JaneApp

This section covers how associates use Jane in day-to-day work.

Quick rules (how we use Jane at Head & Heart)

• Shifts / availability: associates can control their availability in Jane, but all in-person shift times must be coordinated with admin so we do not create overlaps between therapists.
• Session types (services): session types are admin-owned. Admin will create sessions and update them for you, in consultation with individual associates to determine length, descriptions and pricing.
• Appointment status: associates control appointment status and are responsible for marking appointments as Arrived or No-show (see Appointment status rules).
• Notes (where in Jane): session notes are entered in the Notes area of each client profile in JaneApp. What to write and by when are set in the handbook’s Notes & charting section—not in this JaneApp index.
• Rescheduling/cancellations: associates can reschedule or cancel sessions as per client requests and clinic policy.

Booking procedures

• Bookings on JaneApp

Scheduling procedures

• Scheduling

Clinical notes & charting (handbook section)

Policies and standards for session documentation (including the 48-hour expectation and content norms) live in their own handbook section:

• Notes & charting — index

Client setup + couples

• Client profiles setup
• Couples in JaneApp
• Duplicate profile prevention

Appointment status / billing basics

• Arrived / no-show and billing basics
• Appointment status rules
• Tech failure procedure