Practical guides for health and wellness clinics using Jane.app. Find unpaid bills, review missed appointments and decide which follow-ups deserve attention.
Not sure where to focus? Use three checks to find useful work, choose a next step and review what changed.
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A cancellation policy example to adapt to your clinic
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Check an unpaid insurance claim in Jane.app, ask the payer the right questions and record a next action you can follow through.
Use Jane.app Accounts Receivable to check unpaid invoices, match payments and credits, and decide which balances need follow-up.
Review past visits in Jane.app, confirm attendance and check existing invoices to find billing corrections that need attention.
Match your clinic question to the right Jane.app report, then check the records behind the result before choosing an action.
Adapt a cancellation policy, align Jane.app settings and forms, and give patients and staff a consistent way to handle changes.
Set Jane.app card-on-file rules, explain them to patients and check both the first-time and returning-patient booking paths.
Compare practitioner no-show patterns in Jane.app using consistent counts, then check the circumstances before choosing a response.
Check Jane.app reminder timing, patient preferences and delivery so patients have a clear way to change or attend their appointment.
Match a cancelled appointment to suitable Jane.app waitlist requests, offer it through the agreed channel and check the booking result.
Review reminders, cancellation settings, waitlist handling and follow-up in Jane.app to choose one useful change for missed visits.
Use Jane.app booked-hours reporting and the schedule to see which unfilled blocks could suit appointments and which need to stay protected.
Calculate booked hours as a share of scheduled shift hours in Jane.app, then choose what to check on the schedule.
Use three weekly Jane.app checks to find billing and booking issues, choose a next step and review what changed.
Calculate no-shows from arrived and missed visits in Jane.app, compare like periods and choose the next attendance check.
Find patients without a next booking in Jane.app, check whether follow-up is appropriate and give the next step a clear owner.