22 hours ago If you’re curious, here’s a little more info on Helping Patients Log In. If they visit other clinics that use Jane, they’ll have a separate My Account for each clinic. 📍Note: Anyone with a Staff Profile in your Jane account will have a My Account area as well. There are lots of things that can be … >> Go To The Portal
Your clients have access to a secure client portal through Jane called My Account. This account can be set up when they complete the Online Booking process or when they receive their Welcome Email. If you’re curious, here’s a little more info on Helping Patients Log In.
Jane Online Appointments on the App Store Open the Mac App Store to buy and download apps. Online Appointments by Jane is a secure, HIPAA and PHIPA/PIPEDA compliant telehealth app for clients and staff members to connect from anywhere. It's as easy as joining a phone call, no usernames or passwords required.
Your patients will need to set up a username and password to access their patient portal called My Account. In their My account section, patients can book appointments, join their Online Appointments (telehealth) and much more. For more on the patient’s My Account page - click here.
You can access all of Jane’s features through your smartphone. Simply open your phone’s web browser and enter your clinic’s URL to load the app. Pro Tip: If you regularly access Jane on your phone, you can create a shortcut on your phone’s home screen.
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.
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).
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.
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.
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.
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?
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.
If you’re trying to help a patient who is having trouble logging in to their online booking account, here are some tips on how to help them.
Here’s a training video that you can share with your patients. It covers how to Begin a session via an email link, and how to sign in and access their My Account area to Begin their Online Appointment.
It’s bee a year after a review that appointment link is redirecting you to App Store instead of appointment. The issue is still there. Idk how this could be even on App Store. The app does not work!
This is Julia from the Product Team at Jane. Thank you for reaching out and letting us know that you’re having some trouble. I'm here to help you access your future online appointments, and I only wish that I could have gotten this response over to you sooner.
This is Julia from the Product Team here at Jane. I understand that you’ve had a really frustrating experience with the Jane Online Appointments App so far, and we want to let you know that we never intended to have you feeling this way.
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Well it looks like you’re with a clinic that is running things with Jane! :)
To get you started please watch this video below about creating a username and password and signing in for the first time.
And it would be a good idea to review the whole Charting Section above and to the left in this guide: