Masters Students

    Monthly Reminders

    These are tasks we recommend you complete at least on a monthly basis (if not, more frequently), in order to keep yourself organized and up-to-date!
    Depending on your preference, you can set reminders to complete these things more often!


    ** PRO TIP ** 
    To remind yourself to complete these tasks once per month we recommend doing the following:
    1) Block off a break in Jane on your schedule to remind you to do these monthly tasks
    2) Use the "snooze" function in GMAIL to have an email pop up once per month that reminds you to complete these tasks, then simply snooze till the next month!

    1. 1

      Chart Notes

      Sometimes it's easy to forget to lock a chart note or assign it to the correct appointment!
      In order to ensure all your chart notes are complete, here's a process you can follow:

      In Jane, Go to your staff member profile
      Click "Charts"
      Filter
      Adjust filter by "Chart State" 
      Click "Draft"
      Adjust filter by "Date"
      Include this months date range

      This will populate a list of all your chart notes that are not yet locked. Be sure that you assign an appointment to these chart notes, that they are completed, and then sign.

    2. 2

      Discharging Inactive Clients

      In order to keep your caseload up to date and to adhere to best practice as it pertains to termination, it's important to keep on top of discharging inactive clients.

      Here's a report you can run to help you!
      In Jane Go to Reports ->
      Unscheduled Clients (Last Visit)
      Filter by Days Since -> 2 months (60 days since last seen)
      This will populate a list of clients you haven't met with in >60 days.

      You can then proceed with the discharge process:
      see below
      Setting Clients to Discharged


    3. 3

      Unpaids

      To ensure all your clients are 'paid up' you can run the following report:

      Reports -> Sales by Staff Member -> 
      Filter by Invoice State -> Unpaid
      Filter by Date -> Insert Date range

      This will populate a list of all your clients who have not paid within the date range selected.

      You can then move forward with sending the client a pay balance reminder or emailing them personally to pay (or both, in many cases).

      Pay Balance Reminder found:
      Go to Client Profile -> Billing -> 
      Look for the pay balance button that has a little envelope on it - usually this is listed on the right hand side above the list of invoices.


    4. 4

      Update Database

      Keep the admin team up to date on your availability an client referral information!
      update the database found here:
      Therapist Database
    5. 5

      *IC's Only* Invoice

      If you're an independent contractor, don't forget to send your invoice!