Watch this video to learn how to show appointments for a specific day and/or a specific practitioner, how to configure your display settings, as well as how to create a custom view of practitioners on a single page.Â
Watch the quick video below to learn how to book an appointment in 3 easy steps.
Click the link for details, video, and photo examples!
Tip #1: Duplicating Notes
Tip #2: Pinning and Starring Chart Notes
Tip #3: Searchable Tags
Tip #4: Medical Alert
Tip #5: Chart with Modules
Tip #6: Keyboard Shortcuts
Tip #7: Scan and Upload
Tip #8: Sharing Info with Patients
Tip #9: Print/Export Chart Notes
Tip #10: Format Your Chart Entries
Click the link for details!
Deleting, Moving or Changing a Chart
Charting Privacy Settings
Privacy Mode
Know how to help clients use all features of their account/ profiles. Watch these videos to better understand the clients point of view through Jane.
This setting lets you choose how far in the future to open up your schedule. Set this to 3 months and Jane will open up booking for 3 months into the future and just keep rolling along one day at a time. This allows you the buffer you might need to add in holidays, time off or personal appointments before someone books appointments for the entire year!
The default here is “sequentially” which means that Jane will offer your appointments back to back based on their length. If you have a 60-minute treatment, Jane will offer it every 60 minutes. If you have a 90-minute treatment, that one will be offered every 90 minutes. (1pm, 2:30pm, 4pm).
If you offer long treatments this can mean that start times are pretty far apart, even if your day is completely open. To avoid this you can choose to have treatments offered on more regular intervals. If you choose 30 minutes here, for example, a 90-minute appointment will be offered every 30 minutes (1 pm, 1:30 pm, 2 pm).
A favorite of ours is the “based on my shortest treatment” option, as this means that spaces left in your day would always be a size that could fit whatever your shortest treatment option is.
If you have a really flexible schedule with lots of openings, but you’d like clients to only book around existing appointments, you can use this setting so that Jane will offer appointments just before or after whatever is booked on your schedule. Please note that breaks work a bit differently with cluster booking. A break divides your shift so you’ll effectively have two separate shifts where Jane clusters independently. If there are no appointments in the schedule, she will offer up availability on either side of the break at random. Once there is an appointment in say the first part of the shift, Jane will offer up times around that appointment and random times in the second part of the shift because she sees no appointments there.
This one is a little bit cheeky. Often when you’re brand new to practicing, or to a clinic, or to a city you might not yet have a full caseload. People are a bit wary of booking on a fully open schedule, so Jane can limit the number of appointments that are displayed per day. Even if you are completely empty, Jane can display just 3, or 4, or 2 spots to make it look a little busier. ;)
Some treatments have a longer scheduled time than the treatment duration (often to allow for a room to be re-set or time to do your clinical notes etc). When your shift ends at 5 pm, it might be reasonable for that extra buffer time to extend into the time after your shift ends. If you have a 60-minute appointment with a 15-minute buffer (so normally that blocks of 75 minutes on your schedule), it might make sense for Jane to allow a 4 pm appointment, even though there are only 60 minutes left on the shift).
This one is only relevant if you are offering multiple appointments in multiple rooms at the same time for the same staff member. If this is the case you might find this guide document helpful: Staggering Bookings