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

Customizable Patient Sign Up Form

One of the reasons you may have chosen Jane is because signing up is easy. It should be just as easy for your clients to book an appointment online. You can customize the patient sign up page to ensure you’re capturing the right information from your new patients.

To start, lets head into your Settings > Patient Form Fields. Just a heads up you’ll need Full Access to see this area.

From here, you can choose which fields to Include in Patient Sign Up and optionally make certain fields Required. If you don’t wish to show a certain field at all, just ensure both “Include In Patient Sign Up” and “Required” boxes are un-checked.

The fields you can choose from are:

  • Date of Birth

  • Personal Health Number

  • Marketing Email Opt In

  • How did you hear about us?

  • Who were you referred to?

  • Preferred Name

  • Pronouns

Quick note: Jane will always require a users First Name, Last Name, Email and Mobile Phone

Once you’ve made your changes don’t forget to hit the Save button.

Voila - you’ve now customized the information collected from patients when they create an online Profile with your clinic.

If you’re also looking to customize and capture different information in your Intake Form, our guide here will help: Intake Form Guide

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