We know how hard it can be to leave paper charting behind, even with all the logical reasons to switch: reduced supply costs, no storage or shredding, off-site access, and improved legibility.
Despite all the upsides, many practitioners still feel hesitant about the unknown. Many are deeply attached to the familiar, tried-and-true workflow of pen and paper, and we get that. That’s why Jane works so hard to make the switch to electronic charting not just easy, but actually kind of exciting.
- Start Where You’re Comfortable: Use the device you already know while you learn the software. You can always optimize later.
- Build Familiar Templates: Create templates that mirror your current paper workflow. You can always evolve them as you get comfortable.
- Plan for Hybrid: Some forms might stay on paper initially, and that’s okay. Many practices use laminated forms with erasable markers that can be scanned into Jane.
- Train Together: Make sure everyone on your team understands the new workflow. When everyone’s on board, the transition is much smoother.
Whether you’re making the switch from paper charts (hello, hand cramps!) or streamlining your current workflow, this guide will show you how Jane’s electronic charting can become a smooth, efficient part of your routine.
Chart Templates
Instead of staring at a blank page wondering what to document, templates give you a structure that follows your natural workflow. Whether you’re setting up SOAP or procedural notes, or something completely unique to your practice, templates let you focus on your patient instead of formatting.
- Head to our Template Library and select your specific discipline to see templates other practitioners have shared.
- Learn all about Creating a Chart Template and take a look at all the different Chart Parts for Creating a Chart Template.
Daily Charting
To help make your workflow more efficient, Jane has a space where you can schedule, chart, and even accept payments, all from one screen. This is known as the Day View, and you can find it by clicking the Day tab in the main menu.
- Head to our Jane University for a friendly crash course starting with Charting Basics, then dive into Charting Tips & Tricks.
- Helping out at the front desk? Learn how to upload scanned referrals, paper intake forms or charts with our guide on Uploading External Chart Files, a handy part of our front desk training series.
- Learn how to chart on the go with our Charting on a Mobile Device (Tablet or Smartphone) guide
Making Charting Faster and Easier
Once you’ve got the basics down, these features will help you chart faster and more efficiently, giving you more time for what really matters: your patients.
- AI Scribe is an AI-powered charting feature that instantly turns voice notes and recordings into structured SOAP notes, so you can focus more on your patients and less on note-taking.
- Create a shortcut for a set of words, sentences, or even lists that will auto-populate when you use a keyboard shortcut in a chart entry with Phrases.
- Turn simple checkboxes into automatic narrative text with Smart Options & Narrative for Charting.
Additional Resources
Great charting isn’t about being perfect; it’s about finding a flow that works for you and supports great patient care. Jane’s flexible tools (and friendly support team) are here to help you get there.
Below, you’ll find a few handy guides to explore at your own pace, and if you ever get stuck, we’re just a chat or a phone call away.
- Explore our Smart Charting Workshop: An interactive workshop that covers advanced charting techniques and workflow optimization.
- Learn more about creating chart and intake form templates for multidisciplinary clinics with our Chart And Intake Templates For Any Discipline workshop
- Need a home for all those chart-related files? Jane’s Files Area in the Chart guide shows you how to upload, organize, and manage documents like consent forms, images, and referrals all in one tidy spot.
- The Sharing Chart Entries with Patients guide shows you how to securely share notes or documents directly from a patient’s chart.
- Do you need to refer back to your patient’s intake form regularly or the notes from their initial visit? Check out our guide on Medical Alerts, Pinned and Starred Entries.
- The Letters in Jane guide walks you through creating, customizing, and securely sharing professional letters, all without leaving your chart.
- Learn about the Chart Privacy Options in Jane that you can work with to ensure your notes are shared with the appropriate people in your practice.
Our Facebook community is a great place to connect with other practitioners who are happy to share their tips and templates. You can find the link here to join! 💙