How do I send my appointment report from Jane?

In Jane, export the Appointments report for last week as CSV, and email the file to your private Rebound address.

Step by step

1. In Jane, open Reports, then Appointments.
2. Choose last week’s dates.
3. Press Export CSV.
4. Attach the file to an email to your private Rebound address, and send it. Once a week is enough.

Good to know

• If the report lists canceled or missed appointments, leave them out before you export (or delete those rows), so only real visits count.
• Jane’s Appointments report has each patient’s name, and may not have their email. Match your columns shows what’s there, and anyone without an email or phone can’t be matched.
• Send the Appointments report, not Jane’s Patient List: the Patient List carries Medical Alerts, which Rebound should never receive.
• Leave out anything about anyone’s care: not notes, not diagnoses, not treatment codes. Rebound doesn’t need them, and doesn’t keep them.
• Rebound reads Excel and CSV files. A PDF can’t be read, so choose Excel or CSV when it asks.
• Send it to your private Rebound address, shown on People, Visits on their own, from an address you’ve told Rebound sends your reports.

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