We know learning something new can feel like a lot, so we’ve designed this course to walk you through Jane one step at a time. Our aim is to help you feel confident using Jane’s key features and ready to take on your role as a clinic administrator.
We created this front desk training as a guided learning experience — not just to show you how things work, but to help you feel supported along the way. We talk a lot about “Jane’s heart,” and one of our customers recently said it felt like the Jane team was here to care for her the same way she cares for her patients.
We hope you enjoy working with Jane as much as we do.
💡Jane Tip: we recommend heading over to Jane’s Demo Clinic to practice as you learn! If you’re a current Jane user, you can find the login information by clicking the Need Help? button in your account. This password is updated every Monday.
If you haven’t signed up with Jane just yet, you can find the login password by heading to the Jane Community Group on Facebook and clicking the Featured tab. You can also request the password by emailing [email protected]. We always recommend using the demo clinic for testing and practice so that your own account stays nice and tidy. ✨
All of the content in this course “Jane for Admins” is subject to our Terms of Use.
What you’ll learn
You’ll find a fun mix of videos, text, and quizzes to help you get the most out of Jane for Admins. We’ve also included tips and insights from real Jane users, so you can see how the tools work in everyday clinic life.
By the end of the course, you'll be able to:
Customize your schedule: learn how to create a well-organized schedule that keeps your appointments running smoothly — making the most of your time, breaks, and online booking tools, all tailored to fit your clinic’s needs.
Choose the best payment options: Set up payments in a way that works for your clinic and makes it easy for patients to pay — whether by card, insurance, or both.
Create a smooth patient experience: gain hands-on skills to manage patient accounts, send intake forms, and organize charts, helping you provide an efficient and welcoming experience for every patient you see.
Jane for Admins is designed specifically for clinic admins and front desk teams who want to get comfortable with Jane’s day-to-day tools. This course doesn’t cover full clinic setup or account preferences — for that, check out our Quick Start guide.
Course roadmap
We’ll be exploring a few different topics in this course, so we’ve divided everything into easy-to-follow sections that build on each other. This way, you can learn at your own pace and always come back to anything you want to revisit.
💡Jane tip: Did you know that Jane offers personalized onboarding services? All new clinics can book an Account Setup Call to chat directly with an expert from our team. Learn more about your options here.
