Built for teams using Jane

Connect Jane to the tools your clinic already uses.

Link to Jane helps clinics and studios sync key data between Jane and third-party tools using secure, monitored browser automation — for the workflows where a native integration doesn't exist.

  • Reduce duplicate entry
  • Sync the workflows that matter
  • Keep humans in control with visibility and support

Independent service. Not affiliated with or endorsed by Jane Software Inc.

Diagram showing Link to Jane bridging a clinic schedule with CRM, spreadsheet and messaging tools
Built for real clinic operations
Sensitive admin workflows
Human-supported onboarding
Monitoring & exception handling
For teams that have outgrown copy-and-paste operations.
The problem

Jane is powerful. But it doesn't always plug into the rest of your business.

Jane handles scheduling, charting, payments, memberships, and patient communication well. Most clinics still use outside tools for marketing, intake, analytics, lead routing, reporting and call handling — and when there's no API or native connection, the gap falls on staff.

Double entry across systems

Staff retype the same patient and appointment data into multiple tools.

Time lost to repetitive admin

Manual exports, copy-paste, and reconciliation eat into clinical hours.

Delayed follow-up

Leads and intake submissions sit in inboxes instead of moving forward.

Reporting gaps

Numbers live in different places, so the full picture is hard to assemble.

The solution

Link to Jane gives your team a working bridge.

We design and manage workflow automations that read from Jane, write back where appropriate, and move information between Jane-based processes and the rest of your operating stack.

Health coach smiling during an online video consultation in a bright clinic office

Your practitioners stay focused on patient conversations — online or in person — while information moves quietly between Jane and the tools that run the rest of your clinic.

No more retyping intake forms, chasing missed leads across inboxes, or stitching reports together by hand at the end of the week.

Jane workflows
Scheduling, intake, billing
Link to Jane
Mapping · Sync · Monitoring
Your operating stack
CRMFormsSpreadsheetsCall toolsDashboardsMessaging
Capabilities

Practical features for real clinic operations.

Two-way sync logic

Move approved data between Jane workflows and connected tools.

Secure browser automation

Handle tasks where no API is available.

Field mapping

Match patients, appointments, forms, tags, statuses, and notes carefully.

Monitoring & alerts

See failed jobs, exceptions, and retry status.

Human review options

Keep sensitive steps gated when needed.

Custom workflow setup

Built around your clinic's actual process, not a generic template.

Use cases

Common workflows we help automate.

A few examples of where teams ask us to bridge Jane and the rest of their stack.

Friendly practitioner consulting with a patient across a table in a sunlit clinic room
In the room or on screen

Whether your sessions happen in the clinic or over video, the admin layer behind them should feel invisible. That's the work we take on.

01New lead form → CRM → booking follow-up
02Appointment activity → spreadsheet or BI dashboard
03Intake submission → internal tasking or notifications
04Jane booking changes → SMS/email workflows in external tools
05Membership/payment events → finance or retention reporting
06Missed-call or voice-agent leads → admin follow-up workflows
How it works

A grounded process, not a black box.

Some workflows are one-way and some are two-way, depending on risk, reliability, and business rules.

Clinic receptionist and practitioner collaborating at a front desk with a laptop
01

Map the workflow

We review your current process and identify where data gets stuck.

02

Design the bridge

We define fields, rules, triggers, exceptions, and approvals.

03

Launch with oversight

We test carefully and monitor behavior in live conditions.

04

Support and refine

We maintain, improve, and adapt workflows as your operation changes.

Security & operations

Built with operational care.

  • Role-aware workflow design
  • Minimum necessary data handling
  • Logged actions and visible failure states
  • Human review for sensitive steps
  • Clear scoping before launch
  • Appropriate expectations around browser-based automation
A note on automation

Because Jane does not offer an open API for many custom workflows, some automations rely on secure browser-based task execution. That makes monitoring, change management, and support especially important — and it's the work we take seriously.

Comparison

Where Link to Jane fits.

Manual admin
Generic automation tools
Link to Jane
Works without API
Built for Jane-based workflows
Human setup and support
Exception monitoring
Limited
Two-way process design
Limited
Clinic-specific customization
FAQ

Questions teams ask us first.

Have a workflow stuck between Jane and everything else?

Let's map it and see what's possible.