Jane Guide.

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


Switching from Paper Charts to Electronic Charts

Making the switch to Electronic Charting can seem like a big task - especially if you have years and years of paper charts stored in your clinic.

We often get asked about the best way to make the switch, so here’s some of what we’ve learned.

To Scan or Not To Scan (or To Sort of Scan)

Scanning in your entire chart history is often too time consuming and just ineffective. While some people bring in students or just plug away at it over time, we find that the majority of clinics will take more of an “as you go” approach.

The day before admin staff will look at the next day and pull charts and scan in the most recent entry and the intake form for anyone that hasn’t been seen since the switch to Jane. These will become the first entry in the electronic chart for that patient and give the practitioner the most current information on that patient.

Others just start fresh - stop working with paper and just get going in Jane.

In both these cases you still need to keep the paper charts for the appropriate number of years, but you do not create any new paper charts, so over time you can shred the old files.

Other Reading

Here’s some very helpful information on Scanning and Uploading into Jane Charts.

And some other tips on Switching to Electronic Charting.

And the whole Charting section of the guide is probably worth a read too. But here’s one last one with 5 Quick Charting Tips.

Coming from Another Charting Software

If you are coming from another software from which you were not able to export your charts in a batch - you can take a similar approach. Either individually downloading a patient’s chart and then uploading it as a single upload day by day or systematically over time.

Whatever you choose we hope you’ll enjoy working with Jane’s Note Taking features. If you have any questions or feedback we’re always happy to hear them!