Jane University: Practitioner Training
đĄJane Tip: We recommend heading over to Janeâs Demo Clinic to practice as you learn! Contact us to request access. If you are a current Jane user, itâs best not to create fake or test chart notes in your own account. The Demo site is the best place to practice charting as once a chart note has been signed, it cannot be deleted.
Lesson 2: Charting in Jane
Now that weâre feeling comfortable navigating the schedule and booking appointments, letâs dive into charting!
Jane lets you create customizable chart notes to fit your practice and your treatment style. We know youâd rather be treating patients than doing endless admin, so our goal is to have you charting quickly and efficiently.
Charting in Jane maintains some of the things you love about paper, such as custom templates, text, images, and easy reference to past entries; while also gaining some new exciting electronic features like having searchable entries, the ability to duplicate past entries, and automatically adhering to charting regulations.
Getting Started With Charting:
Our next video covers a full overview of Janeâs Charting area. Youâll learn about the practitionerâs home base for charting, how to navigate the charting area, how to create new chart entries, and how to set up your templates.
Note: Speed up or slow down the video speed using the âď¸ button inside the video player!
Letâs review a few items we learned in the video above:
The Day Sheet View:
To help make your workflow efficient, Jane has an area that allows practitioners to schedule, chart, and even accept payment all in one screen. We learned in the video above that this area is known as the âDayâ view. Practitioners can access the Day Sheet view, by clicking the Day tab in the main menu.
Take a quick tour with Sophia as she walks through the practitioner Day View. Then, keep reading to see how to access the appointment panel from the same screen.
Note: We recommend signing in on the demo site under a practitioner username, such as physio or massage, in order to view and play around with the Day area. It will not be visible under an administrative login. The Demo site is the best place to practice charting as once a chart note has been signed, it cannot be deleted.
You can log-in with the username: practitioner and use the same weekly password.
Hereâs an example of the practitionerâs Day Sheet View:
In the Day view, youâll get a sort of one-day âday sheetâ view that gives you single-click access to your patient charts. The second click on the same appointment opens the billing area on the right-hand side.
Practice Drill đ
Sign in as a practitioner to try out accessing charts in the Day sheet view:
Instructions:
- Sign in at the Jane Demo Clinic as the practitioner Frank Lebsack. Navigate to demo.janeapp.com and use the username: practitioner and the same weekly password.
- Find the Day view area on the top menu.
- Use the navigation arrows at the bottom of the page to skip ahead or backward in the day schedule.
- Click one time on an appointment to open the patientâs charting area.
- Click a second time on the same appointment to view the appointment panel.
Touchdown! đŁ
Creating Chart Templates:
To get started with charting, you can begin by building out the chart templates youâd like to use. There is an area in every staff profile you can do this called âChart Templates.â
The Chart Templates area brings you inside Janeâs Chart Builder. You can choose to create a âNew Templateâ or you can add and modify chart templates from our âTemplate Library.â We definitely recommend checking out the template library for inspiration and to see how others are charting! The lovely Jane community are building templates and sharing them for others to use â how nice is that.
When building a new chart template, the âAdd Itemâ button provides quick access to a list of individual charting components you can use to build your own template. You can use building blocks like note fields, checkboxes, dropdowns, custom images, and photo or video uploads.
Click the Template Library button to browse the templates found in our community library.
Once you have opened the Template Library, you can filter the templates by Discipline. Click on a template to preview and see if it will meet your needs.
Click the Add button to load it into your list. From there, you can edit and modify the template any way you like - this does not affect the version thatâs in the Template Library. Delete, add, alter - make it your own!
Pro Tip: It can be helpful to keep in mind the device on which youâll be charting. Templates for a touch screen device might be different than for a laptop. On an iPad you can take advantage of drawing on images, dictation and loading images directly into charts. On a computer you might prioritize typing or check boxes.
Read more on building a chart template in this handy guide: Learn How to Create Chart Templates
You can also learn all about the different items available for building your chart templates here: Explore Chart Items for Creating Templates
Practice Drill đ
Next, letâs review how to create chart templates.
Instructions:
- Head over to the Jane Demo Clinic and use the Staff tab to access Jo-Ellenâs staff profile.
- Click into the Chart Templates area and use the Template Library button to explore the shared library!
- Once youâve found a template you like, click the Add button to pull it into Jo-Ellenâs My Templates area.
- Click on the template to explore modifying the new template in any way youâd like.
Touchdown! đŁ
Creating a Chart Entry: The Sign & Lock Workflow
Signing and locking charts is part of the electronic charting workflow and affects how chart entries are finished and how any future changes are tracked. Letâs take a closer look at the sign and lock charting workflow:
As weâve learned, the best place to chart from is the âDayâ view. The first click on the appointments in this area will open the patientâs chart. This also tells Jane to assign the chart entry to that visit.
From here, youâll be able to use the âNew Chart Entryâ button to create a new draft entry.
In our example, weâve selected the âSOAPâ template. New chart entries will begin in a draft state, until you choose to âSignâ them. Youâll get an âunlockedâ symbol on the appointment which means that you have a draft entry.
Signing a chart entry is your way of saying, âHey, this entry is complete, and no more changes should be made to it.â
It is important to note that by signing a chart, the entry is no longer editable. Any changes will need to be added as text amendments.
Once you sign and lock the chart, the lock symbol on the appointment is closed. Voila!
If there is no lock symbol it means there has been no chart entry created in connection with this scheduled appointment.
Pro Tip: You can upload an image of your signature, which will be added to any signed entry when you print or create a PDF of it. Fancy!
For the steps to add a signature, check out our guide here: Learn How to Add a Signature to Your Chart
Done & Done! Youâre ready for Tips & Tricks in Lesson 3.
All of the content in this course âPractitioner Trainingâ is subject to our Terms of Use.