Provider productivity (from Jane appointment imports)
Log a referral
+ Add a new referral source
Referrals by source type
Top referral sources
Recent referrals (click status to advance the pipeline)
Director weekly scorecard
Submit every Monday for the prior week. Re-submitting the same week overwrites it.
Submission history
Monthly entity financials
From QuickBooks P&L per entity. Profit = revenue − payroll − rent − other − MSO fee.
Entity P&L history
Import Jane CSV export
In Jane: Reports → Appointments (or Billing / Transactions) → set date range → Export CSV.
Patient names are one-way hashed on import — no PHI is stored.
Column mapping — adjust if a guess is wrong, then confirm