Jane's Guide

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


Notifications & Reminders

  1. Guide
  2. Notifications & Reminders

  • Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts

    To add upcoming appointments to the bottom of a patient’s receipt, you can select the appointment that you’d like to arrive from the schedule, and hit Arrive. The appointment will turn green in the schedule.

  • Change Your Clinic Email Address

    When you first open your Jane account, the email address you provide will be the one that automatically gets set as the address where you will receive Jane notifications and/or replies and responses from all clients using online booking.

  • Customizing Jane

    Did you know that you can add your own flare to much of the language in Jane? You’ll need to be set up as a “Full Access” account to get to the right spot in the Settings tab.

  • Email Notifications

    Jane can help keep everyone informed, and you can decide when that happens.

  • Email & SMS Reminders

    With all the things people have to juggle in this world, isn’t getting a reminder lovely? We think so. That’s why Jane lets you send your patients automatic email and text message (SMS) reminders before each appointment. You can offer multiple reminder options, such as:

  • GDPR and Reminder Emails

    In most cases, you’re not going to need consent for reminders. Here’s why and how you can set your Jane account up as a health care provider:

  • Send Email to All Patients

    Need to send an email to all of your patients? You can use a program called Mailchimp! We offer an integration with them, but this approach is a little different.

  • Phone Reminders List

    Jane keeps a handy list of any patients that need a phone call reminder. These patients have been set to be reminded by phone. (Note that Jane is much too nice to use a robotic voice to call your patients–you or your staff will get a reminder so that your patients can get the human touch.)

  • Return Visit Reminders

    Sometimes called Recalls, sometimes called Treatment Plans - we thought that Return Visit Reminders was the most accurate term for Jane’s notification system.

  • Tasks or To Dos

    We’re well excited about this feature! The ability to track and assign tasks is fantastic for administrative staff and practitioners alike. If you love to-do lists as much as us, then you’ll love Tasks

  • My Client Didn't Receive their Clinical or Outcome Measures Survey: A Troubleshooting Guide

    Did your client not receive their Clinical Survey? Here’s a quick guide to help figure out why this might be the case. Though if you’re looking for information on how to set your surveys up, here’s our general guide on Clinical Surveys and Outcome Measures Surveys

  • Email Customization Cheatsheet (Appointment Reminder)

    Our “Appointment Reminder” emails pull from many different areas in Jane. Here’s a quick cheatsheet to show you all the places this email pulls from so you can handcraft each email to each situation.

  • Automatic Return Visit Reminders

    Regularly using return visit reminders is a great way to improve patient retention.

  • Email Customization Cheatsheet (Thanks for Booking)

    Our “Thanks for Booking” emails pull from many different areas in Jane. Here’s a quick cheatsheet to show you all the places this email pulls from so you can handcraft each email to each situation.

  • Why Does My Patient or Client’s Email Say ”Bounced”?

    When you’re seeing the ‘bounced’ tag on a patient profile, or the messages in the Message Log are followed by a ‘Bad_Recipient’ tag, this indicates that the email has been sent, but was returned as undeliverable (Return to Sender– email style).

  • Intake Form Reminder Email FAQ

    This is a compilation of some of the most frequently asked questions about Intake Form Reminder Emails.