Jane Guide.

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


Creating a Gift Card

You don’t need to have fancy Starbucks style gift cards to use Jane’s gift cards feature. You can track and redeem gift certificates as well. Jane will even generate a unique gift certificate number for you.

Let Jane generate a gift certificate number

  1. To have Jane generate a gift certificate number, go to the Billing tab, then click the Gift Cards / Certificates item in the menu on the left.

  2. Click generate a fresh number

  3. Then Jane will ask you to search for the patient who is loading money onto the gift certificate. If the person buying the gift certificate is not a patient at your clinic, you can use a profile with your clinic’s name, or named something like “walk in purchases” instead.

  4. Select the profile you will be recording the payment under, and the Receive Payment screen will open with your gift certificate. Enter the payment details and amount to load onto the card, click apply, and you’re done!

Or, If you already have gift certificates with numbers

  1. Go to the Billing tab, then click the Gift Cards / Certificates item in the menu on the left.

  2. In the search field enter in your Gift Card number, or if you do happen to have those fancy Starbucks style gift cards, you can use a USB scanner to scan in the number for you.
    • Note: The gift card number you enter must be at least 6 digits long and cannot start with a 0. You may start with letters, so if your card number is #003 you could label it something like “GC#003
  3. Click the Create New Gift Card # text.

  4. Then Jane will ask you to search for the patient who is loading money onto the gift certificate. Again, if the person buying the gift certificate is not a patient at your clinic, you can use a profile with your clinic’s name, or named something like “walk in purchases” instead.

  5. Select the patient, and the Receive Payment screen will open with your gift certificate. Enter the payment details and amount to load onto the card, click apply, and you’re done!

If you already have the gift card created in Jane and would like to re-load it for another transaction, check out the How to load a gift card page for instructions. To redeem a Gift Certificate, check out Redeeming a Gift Card