Jane's Guide

Here's all the help you need to use Jane.


Charting

  1. Guide
  2. Charting

  • Adding a Signature to Charts

    When you sign off on a chart entry using the “Sign and Lock” feature, Jane will date and time stamp your entry.

  • Use Phrases For Faster Charting

    This handy feature allows you to create a set of words, sentences, or even lists that will auto-populate when you use a keyboard shortcut in a chart entry.

  • Appointment Charting Status

    Sometimes you would like to review your appointments or those in your clinic to see if there are any appointments that haven’t been documented.

  • Chart Parts for Creating a Chart Template

    Your templates will show up in the bottom of your template list when you use the “New Chart Entry” button or “Add to Chart” function. You can create your own chart templates or, if you want to piggyback on someone else’s hard work, you can opt in to templates built by other practitioners in your ...

  • Chart Template Library

    Jane users really are an amazing community! There are a number of generous practitioners who have worked to build fantastic templates in Jane and have shared them into our Library.

  • Charting for a Past Date

    It’s important to note that while you can adjust the date of the chart entry to reflect the date of service, you cannot backdate the date and time of the “signed at” stamp. To comply with charting regulations, Jane will accurately record and display the date and time that the chart entry was sig...

  • Charting New Territory: Tips for Switching to Electronic Charts

    After working with practitioners in clinics for over 10 years, I know how hard it is to leave paper charting behind, even with all the logical reasons to switch: reduced supply costs, no storage or shredding, off-site access, improved legibility (although I never trust a practitioner if I can rea...

  • Charting Privacy Options

    Sharing chart notes can be something that varies depending on how you run your practice. There’s a number of settings in Jane that you can work with to ensure your notes are shared with the appropriate people in your practice.

  • Consent for Assessment/Treatment of Sensitive Areas

    The College of Massage Therapists of Ontario have recently released a new Standards for Maintaining Professional Boundaries and Preventing Sexual Abuse which includes a section detailing that “Treatment of Sensitive Areas Must be Discussed with the Client and Written Informed Consent Must be Obta...

  • Couples or Related Groups - Booking, Billing, Charting and Notifications

    There are times that you want to work with more than one person at a time, but it’s not a class or drop-in style group. This may be especially relevant to you if you’re a mental health practitioner or a family chiropractor. This would be for appointments like couples or family counselling or fam...

  • Creating a Chart Template

    If you’d like to standardize your charting or, better yet, reduce the overall time you spend charting, using Chart Templates is the way to go.

  • Deleting, Moving or Changing a Chart

    There are a few scenarios that pop up where a chart needs some attention. Jane has a few ways to work with your chart entries, while also remaining compliant with general charting regulations. These regulations typically require original entries to remain legible and all changes to a signed chart...

  • Files Area in Chart

    Often you’ve uploaded something to a client’s chart, and you’re just looking for a quick way to find and review the upload.

  • Exporting Chart Notes (Print or PDF)

    Sometimes you need to export a chart record for a medical legal request or referral to another practitioner.

  • Adding CPT & Diagnosis Codes to Charts on the U.S. Insurance Plan

    📍 This is available for those using Jane’s U.S. Insurance Features.

  • Adding Billing & Diagnosis Codes to Charts on the Base Plan

    When creating a chart template, you can use Note, Drop Down, and/or Check Box items to manually enter codes into your chart entries.

  • Keyboard Shortcuts

    That’s why there are a number of keyboard shortcuts you can use to navigate the Schedule with fewer clicks.

  • Letters in Jane

    Often you need to send Progress Reports, Doctor Letters or other Form style Letters to people outside of your practice.

  • Photos in Chart Notes/Documentation

    Photos can be a great compliment to a chart entry to track skin conditions, range of motion, misalignments, and progress of treatment over time.

  • Pinning and Starring your Chart Entries

    Do you need to refer back to your patient’s intake form regularly, or the notes from their initial visit? Maybe there are a few key notes, images or uploaded documents that you need quick access to.

  • Prescriptions

    Many of you are prescribing to your patients and have asked about how that can be managed in Jane. We know that patient charts can span many years and be made up of hundreds of entries. So finding entries that have specific information and compiling them in one place can help your patient care.

  • Print to PDF

    In order to print to PDF from Jane, make sure you are using Chrome on either a Mac or a PC. Then on a page that has a print button in Jane:

  • Printing or Sharing Chart Entries (Treatment Plans)

    Sharing just the Plan portion of your chart entry with your patient is a common workflow for practitioners.

  • Scanning and Uploading to Jane Charts

    You might be looking to load in a scanned Dr. referral, or an in clinic intake form, or the paper chart that you’re leaving behind. Loading documents into Jane is something that you will do regularly so here’s some tips.

  • Sign & Lock Charts

    Signing and locking charts is part of the electronic charting workflow and affects how chart entries are finished and how any future changes are tracked.

  • Sign and Lock Workflow

    For the lock icon to show up the treatment has to be connected to the chart entry. Which means it needs to be selected on the schedule (so the “check” needs to be displayed on the appropriate appointment)

  • Supervisor Sign Off

    With many clinics working with practicum students, or practitioners who haven’t received their full license yet (‘Practicing Therapists’), we’d like to share how to have the Supervising Practitioner record notes and sign off on those chart entries.

  • Switching from Paper Charts to Electronic Charts

    Making the switch to Electronic Charting can seem like a big task - especially if you have years and years of paper charts stored in your clinic.

  • Uploads for Review - Labs, X-Rays and Other Reporting

    If you have administrative staff that are uploading clinical information that needs to be reviewed by a practitioner, it’s most accurate to assign the uploaded chart entry to the appropriate practitioner.

  • Customizing Your Chart Footer

    So, you were the chosen one this year.

  • Making a Chart Amendment

    Not a problem.

  • Smart Options & Narrative for Charting

    This chart part allows staff to create a quick and easy narrative with only a few simple steps.

  • Help! I accidentally archived a draft chart entry.

    Good news! – As long as the chart data made its way to Jane’s servers before you archived it, the archived draft would be saved as an archived chart entry.

  • Sharing Patient Charts with a Third Party

    When it comes to sharing a patients charts with a Third Party like a lawyer or insurer we don’t recommend emailing chart notes. You can create the Third Party a patient profile, upload the document and then share that document to their patient portal so they can view and download it in a HIPAA co...

  • The Chart entry is Complete why isn't the Lock showing?

    Looking for the little calendar icon on your chart? Could have sworn you made an entry for that day but there is no lock on the Appointment? Sounds like the appointment isn’t attached to the chart. Let’s walk through the steps for adding that.

  • Batch Chart Export for Practitioners

    There are a couple of things we do like to note first, though.

  • Creating a Narrative Chart

    The newest Smart Options & Narrative for Charting chart part has the ability to create a customer narrative within just a few clicks.

  • Formatting Chart Entries

    Did you know you can add formatting to your Charting in Jane? If you haven’t checked it out yet, we definitely recommend it.

  • Charting for Classes and Group Appointments

    To the practitioners charting for Classes or Group Appointments (i.e., family or couples therapy), we have a time-saving treat for you. 🍫 

  • Tips for Charting During Your Online Appointment

    Here’s hoping that this guide will make switching between things just that much easier! Here are some useful tips that we’ve picked up from clinics along the way on keeping up with client notes during an Online Appointment (telehealth) video or audio conference.

  • Outcome Measure Surveys

    We know that better insights into your clients’ progress help you provide better care. With Outcome Measure Surveys, you’ll be able to add scores to Clinical Survey questions to help you to quantify a client’s experience at a point in time and over the course of their care.

  • Clinical Surveys

    With Clinical Surveys, you can collect information from a client before or after their scheduled in-person appointment, or at the time of booking online. You can also set up a survey to send daily, weekly, or monthly to individual clients. The answers to the survey questions are added to the char...

  • Welcome to the Jane Guide

    This guide is a growing library of tips and instructions for having the best experience with Jane.