Jane Guide.

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


Assigning Product/Inventory to Staff

​For a product to be “attached” to a practitioner the sale needs to be assigned to that practitioner.

From the Schedule

If you add the product from the schedule using the “Add Items” from the Pay drop down, it is automatically assigned to the therapist who completed the treatment.

​You can use that pencil button beside the practitioner name to edit who the purchase is assigned to, so if it should belong to another practitioner click the pencil to change the staff member.

From the Purchases Screen

​If you are selling the product from the Purchases screen the sale will begin with “no staff member” so you can use the pencil there to add the practitioner, which defaults to no practitioner.

After the Fact

​If the product has already been sold and you are looking to change who it belongs to, head to the Patient’s Purchases Tab in their Billing area and then click the “View” button at the end of the line.

​Then you can switch the practitioner assigned in the “Staff Member” box

Reporting

The sale will show up on the Practitioner’s Compensation Report for the date on which the product was paid.