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: notes live in the notes section in the client profile. Associates are responsible for keeping notes up to date (see Charting notes policy and Charting standards).
• Rescheduling/cancellations: associates can reschedule or cancel sessions as per client requests and clinic policy.

Booking procedures

• Bookings on JaneApp

Scheduling procedures

• Scheduling

Charting / notes

• Charting notes policy
• Charting standards

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