I’m about to get rolling with it. I don’t think cash versus insurance matters, it works great for both.

I need help- ASAP! I have a Jane import scheduled for Wednesday. We’re coming over from chirotouch, and I’ve had a heck of a time getting data from chirotouch. Looking to chat with anyone who’s done this before. The best I could get from chirotouch was a bulk export of patient chart notes. Which originally Jane had told me that a bulk export was fine, assuming each chart note had a title across the top with the patient data. But now I find out through some Jane articles, that… See more

Does anything in this help?

Hey Chiros anyone else getting this glitch: when I copy previous insurance billing info to new visits, my 98941s are presenting with the number 98943 but the appropriate description for 98941. Not sure if this will translate to billing and give me a headache in a few weeks. Just noticed this yesterday.

I'm prepping for taxes and noticed that several invoice numbers are missing. For example, the billing reports will show details for invoice #1305 and then the next invoice created will be #1307. But no invoice #1306.

Maybe if a few invoices where grouped before submission. That would change/remove the invoice number? Not sure

Any deleted or made as a draft?

Anyone else interested in a dock health integration for task management, improved work flow, etc.? (https://dock.health/)

Ok so I have want to keep track of sessions related to third part billing. Questions:

If you have trouble trouble migrating from Juvonno to Jane let me know, I might be able to help.

Does Jane or anyone have a step-by-step PDF for instructions on how to book an appointment? I am hoping to share it to my very elderly clients.

following

Is there a way to get just a sales tax report? Under reports and billing summary I’m finding that it in includes sales tax, but is there one with sales tax on its own? Thanks!

Nope

Was loving Jane so far, but the inability to add multiple services to one appointment makes this system almost unusable.

You absolutely can. You click the arrow next to pay and add click add items. Obviously all of using Jane have to have this option.

The ability for add-on services for clients to schedule themselves during booking would be nice to have. That is a glaring missed feature.

Is there any way to use "fillable forms" as part of an "intake form" rather than configuring a questionnaire? I'd love to be able to have a new patient complete a formatted PDF form rather than answer a serial list of questions.

I don’t know the answer to the first part of your question , but we have uploaded our WCB physio reports to Jane and they can be opened up through the appointment screen and filled out in the PDF. Some information is preloaded such as patient name, claim number etc .

Hi this is my first tax season using Jane. What do you need to print out for your accountant?

You should ask your accountant what they need.

Also Damian Davis, its worth spending a few minutes with your accountant (if its the first time), giving them insight on how you make/collect $$$. Just an overview, but a good accountant can make suggestions along the way for you. And hopefully help yo… See more

Who is well-versed in using JaneApp for their bookkeeping needs? I am currently doing my bookkeeping using excel and cross-referencing to all of my banking statements. Somehow I think I am creating WAY more work for myself by not using all of the Jane offerings. Help!

Our bookkeeper said Jane wasn’t enough so she integrated it with Quickbooks but that may be practice dependent. It doesn’t track outgoing expenses though so that’s why need QB.

I handle accounting and tax prep for several clients with Jane. I use Quickbooks; however, you also have to be sure you’re using the right reports.

When a pt has Medicare primary and tricare secondary. I put in the 20% copay under the Medicare but then don’t put anything under the tricare part. Is that correct? And I don’t understand why it is putting in to bill Medicare the full amount and tricare the full amount. Shouldn’t it be Medicare full amount and then the 20% to tricare?

If you’re a chiropractor, tricare does not pay for services, I would not put this in.

Medicare always sends secondary claims to the secondary insurer. You will not have to do that. Patient will be the 20% of non-covered. Since it’s a new year, they will pay their deductible first for the spinal manipulation. Medicare doesn’t cover anyth… See more

Searched the archive before posting.

From my understanding, Jane is really picky with the integrations it allows (probably due to the sensitive information it handles). An integration with either of these platforms will likely take a looooooong time.

Jonathan Vestal did you get this sorted out?

1. Your best bet is to export the appointments report into excel and then make some pivot tables and/or slicers to filter the date ranges and/or appointment types you're interested in looking at. 2. under Billing, the Summary report is pretty good snap… See more

1. My doctor uses the "product performance report" to see the breakdown of services provided. The date range can be selected as well.

Hello! Are there only two credit card processors that integrate with jane? Their processor and stripe? Which do people prefer? Thank you!

Jane payments is stripe - there is only 1

I reached ouf go jane because I bought one and never use it. I asked if I could send it back but I'd sell it to you if you are interested in it! I've used it maybe 4 times in a year.

Is there any way to charge a deposit when manually booking a new client? I am collecting CC when booking clients but I just love when they give me a card with insufficient funds. I book clients manually alot with my marketer and could charge deposits through Stripe, but I'd rather collect it through Jane if I could..

That happens to me a lot, too, the insufficient funds issue.

You should just be able to go to Billing-->Payments-->Receive Payment--> then enter the amount you want and go ahead and charge the card. It will show up as a credit on their account just like someone who has booked online.

Our pediatric therapy clinic has a policy that states a client can reschedule an appointment only once. To restate: Initial appointments can be rebooked once without incurring a fee. Our clinical team is having a hard time tracking these. Any suggestions?

maybe add it to the no show options. ‘initial appt rebook $0’ and then they can filter no shows and see that. it will also show up in appts when filtering no show.

I would write it as a note on the appointment ‘no more reschedule options available’

Is there a way to setup automatic payments to charge when appointments happen and copays are due?

Nope. I collect at time of service

Hello, I am looking for a little bit of help. I have recently completed a new intake form for a new service that includes a bit of history and a signed consent

You’ll see the full completed form on the client profile towards the bottom right under “Online Intake Forms”. If it’s completed, it will show up there as a blue clickable link.

Is there a way to have an item where the price varies? I order blood work for patients often and the price changes depending on what labs we order. I have just been creating a new product each time basically, specific to them, but that is getting really annoying. Is there a better/less annoying way to do this?

Anne here - have you tried adding blood work as a product with a zero amount? You would still have to add the final amount once the client has been arrived, but it's pretty straightforward to add the fee in the invoice

On the dashboard, there are various metrics. Last seven days, last 30 days, last 90 days, last 365 days. But I don’t see a way of looking at this week alone or this month alone. I’m not interested in seeing the middle of the week to the middle of next week. Do you know if there’s a way of looking at those metrics on the dashboard or do I need to go to a specific report?

I think you have to run a report. Would love to see options on the dashboard. Surprised there isn’t a ‘today’ option also.

Does anyone know where those metrics come from because the Total Collected amount it lists is NOT the same for me as the Billing Summary, Sales by Staff Member, or Compensation reports.

I wish Jane had a clinic dashboard with the whole business stats where you can see a monthly breakdown

They do for clinic owners.

Third!

Does anyone else run into the issue of a patient’s co-insurance changing after you’ve uploaded the 835? Example, it will be recorded as “50%” and then after recording payment and everything when you go back and look it will say “50.01%”

Check “other” and type the reason in

The reason doesn’t show up on the email that the client receives. I believe the reason is just for internal reporting purposes.

I’m new here but has anyone ever brought up texting staff with a new appointment ?. We work by appointment only and we have to constantly check our calendars .

You can set it to email you each time an appointment is booked.

If the issue is the amount of notice you can set your schedule up to have a buffer time, I.e. you can’t book online within 6 hours of appointment start or whatever you want it to be

For this week's Community Office Hours, Brooke and I delved into some more of your questions. This week we chatted about:

Hi! I'm new to this group. I recently joined because I started my practicum in January. I plan to open a private practice in September and there is no time like the present to familiarize myself with the Jane App

Does anyone know what Jane uses for their video API?

Hey Jordan. How are things going for you so far this week? I know the support team and technical team are just catching up on things, so I’m hopeful they should be in touch again soon.

Hey Caitlin Turner, so we tried this and it's been a nightmare! About half of our sessions yesterday were a bust and we had to move clients and therapists onto individual Zoom links. I reached out to support multiple times but haven't gotten anything h… See more

Hello! My staff member has "practitioner (limited)" permissions set up in Jane for them to only see their own schedule and client profiles with whom they have had an appointment with. I want to share one client profile with this staff member. Is there a way for me to do so without booking this client an appointment in their calendar?

No. Jane doesn't have individual permissions yet unfortunately. They told us when you book an appt there is a 3 minute window before it gets sent to the client, so you can book an appt so the clinician has access and then delete it, I think.

Could you book an appointment in the past? It won’t alert the patient but then she could have access to the chart?

hello, I am new to Jane. I am currently working on setting up the CMTO special area consent form. I would like to set it up so that the patient is completing it with me during the appointment. I have tried a few ways: if I set it up as a separate intake form all the profile tabs go with it (making it a 3 step process). If I set it up as a survey then it will go in as a separate chart entry -so it will clutter up my chart entries as there will likely be one filled out at each… See more

Is there a way to schedule an ongoing appointment? Meaning every week at the same day and time - indefinitely?

When on the booking side panel, click the arrows to the right of “copy”

Yes, you can recur appts. Once you book the first one go into the side panel by where it says copy and hit more... then you can recur

I don’t love that ANY staff can print patient files (from anywhere) and you cannot dissable that function. This was an incidently nightmare to deal with tbh…wasn’t too happy with Jane about this one. Can something be done about this?

Can you elaborate? I assume you’ve looked at staff member settings and their permissions for staff member type. Are you referring to how Jane is website based and can be logged in from any device or that all staff have access to all other staff charts?… See more

Not sure what country you are in but in UK if a staff member takes patient info and puts it somewhere else other than the program or device it is meant to be in then that is a GDPR data breach. That needs to be reported to the ICO and both you the data… See more

Does anybody know how to book the patient for numbing so that you can allow better double booking?

Numbing?

Is there a way to add an additional contact/email address to an account, then be able to send an email to both contacts separately?

Yes, by using the relationships feature. You can select what types of emails you want sen to the cc i.e. the relationship

Curious if people are using a digital intake form/template for taking phone in new or reactivating practice members?

Anne here - you can create an online template in the Settings area of the dashboard (at the top of the schedule view) > Forms and Surveys. Once an intake form has been created it will send automatically to new clients when they've been booked. You can … See more

Digital forms are a must these days. lol . Super convenient. There are tutorials on the help guide on how to do this. Best of all is it will integrate nicely into patient files. … See more

Parents of an adult son reached out recently for a psychotherapy consult (son not ready at this time). I noted I could provide support for parents. Looks like they’ve created a profile in the son’s name. Has anyone else had this occur? Just wondering how to fix this. Thanks everyone!

Yes, we either just rename the account to the parent or make a separate account for the parent and reschedule the appointment under there. And then explain what and why you did so the parent doesn't change it back lol

You can rename the account in the parent name. I would also reach out to let them know that the change has been made and that you would be happy to create a profile for their son in the future if he consents or seeks treatment on his own. I love Jane b… See more

Is there anything planned to be able to give a time frame vs just a visit number for the treatment plan? Some disciplines need to operate in both parameters for insurance requirements so it would be awesome to be able to include that too! Thanks so muc… See more

Nominating a box for authorization information (date range / auth # ... number of visits is already there) - This helps other staff members to be able to view and see how many visits left of if the auth will expire etc.

Hello all! [xposted] Online booking question - I use Jane for my private psychotherapy practice and I have online booking enabled for clients. I’m raising my rates for new people but keeping my old rate for existing clients. I’d like people to be able to book online but I don’t want to advertise that clients are paying different rates. Other practice management platforms have the option of booking links for specific appointment types. I can’t seem to find this in Jane. Is th… See more

I'm in private as well and I raised the official rate for new people and then created a discount for my current clients that I applied to each of their accounts. So if they're looking they will see that they're getting the discount but new people won't… See more

You’ll want to create an “adjustment” in the settings for the existing client rate and then you can add that as a default adjustment to the existing clients’ profiles. So have online booking show your new rates, then when you are billing for your exist… See more

Any IV infusion, TRT, weight loss clinics on here? I am looking to sign up. Anything you would do differently if you knew ahead of time? Does Jane meet all of your needs, especially when it comes to recurring monthly membership? I plan to use Jane for payments also. Thank you so much for any advice!

I have consulted with naturopaths and generally speaking I advise against Jane as they are not well adept at pcp services. If you'd like to know the service I would recommend for this, feel free to DM me.

I just purchased a scanner from Amazon to scan.

Can you add screenshots of the purchases and payments sections in billing?

And was it marked arrived for all 4 appointments?

Both assessments and treatments are within the majority of medical professional scope of practice. So if an actual assessment was completed, then that means the person now has a medical record. That record is kept according to the rules of your college, or governing body.

Also a counsellor… I take some notes and keep them on file.. sometimes those people come back down the road. But I don’t think you strictly have to keep them in this scenario.

Just got Jane and am wondering what device people use to take their notes/chart? Don't want to buy anything crazy since we will only use the device for Jane and I will need to get multiple of them. All suggestions welcome!

I use a Chromebook because I chart in a more narrative style and type a lot.

MacBook Pro!

Hi everyone!

Try going into the insurance policy. Clicking all the appointments you want to group together (they should turn blue) and then 3 yellow buttons will pop up at the top of the list, one of which is “Group Selected”. Click on that and they will all go together.

Did you ever figure this out? I have a patient asking for a similar comprehensive invoice.

Is there a way for the discount amount to show up on an invoice? I see that it lists that there is an adjustment, but doesn't show how much, which is a bit irritating.

I believe you input your own discount. Then it will show up on your invoice. Is that what you mean?

Hi all, I'd like to be able to send multiple "surveys" (e.g. PHQ & the GAD). I can send them one at a time, but I'd rather a client only get one email/text with multiple questionnaires within that. I've tried searching this site and the guide site. I'm sure it's an easy thing, I simply can't find it!

Following. I have same needs.

I set up an intake form with multiple surveys within it. Then I set up another one and named it “exit surveys.” It took a little while to set up but now I just click once and send them to anyone.

Jane App Clinic Software can we get a new password please?

Jane App Clinic Software Good morning! I’m haven’t signed up just yet for Jane and don’t have access to the Need Help button. I’m trying to learn as much as possible before we switch over to Jane in a few weeks. May I please have the new password for t… See more

You should have gotten a link to download a form from Stripe. Check with Jane if you didn't/lost it.

You can see all the fees charged in the "Jane Payments Transactions" report. But I believe stripe also provides a tax form with all of the information

Not sure if this answers your question but I just hit Windows key and h and then the microphone pops up and I dictate away

Do you know if dictation is pipeda compliant? I haven’t really found anything clear that states it is.

Hi! Whenever I try to use PhysiTrack directly from a patient acocunt, the link redirects me to my practice booking site which I find strange. Does anyone else have this issue? Here's what I'm doing:

Can't offer a fix yet but this happens daily to me but resolves after repeating the pattern and with any other patients that day. It was not happening last year and early this year. Same thing happens if you switch devices (desktop, ipad, laptop). Woul… See more

Yep. Just go back and re-click it.

You can go to each staff member’s profile and look up their charts, sorting by state (choose draft).

I have a paper folder for each of my patients with their exercise logs and keep track on the number of visits and POC faxed on the front of the folder. I am looking into changing the name of each daily note as I write it labeling them as 1,2,3 etc. I a… See more

Had a great demo of Trust Driven Care this week, Josh is great. If you’re looking for a tool to compliment Jane definitely check it out. It currently integrates with Jane as well. It’s more than just a messaging platform and crm tool. It syncs all your messages from all platforms into one. Can manage your social media posts and even does reporting you need to get a pulse of your business, etc etc the list goes on. As someone who’s a big advocate of technology supporting medic… See more

Does it integrate with Jane?

Interesting that they have some sort of API integration with Jane since Jane doesn’t have an open API (…right?). Hmm!

Selling brand new Jane terminal. Still in the box for $120, normal price is $239. Decided to go in a different direction, the only reason I am selling it. Will ship anywhere in the US. PM me for details

Interested!

Interested had it sold yet?

Hey Admins, please delete if not appropriate.

Thank you, they have been driving me nuts all weekend!

MVP post of the week right here.

They are looking into a fax integration but I don’t know which companies are contenders

That would be awesome! Love srfax!!

I'm about 50% of the way through setting up our Jane App account for a therapy practice. Our goal for using Jane app was to make scheduling easier but since Google created the appointment schedule feature WITH Stripe integration of it's own I am questioning why I would continue down this path. Especially because the 'training' all the members of our practice to use a new tool seems daunting when they already have a great system in place for using Google Calendar and this new … See more

The additional features of Jane are worth it IMHO. Entirely digital patient files, reporting (even though there is work needed in that area), their training demos are spectacular, the changes they implement based on client feedback is amazing, and taki… See more

Andrea Noel Ames I am looking at Jane for my therapy practice for the scheduling component. We use Google calendars internally for rooms and Acuity for therapy appointments. Jane seems like it has a better search feature when trying to schedule across… See more

I’m in Apex!

Raleigh

I am looking for some help. I own an IV hydration business. I have hired a nurse and created her new staff profile. I want her to be able to book appointments, chart patients, and collect payments. I don't want my staff to have access to any of Jane's financial reports for my business. It seems this doesn't exist in the staff section. Maybe I am reading my options wrong.

I would like that, too!!! I feel like this is VERY important and I seriously don't understand why it's like this.

oh wow, that's frustrating!! I didn't realize that. I am new to Jane myself....

Following, I’m hesitant to send one out for that reason as well.

Great question and from my experience in sending these multiple times through the years I've been with Jane App, the mass emails rarely end up in spam folders. Especially since, in oder to receive them, patients need to have an account with Jane App, I… See more

Does anyone know if there's a place to enter clinic supplies? I have a medical Aesthetic business and would like to enter back bar items that cost money but we do not sell

Can you add the items under products but not sell them? Is that what you're thinking of?

Check into Olympus Billing in California. Not sure of the rate but it’s about 3% to 6% based on what you negotiate.

Cortney has done billing seminars with jane, they are based out of Portland but I work in Vancouver, WA. All done remotely. Reason able rates.

I don’t think so….thats why they make you spell DELETE in all caps before you do it

I am in NJ, aesthetics .

Yes, group psychotherapy practice!

I’m interested. Should I DM you?

What’s the benefit of the card processor? When I have patients/clients fill out the online paperwork it requires a cc on file. Just curious as what the benefits is to having one?

hi there, is it possible to add a practitioner with their very own bank infomation/account in jane?

I can’t speak to them bringing over their own independent Jane account/data, but we also have the setup you described and have set up each clinician as a unique “location” under one Jane account. They each receive payments to their respective bank acco… See more

You can have everyone at the same location and all separate banking information. We use stripe and each practitioner has their own stripe account and it goes directly into their bank account.

I currently uae Office Ally. Thinking is switching to claim MD Can anyone share the process ?

Saw that. Hoping to hear from someone who switched

I just switched. What kind of questions do you have? There wasn’t much of a “process” aside from creating your account/uploading pertinent information because I wasn’t uploading patient information into claim md bc it all comes from Jane. There is a bi… See more

When a patient cancels and you want to send a reminder email to reschedule what is the best way to do this? I want to send the email a week after they cancelled to remind them to call us not right when they canceled.

Scroll down to Return Visit Reminders, select the date you want to send an email to them. You can also fill in the Practitioner, date and type of appointment.

I do this right away. If you cancel, it should pop up to send a reminder.

F

Go to filters and choose all. Then you can save as one pdf

Is anybody else struggling with the new Jane AI? Not once have I received an appropriate answer to my question. Is it just me?

Im actually realllly finding it helpful. I tend to just enter keywords, rather than questions, and it creates great responses. I find using it this way more helpful than searching the Jane Guide directly.

I agree with keywords over questions. I first tried a question like on chat gtp, etc. and got nothing, but then just using basic keywords I got a clear answer. Haven't used it much yet though.

Not sure what profession you are, but for chiropractors, at least in Ontario, the patient can’t sign the consent form until they’ve met with the chiropractor - informed consent, they’ve had the ability to answer any questions after their diagnosis and … See more

We set up profiles for the parent and the child. This allows both accounts to receive notifications and intake forms, and if a payment method is being stored, it can be placed in the parents account with permissions setting turned on.

A previous (female) patient has changed their gender identity from female to a non-binary name. Whilst I need to keep their original medical notes under their original (female) name, do I now register their new non-binary name under 'preferred name' and if so, do their reminders subsequently go out as their 'preferred name' or their original 'first name'? Thanks.

Ask them what they would like. But if they want it so, yes preferred name and reminders and everything ideally under preferred name.

If they are using insurance then make sure legal name is in there - if they are self pay and want to be called a different name you can change the first name or preferred name - notes will stay name will change - if you have a preferred name in jane al… See more

Hello, I’m new to Jane and will be using for insurance claim submission. I currently use Office Ally but I’m considering changing to Claim.MD? For those a few using claim.MD- are you happy with it? Would you recommend?

Do it! Claim MDs integration with Jane is so great. I can submit billing claims from my phone if needed.

Love claimMD

Is anyone a sole provider with just one NPI, an individual and not a group trying to bill Triwest with EDI files? I would love to know how you worked around the NPI issue that I seem to keep getting - rejected files due to NPI Billing matching the Rendering, and there is no way for me to not include a rendering NPI through the Staff Billing settings. Any tips? I haven't been able to submit claims for the entire month so far.

I would advise you to create a group NPI on nppes.cms.hhs.gov

Triwest used to be associated with the Veteran's Administration. Does this post have anything to do with trying to bill for a veteran?

Hello all! For those who use a chromebook for patients to use for filling out their intake forms, did you create a second google account for this purpose to keep you own info private? I know jane has a guest mode for filling out the intake, but not sure if google does, or if I have to create a second account. Internet search is not giving me a definite answer on this. I purchased a separate chromebook that will only be used for this purpose. Thanks!

Hmm ... Not sure what google has to do with any of it? The few times I've needed clients to fill out their intake form in the office bc they hadn't done it online, I click the button that says for the client to fill it out, and hand it to them. There's… See more

I use a different browser (edge) for patient use instead of chrome so they don't have access to saved passwords if more tabs get opened accidentally or on purpose. Also does not save my autofills

2 weird questions today...

2) I create a chart template with all the resources included, add that template to the client’s chart and then click visible to patient.

You could also upload a PDF of your resources or your access instructions to Files under the patient profile (and not use the Chart area. After selecting the relevant file, but before clicking Save, scroll down to the bottom of the Files sidebar and se… See more

Can we get some love for this request? Shared packages !! https://janeapp.canny.io/feature.../p/family-shared-packages Currently the workaround is to use gift cards, but this messes up reports and invoices and adds unnecessary accounting and admin time.… See more

PLEASEEEEEEEEEE

WE NEED THIS PLEASE!!!

Online booking question: What am I missing to prompt parents to reschedule when they cancel online? Also- does it charge a deposit for rescheduling?

So many patients just re-book using the website. In order to do a proper reschedule, they need to go to their account, click the visit specifically, click the drop down, then click reschedule

Hello! Canadian PT clinic here. I changed my rates for 2024 and just happened to check my schedules for Dec 2023…and they had all 2024 rates. As this messes with accurate sales / compensation numbers I was quite surprised. Am I missing something? Is there a way to “close off” a date range for rates? I found a work around, but it’s a pain. Any tricks would be appreciated. Thanks in advance!

Following. Same thing happens btw if you change your associates/clinicians compensation percentages/splits, it automatically changes all their previous compensation report data, which I think is totally not good at all as it’s inaccurate.

I had to make all new sessions with the updated prices. It took a long time for what should have been an ‘easy fix’ I hope you find a quicker way of updating your prices…

Good morning. Anyone know how I can co-sign a note when the other clinician is not yet credentialed

Not sure if you’re in chiropractic, but if they’re not credentialed they can’t see patients so definitely something to be mindful of!

For my COTAs, we have them sign/type their name at the bottom of the completed note. Instead of using the blue “sign” button, the COTA clicks the settings button then change author and types in the co-signers name. Then the co-signer reviews and signs … See more

Can you prompt an intake form to be sent at the time of booking, rather then 24 hours prior to appointment..thank you

It’s my experience that the welcome email when they book has the link to their intake paperwork. Unless it’s changed?

OK perfect thanks...we never changed settings so I assume it's going out at the time of booking...patients are just not completing them is all which is painful to track down and ensure they complete it..anyone have trucks to ensure they get it done..ma… See more

Are clients/patients able to upload files onto Jane ? I know on the clinician side we can upload and share docs with clients . Thanks!

Hm I do not know, but I would love a feature like this!

This has nothing to do with Jane so I'll remove the post if it's against the group rules. Asking here bc I know a lot of you are DCs Does anyone use OsiriX to view radiographs on Mac? I cannot figure out how to use the Cobb angle. Any help is greatly appreciated.

Hi Kevin! Not against the rules. This group is for our community to chat about anything and everything health and wellness practitioners, clinic owners and staff need to run their businesses. It doesn't have to be about Jane.

Nick Meier Magen Henry not sure if either of you have any insight to share on this?

First let me say I love most things about Jane but does anyone else dislike the way it amends a note? Is there a better way to edit a mistake as simple as a grammatical or spelling error? I understand it needs to be documented somehow that it was altered after being signed but it makes for a redundant and ugly note if you go back to fix something.

I usually just duplicate the note and fix it and delete the original one with the mistake. Depending on the time frame of when I originally wrote it. (If it’s the same day) vs. If it’s a different day I’ll just amend it within the original note.

Do you guys know where I can go to put in for Jane to change this?

I currently have 90 min appointment options that I am discontinuing in March. I want to take them off the online booking option BUT want the current people who are booked in for a 90 to still be able to reschedule before March if needed via the online schedule. How should I reflect this? Different shifts starting in March without 90 being an option?

Yes you’ll want to create a tag for your 90 min appt and tag it in your shifts only up until March. That way, when someone clicks on a 90 minute appt in online booking, they won’t be able to schedule that appt from March onwards. Just a note too- if yo… See more

I am considering discontinuing my 90 minute appointment option as well… I’ve tried playing with all the options but it is leaving big gaps all over my schedule (does anyone have a solution to this ?)

Can you just set a filter/rule?

I have the same issue! My CPA is going to make me a loom video on how to fix it. I’ll see if I can share it once I receive it

My work around for this is to take money as credit and then charge the correct amount for each treatment. That correct amount will be reflected in the super bill. Call Jane. They will walk you through it.

NY chiro: Is there a way to check the total number of claims submitted in Jane? We tried to look under "Claim Submissions" and then "Submitted", but the number we are getting is under the number of claims we are submitting in a day. Thanks!

Is anyone else experiencing a tons of issues with Jane video this week?

Interesting thanks all. Here’s hoping they see what the issue is soon…

Glad it's not just us. Thanks for looking into it Caitlin! It's impacted about 25% of our sessions this week, so whatever going is very major. I've bought more of our healthcare compliant Zoom accounts just to cover us when issues come up. Blargh.

Hey there Community! Keeping clinics clean and organized is more than just a task – it's an art – and we'd love to hear your success stories! Have you created a revolutionary cleaning system, found a life-changing product, or stumbled upon a TikTok organizational hack you can’t live without? Big or small, we want to hear what has changed your clinic life when it comes to keeping your space clean, efficient, and organized . Drop your tips, tricks, and success stories below!… See more

Yes! Same short cut as word doc. I think control z

Hello. We are looking to sale our Jane terminal. We ended up going a different route. Jane told us that they could not do a refund. Would anyone be interested in purchasing ours? It has never been used.

What other route did you go with if you don't mind me asking- you can pm me too

Cost?

Hey everyone. So one of my clients canceled her appointment last minute today so I charged her the "no show" fees and produced an 'administrative fees' receipt. However, she changed her mind and was able to come. How do I change the status of the client to "Arrived" in order to reproduce a proper receipt for psychotherapy charges in order for her to get reimbursed by insurance??? Thx

Unapply the payment in billing. Then Un-noshow. Then Arrive and bill acordingly (apply payment + charge reminder if the no show fee was different)

I’ve tried searching but does anyone know how to create this pop up when a client books an appt? I’m continuing to have 3-5 last min cancellations per week and hardly anyone respects the policy. I’ve had it written into their wellness screening emailed out 48 hrs beforehand but not everyone fills that out either.

We’re in the process of switching over to Jane. We have so many cancellations or no shows. People don’t understand that therapists don’t get paid if you don’t show up. I’d love to do cancellation fees but many of our clients are Medicaid so we probably… See more

Do you enforce your cancellation policy?

When creating a PDF of a chart note is it possible to have a different logo for a different location? Does anybody know how to do this if it is possible thanks.

Is there a spot to enter the out of pocket maximum in the insurance tab? I know there is a spot for how much you can bill insurance/how much they will pay, but I am not seeing this. TIA.

No.

Hi guys. New here.

I want to make sure I am understanding correctly. For example, you are billing $100 but the insurance company is saying the allowed amount is $75 and they are paying only $50 ?

Do you have the insurance plan or the basic?

Is there a way to make certain sections of a chart automatically populate to multiple charts (for each individual client)? If that exact same section is in other charts. Ie. chief complaints.

I want that feature too!

For right now, you can pin the chief complaint section from the initial chart to always show at the top of the clients chart page.

Hi all! If I want to change ICD10 codes for a Medicare patient for 2 or more previous visits, is there a way to change it once and apply to multiple visits? Or do I need to go in and change each visit? FYI: We switched to JANE in Oct and I do not have all the codes quite right for Medicare HCFAs and we want to bill out soon, so trying to double check these and fix as needed but without editing each individual visit. TIA!!!

you will have to change each visit. remove policy with old codes then reattach policy after you’ve update codes in billing section.

I'm hoping jane one day comes up with a 1 button SALT option so you don't have to keep re typing codes

If I manually create a profile for a client and book their appointments, will they still get appointment reminders or do they themselves have to create an account first?

Yes, they will as long as you have those options selected (email notifications and text message notifications).

Is there a way to auto-send a membership/gift card expiration email/sms before it ends?

following

We switched from SP to Jane in Oct. so far it’s been a very mixed bag. SP does incredibly well automating everything: auto billing, sending intake paperwork, auto superbills. We had to do absolutely nothing day to day other than schedule appt and enter… See more

Hello, our practice just switched over from ChiroTouch to Jane at the first of the year. I have ETF payments that need to be split between both softwares because it has dates of service are from both December and January. Is there a way to manually enter the ETF payment without it being recorded as a "check" for the dates of service in January.

We have this same issue, so I manually post the payments for Chirotouch and mark them as reviewed in Jane.

If I have a patient on a monthly membership and then I add a credit to their account, will it automatically pull the credit to go towards their monthly membership?

no

I duplicate last notes for most of my clients. Can I do that from the appointment or will i need to link them to appointments?

Is there a report to generate for sales tax reporting purposes? We file our own and I don't see an easy generated report. Thanks.

Reports > summary > set the date range > scroll down to the tax section

Getting a lot of requests at this time of year for last year's statements/receipts. Found this feature request and I think it needs some votes!

I had a patient schedule yesturday i cancelled him that evening as i told him he needed forms online completed and they were not he rebooked today and finished forms he booked online again 10 pm last night this morning he messaged saying he has to cancel emergency work situation out of town. Would you charge or warning

I’m not sure why you cancelled him because his forms weren’t complete? If someone shows up with incomplete forms I get them to fill them out in the waiting room and it cuts into their treatment time.… See more

What if you charge and just let him know if he comes in within 7 days the credit will go towards the visit.

How do you manually create a deposit to hold a new patient appointment if they schedule by phone?

set hold fee up as a product. or you can go to their profile and click receive payment, and that will add a credit to acct.

I was looking at some research that I thought was interesting about Online Scheduling.

This explains so much!

Sms reminders...I messages in their profile it says sent..is there a way to tell if they actually read it? The emails say opened so wondering if the answer would say opened. Thank you

Emails can be tracked which is how you get that information.

Is there a way to put the diagnosis code in and it stays on patients info? we have to re enter the icd 10's each time we make the new appointment thanks

are you using insurance?

Since you have the insurance version, you just have to click "add policy" on the side bar in the insurance info section. Then you can copy the codes from the previous visit.

We are a mental health therapy practice in Ontario and we will be starting with our first MSW Placement Student. I would like to develop an Intake Form to outline what it means to work with a Placement Student Therapist where we outline the supervision that will be provided, access to chart notes by the supervisor, that coverage of fees will be determined by their Insurance Provider, etc. I checked the Template Library and I couldn't find anything like this. Does anyone ha… See more

You could just make your own as well.

Did you make your own template for this or find a solution?

Question to those who sync your calendar with Google calendar.

This is normal. Google doesn’t regularly sync across.

I only book in Jane and have it synced to my Google calendar more as an FYI that shows up alongside my personal calendar so that when I glance at my Google calendar I get an idea of whose coming in that morning, but I don’t rely on that to be correct. … See more

I would love to see the a Monthly view

Yes that would make my life a lot easier!

Happy Wednesday everyone! I am new to Jane and in the process of switching over! My fellow massage therapy clinics/rmt's - I am wondering how do you do your charting? On your own phone? Or do you have a tablet/laptop at the space that everyone uses between rmt's, or are you provided with your own by your employer? When clients come in, how do they fill out an intake in person at your space - iPad, tablet? Any suggestions/feedback would be greatly appreciated!… See more

Has anyone used, or is using, the Clinic Sites integration with Jane? If so, can you share your thoughts and provide some feedback?

We are integrated with ClinicSites! Highly recommended! They helped us get our website designed/launched as well as tweaking the integration with Jane. Worked with us step-by-step to ensure the both the website and the integration fit our needs like a … See more

Myovision for sale. Thermography and EMG wireless. Awesome for retention and re-exams. 3500.

How much?

Any way to change the wording on the email that is sent when a wait list appointment is sent? Patients think that the appointment date/time is reserved for them when they have to log into their account and click and select it. They don’t realize it’s sent to other people on the list and it’s first come first serve. It’s been a real frustration! People will email back saying “ perfect I’ll take it” while the other people on the wait list will click and book that appointment. T… See more

When I contacted Jane App Jane App Clinic Software, I was told that there is not currently any way for us to change this wording. We have had many upset patients thinking they were booked when they weren’t.

I agree. This is frustrating! It would be great if there was a fix. In the meantime, is this something your clients could be made aware of in their intake process? I was thinking you could also add your wording to the banner on your booking page so tha… See more

I don't think this is possible but... if there a way to set 2 different compensation rates for Practitioners? For example, 40% for the first 50 patients per month, 45% for over that? Thanks

I know there has been a lot of talk about needing/wanting a CRM with two way texting.

$297 a month?

I spoke to a Jane representative, who told me trust driven care is not integrating with Jane. They have no information about that. However, the rep did say it is possible some programs may have chrome extensions or buildings that will work in some fash… See more

Here’s what I’m thinking ….

We put it all in files and add X-rays to the chart and save by date then what it is 2024 Jan23 xray for example.

Hello, New User here.

We need this feature!

We definitely need this!!

Need help on itimized billing as a CLT massage therapist. What codes do I use for an hour session and where do I input them? Having clients that need to submit for reimbursement. I am a private cash pay practice and have an NPI number. Thank you

It is a Superbill (easily searchable in Help). Jane does this very well.

If a client attended a session and has an amount owing but I don't want them to pay, how do I erase that amount owing?

I use a pro Bono adjustment, or we use the "write off" option.

Is there a limitation with utilizing the write off option? A time limitation or dollar threshold? I’ve gotten so many differing options…figured I’d throw it out to the group for any kind of consensus

It doesn’t integrate but spruce is very easy to use

I use spruce and love it (3 PTs and very part time customer care admin). It doesn’t integrate with Jane though

Can 2 people login to a jane video appointment? If so, do I need to do something specific to allow that? Thanks!

You would need group capabilities, no? Curious to know the answer!

Yes. You need the Group function activated on your account. Last time I checked it was $15 per practitioner.

Juvonno to Jane Hi! Our clinic is currently using Juvonno and we are looking to switch to Jane. It would be so helpful for us to hear about other users who have imported from Juvonno to Jane. Thank you so much for sharing your experiences with us!

I did a transfer from Juvonno and the only thing that was an issue was exporting all client session notes/ forms. We weren’t able to mass export and had to do it client by client (their customer service was also the absolute worst and completely unhelp… See more

We switched from Juvonno to Jane. (Juvonno is horrendous) We are still trying to get our patient charts and they want to charge $2500.00 or we have to pay them $29.00 each month to store them. To be continued as it is ridiculous

Hello, Multidisciplinary clinic owner in Canada (ON)- how do you set up charts visibility for your providers? Especially, if not all of them are registered health providers?

When using treatment plans, and setting the number of appointments, when I put items in there, I may have an exam that I did on the same day as a treatment, and those are two separate notes. The system counts that as two separate items, and not as one appointment. Am I doing something wrong?

wondering if there is a way I can create a discount code for clients to enter when booking their session (Ie 25% off using code xxx)

There are adjustment codes you can apply during payment. You can set them to what you’d like them to be. I’m not sure about codes clients would apply.

I wish this feature existed like it does in others!!! Then, too, if they had "coupon codes" or "gift certificate codes" they could be applied during booking. It would be sooooooo helpful. I miss that feature from my former system.

Settings > Integrations

ClaimMD is awesome

Hi! I see patients every half hour (top of the hour or bottom) but I now have another provider who has services ranging from 30-45 mins.

I asked Jane about this in a phone call last week. Their answer was “at this time, only one schedule grid per practice/account”. They are aware that we would like to be able to utilize different schedules grids for different disciplines. Maybe they’ll have an update soon.

I searched Help/AI and could not find how to easily resend a patient appointment confirmation notice. Is there an easy way? Thanks.

Anne here - in the client's account area > on the R side where it shows appointments >click on email and they will be sent automatically

Intake Form help, please! I cannot figure out how to stop Intake Forms from being randomly sent out to clients. There does not seem to be a rhyme or reason. Most clients receiving the email reminders have already completed a form and are being asked to do it again, some are being sent three, four, even 5 reminder emails. I have the settings set to 'send manually', I have not changed these settings for years, and this issue seems only to be occurring in the past few weeks. It … See more

Change the drop down of who to send to…”specific program” and don’t check any of them

also there’s a drop down menu option. change it from “automatically send” (which is the default setting) & switch it to the “manually send”

Is there a way after you complete a remit to auto populate all the invoices that are due from that EOB?

full script integration: if i have multiple providers, do I need to set up a separate provider account in fullscript as well as jane? Thank you!

Anthem in Indiana question: Switching from Trizetto to Claim.MD. In Trizetto we billed Anthem with payer ID 00715, in Claim.MD they are saying 00630. Anyone gone through this?

Hello, Does anyone know why patient names are blurred in the schedule? This only happens on the phone app and the Jane website is all fine. If this is only me, anyone know how I can undo this (whatever this function is) and go back to the normal mode? Thank you

It's "Privacy Mode" On a phone ... Click on your name; under the drop down menu, select "Enable Privacy" (to Disable it lol). In Jane on Mac/PC ...Shift-P to Enable/Disable

privacy setting. click your name in the upper right corner, and click disable privacy

Hi. I do a lot of google advertising. Does anyone know how i can add my google reviews to my google ad as extension? Adding images, google maps? I noticed some have it and i dont. thought i would ask community. i know how to set up ads but not that part

Following

For those commenting “F” or “following”, try this:

Hey team. I am SOOOO behind and in transferring my paper and pen process notes to progress notes in Jane . I’m wondering if anyone uses a tablet app with stylus to write in and then easily just move it into the Jane app within the tablet ?

So with your paper notes, are you scanning them in? Thst would be a fast solution.

Love this - files save as PDFs which are easy to upload to Jane charts https://remarkable.com/?gad_source=1...

This time of year is usually slow and this year seems worse than usual. Any chiropractors or acupuncturists have any marketing or deal suggestions to reactivate some old patients?

I can send you my marketing guy’s info. Super affordable, and his efforts has caused my office to be crazy busy.

Look up Angus Pyke. He's a chiro in Australia and has a whole coaching and mentorship program about marketing and reactivation calls. It's been really great for our practice. I'm a CA and I've been calling about 20 members a day touching base. Some wil… See more

Recently I’ve noticed people booking online have appointments starting at weird times,like 4:05. My appointments have always started on the quarter hour, ie, x:00; x:15; x:30; x:45.

How long are your treatment lengths?

What do you have set for time before or after the appt?

Hey there! 2 questions here.

sign up through mail chimp and integrate with jane. all emails will be built in mc. use biz email when you sign up.

We’ve just tried for the second time to use Jane terminal and are having problems. The first time it didn’t work was because our Internet wasn’t good enough and now we’ve increased our Internet and have a different machine (still Jane) and it worked for a day and a half and now it won’t connect with JaneApp at all. Internet is at 100% showing all bars but we keep getting a red bar across the top of our computer screen saying that the terminal is not communicating I’ve been on… See more

That problem cleared up when I ordered a dedicated IP from my internet provider. It cost an additional $30 per month. Your internet uses several IPs at a time and your terminal sees your machine as being on another network and so refuses to connect.

I just had this issue. I just went back and hit pay until it connected and came up on the terminal. I think there’s just a lag sometimes

Hey! Wonder if anyone has had this issue: Jane messages are not getting through to the client even though they were a year ago with same email. Now all email messages say “complaint” instead of “sent” or “delivered” I can’t even send the verify email message because it won’t send, can’t send invoice, reminders etc. Client’s email works fine otherwise is just with Jane. I have messaged support but so far nothing back. Thanks in advance

If it says complaint, patient has flagged your email as spam.

And you have to get permission from patient in writing for Jane to unblock at their end.

Love the card on file, I can run payment smoothly and parents especially like it for when their children come in without them. Our book keeper likes that the fees are debited each transaction vs one big one every month.

I dont like the fee's. It seems like I am paying a butt load more. I have the Jane payment because it's the only way to get the membership to work out. I am thinking about just charging my square during the day and just keeping the Jane payments for membership.

Do you have a team? Do you want every team member to be a "True Believer" in what you are doing? (Not just go through the motions every day....)

That was good! And I needed it. Great ideas and motivating. Thanks for posting!

This sounds like something someone who gets paid to give talks to managers came up with and not someone who WORKS as their job. If you have enough free time to write a newsletter to your staff EVERY WEEK, then chances are you have other more important … See more

People pay with their phones via the Jane Terminal if that's what you mean.

It automatically took Apple Pay from the beginning, I didn’t have to set anything up in that regard

Does anyone keep a few paper copies of the intake paperwork? I’d like to have a few in hard copy in case computer not cooperating. Where/what is best way to print that? Thanks!

I actually suggested to my office to have 3-5 copies, printed on card stock and laminated so you can erase the info once it’s inputted but reduce paper use.

laminated is definitely the way to go - I used to do this for outcome measures when i worked mobile.

Posting again Does anyone have an efficient workaroudn for patients to confirm their appointments? We used to have automated SMS texts where they could respond Y to confirm but with Jane we don't receive SMS responses. What works for your clinics?

Settings -> Forms & Surveys -> Intake Forms.

Hey all, since it seems like Jane is not planning on an inventory management system or integration soon, is anyone willing to share what inventory management apps they are using? I have been doing it manually and this year I am just done.

Do you currently use their product inventory system? They do have one

I agree it needs to be better! I’d love a way to be able to just enter products from an invoice (similar to how I use to do it in QBO). Doing them each manually is a time suck

Yes…. Need this feature

Improved inventory capabilities has my vote. I had no idea how much I would miss inventory variation, especially since I charge by treatment area and dont really want syringe price populating on the invoice

How do you track cancellation and reschedule rates. Is there a feature in Jane that would produce such reports? thanks!

I think under appointments report you can tick states and select as you wish. Photos in thread below.

Jane has been working on re-releasing Jane analytics. They used to have a really good analytics dashboard. I haven't heard any updates from them in a long time though, so wonder when it will be released...

Does Jane have a banner function. For example, team meeting- where i can create one break for all clinicians. Or a banner thru an entire Stat day for all clinicians.

Nope. That doesn't exist in Jane.

It would be a good feature. I have mine on a google white board.

Is there a way in Jane for me to generate a list of a client's attendance in sessions, and then email it to them? I have a request from an insurance company and am unsure how to send it to them via Jane.

Statement?

I believe you have to send a screenshot of their appointment page. Make sure to eliminate other patients' names from the screenshot.

Good morning, I am just setting up my Jane App. With regards to Special Consent forms I was wondering when you have patients sign them. I notice that some providers have the patient sign them before they arrive onsite/with their online HH form...but the patient has not had an assessment yet -so how can they give consent for something that they may not need? Is this OK per CMTO guidelines or do they need to sign onsite, after the intake, after the treatment plan has been crea… See more

I changed the wording on that. I put will be able to discuss........

Hello Jane Community. Has anyone received any payments from an insurer called Linde Can? They keep paying us and I have no idea if they are a subsiduary of Sunlife, Express Scripts, or any of the dozens of other insurers we deal with.

Preparing for the future in case this ever happens again

I think what you’re looking for is in Reports>Patient List. You can generate a list of patients booked in for a specific date range. That list will have their phone number and email. Unfortunately, it doesn’t seem to list actual appt date and time though

It would also be nice to be able to batch out a text in these cases in a simple way vs having to call. Multiple other softwares having this. I’d even settle for doing it individually. In the event of a snow storm it’s not safe for staff to travel in bu… See more

Is a report I can generate to find out which chart/client notes have not been signed? thanks!

Appointments then filter for chart status being unsigned

Ok, we put our tox in as a product instead of a treatment so we can charge per unit, so the online booking is $0. How do we apply someones purchase to their membership since it shows up $0?

If I’m understanding correctly, you’d need to sell the product to them

speedysalad

You can always locate it if you go to the “help” icon in Jane (the ? icon). Jane has the current demo clinic password posted there.

Is anyone else getting this from the antivirus program when opening Jane. Was okay all morning so far.

Hey everyone - Ali here co-founder of Jane.

Our clinic is having the same issue since this morning. Following for updates! Tried using a different browser but ESET just flags Jane in Edge as well as Chrome, but we have had luck using iPads to access Jane.

Hey there Community! We're super curious to hear your thoughts about AI! Have you embraced the additional support that AI tools bring to your clinics and day-to-day work? Or are you still curious to learn more about the technology before diving into these new tools and all they have to offer?

This is great but there are so many other features needed for improving the use of Jane before this is a priority. Especially with waitlist: Patients being able to waitlist themselves for longer than 30 days, waitlist spot being visible in the patie… See more

I love the idea but I will probably leave Jane if they roll out an AI implementation before fixing some basic features that are necessary for most practices.

I accidentally charged a card on file when I only wanted to record the payment outside of Jane. If I “unapply” the payment does that reimburse their card?

No, you’ll need to Unapply it first then refund the card on file.

I am having trouble with my clinicians being able to see files I upload into Jane in a clients chart. Any idea why or how to fix it?

You might want to check that you have selected "Viewable to Everyone" (scroll down to the bottom) before you click "Save"

You might also need to check the Staff Member's "Permissions" settings

Hi everyone! I’d love any kind advice. I am a solo chiro practicioner. I’ve had associates for 4 years but am back to just me. I do 15 minute visits with patients and I am looking to run without a front desk. I just cannot find anyone who doesn’t stare at their cell phone all day or just doesn’t help make the office run well. I have 6 children and the drain of the front desk just isn’t something I want to manage anymore. I want to somehow find a way to run without a front d… See more

Hey Jenna, I sent you a message. Do you have a missed call text back automation? It’s pretty convenient for when patients don’t leave voicemails.

Can Jane developers please devise a way to force start certain shift times without having to creat dummy appointments which scew data please?

I’m not sure what you mean either but you could just use a break and create a block, rather than sham appointments

It’s unclear what you mean but you can make your shifts start or end at any time you want. You can create shifts for any duration and start time or even use a break to block something off if you want.

Is their a way to allow certain types of appointments (i.e. new patient) to only book online during certain times of the day. We allow new patients two times in the am and two in the pm.

Use tags in the shift settings.

Anyway to make an exercise flow sheet with the date and a list of exercises with check marks.

For practitioners to chart? Use charting templates.

I want it for practitioners to easily see what exercises we did the week before

I wish jane would flag for the user any charts undone or not signed, this is not a thing - right?

Is there a way to prevent a patient from booking 2 appointments at the same time with different practitioners? Even though we have clear instructions on our website patients keep booking appointments for others under their own name instead of booking under the appropriate patient name. This leads to trouble since intake forms are not getting done.

Discuss with the patient that this isn’t allowed. I suspect this is a very rare occurrence. I’d also be very curious as to what’s prompting them to want to do this… wait times? Misunderstanding? Accidental?

We get this occasionally. Very 'helpfully' they put in the comments "this appointment is for my spouse/son/daughter/mother/etc."

I am added a clinician to my Jane account. When I checked her account it appears that she as access to my patient accounts. Can this prevented?

Non Jane related question. looking for recommendations on payroll services. Just 2 employees and wanted something that can be managed in office. Any suggestions would be very appreciated. How time consuming is a bi weekly pay schedule? Thanks in advance!

I do QuickBooks payroll. We have 8 people on staff. It’s a pain but takes only about 45 minutes. We use google sheets for time cards.

Wagepoint is what I use

This may have been answered, but if someone chooses not to put a credit card on file, are we able to email them an invoice through janeapp that they can pay online?

If you have Jane Payments, there is an email that you can send them that will have a link to make payment online

When they pay online it will store the card to their account anyway I believe.

Is there a way to turn off the notification that asks “are you sure you want to change this appointment” when you slide and drag appointments around on the schedule ?

Something just happened to our schedule, all the names are blurred out. Any ideas here? I can see the appointments/colors but not the names. Help!

shift-P

You turned on privacy mode

Can someone tell me how to copy something from one template and paste to another template?

For sections I use in multiple forms, I save it as a template. Then I add that template to another template and can use it there.

You would just add a template to a template and remove any small sections you don’t want.

So, randomly, all of our intake forms got changed to "All Appointments" and so new patients are getting 6 copies of intake forms (adult, pediatric, prenatal, postpartum, animal, etc...)

Not all of mine, but the most recently edited one did. taught a class to a group of 9 other therapists on transitioning infants to solids and they all got “babywearing consult” as their intake form. Which was funny but also embarrassing

Happened to me when editing an intake recently as well.

Our PT is having difficulty signing off on the PTA's notes. Can anyone assist? I'll share her feedback in the comments.

" I watched the video about supervisors signing off on notes. That said for the PTAs to change the author of the note to me and then I can sign it. Heather tried to do that but it will not let her do that. I also tried to change the author of one of my… See more

Have you reviewed the guide for supervisor sign off? If a provider’s permissions is set to “limited access” the supervising provider needs to be another permission higher. Like “practitioner (front desk)”

Whenever I log into the admin page, it redirects me to the patient booking portal instead. What link should I be saving so it doesn't do that?

Needs /admin at the end

I don't know why all of a sudden, the allowed amount is trumping the copay I have entered. It only shows the allowed amount as patient responsibility instead of the copay. I did not change anything from last year. Any ideas?

you cannot collect more than the allowed amount, even if the copay is higher.

In these cases we just type the full allowed amount as the co pay instead of their true co pay because you cannot collect more than the allowed amount. It’s a weird one to explain to patients when they ask.

Hoping to clean up my phrases and templates. Is there a way to do quick deletions so I can make a fresh start? Getting too cluttered and it feels like it's slowing me down.

You might look into something called Text Expander. It’s similar to the phrases feature

Hello, Jane App Community in Canada!

I would be interested too.

Happy Saturday everyone, I’m a social worker in private practice and sometimes I need to write letters for clients. Is there a function in Janeapp for me to charge/bill for letters? I would love for it to be captured in my billing reports. Thanks I’m advance

Create it as a product, or create several products to capture various rates/times to complete letters, then make a bill of sale with the correct amount.

If I have two locations but the same Practitioner for each location, if someone books in one location will it automatically block off that time in the other location?

Nope, Jane treats that as two separate schedules and there isn’t a link between the two when set up as individual clinics

No, unfortunately. Every time I’m notified of scheduling at one I go in and make a break for that time at the other location. I live in fear of two people scheduling for roughly the same time in both locations.

Hey all! I'm a newbie with Jane. I switched from Simple Practice. So far there some things I love about Jane but so many of my clients hate it. I'm thinking of switching back to Simple Practice because it has more of what I need from an EHR as a therapist. Are there any therapists here who switched from Simple Practice and feel Jane has been worth staying with?

Yep we love it. What aren’t your clients liking? I would say my biggest complaint is we have to manually send superbills but it’s not a huge deal.

Being virtual, my patients also do not like Jane - primarily because of the lack of messaging (I have a different platform for any communicating or uploading labs/confidential files, since Jane does not have this) and they also do not like having to do… See more

I am new to Jane. In fact, haven’t even launched yet. This may be a dumb question but is there an app?? How do you guys chart on your iPads? Thanks!

Home Screen short cut!

Use safari, open Jane on there then add to homescreen.

Hey Joshua. Is this for marketing? Or is this for past patients to reactivate them?

I do this for several clinics for past clients, we just do one check in who have scheduled follow up’s in sometime. We do often get several clients that book from these calls. We ask them if they would like to continue with the reminder call or if they… See more

Would love some more votes around having patients be able to see their own waitlist spots on their profile to stop patients from putting themselves on multiple times. The waitlist is great but still has a lot of room to improve for user experience.

Like, they need to access their profile, but they don’t have your jane website address?

I recently had to create "rooms" in Jane. Now, when a patient "reschedules" it creates another column.

This may be how you created the rooms. Please revisit and augment criteria you created for the rooms and see if the situation changes. If not, Jane App Clinic Software support could help you to navigate this predicament. Please reach out to them. Thei… See more

Does it create a new column outside your shift? So on said day, you have a blue "shift" column, and a "new" white one is created with the rescheduled appointment? if so, try creating a tag with the room shift and appointment to see if it forces it to the shift column.

I'm looking for guidance with the relationship feature. If a parent adds a child to their account under 'add relationship' can the class passes on the parents account be applied to their child's account? If so, how? Thanks!

I don’t believe so

Re Insurance Policies that are in the “Awaiting Review” state (after patients complete Intake Forms and submit insurance info) …. Is there a way to be notified each time a policy has been patient-created and in need of review? I can’t find a report that could be run to provide this and the “Insurance Policy” report can’t be filtered by “Status” (unless exported and sorted, which is not difficult, but rather inefficient as a way of determining *if* one needs review). TIA

I don’t believe so. We handle this with our pre shift and pre week prep. Rarely any issues.

Square Retail is what we use

We use symbol LS2208 usb scanners. Have had them for at least 9 years.

If we partial refund a package to a patient’s account (to keep as credit on account) is there a transaction fee?

No

Hello all! Has anyone figured out how to send faxes from Jane yet? A sad truth we still need them…

You need a fax program, like SRFax. Then you just need to download the PDF from Jane and fax it

We use SR fax, but would love to have faxing integrated.

New to Jane When I subscribe to/integrate with Google Calendar my Jane appointments show up initially, but new appts after that aren't syncing. Anyone else have this problem and found a solution? TIA.

This is a Google issue. Google updated synced calendars like once every 20 hours.

You can use whatever system you want. You’d take payment on it and then manually log it in Jane. Not integrated.

Any idea looking for a way coming from Chirotouch to build my SOAP Notes close to CHirotouch with Macros etc currently dont like way the SOAPs are in Jane

You can customize your notes however you want them. It may take a little work it once it is done it’s amazing ! I tweak my paperwork every once in a a while and it’s so easy.

Hey Dorian Kammann and Neal Lange! I agree….charting SOAP notes is definitely one of the downsides of clinic. Ugggg.

Not a Jane question but we’ve been using quick books desktop for years but they are sunsetting it. Are there any other accountant friendly softwares out there besides quick books online?

Wave.

I like wave

Hi all, I’m an RP in Ontario & recently started seeing clients from B.C. virtually. Does anyone know if I need to adjust the taxes accordingly? (Ie. Remove HST & charge PST/GST). And if so, does anyone know how to set this up in Jane?

You do! The tax is 5% and you set it up in settings.

FYI, in BC we only charge GST, no PST for counselling services. I don't actually know what the rules are for counsellors seeing clients on other provinces. Another thing to keep your eye on if you do need to charge GST is that at some point soon we'll … See more

And a place where clients can confidentially upload their own lab work and documents

As of about 2 months ago, Jane told their ambassadors that they are exploring a fax integration. No timeline currently, but it’s on their radar

What accounting software does everyone use since Jane does a lot already for tracking income? I need to get more organized and Im trying to decide between Quicken and Quickbooks. Im a solo practitioner chirorpactor that doesn't have staff. Should just need a simple solution.

Honestly, the simplest way for a solo practitioner is to use a CPA. Give them the Jane sales reports, the bank statements, and let them do the work, a good CPA will save you money and I have found the cost of my CPA is paid by the money she saves me on… See more

I'm using waveapps as a sole prop.

On my text confirmation for my patients, it is showing my personal email. I have scoured the Jane site and I don't have it listed anywhere.

Check under account settings. There is a spot there for clinic email. That may be where it is hiding

i just had this issue

Anyone knows if the date and time stamp automatically created by Jane is sufficient as a signature? Or do I have to create a signature? Thanks in advance!

You need to upload a signature under your staff profile. It doesn’t show on the chart entry but is added whenever a PDF of a chart is created

Does anyone else have a problem with discharged clients still showing up on their client list? My client list has mostly discharged clients, many of them from several years ago, while new clients that I am seeing regularly do not show up on the list, I have to search for them.

Same issue here.

Have you gone into Edit/Settings on the client and selected the discharged box? That should remove them from your active patient list.

Hey everybody. I work at 2 clinics. 1 uses Chirotouch and the other has Jane. Looking to see if anyone has made a template that has a chirotouch feel on jane? Willing to pay for this template on jane if anyone has made something like it. Thanks

Following!

Me too! I have managed to alter a template to make it “close enough” but the spinal listings and additional therapies are still nothing like the bullet touch CT

Hi all - I'm setting up Google reviews for Jane. Has anyone had an issue with your Google place ID not linking to your google business profile? In my case, it is linking to the real estate listings for the address of the building that I rent from. No idea where to begin with getting this resolved. Seems like it is probably a Google issue rather than a Jane issue. Any ideas?

Does Jane charge patients random fees when filling out paperwork and putting their card on file? I’ve had several people call in because their bank is flagging their cards. The transactions are less than a dollar. Any ideas/thoughts on what I can tell those who are being affected?

They do. They test to see if it’s a working card. We tell our clients that if they get a call about a transaction with the name “Jane” they can approve it and no money will be charged without their consent

Usually things like that are to verify it’s working and then the exact dollar value is refunded back to them right away

I am so burned out with last minute cancellations. Sorry venting! If a husband and wife cancels 1 hour before visit. the wife was new. They stated have emergency . the problem is i am tired of excuses and anyone can use the emergency card really. What do you all do for this.

I had this issue before the holidays - got a cancellation 2 hours before the appointment and I billed for 50% of the visit. I’ve stopped giving out a freebie now because it was getting ridiculous. I did enforce it via invoice which they did pay but I e… See more

Charge them. The fee is not a penalty for poor behaviour. I don't know why people think if they have a good enough reason, there shouldn't be a fee. No different than if they bought concert tickets and had an emergency; they're not getting the money ba… See more

For the stripe users- Is there a way to prevent admin staff from using Stripe as a payment option? We do not store credit cards on file unless a patient has set up Stripe payments on their Jane account. This really only occurs if someone pays a deposit when making a new patient booking online. When accepting a payment today, we accidentally clicked on stripe instead of HICAPS and the patient's card was automatically charged vs recording the benefit payment from their health… See more

Shut off auto use the last card used.

Thanks to everyone who has filled out the survey so far! Excited to read all your responses.

Hi! Where are you all putting a DOI or onset for HCFA printing purposes in Jane? I don't see it and can not find it in the help area. TIA!!

insurance policy on the right side towards the bottom there are spots for those dates.

Yeah. There’s a notorious lag in syncing. Sometimes more than a day. I contacted Jane and they basically said that it’s a Google problem and there’s nothing they can do. If you’re an iPhone user it syncs better using iCal

It's also an issue with at least Jane and MindBody, which we had previously. It seems to me it is the nature of the sync-- it's only done occasionally, not constantly. It's good enough for me to get a sense of my day, from my GCal, but I wouldn't count on it.

Any recommendations for a virtual VA that can help me streamline my processes, Google calendar, calendly, payments etc. (I also do contract work for someone that uses practice better, that's why I seem to have so many platforms). It may just be setting these processes up in a smooth way but could expand into regular VA work. I would love someone experienced who can work efficiently with little direction to make my life easier Thanks!

Silly question… what is a VA ?

looking for complete SOAP or PI etc anybody have ever build something like that

Are you looking for a PI type narrative report? If so, I have one in the templates under Perhealth Chiropractic

For some reason my intake forms keep reverting to all appointments, is anyone else noticing this? I keep editing it for specific appointments and the patients say they are getting multiple health history forms for services not booked.

I'd reach out to Jane. This happened to my new patients about a month ago - they had all completed intake forms, then had a forms sent at random (not related to an appt, and the forms that they had already completed). I didn't see this with my older pa… See more

Is there a way to have nothing in the client's address field by default? It currently defaults to Mississauga Ontario but I want it to be blank.

Mine is blank by default. Perhaps it is a setting in your browser rather than Jane ?

I had messaged Jane about this over 2 years ago. My practice is virtual, so I am constantly changing the state...at the time I messaged them 2 years ago, there was no way to change the default or make it blank.

is there a way to export intake forms as a pdf without previewing it and then seeing this at the top of the form?

I only want the rooms to show on the schedule. Is there a way I can remove the employees/providers?

Click the rooms button

How do you create a room? I didn’t know that was an option!?

Does anyone know the steps to change the cancellation reasons. I have clicked so many places and I cannot find it.

Setting>Language. Under the heading is "Customized Language" and then there is a sub heading that says "Admin Site: Cancellation Reasons". This is where I seem to be able to make the changes

There was 'other' as option. I wrote snowstorm.

I was wondering if anyone knows this answer before I call support. I had a new client today that was on her Android phone and connected to our call via the link in the email. Her video came on fine but she got an error message on the audio..."you don't have permission to use the audio". Any thoughts or should I just call support?

I haven't used this system, but it sounds like your client might have denied the permissions to the device audio by mistake. If they go to app permissions in settings, they should be able to reset it.

With the system acting funky yesterday, have y’all had any clients saying they are now getting fraudulent charges?

This just happened to me today. I just made a post on this as well because I’m all sorts of confused!

To be clear, are clients are saying the bank or credit card company have declared a transaction through the Jane app is fraudulent.

We just convert everyone to PST but it's kind of a pain...

Love it!

Game changer, for sure!! Fingers crossed the ability for a parent to pay all of their children’s balances in the same transaction from the statement is next on the list!!

Hi there! Need help with SOAP notes from Vagaro. Background: Used Jane for a chiropractic practice for quite some time and LOVE it! We are in the process of integrating a massage practice that uses Vagaro. We’ve imported the patient files, appointments, appointment history, treatments, staff profiles from Vagaro to Jane. The goal is to eventually phase out of Vagaro and use Jane exclusively for the combined chiropractic and massage practice.

Thanks for the welcome

Oh wow I knew I made the right choice! I’ve heard so many great things about Jane prior to using the software.

Hey everyone! Could someone tell me how to make the intake fields of the generic jane intake form mandatory?

I don’t know about the generic forms specifically but look for a checkbox that says “required” for the fields you want.

Just received my 1099-K tax form for Jane Payments/Stripe. Do these totals already have the processing fees deducted?

Anybody else have issues getting access? Never received the code texted to my VoIP line

I believe it should. Stipe doesn't charge monthly fees, rather take a percent straight off the top of every transaction process. Pretty high transaction fee I might add.

Hi! Is there a way to run a report of who has had certain services? For example, like how many or which clients booked Lymphatic massages as opposed to all my other services? I can't find a setting for that anywhere in the reports.

No one???

I only know to be able to do that by Discipline not Treatment types.

Can a clinical survey be filled out by someone other than the patient? For example, could a patient just forward the email to a spouse/family member for them to click on and complete, or does the person have to log into their profile to complete the survey?

I am scheduling my first class and have a few questions: 1. It isn't showing up on the online booking site, anyone have any insight as to why? It is in a new location, if that makes any difference. 2. Does Jane still send an intake form to people who sign up for a class but not a private session with me? 3. I have all my appointments set with a $50 deposit, but the class is only $35. Will everyone still be required to put down 50$?… See more

I have a couples counselling question. I have clients book in and attend for couples counselling, but they are just booked in as "in person" under their name. Is there a way to add their partners name to the receipt?

You can also just click the invoice on their profile and type in the partner’s name under the details section

If you have the session set up as a Group Appointment, the Jane Guide says “The invoice includes the name of Secondary Clients who have been arrived.”Getting ready to launch couples services and I hope it works the way it is supposed to!

Does Jane offer any information on marketing such as social media accounts? I just started my telehealth business but finding it difficult to figure out a marketing/SEO

Marketing, social media marketing, SEO are separate functions from patients records software. I think recommendations from the group on products or people they have used for these functions. We just bought templates for creating social media posts, but… See more

Thank you.

If someone purchases a package of visits, how do you schedule them out?

Our booking page redirects to staff member as its home page. How would I change this or is this default if have not yet added team?

It seems clients are not seeing available appointments and looking like I am not open. how can this be changed? When I was checking a link to add a landing page, 100% of my time states I am not available to provide the service. When hitting on different disaplines I get a few different options. But the options are pretty nuts. like 7 am when I have time at night or in the mid morning.

Did your shifts expire? That happened to me once. I'd set them up for all of a year and then forgot to extend.

Are you set to allow online booking under your staff profile?

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Is there an easy way to track vitals/vital history without clicking through past encounters?

Why isn’t there a way for individual staff to set different preferences to cap the number of upcoming appointments allowed to be booked by patients online?

I teach documentation as a chiro here in CO and I have one labeled compliant chiro note - you can take or delete what works for your practice!

Following

Looking for some feedback….

Are you in Canada? I’m with Square as well and they charge 2.65% for all credit card transactions (as long as card is present.) They used to charge 10 cents per debit, but it’s now 0.75% + $0.07.

Jane is 2.65% for credit cards at terminal. 2.75% I believe if online, and .10$ for debits. It is very seamless, they get deposited 2 days later into your account.

I am having trouble getting my place ID (PID) to work to ask for the Google review in Jane. I found the PID but it links to an error page on Google when previewed. Additionally, my google business page is verified and active, but my clinic name doesn’t populate in the search field under the Jane Ratings section. Anyone have any tips?

Hi, is there a report in Jane that shows all clients that have not been back in since a specific date? I'm looking to do a reactivation campaign

Reports > Unscheduled patients

Then once you run that report you can use the Return visit reminders to those patients

Question regarding canceling an appointment - so how does this "other" reason work? I typed in "snow day" as the reason, as it's pretty bad out there. However, this doesn't go out to the client. And doesn't even save anywhere in the system. How is it supposed to work and be saved on the file?

We sent out a bulk email to everyone explaining

I think it's just for reports. Click on reports-appointments and filter by cancel. From there you can see the reasons.

I sometimes need patients to upload document like path reports etc and also send me photos (I’m dermatology). I don’t see this as an option in Jane. Has anyone figured out a work around?

In our clinic, we just take a photo of the paper chart and upload it to their electronic chart in Jane. 

If you have HIPAA secure email.... they could send it that way and you can add it to files in Jane

So if you do janepayments….do you still keep the POS machine? I have moneris I believe (it’s been chase before as well)

Love it. About to order a terminal

Jane app developers, please for 2024 develop a way for the online booking to be able to shut off at a certain cap for the day (say 90% filled it turns off). Patients love the online booking but our staff can't keep up much longer with the booking filling the schedule almost every day. It's a good problem to have but the auto shut off would help, or even have a contact to book option without times listed. Signed two burnt out docs.

Not sure if this will help or not but what about entering ‘breaks’ for the 10% and then you can remove them if you wanted them to fill.

I’m confused. You create a certain number of open time slots, but you don’t actually want them all filled? If you only want to see (for example) 100 people a day, why not just offer 100 time slots? If the demand is that high, it’s not necessary to offe… See more

Is there anything in the works for variable times for appointments? Our sessions list is so long because every type of appointment we have has increments of 15 minutes. I would LOVE it if I could designate how long the session is when I am booking the appointment. Sometimes we do therapy for 30 minutes, sometimes its a two hour session. Sometimes we do a collaboration meeting for an hour, sometimes three hours. I hate having to create new sessions every time. Our accountant i… See more

Just have one type and set it up as units based on duration of time. 15-30 min increments sound like they’d work just fine.

So we had sales on Monday and Tuesday of this week but when I look at reports there is nothing in the Jane Payment Payouts, very confused. Anyone else have this going on?

Monday was a bank holiday- that causes a delay

These holidays have been screwing me so much with payouts

hi, new to jane, and wondering if there is a way to see which appts from the week have notes that are outstanding?

Reports - appointments - filter for arrived, no chart/draft

Hello, I am a newbie... I am planning on having my own Jane account for my private business and I will also be working at a clinic with a Jane app. Will the 2 be completely separate entities? How will this work exactly. thanks

Hey Nadia, I’m going to send you a direct message

Yes, I believe each Jane clinic runs in its own instance with its own (sub) domain. So business1.janeapp.com and business2.janeapp.com

#mailchimp question.

Why isnt the waistlist notifying all the people on the wait list? I’ve done a fake cancellation to trigger the waitlist and it’s only sending a notification to one of the three people on the list and they’re all listed for the same amount of time for the same type of appointment .

They have to be signed up for it. Make sure to check profile of those on waitlist and see if the box to receive notifications is checked.

Is this what has to be checked on their main profile, or is there somewhere separate for wail list notifications.

I am trying to set up a free 15 minute phone meet & greet for prospective patients. Is there a way to remove the prompt to complete intake forms for a specific appointment type like this? I don’t need the complete intake, I’d rather send a short survey prior to the phone call instead. TIA.

Yes, when you edit an intake form you’ll see under the appointment type tab you can select which appts the form auto sends to

You know what brings a to your face after walking down the road to your in -30° weather ???? An unexpected care package from Jane!!! Thank you sooooo much!!

What a warming care package! Thank you for sharing how Jane App truly comes through, beyond the app service itself.

Is anyone using Surveys instead of Intake Forms to require that intake information is completed BEFORE booking?

Interesting! Great idea if its truly suitable for an intake form. Have you tried this?

Why would this be a better option?

I am a long time Jane user but I have never used the online video function. Is it possible to bring in two clients for a meeting? Do I need to have each set up as client first? This is a parent and adult child, both living in different locations. One is my client and the other is not set up as a client. Thank you

Apologies for my ignorance. What is a GFE? And what profession are you in?

Assuming you’re in Aesthetics?

Hi there. I work with couples and use the Add a Relationship feature to ensure that they both get notifications of session bookings etc. But one client says that although he gets the emails he does not get the texts even though he has selected this option for notifications when his partner books a session for them. Any suggestions on why this might be and what I could do about it please? Thnak you in advance.

Currently we can only have one cell phone added, which would be why he's not getting texts about appointments. There's nothing to be done about that as of right now.

They both have their own profile, but linked with relationships?

I do! How can I help?

Set up an onboarding meeting:). They are EXTREMELY helpful and easy to reach out to. I did one yesterday and it was terrific.

On my Jane account, where do I find how much I've paid in transaction fees throughout the past year?

Following

Reports > Jane Payments Transaction Report > select the whole year. Your total will be at the end of the report.

What private messaging systems do you use for texting or emailing with your patients? Any ETA for when Jane is implementing this from within? I know people have been talking about this recently but now I actually need this service. Thanks!

Anyone have any luck with Weave? I see plenty of ads.

Jane has not started on developing a 2-way texting feature. It’s not on their road map. It’s quite infuriating. We use Reviewwave and upload the schedule as a csv file every night.

Can you search for a patient by their ID number?! When I type in a number, like 400 options pop up because the number is so small. Help?

Do a patient report and it is numerical

Type in the ID number and then press the space bar. It will reduce down to the actual patient, or at times, a list of up to 3 (I have a about 500 people in my sister for reference)

This is an example of the "month view" calendar I envision for Jane. Is this what everyone else is hoping for as well?

What would the month view enable you to do that you can’t do currently? The month view doesn’t show much if you see more than 1-3 patients per day.

Maybe just a number on each day of how many appointments are booked? Or how many are available? Rather than trying to put names for all appointments. One of my old EMR systems would show how many slots were available per day..

Hello Community,

Are you sure you want to do this? I think it Jane as the “inner sanctum” within my business. Non-medical people don’t go in there. It’s only for medical stuff.

I wish they would integrate with square. I believe they used to then stopped. Not sure why. The square POS terminals are great and rates reasonable

Hey everyone! We’re considering switching to Claim MD from Office Ally since Jane will now be integrating with Claim MD.

As a long time OA user I recently started uses Claim MD. One of my client providers uses OA and one uses Claim MD and I have to say I like the functionality of Claim MD way better.

We use OA and our outstanding A/R is so low. We have very few claim rejects. I think if staff enter correctly, no problems. We are all commercial insurance.

I processed a client’s payment transaction and the invoice was emailed to them and now they are asking if I can change the name on the invoice so they can use their partners benefit package to get reimbursed. Does anyone know how I can adjust the invoice to a different name? It was couples therapy. Both attended all sessions.

Watch for insurance fraud.

The service was given to both husband and wife. We used her benefit package first, but now it needs to be his benefit package. However, the “client” profile is only her name. So I wonder if there is a way to change the old invoice.

Go to billing tab, then Accounts receivable

Yes, you can run an A/R report.

Any recommendations for FB groups for buying/selling clinic equipment in Vancouver? How would you go about offloading clinic equipment you no longer need?

FB has a category for health/medical equipment last time I sold. Curious what equipment you have to sell? You may find a buyer here!

Hello!

Unfortunately Jane doesn’t have any interest in changing this . We’re really frustrated by it as well as it’s confusing for clients when any paperwork they receive from us is labeled Intake Form

Could you create a form outside of Jane, request a signature, then upload the signed copy to Jane?

hey when I'm on a video call on Jane with another practitioner, I see things like fireworks and hearts on his video feed during the call. I use a mac computer, anyone can explain why this happens?

This happened to us the other day on a zoom call. It kept doing the thumbs up emoji. We were all on Mac computers too.

It was on the "what's new" a few weeks ago on Jane. It's apple OS or ios that is causing that, not Jane. You have to disable it, as well as the other person if they use a Mac or iPhone, or any Apple products. I kinda like it though! As long as you know… See more

Is there a way to assign all tasks to a specific person by default? If I don't select someone, who does the task go to?

I’ve had a horrible week with video appointments. Tons of freezing and screen blacking out multiple times a session. Did I miss some update or info? I cleared my cache and had clients do the same (after day one of ) so I’m curious what I’m missing because this was way worse than normal. Thanks!

Did you try updating your chrome? Assuming you're using chrome. This fixed some problems for me once.

Hey Cristie, Melanie, Bere, Bianca, and Sharan. I just sent each of you a DM with some additional information our support team would be looking for in an email. If you have a chance to reach out to our team with some or all of that info, we’ll be able … See more

I have this annoying thing happening when I use Jane and I'm trying to figure out if it's a my laptop issue or a software glitch.

That must be frustrating!

I'm wondering how others do this. I direct bill NIHB and another private pay provider. Is there a way to separate NIHB and client pay appointments. Example, a client has NIHB AND private insurance. When their NIHB is used up they switch to their private pay. It sometimes gets confusing to know which is which. When I worked in dentistry many moons ago the software would put "assignment" billing into a different column than the private pay. Hope this makes sense...

Our understanding is that the other insurance coverage must be billed first, before claims are submitted to NIHB

Question for the group.

Getting started with Jane and wondering if any of you have found an efficient way to have patients confirm their appointments? We used to have automated SMS texts where they could respond Y to confirm but with Jane we don't receive SMS responses. What works for your clinics?

Following

Is there a way to add multiple patient visits to one HCFA? We print for auto accidents and medicare, so it would be nice to have multiple visits on each. TIA!!

You’d have to do it manually if you’re submitting paper claims.

I feel like this may be a dumb question. But…

Yes, use forms.

You can add a custom form to the phone consult booking and ask for whatever basic info you want.

Have I lost my mind, or did Jane change something with the emailed receipts? I used to select - email receipt - at check out, and then the receipt was right there in the email. Now patients have to login to their portal to see the receipt. Is there a way to disable that new feature and go back to the old way? Jack Murphy

Go to Billing Settings I believe and there should be something about hiding patient info from financial emails. Uncheck the box and it should send PDFs not the portal link.

Yvonne McNeir

Is there a way to see which days and times are the most and least booked? I tried searching the page but could't find anything.

Im waiting on a call back from Claim.MD -- but wondering if anyone here can help. I'm trying to set up a new account attached to a clients Jane, and its asking for the last name of a patient and giving an account number to find it --- except that the account number is a long alphanumeric string, and account numbers in Jane are just 1-3 numbers long.

Hello! I have a client that wants to come see me through care credit. It's my understanding that Jane payments does not accept care credit. Is there another way people suggest being able to care for these clients?

Set up an account with care credit. We have used them for years with no issues.

I think could create a payment method called care credit and simply put it in once the patient sets it up. My understanding of care credit is that you have the patient basically take out a loan for their medical expenses, care credit pays you your amou… See more

I have 2 children(siblings) coming in for initial assessments. I'm creating their account profiles and booking appointments on my end. In the past, I have had numerous clients tell me they can't access their child's intake forms, accounts, etc as their sign-in info is the same for their account and child's account so sometimes when they log in, they see their account, sometimes the child's and sometimes tell me they can't see anything, then they end up creating a duplicate … See more

You could create accounts for each. OR an easier thing would be to enable family relationships in online booking settings. Then they can create a family member, fill everything out, all in their one login.

We currently use paper charts, and enter the info into Jane after the appt. What has everyone else done to move away from paper? We want to try to move all digital but struggling with how to chart efficiently.

Yeah, it can be super frustrating. And checklists and phrases can be super useful.

I use paper charts for the 1st appointment and then enter then into JaneApp. All following appointments I have the chart template created, so I duplicate it and change the necessary information, like subjective statement and adjustments done. I agree w… See more

Hi-I haven't been on here for a while so apologies if this has been addressed. I searched and couldn't find an answer. My question: Is there a quick way to send an email/message to a client without It being attached to any type of form?? Thanks!

Go to profile Click on their email. Send email

Nothing internal in Jane. You’d have to send it yourself in your own email

What is the best way for you guys to integrate your lab work into the patients note? I hate typing them out and going back and forth between the lab results and the note.

Scan and add to files

You add a section for "file" into the note and upload it. Unfortunately, you can't see trends

Hi all, every time I schedule a patient I am left with these gray boxes I have to manually close out of. Can anyone tell me how to prevent this? It's super annoying and disrupts my ability to quickly schedule other patients right away. Thanks!

It’s where you’ve double/triple clicked so it started to create and appt but then you clicked again and created another appt. I run into this if I’m using my phone as it can be quite finicky. I don’t have the same issue with I’m on my computer.

I love 2 factor authentication for everything, but we’re really struggling with having to deal with codes and texts in front of patients. We operate a very busy practice, and we use TONS of different devices. It’s just not working for us. Anyone have tips? How awful is it if we DON’T utilize this? Not sure where to go from here, but it’s just not practical for us.

Of course you could choose not to use it but it certainly is more secure to do so. A patient data breach could cost your practice much much more than if your bank account was illegally accessed and drained and you probably have two factor authentication for that. 

I have multiple devices and click the box to remember the device for 30 days. I don’t have to enter the code every time I switch devices.

Hi there! I currently don’t have the option turned on to allow the client cancel online/ through their account.

Having them call and be rebooked would be better for retention. I find that if they cancel online they don’t always go back to rebook

If you have a 24 cancelation policy turned on in Jane, clients can not self cancel their appts if within that late cancel period. They need to reach out to the office to have their appt modified and then staff would need to process any late cancellation charges.

Is there a way to allow some people to schedule on line and not others? We don't use the on line schedule, but I have someone who would really like to use it.

Yes, you can go into your patient’s or client’s individual account and change the setting there.

Brand new to Jane. I sometimes have patients who want tox and filler at one appt, and have an esti who has add ons to her basic facials, how do we book multiple services online?

create products as add ons vs additional treatments

Has anyone switched from using office ally to using claim MD with Jane? What are the pros/ cons? Thanks

We just looked at switching. ClaimMD is much more expensive, so we didn't.

it took about 6 weeks for us to fully switch over, and then suddenly issues with bcbs eras not showing up in remittances for a couple of months, but that’s resolved now. in general, it was pretty easy. my biggest complaint is having to have the medicar… See more

Is there a function that a pop up window will appear on the booking page to give a notification to folks? (I’m taking an extended break from work and want to notify people how long I will be gone without sending out a mass email). Thanks!

Setting language and you can populate the notice/ message on online booking pages.

Curious as to, if anyone has figured out how to do, two-way integration with a linked Calendar?

Jane doesn't offer 2-way integration, unfortunately.

Thanks you for the answers!

I’ve run into this issue a few times now for clients seeking to do direct billing that require a doctors note. I’ve tried google searching and there seems to be nothing.

I think when it gets denied I have them submit for themselves the first time with the note and then I am able to submit for them subsequently, but I’m not certain.

Yes, in the insurance claim there will be a box asking if there is a dr’s note. Check that and if you’re submitting through a Jane integration it will add that. For insurance that is submitted outside of Jane where it says policy name (internal use onl… See more

I run a cash chiropractic practice. I have a lawyer that wants to send an MVA patient to me and has offered to pay with the law office's credit card. Is this a bad idea? Trying to figure how I can cover myself, obviously I will need to get pre-approval for the initial visit, and then again for a care plan. Do I create a profile for the law practice, add the cc, then create a relationship with the patient? Do I use my contact person as the name on the profile, or the name … See more

Letter of protection is a great idea, also get a claim policy signed by the patient saying they are responsible for payment if it's not paid.

I would check with your state chiropractic board. All states are different. In NY, a no fault state, we bill the insurance company directly and they pay us. We know the allowed amounts set by NYS. We talk to the claims adjuster for the patient’s insura… See more

Curious if any physical therapists or other providers on here have ventured into the arena of learning insurance billing through Jane/ClaimMD.

There are for sure options for this! My previous biller was a chiro doing it on the side remotely

From my experience there is a definite need! Myself and friend who I hired have spent hours and hours trying to bill medicaid especially, but also trying to understand the process and keep up with everything. Being in practice for 2 years now some of t… See more

Does anyone else’s front desk insist on keeping a paper schedule book as well as Jane and write payments down in it too? It has always seemed redundant to me. I didn’t mind, but now we are busier and it is taking her away from necessary more pressing tasks.

Clinic admin here

As the doc, I print out a schedule as well to make little notes on throughout the day. (Not chart notes but more like- going on vacay, having a baby girl, send email about research article etc). It's also easier the way it's in a list form vs the way i… See more

New to Jane. I am having trouble with a few things. 1. The reminders are not going out even though I have them sent. 2. Will there also be a reminder to fill out the paperwork prior to the appointment? 3. What is the best way to send out a Google review after the visit? 4. Since there is no app what is the easiest way to access Jane with your phone?… See more

1: go back and double check everything. You might be missing one thing. I had to call Jane for an insurance update and I couldn't figure out why...I had missed updating one area 2-reminders get sent out if cl don't fill out their intake forms… See more

Call Jane support- they’ll walk you through everything within 10-20 mins. I called them all the time in the beginning. It’s what they’re there for. You can always set up test clients and test appointments to trail your reminder emails and texts. There’… See more

I am expanding my practice to Canada. I am NP solo practice in Alaska. What bookeeping (I currently use Quickbooks in US) are in Canada that you would recommend? Also need to open a business bank account. I currently use square and love online ease of use. Thank you!!!

Both Square and Quickbooks have canadian versions and are highly appreciated! Why not keep at it with a winning formula!

Or maybe if you talk to them you can stress the idea that if they don't fill the intake x time before the appointment, it will be canceled? You take the basic info, take the appointment /welcome email, send the intake and by default they can't book themselves.

I get referral and take name, email address, and phone number. Create their account and send the intake form. Once this is completed they can book appointments.

I’ve requested copies but havent received the first copy yet

I'd love to read this - but I'm also in the UK and can't seem to see online version

My accountant receives a template of the week wirh treatment prices and frequency, as well as my receipts. She doesn’t have access to Jane.

Jane is not an accounting software. Use Quickbooks or Wave. What matters is what hits your bank account. In Jane you need to run a report for sales tax and for transaction fees, but not much more than that

I’ve had no issues ever with it

Just remember to click FSA/ HSA box when entering their card info. Otherwise, it may not go through. Enough funds are also important.

Is there a way to automate return visit reminders? Our clinic owner cancelled an appointment from another clinic that uses Jane and immediately got a return visit reminder email so she thinks it can be automated.

not automated

US Based Practices: Just a reminder Tuesday, January 16th is the deadline for 4th quarter estimated taxes. Here's a freebie tax deadline calendar for 2024!

Love this! I also love automated payments

Hello! Does anyone have an accountant they love and would refer who is decently affordable? Thanks guys!

It’s better to have your phone being answered, than not. With that being said, I would make sure that you are getting the same receptionist and not just whoever is available to pick up the call. I have had many clients leave these companies due to that… See more

Anyone work with a separate CRM that integrates with Jane & is HIPAA-compliant? How does it work for you?

Definitely check out Trust Driven Care (you can schedule a demo with them too): https://trustdrivencare.com. I believe they’re working on an integration with Jane that should be ready soon.

Trust Driven Care is the only one beta testing integration. Definitely worth scheduling a demo!

I am wonderinf if Jane is working on a collab/integration with any CRM platforms? I need to get one but would hate to get one and then have Jane eventually roll one out....

Highly recommend Trust Driven Care. Works great alongside Jane and has sooo many features. Definitely check it out if you’re looking for a more advanced CRM

Jane integrates with Mailchimp

PT here.

Have you considered setting up a membership? Its a much better business model and pretty simple with Jane.

Has anyone else noticed that your chart notes are not getting saved sometimes ? I normally type on my phone when in the treatment room and continue on my desktop later. But, lately, a few times nothing got saved in either place and I had to retype everything. It is very annoying, especially with new assessments when you have gathered all the subjective info.

We always just run it as a chiropractic appt, as it's our chiro's that do the dry needling in our clinic.

I would contact the insurance companies and see what codes they want.

I can never seem to 'click' the right time on my phone with my thumbs

For as much as we pay for this system, which is awesome in so many ways, some of these every day task details just miss the Mark…. I watch for communication when they talk about rolling out new features or updates, and I’m always very disappointed that… See more

Has anyone ever had a chart entry show as post dated before client was in ? I had a patient in on January 6th and her follow up was on Jan 12th . I did her chart entry on the 12th . Normally when I do a chart it defaults to the date I am doing the chart entry but I noticed after it future dated to the next day

Regarding Forms - When I have a prenatal patient they receive a general intake form and a separate prenatal form. When the patient receives this in their email bot forms look exactly the same and simply say 'Intake Form' so often times the patient only completes one of the forms and then we have to take time for the second to be completed in the office. Is there any way to change what appears in the emails that the patient receives?

You would do better to create 2 different intake appointments and then assign the forms to the appointment. Also, keep the prenatal form separate so you can send it to a patient that becomes pregnant.

I have just brought on multiple staff who each offer services at different price points. I set up their sessions offered under the shared sessions. Is there way besides setting up adjustments for each staff to change the price points for each staff?

You set each staff member up with their own treatments, thus allowing them to have individual fees

Hi Angela Kingma! I set mine up by fee schedules as the category. Ex: rate A, set up the services, then add “staff”… rate B, set up the services, etc. this way I found easier so I could have multiple ICs at the same rate, and have different rates. Not … See more

Does anyone have a system how they check that your Jane transactions equal your sales, transactions equals your payouts and that payouts equal your deposits? I’m thinking a spreadsheet but I don’t know how to set it up to do the math, since I may not receive payouts for days after the sale.

The way I check is by logging into my stripe, but if someone has a faster way I am here to learn.

I have made a spreadsheet that I use to balance transactions weekly and make sure everything was entered appropriately. As well as track my expenses. I’m somewhat excel savvy and love spreadsheets so it works. It’s very simple just patient name, expect… See more

Can anyone recommend a virtual assistant that works with Jane and Slack for US clients?

I have someone I use who is great! She does book keeping/admin and marketing material development for me.

Lily Bern, is this you?

Because Jane is international, it would be difficult. The first thing I do when I open my schedule for the year is block off the Canadian stat holidays.

Thanks everyone

What is the purpose of keeping a manual list? I’ve never fully understood this. What would the notification of it being complete change? I feel like I might be missing something, and I want to be sure! We haven’t had any issues not knowing is someone’s… See more

Would be absolutely amazing if we did. We keep a check list for new patients with everything we have to check on before they come to the office

There isn’t much set up requiring you just select it when taking payment. I wish it could be selected by discipline though! And there’s no option (to my knowledge) of a way to have patients pay by email or text WITH the ability to add tip.

Does anyone charge a service fee or add a surcharge when clients pay by credit card? If so, how do you do this cleanly in Jane? Thanks

I also add it as an adjustment and add it to the client’s profile. If you think most of your clients would switch over you could consider just building it in to your fee. I keep it as an adjustment because very few pay by card. Keep in mind if you are … See more

I consider it the cost of doing business and price myself accordingly.

Hi. I like that we can do online booking. The service is a good one for patients. However, as we all know, it creates lack of control when we want to cluster book. I may see 12 to 15 people in a condensed time 4-5. Then someone books online at 2 with a big gap. Therefore, did you find a way to minimize that. For example, letting new patients book online. Afterwards, only allows existing to book via text, call etc. I am sure jane can be set up that way. I need feedback about t… See more

Do you have your booking settings set to cluster book?

There is an option under your staff profile to force cluster booking.

Myovision is awesome condition. Awesome condition selling for 3500 wireless emg along with titron thermo glider. If interested text me at 780.217.9619… See more

Location

So I have some patients that state they can’t open but the first page of their labs that are posted to their chart. I have done the notification and email plus signed adding to their chart . Any idea why they can’t see but the first page?

Are they selecting the download option under the image preview? Multiplage documents need to be “downloaded” to view.

OPT IN LANGUAGE

Bump

Okay. Who can walk me through what these mean??? (The report is my “unscheduled patients”)

Basically they better never miss an appointment

4 were schedule in the past and 4 were sent and there is 1 future reminder set up.

Pre determination forms for insurances. Has anyone found a way to supply patients a form to send to insurance prior to booking to see if they would be covered for the appointment??

We do verifications for every patient based on the cards they upload into their Jane intake form. 95% of them or more can be done via the internet in my state and maybe take 30-60 seconds each. Every now and then we get a weird out of state plan I have… See more

This is more of a patient t not knowing g what their 3rd party insurance Covers..they want us to provide them a document so they can submit to their insurance to see if they will be covered..I feel it is up to the patient t to find that out but lookin… See more

WAIT LIST MESSAGES I have tried testing a wait list reminder by adding an appointment then cancelling it and having someone (self) as patient on wait list set to thst time availability for wait list notification. I received no message. It was a past date in diary- does that matter?

Needs to be for upcoming appointments not past. Make sure in patients profile that they are set to receive waitlist notifications as well.

I was wondering how the rebook texts go.

Hi everyone, I tried to "search" this topic on here in the group and in Jane. I currently have two different office locations and I'm trying to set different price points for each location. I know that this is possible, but can anyone point me in the right direction on how to do so? Thanks for your time!

Would you be able to set up different appointments with different pricing while specifying the location?

Yes I did and it was easy with no issues at all

I did. I started using ClaimMD as soon as my enrollments were processed. I kept Trizetto to catch any straggler ERAs. Trizetto knew why I was leaving and let me do a base subscription plan and only pay for any ERAs that happen to come in. I then just … See more

Is it possible to schedule patients every 30 minutes on some days and every 20 minutes on other days?

Make two different services. One for twenty. One for thirty. Make tags for each service length. Then when scheduling a shift add the corresponding tag to that shift.

Hi all Is there a way to adjust the order of appointments on the booking page?

Hi All! New here and a newer Chiro in Gresham, OR. My question is, do you have more luck with memberships or packages? Which has the better return? And any tips and tricks for converting? Thanks!

Hey Tyler Brookings! Welcome!

You will need to create an adjustment. It’s in Settings under Billing. I created 4 this week.

Under adjustments

With the change of the New Year, I need to reset the insurance for all of the insurance companies. Is there a way to reset all of them at once instead of doing it one at a time?

Yes, go to the help at the top and key in reset insurance policies and it will walk you thru it. One thing I learned from experience is load all your pages before you click at the top to pick them all. If you don't you will miss some and then have … See more

Too bad it doesn't update the deductible amount though

Hi all! Small question! I noticed some charts would have the patients chronological age ( 6 years 2 months) but not all of them. How can I make all them show chronological age instead of just the number of years only?

Hi Has anyone found a way to create custom billing status’s?

You’re going to love Jane Erica Holmes!

Welcome Erica Holmes ! What type of clinic?

Good morning!

if you’re using online booking, go to your settings and make it a requirement. if you’re booking in person or over the phone, collect the info at the time the appt is made. right now you can’t do much until the appt, since it’s already scheduled.

Since you didn’t already set it up for them to be required to input it before making the appt, you now ask them at the visit when they’re paying. If you have a terminal, you can input it through there. Or input it manually into their account.

Is it just me or does the EMR allow patients to have the same patient number? Is there any way to prevent this? Also does anyone remember where I can change the settings to start numbering at a certain number?

Settings > clinic info > advanced

Hey everyone! I found the message for sending text messages 3 day before appointment reminders.. is there a way to change the verbiage? I wanted to possible add call before X time if you need to reschedule without being charged (kind of thing).

Did you check in the Language section under Settings?

You can change the language although I think it’s limited to a short number of characters. It is in the Language section, under SMS messages - but there’s the “within cancellable window” and outside that….look for these headings….for some reason they a… See more

For those of you who asked yes you can customize your cancellation reasons and under other type. We run the weekly appt report so providers can see why people cancelled in the notes

Woah woah woah how did you do this???????

I just wished it would include it in a chart note as well!

Mystery needs to be solved: I noticed a client got added in my system, but no free consult is booked. I checked my email but never got a notification about this client. Has this happened to anyone? Jack Murphy

People might set up a profile but then not go through with booking an appointment.

You don’t get notified when someone makes a profile. They made it and didn’t book.

Has anyone sent out a cancelation policy when patients are booked? If they do not fill out the intake form consenting to the cancelation policy with a credit card on file has anyone received payment from them?? Or a patient could say I didn't know about late cancelation. Because they didn't do the intake form. Have clinics made a note in their welcome email that states the cancelation policy to cover the clinic so you know the patient was aware if they open that email?

our cancellation policy is right on our online booking site. we require a $50 deposit to hold a new patient slot, which is non refundable in the event of LC/NCNS. 99% of our new patients are scheduled over the phone so we go over the policy at that time.

if it's just general notes on the Client that doesn't need to be in the legal chart I put it in the medical alert section. I put things there to remind myself that they have kids, spouse, what kind of work they do, their hobbies or recreation etc....t… See more

There is a “notes” section in the patient file (scroll down / down to the right) that is neither a chart note (needs author- however originator is tracked) nor part of the “medical chart” as an alert up top. Notes can be added, “starred” to be linked … See more

Those that are using the claims/md to jane app integration, how is it working? Does it notify you if there is an issue with the claim or payment? We currently are looking into it as our current billing manager is really having a hard time with jane (our current clearinghouse is office ally) and it's costing us a lot of money because of some internal issues with staff. The more streamlined the better

when using claim md, if the claim is rejected, it automatically goes into the rejected folder. i don’t think that’s the case with OA and has been crucial for me figuring out why claims weren’t processed, because then you can go right to claim md to fix… See more

We just switched from Trizetto and the rejections are so much easier to deal with. Getting going is way slower than then said with moving things to claim md but it’s been going well

Hi everyone, we're excited to be back recording our Office Hour Sessions for you. In this session, we answered some questions we saw after seeing Marty Spiller's post about late cancellations. We also saw Sherrell Forston's question about add-on services, as well as Jenna Titcombe's question about the best report to look at to see your stats from last year.

I’m trying to use reports to find an accurate price per service / price per patient by month for 2023. I’m hoping there is something simple I’m just missing. Could anyone share their process with me? Thanks!

For medicare should i have the box clicked that says treat CPT units as separate line items? Also, everytime I put in the payer id I save it. Then if I go back in to look at it through editing there is no payor id.

Here is what ours is built as under Insurers and we get paid out no problem.

ive had the same problem with the Payor ID!

Hello Everyone! I am an exercise physiologist and will be sending out consent forms to providers if their patient has had a cardiovascular event.

Wait I didn't know no show visits were counted in the visit total with insurance! That seems wrong!

Products and sessions being lumped under "# of sessions for insurance" is really annoying and misleading when try to check how many sessions are left at a glance.

I'm in Ontario and wondering how the custodian of files applies to Jane EMR? If I ever decide to stop using Jane, do I remain the custodian and have to keep files for 10 years with my own storage or is Jane responsible for that?

You are responsible for your charts. You can keep paying for Jane or you can export your files to pdf when you stop practicing.

Hi all! For those who are enrolled, non-par Medicare providers, how are you balancing the ledger in Jane? We have a Chiropractic Treatment | Medicare-specific appointment that has our regular fee attached (ex. $60, because we also have Medicare adv) and then an adjustment for the allowed amount ($43.23 for this year). But, then it continues to say that the patient owes the outstanding amount of $16.77. Are we doing something wrong here? (We are new to Jane, as of October so … See more

Have you tried changing the allowed amount of the billing code? If you go to settings then billing codes and add 98941 (is what I assume your using) you can change medicare allowable to $43.23. As long as the 98941 (or whatever code you use) and medica… See more

Okay, thank you both! I think we have these set as such but I will look.

Is there a way to cluster appointments through online booking for specific days? For example, have clustering available on certain days to avoid gaps between patients; especially on weekends.

It’s all or nothing. Can’t distinguish by day of the week

Hi! I'm new to this group. I recently joined because I’m just starting my occupational therapy private practice in Philadelphia, PA and I’m doing it with Jane! My focus is on supporting and educating caregivers of people with dementia. Www.PhillyCareCoaching.com.

Welcome! My spouse is also an occupational therapist and looking for starting his own business. Do you mind me PM you? We are in CA.

Welcome everyone!! We’re excited you’re here!

I have 2 massage clinics in Cambridge and Paris, Ontario. I’ve had the Janeapp for 7 years and have been too busy to learn how to use it fully. I’ve cut my hours back so I can spend this year organizing my 2 clinics. I have great staff but my books and… See more

Hi..I’m having trouble figuring out how to block one of our providers from any new patient consults/appts, yet still allow her current caseload to book their appointments. We’re trying to push all new patients to our new hires.

Go into their staff profile, then “sessions, classes, and group appts” and just toggle off the appt type you don’t want for them.

I have been hesitant to not use Jane payments because our current credit card system is significantly cheaper. However, this means that we cannot ask for credit card numbers on the intake form we send through Jane (jane blurs the numbers out as a security feature). Does anyone else use a different system for credit cards? How do you manage to collect the info on your intake / cancellation forms? What is your process for using Jane for everything else but a seperate credit card system?

While the cost associated with Jane payments is higher I also believe our collections/revenues have increase overall and our front desk staff really find it much faster and simpler processing payments.

we use costco for in office payments, also take payments over the phone - but allow people to put a cc on file & charge it if asked or for now show/late cancellations. that way the vast majority are going through our costco cc & a few monthly go through Jane.

New to jane for this tax year. Accountant asked for monthly billing reports. Is there a way to do this without client names?

Yes, there is a box to check at the top of the screen (the area you select your date range, etc). If you check the box it will hide the names.

You do it yourself: download the report to excel, then delete the column with names. It’s easy. Then share with your accountant

Good morning!

We use Google chat! HIPAA compliant with the Google workspace plan. We only use it for time sensitive things. Everything else is categorized in a database CRM

We use Skype to message each other, the Drs will send us a quick message while the patient is checking out

Is it poss to access compensation for inactive staff? Do I need to go in to activate them to do so?

You need to activate their profile but just ensure online booking is off and no access in permissions.

Any chance that Jane could integrate with upc/bar code readers to help with inventory?

I don't currently use one or do inventory in Jane. However, I have used one in the past.

If you add the UPC # to the product name it should work. I did that in another EMR.

We send out monthly statements for the previous month. If someone needs to pay their balance for December’s appointments, is there a way to send them a statement and link to pay for only those appointments and not ones that have happened in January? These seems like a basic feature but I cannot figure it out.

We go to the patient’s billing/purchases screen and highlight the specific dates we want to send a statement for. It can then be emailed or mailed. I then go to their profile screen and set up a BILLING note with the date sent and the amount billed. … See more

I don’t think it’s possible. We have about 98% of patients with cards of file if not more which really helps with A/R! Especially end of year. Highly recommend you move toward this for 2024! and collecting at time of service is hugeeeeee. We only don’… See more

Curious if anyone has used feedback informed treatment (fit) with janeapp somehow for therapy? I'm curious about adding it to my practice somehow..

Can someone clarify, if you make a child profile and attach their parents profile to it and grant all the privileges to schedule, fill out paperwork, receive notifications. But you don't input the parent's phone number or email, shouldn't they receive notifications anyways because their profiles are linked? All the messages say that there is a "bad recipient" and the patient didn't get notification of their appointments or to fill out paperwork prior. WHICH IS A HUGE PROB… See more

I think it still needs a main email address in the actual patients file to be able to send things to, since it’s for them. The relationship just means that person also has access to it, it’s not sent to them

How would they receive the notifications if not by email or text? You just include this information for the parents. Then it works smoothly.

A single link used to work well when both parents were signing in from different locations and devices. In the last few weeks, I’ve run into technical issues. Only one parent is able to sign in and the other won’t connect to video or audio. I’m wondering if the new group call feature is necessary for me to add-on? Has jane disabled different participants from using the same link? It used to work well before and is no longer working. Thank you!

The regular virtual link is technically supposed to be for 1 sign-on which may be why they are having issues.

I am trying to set up billing for medicare. It only gives me a spot for a copay dollar amount and nowehere to put the 80% copay. Any help would be appreciated!

it’s supposed to be 20% coinsurance. it’s the box on the bottom. You have copay deductible and coinsurance choices.

You have to go into the patient's insurance profile, scroll all the way down, and there are options for copay, coinsurance, and deductable.

💙 Welcome to the official Jane (jane.app) community! We're so excited to have you.