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Forms, Surveys, and Ratings
💡Heads up — this guide contains some workflows that are only available on the Practice or Thrive plan. We’ll let you know which workflows these are throughout the guide.
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Intake Form FAQ
Intake forms are a great tool for collecting key information from your patients. This tool is very flexible in Jane, and we’ve collected a couple of common questions that might help you as you set up your forms.
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Intake Forms
Save time and improve patient experiences with customizable online intake forms -
How to Format Text in Jane: A Markdown Cheatsheet
Markdown is a simple way to format your text using just a few special characters. Instead of hunting for buttons or menu options, you can make text bold, create headers, or add lists by typing symbols like asterisks (*) or hashtags (#).
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My Patient Didn’t Receive Their Intake Form: A Troubleshooting Guide
Do you have a patient who did not receive their Intake Form? We’ve put together this troubleshooting guide for you to help you investigate. -
Creating & Sending a Manual Intake Form
Manual Intake Forms are versatile and come in handy for various situations, such as Release of Information Consents, Waivers, Agreements, Witness Statements, and more – the list goes on and on! In essence, consider Manual Intake Forms as your go-to tool whenever you need to send forms to patients...
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Consent Forms
💡For an in-depth resource on creating Intake Forms, check out our Intake Forms guide. It covers each section of the form setup, along with useful tips, so it’s a great place to start. This guide, however, focuses specifically on using Intake Forms to manage client consent, with a focus on the set...
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Update Forms
In this guide, we’ll walk through how to use Jane’s Intake Form feature to assign update forms to clients, how to send them automatically, and what to consider when creating one. -
Why Can’t My Client Access Their Intake Form?
Patients seeing a “You do not have access to this” message when trying to fill out an intake form? This guide walks through the most common reasons—including duplicate profiles, family account permissions, and login requirements—and how to resolve them in