Use Jane with Clinvello
Keep Jane’s schedule and chart access during a limited Clinvello trial. Plan report exports and chart retrieval separately if a full system change is later selected.
Keep your current system working.
Keep Jane as the source of existing appointments and records. Start with a read-only review, then move one approved AI workload. Give every message, booking and follow-up one active owner.
Connection availability is owner-confirmed. Confirm the exact actions, account permissions and location coverage during setup.
Connect, test, then move the work.
- 01
Choose the first workload
Pick one task: after-hours inquiries, lead follow-up or a morning brief. Record how it works today, which clinic records it uses and what a successful handoff looks like. Keep the existing process available during the pilot.
- 02
Add the Jane connection
Ask the implementation team to demonstrate the supported Jane connection for your plan and location. Review requested permissions with the account administrator and confirm the actual authorization process before granting access.
- 03
Start with read-only access
Review the matched locations, providers, services and timezones. Compare the records with Jane before enabling writes. Use the read-only report to establish a baseline without changing bookings or sending patient messages.
- 04
Assign workload ownership
Agree on the source system, location, approved responses, contact rules and escalation owner. Ask the implementation team to demonstrate the controls. Review overlapping automations in Jane; only one system should send each reminder or follow-up.
- 05
Test the complete workflow
Use synthetic records to test the inquiry, booking, cancellation and staff handoff. Inspect the final record in Jane. Check permissions and supported actions before enabling booking writes for your clinic.
- 06
Enable a limited rollout
Approve one location or time window. Review action history and failed tasks with the clinic team. Expand when the clinic accepts the results; pause the workload and return to the prior process if a material discrepancy appears.
Jane: what to check.
The reviewed export guides do not establish the exact Jane access method used by Clinvello. Request a demonstration of authorized records, permitted appointment actions and how the clinic ends access.
- Some report types and appointment, chart and intake templates are not exportable through the reviewed report workflow.
- Batch chart retrieval is separate from a demographic or appointment report.
- Do not assume exported financial history can be recreated as active balances in another system.
Before you approve the next stage
- What Jane records and appointment actions are enabled for our connection?
- Who can approve a chart export and confirm the practitioners included?
- Which reminders and patient messages remain in Jane during the pilot?
Leave the original clinic system in place. Move the next workload only after the first one passes the clinic’s checks.
Source guidance
The links below support the source-system export and access notes. The checklist is editorial planning advice, not verified Clinvello screen instructions or evidence of a completed migration.
- Jane report export scope and exclusions (opens in new tab) ↗Source review · 2026-10-29
- Jane clinical chart export and batch requests (opens in new tab) ↗Source review · 2026-10-29
Ready to move the whole operation?
See it in your clinic software.
Ask us to demonstrate the booking, handoff and reporting your clinic needs.