Jane Guide.

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


Appointment Charting Status

Sometimes you would like to review your appointments or those in your clinic to see if there are any appointments that haven’t been documented.

As long as you are charting from the Day view or are ensuring that the appointment is selected when you create a chart note, then Jane will link the chart entry with the appointments. See this help document on the Sign and Lock Workflow.

From the Schedule

​If you prefer to view charting status from the main scheduler for whatever reason, you can also flip over to a list view for the day using this button (circled in blue) at the top right of your main schedule screen:

This will switch you to a list view of your day and will include a column that shows your charting status on that visit - but again, you will have to CREATE the chart entry from the Today view or have the correct appointment selected on the schedule for it to be tied to that appointment.

From the Appointment Report

You can also run the appointment report which includes a column that displays chart status.

This is found in the Report tab.

It can be filtered by date range and by practitioner and to search for appointments with just draft charts or no chart entries at all.

From the Staff Profile

Every Staff Profile also has a list of all chart entries created by that Staff member or assigned to that Staff member as an author.

If you just want to make sure that all your drafts are completed you can search from the Staff Profile and filter down to Drafts.