jane anderson report on patient privacy

How do I use the patient notes report in Jane?

Whether you are using the Notes area to track Memberships and Packages, tagging your clients, or keeping track of additional insurance information, the Patient Notes Report will come in handy if you want to sort or filter your patients according to these details. For more on using Notes in Jane visit our handy guide on Special Notes.

How do I use the patient list report?

The Patient List report shows a list of your clinic’s patients (the ones entered into Jane), with their full name, their contact info, and other details. Staff Members: To see a list of all patients who’ve booked appointments with a specific staff member, select the staff member from the drop-down menu in the toolbar.

How do I see a list of patients and staff members?

Staff Members: To see a list of all patients who’ve booked appointments with a specific staff member, select the staff member from the drop-down menu in the toolbar. Patients: Select to show All Patients, only Active Patients, or only Inactive Patients

Privacy Mode

Privacy Mode was designed to be enabled when you need to be working with the patient immediately there and who can see your screen while rescheduling. If you step away from your screen, you’ll always want to also implement an administrative privacy policy, such as making sure your devices lock automatically or manually logging out.

Patient Names in Calendar Subscriptions and Staff Email Notifications

Another way to increase privacy for patients is ensuring that the booking notifications sent to staff and any calendar subscriptions of your appointments aren’t displaying full patient names.

Highlights

Longtime medical journalist after beginning her career as a reporter with the Associated Press

Experience

Over the course of her career, Jane has written about numerous common health problems, including celiac disease as well as diabetes, cardiovascular disease and asthma, for a wide variety of publications. She also covers the business and politics of health care.

Education

Jane graduated with a Bachelor of Arts in English with a minor in journalism from the State University of New York at Albany.

Patient List

The Patient List report shows a list of your clinic’s patients (the ones entered into Jane), with their full name, their contact info, and other details.

Email Marketing Subscribers List

This is the list of patients who have opted-in to receive marketing emails. Patients are able to opt themselves into receiving marketing emails during the intake process, via their online portal, or have a clinic staff member opt their profile in (under Profile > Edit Settings).

Top Patients

Jane’s Top Patients report is handy because it will provide you with the number of bookings your top clients have made over a particular period of time. You’ll be able to change the date range at the top of the report to reflect the period of time you are interested in (month, day, year). This report can also be filtered by Staff Member.

Invalid Emails

If a patient has an invalid email address associated with their Jane account, the email address will appear in this list. This is a great report to check in on regularly as a weekly administrative task.

Patient Notes

Whether you are using the Notes area to track Memberships and Packages, tagging your clients, or keeping track of additional insurance information, the Patient Notes Report will come in handy if you want to sort or filter your patients according to these details. You can even filter this report to see only your Starred Notes, if you’d like.

Potential Duplicates

We talk a little bit about our Potential Duplicates report in our Merging Patients guide. The Potential Duplicates report will both display and allow you to merge any patients you determine are the same person. Pretty clever, hey?

Referral

The Referral Report allows clinics to see how their referral sources are working for the clinic, showing both the number of clients generated by a given referral source as well as the total dollar amount generated by that source. We have a handy guide document if you would like to learn more about the Referral Report in Jane.

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