Jane Integration

📆 Understanding Jane Integration in tDoc

Jane App is a practice management system for health and wellness professionals. The Jane integration in tDoc allows you to synchronize your appointment scheduling, patient records, and calendar availability between Jane and tDoc. This enables your AI receptionist to access up-to-date information about appointments, professionals, and patient data directly from your Jane account.

🔄 Setting Up Jane Integration

Connect your Jane account to tDoc to start synchronizing your data:

1. Navigate to the "Integrations" section from your team account sidebar
2. Locate the Jane App card in the integrations grid
3. Click the "Connect" button to begin the integration process

4. In the modal that appears, you will need to provide:

   • Jane API Key: Generate this from your Jane account settings
   • Jane Account Domain: Your unique Jane subdomain (e.g., yourpractice.jane.app)
   • Synchronization Settings: Choose which data to sync (appointments, professionals, patients)

5. Click "Connect Integration" to establish the connection

✅ Once connected, tDoc will begin synchronizing with your Jane account. The initial sync may take a few minutes depending on the amount of data.

⚙️ Configuring Jane Integration

After connecting Jane, you can configure how the integration works:

1. Locate the Jane integration card that now shows "Connected"
2. Click the settings icon to access configuration options
3. Configure the following settings:
   • Sync Frequency: How often tDoc should check for updates from Jane
   • Calendar Mapping: Map Jane practitioners to tDoc professionals
   • Appointment Types: Select which Jane appointment types to include
   • Notification Settings: Configure how notifications are handled

4. Save your configuration changes

🧩 Advanced Settings

Fine-tune your Jane integration with these advanced options:

1. Expand the "Advanced Settings" section in the configuration modal
2. Configure options for:
   • Patient Field Mapping: Map Jane patient fields to tDoc contact fields
   • Custom Form Integration: Sync custom forms from Jane
   • Intake Forms: Configure how Jane intake forms appear in tDoc
   • Cancellation Policies: Set up how cancellations sync between systems

⚠️ Important: Changes to advanced settings may require a full data resynchronization, which could take some time to complete.

📅 Appointment Synchronization

The Jane integration keeps appointments in sync between systems:

1. From Jane to tDoc: Appointments created or modified in Jane will automatically appear in tDoc
2. From tDoc to Jane: When your AI receptionist books an appointment, it will be created in Jane
3. Cancellations & Rescheduling: Changes made in either system will be reflected in both

🤖 AI Receptionist Capabilities

With Jane integration, your AI receptionist can:

• Check a patient's upcoming appointments
• Book new appointments based on professional availability in Jane
• Reschedule existing appointments
• Cancel appointments following your practice policies
• Verify patient information against Jane records
• Send appointment reminders based on Jane calendar data

🧪 Testing Your Jane Integration

Before relying on the integration in production, test it thoroughly:

1. Create a test appointment in Jane and verify it appears in tDoc
2. Use your AI receptionist to book a test appointment and verify it appears in Jane
3. Modify an appointment in each system and verify changes sync properly
4. Test rescheduling and cancellation flows in both directions

🛠️ Troubleshooting

Common issues with Jane integration and how to resolve them:

1. Sync Delays: If data isn't appearing immediately:

   • Check your sync frequency settings
   • Verify your Jane API key is still valid
   • Click "Force Sync" in the integration settings

2. Authentication Errors:

   • Regenerate your Jane API key in Jane settings
   • Update the API key in tDoc integration settings
   • Ensure your Jane account has API access enabled

3. Missing Professionals or Patients:

   • Verify mapping settings in the integration configuration
   • Check permissions settings in Jane for the API account
   • Review filtering settings that might exclude certain records

⚠️ Important: If you make significant changes to your Jane account structure (such as practitioner roles or locations), you may need to reconfigure your tDoc mapping settings.

🚀 Next Steps

Now that you've set up your Jane integration, you can:

• Customize AI receptionist prompts to leverage Jane data

For additional support with your Jane integration, contact our support team.