Using Jane App with AI Progress Notes: A Practical Guide

Prices verified 18 August 2026.

Jane App is a practice-management platform and EMR that brings scheduling, billing, and charting into one system, and it now sells an AI Scribe add-on at $15/month per opted-in practitioner. This guide walks through Jane’s schedule setup, what the AI Scribe includes, and a copy-paste workflow for pairing Jane with Klarify’s therapy-specific AI progress notes. The workflow is the same whether you practice in the US or Canada.

One thing up front: we build Klarify, an AI progress-notes tool that competes with Jane’s AI Scribe add-on, so read the Klarify sections as an informed competitor’s guide rather than a neutral review. Jane’s details and prices come from its public pricing page, homepage, and help guides, fetched 18 August 2026.

What Does Jane App Do Well?

Jane runs the front desk. In its own words, it brings “scheduling, charting, billing, payments, patient communication, and more into one connected system,” and it reports more than 240K private health practitioners on the platform. Those practitioners span many health and wellness disciplines, counseling among them, so therapy is one audience of many. Jane’s pricing page showed CAD prices when we checked, and for Canadian clinics, insurer integrations (TELUS eClaims, Teleplan, Pacific Blue Cross PROVIDERnet) are built in.

\*Jane’s pricing page shows no currency label on the AI Scribe price itself; the surrounding page prices are CAD. Confirm with Jane before budgeting.

Jane offers no free trial (you book a demo instead), but data imports and migration support are free. On compliance, Jane’s pricing page lists HIPAA, PIPEDA, and GDPR compliance, SOC 2 audits, 99.9% uptime, and 256-bit encryption. Two things it does not state on the pages we checked: PHIPA, and where your data is hosted. If you practice in Ontario, that first absence is worth a direct question to Jane’s sales team before you sign. Klarify, by contrast, states both: it is PHIPA compliant, and all of its data is stored in Canada. (If you’re comparing Canadian practice-management platforms more broadly, see Owl Practice pricing explained.)

How Do You Set Up the Jane App Schedule?

Jane’s schedule is built around shifts. You set each practitioner’s availability with Manage Shifts, adjust clinic hours in Schedule/Diary Settings, then enable Online Booking so clients can book into open shifts themselves. Day to day, you work from the Schedule tab: day or week view, drag shifts to move them, and a Staff Today button to see who is in. Here is the setup, condensed from Jane’s own guides.

Initial setup (from Jane’s Step 5: Schedule guide):

1. Create shifts. Manage Shifts is Jane’s primary scheduling tool. Select the dropdown arrow beside the shift button for each staff member and set their availability across your chosen timeframe. If several clinicians work identical hours, copy one schedule across the team.

2. Set clinic hours in Schedule/Diary Settings to change the opening and closing times shown on the schedule grid.

3. Turn on Online Booking. Once shifts exist, enable Online Booking on them so clients can self-book. Each shift also carries a repeat pattern, a call-to-book option, and an online-bookability toggle.

4. Rooms and Tags (Thrive plan only). Enable Advanced Scheduling first, then use Rooms and Tags to manage room or equipment availability per treatment.

Working the schedule day to day (from Working With the Schedule):

• Open the Schedule tab at the top left. Day View shows one or more practitioners for a single day, and Week View shows seven days in columns.

• Staff Today creates a column for every practitioner with bookings today. It’s the fastest morning overview.

• Click a practitioner’s name to show only their column; hover and click the plus symbol to add more. Filter the list by location or discipline with the dropdowns above it.

• To move a shift, click the Shifts button and edit in the pane that appears, or just drag the shift block to a new time on the grid.

• The Wait List button shows wait-listed clients for the practitioner and date on screen. Reminders shows clients who asked for phone reminders or have no email on file.

• The cogwheel at the bottom right controls zoom, staff photos, and grouping by discipline.

Jane may update its interface at any time, so treat the two guides linked above as the canonical versions of these steps.

Does Jane App Have AI Notes?

Yes. AI Scribe is a named Jane feature and a priced add-on: $15/month per opted-in practitioner for unlimited notes, with 5 notes per month included free on every plan. Jane’s homepage describes it as “AI-powered charting, automatic forms, smart templates, performance reports, and more.” What the public pages do not say, as of 18 August 2026: which note formats it produces, how it captures the session, which languages it supports, or how client consent is handled. If those details matter to your practice (for a therapist they should), ask Jane directly.

That’s less a criticism than a reflection of who Jane serves. A scribe built for every health discipline is built for the average chart, and a therapy progress note is not the average chart.

What Does a Therapy-Specific AI Scribe Add?

Therapy-specific tools compete on the details a general scribe leaves unstated, like which clinical formats it produces, what languages it handles, and what happens to your audio. Klarify, an AI assistant for therapists in the US and Canada, ships 21 built-in note formats (SOAP, DAP, BIRP, EMDR, Gottman, couples, family, group, ACT, EFT, and narrative among them), plus custom templates generated from your own notes on every plan. It also captures sessions however you run them: in-person audio, virtual meeting capture, dictation, handwritten notes, uploaded transcripts, and uploaded audio. And every therapist gets a free Psychology Today-style public profile hosted on klarify.ca, with built-in marketing features for attracting clients. Here is how the two sit side by side.

The last row is Jane’s win. Notes that appear inside the legal record, with no second tool and no copy-paste, are a real convenience. Every other row favors Klarify, from named clinical formats and published retention to compliance across five frameworks and data that never leaves Canada. For a broader look at the field, see our six best therapy note-taking tools compared.

How Do You Use Klarify Alongside Jane App?

There is no direct integration, and the workflow does not need one. Jane stays your schedule, biller, and legal record. Klarify sits in the session and writes the note, and one paste connects the two. The whole loop adds a single step to what you already do.

1. Book and run the appointment in Jane as usual: schedule, reminders, telehealth link.

2. Get recording consent and chart it. In the US, requirements vary by state and licensing board, so check both before you record. In Canada, check your college’s standard (CRPO and OPQ differ here) and your province’s privacy law: PHIPA in Ontario, PIPEDA federally, Loi 25 in Quebec.

3. Capture the session in Klarify. The browser recorder takes mic and screen audio, so telehealth sessions run through Jane or any video platform are captured from your side of the call. Sessions can run up to 3 hours. Klarify also accepts dictation, handwritten notes, uploaded audio files (up to 5 GB), and pasted transcripts (up to 300,000 characters), so a session you forgot to record is still a session it can document.

4. Pick the format and detail level. Choose any of the 21 formats or your custom template, at brief, detailed, or very detailed. If you’d rather write notes by hand, our SOAP note template and examples covers the manual route.

5. Review and edit the draft. The AI produces a starting point. Your clinical judgment produces the note.

6. Paste into Jane and sign. Copy the finished note into the client’s chart entry in Jane. Jane remains the record of care.

7. Let auto-delete tidy up. Klarify deletes session audio from storage 14 days after the session, and you can schedule audio, transcripts, or the entire session to auto-delete sooner, even immediately. Since the signed note lives in Jane, an aggressive deletion schedule keeps you from maintaining two records.

On cost, a solo therapist on Jane Practice pays CAD $79/month, and Jane’s AI Scribe adds $15/month per opted-in practitioner on top (the add-on price carries no currency label on Jane’s pricing page). Adding Klarify instead: the Seed plan is free for up to 10 sessions/month, Sprout is $16 USD/month for 70, Bloom $32 USD for 130, and Forest $71 USD for unlimited. Prices are as displayed on klarify.ca on 18 August 2026, and the pricing page’s currency toggle shows the same plans in CAD for Canadian practices.

Use Jane’s AI Scribe If… / Add Klarify If…

Use Jane’s AI Scribe if:

• You want notes generated inside the chart you already sign, with zero copy-paste.

• Your clinic spans disciplines (physio, chiro, counseling) and standardizes on one vendor.

• Your session volume is low enough that the 5 free notes/month may cover it.

• Adding $15/month to an existing Jane bill beats managing a second tool.

Add Klarify alongside Jane if:

• You want therapy-specific formats such as EMDR, Gottman, couples, family, and group rather than an unspecified general template.

• Compliance needs to be certain rather than inferred. Klarify is HIPAA, PHIPA, PIPEDA, Quebec Loi 25, and GDPR compliant, and all of its data is stored in Canada.

• Your sessions arrive in more than one form: in-person audio, virtual meeting capture, dictation, handwritten notes, uploaded transcripts, or uploaded audio.

• You run sessions in French: Klarify supports Français (Canada) sessions and ships a full French interface, while Jane’s public pages don’t mention French at all.

• Custom templates matter. Klarify builds them from your own note style, and they come with every plan.

• You want published retention controls: audio deleted after 14 days by default, or immediately if you choose.

• A free Psychology Today-style public profile on klarify.ca, with built-in marketing features, would help you attract clients while Jane handles the ones you have.

• You want more than the note: session prep, interactive mindmaps, and client reflection questions generated after each session.

Klarify writes your SOAP, DAP, or EMDR note while you stay with the client. Then it’s one paste into your Jane chart. Try Klarify free.

If you want a standard format before wiring up AI notes, our free DARP note template is a solid starting point.

Frequently Asked Questions

Does Klarify integrate with Jane App?

No, there’s no direct integration. You record the session in Klarify, review the generated note, then copy and paste it into the client’s Jane chart entry and sign it there. Jane remains your record of care.

How much does Jane’s AI Scribe cost?

Jane’s AI Scribe is an add-on at $15 per month per opted-in practitioner for unlimited notes, and every Jane plan includes 5 AI Scribe notes per month at no charge (pricing page, verified 18 August 2026; the add-on price carries no currency label). The add-on sits on top of a Jane plan, which runs CAD $54 to $99 per month.

How do I schedule an appointment in Jane App?

Set each practitioner’s availability first with Manage Shifts, then book from the Schedule tab in day or week view. Jane’s own guides, Step 5: Schedule and Working With the Schedule, cover booking, moving appointments, wait lists, and online booking in detail. The walkthrough in this article summarizes the setup.

Can I record therapy sessions for AI notes?

Generally yes, with the client’s informed consent. In the US, recording consent and documentation requirements vary by state and licensing board, so check both before you record. In Canada, check your college’s standard (CRPO and OPQ differ here) and your province’s privacy law: PHIPA in Ontario, PIPEDA federally, Loi 25 in Quebec. Document the consent in the chart. Klarify deletes session audio after 14 days by default, and you can set deletion to run immediately.

Does Jane App work in French?

Jane’s homepage and pricing pages made no mention of French support when we checked on 18 August 2026, so confirm directly with Jane before relying on it. Klarify ships its full interface in English and French, and supports Français (Canada) sessions on plans with multi-language enabled.