Jane for Practitioners: 👉 Start here

Welcome! We’re so happy you’re here.

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 practitioner 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 “Practitioner Training” 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 Practitioners. Since Jane users are at the heart of everything we do, we’ve also included real feedback and tips from other users, so you can see how to apply what you learn in real-life situations.

By the end of the course, you'll be able to:

• Master scheduling: 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.

• Chart like an expert: discover the best ways to chart in Jane so you can save time, provide exceptional documentation for your patients and colleagues, and stay organized across all your appointments.

• Create a seamless patient experience: gain hands-on skills to set up a patient account, send intake forms, and organize patient charts, helping you provide an efficient and welcoming experience for every patient you see.

Jane for Practitioners is designed specifically for allied health professionals who want to master the essentials of using Jane in the daily operations of a clinic. This course won’t cover topics like setting up your clinic for the first time or refining your Jane settings — you can learn more about getting started using the 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.

Here’s a look at what’s ahead:

Part one: welcome & managing a busy schedule

1. Welcome

2. Navigating the Schedule

Part two: master charting

1. Introduction to Charting

2. Advanced Charting

3. Protecting patient privacy

Part three: the patient experience & insurance

1. Understanding the patient experience

2. Insurance: US or Canada

3. Next steps & survey

💡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.

Ready to get started with Jane? Jump to your first lesson now!