JaneApp (Associate Handbook)

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/update them in consultation with the associate.
• Appointment status: associates control appointment status and are responsible for marking appointments as Arrived or No-show (see ./Appointment_Status_Rules.md).
• Notes: notes live in the notes section in the client profile. Associates are responsible for keeping notes up to date (see ./Charting_Notes_Policy.md and ./Charting_Standards.md).
• Rescheduling/cancellations: associates can reschedule or cancel sessions as per client requests and clinic policy.

What belongs here

• (See the procedures below; all items listed here are now documented.)

Procedures to add next (placeholders)

• (Complete — all procedures listed here are now documented.)

Booking procedures

• ./Bookings_On_JaneApp.md

Scheduling procedures

• ./Scheduling.md

Charting / notes

• ./Charting_Notes_Policy.md
• ./Charting_Standards.md

Client setup + couples

• ./Client_Profiles_Setup.md
• ./Couples_in_JaneApp.md
• ./Duplicate_Profile_Prevention.md

Appointment status / billing basics

• ./Arrived_NoShow_and_Billing_Basics.md
• ./Appointment_Status_Rules.md
• ./Tech_Failure_Procedure.md