I’ll be honest: I didn’t start using the JaneApp for the reports. Like a lot of other clinic owners, I just wanted something that made it easier to book appointments, keep up with notes, and not have a full-blown panic attack during tax season.
But once I actually dug into the reporting features, not all at once, but slowly, over time, I realized I had been running my clinic with my eyes half closed.
The data was always there. I just wasn’t looking at it.
So, if you’re using Jane App and still ignoring the “Reports” tab, here’s a breakdown of how I use it to track my clinic’s growth, spot what’s working, and figure out where I need to make some changes.
Let’s skip the fluff. Here’s what I look at regularly:
Every month, I check the revenue report. Not just the total, I want to know which services brought in the most, which practitioners had a slower month, and whether we’re trending up or flatlining.
What I like is how easy it is to filter things by date range, service type, or team member. I don’t need to do any mental gymnastics to see if we’re on track.
Why it matters:
If something’s off (like a dip in massage bookings), I can look into it before it becomes a bigger issue. Maybe someone’s hours changed. Maybe we need to promote that service more.
I didn’t think I cared about this report, until I noticed we had a weird spike in last-minute cancellations.
With the appointment report, I could see how often people were canceling, which days had the highest no-show rates, and whether it was happening more with certain services. Spoiler: it was.
What I did:
We updated our reminder system and tightened up our cancellation policy. Within a month, the numbers improved.
When you’ve got a team, this report is gold. It’s not about calling people out, it’s about seeing how everyone’s doing and where they might need support.
One of our newer team members wasn’t booking as consistently as the others, and this helped me catch it early. We chatted, figured out she wasn’t confident with rebooking language, and did a quick training session. Problem solved.
I like seeing how many new patients we’re getting each month and how many people come back for a second or third visit. If that number drops, I know something’s off, maybe we’re not following up well enough, or patients aren’t feeling heard.
Also: It’s nice seeing that number go up and knowing our word-of-mouth game is strong.
If you do direct billing, you already know the joy of watching a claim sit unpaid for weeks. The billing reports in Jane make it easy to see what’s still pending, what’s been rejected, and what needs a follow-up.
Honestly, I wish I’d started using this sooner. My admin team loves it, and I love not having to ask, “Hey, did we ever get paid for that ICBC claim?”
Look, I’m not a data nerd. I’m not spending hours making graphs or presentations. But I do have a 30-minute “clinic check-in” once a month where I look at a few key numbers:
That’s it. No spreadsheets. Just logging into Jane and clicking around.
From there, I decide if anything needs attention. Sometimes it does. Sometimes it doesn’t. But at least I know what’s going on.
None of this happened overnight, but it all came from paying attention to the data.
If you’re using Jane and not digging into the reports, you’re leaving a lot on the table. You don’t have to be obsessed with numbers, but knowing what’s actually happening inside your clinic is kind of a game-changer.
Start small. Pick one or two reports. Look at them once a month. Then see what questions come up.
That’s all I did, and now, I can make decisions without guessing.
Honestly, if you’re not using Jane’s reports yet, give it a shot.
They’ve helped me stop guessing and actually understand what’s happening in my clinic, what’s working, what needs fixing, and where we’re growing.
If you’re thinking about trying Jane or just want to explore the reporting side more, you can get 10% off your subscription with the code ACCELERATE10
.
👉 Here’s the link to check it out: JaneApp – 10% Off with ACCELERATE10
I’ll be real – I ignored Jane’s reporting features for way too long.
But once I started checking in monthly, everything changed. I could catch issues early, support my team better, and actually feel on top of things.
If you’re ready to do the same, use the code ACCELERATE10
for 10% off your JaneApp subscription.
👉 Click here to get the discount