The table below gives you a starting point for billing, attendance, booked hours and patient follow-up. Use it to choose your next check, then open the individual record where a decision is needed.
Pick the report for your question
Open Reports in Jane, then choose the report below. Your staff permissions affect what you can see. Use the same location, practitioner and period when comparing results, and note which date the report uses.
| Your question | Start here | Check before acting |
|---|
| What was invoiced in this period? | Sales | Purchase or invoice dates can differ from the visit date. Invoice activity does not establish when payment was received. |
| Which accounts have unpaid invoices? | Accounts Receivable | Choose the as-of date. Check credits and the underlying invoices before requesting payment. |
| Which appointments were missed? | Appointments | Check the recorded appointment state and correct unresolved attendance before counting. |
| How much shift time was booked? | Hours Scheduled / Booked | Breaks and missed visits affect interpretation; bookings outside shifts can also raise the percentage. |
| Which patients have no next booking? | Unscheduled Patient Report | Read the filters carefully. No future booking alone does not establish that more care is needed. |
| What share of patients returned? | Patient Retention | The figures depend on the period and arrived visits. They do not explain why someone returned or stopped attending. |
Keep the reporting dates straight
Suppose you are reviewing last month's visits. The Appointments report uses appointment dates, while Sales lets you choose purchase or invoice dates. An invoice entered later may fall in a different period from its visit.
For a billing question, open the appointment and its billing records. Subtracting an invoice count from an appointment count cannot establish which services lack an invoice. Follow the visit-to-invoice check when a particular record needs review.
For outstanding balances, use the Accounts Receivable walkthrough, including its credit check. A past as-of balance and the amount currently owed answer different questions.
Give percentages a definition
For the attendance-based no-show rate used in our no-show calculator, divide no-shows by arrived visits plus no-shows for the same period and scope. Cancellations and future bookings are outside that definition. This is the measure the calculator uses, not a formula prescribed by Jane.
For booked shift time, Jane's Hours Scheduled / Booked report compares booked hours with scheduled hours. A booked appointment can still be missed, so a high booked percentage does not establish high attendance. Use the schedule review to inspect unfilled time before changing availability.
Take one finding back to the record
Choose a finding you can verify: an unpaid invoice, an unresolved attendance state or a patient who may need a reply. Open the underlying record and decide whether action is needed. Keep patient details in the clinic's approved system.
If work remains, give it an owner, a specific next step and a review date. For a patient without a next booking, use the rebooking guide to check whether contact is appropriate. For a recurring review, use the weekly checklist.
Choose the report that answers your question, note its dates and filters, and take one finding back to the record. The check is complete when the finding has a recorded decision or an assigned next step; a change in a report total alone is not evidence that the work was finished.
Sources
Jane documentation checked October 3, 2026. The report choices and review routine are editorial recommendations; Jane documents the report behavior.
Rob SaricCo-founder & CEO at Caretrics