Settings
Jane-style setup area for treatments, forms, clinical templates, admin lists, and billing defaults.
Treatments, classes, and appointment types
Appointment type
Evaluation, VT Session, Progress Test
Discipline
Optometry / Vision Therapy
Online booking
Request queue prototype
Treatment colors
Status-based schedule colors
Booking behavior
Duration presetsDouble bookingPost-treatment breaksOnline requests
Forms and surveys
| Field | Entity | Type | Required |
|---|---|---|---|
| School contact | Patient | Text | Optional |
| Referral date | Referral | Date | Required |
| Document release signed | Document | Checkbox | Required |
| Visit outcome | Visit | Select | Optional |
| Document | Category | Owner | Status |
|---|---|---|---|
| Evaluation intake packet | Intake | Front Desk | reviewed |
| Report release authorization | Compliance | Clinic Admin | signed |
| VT home program upload | Clinical | Therapy Team | draft |
Clinical setup
| Category | Focus | Techniques | Cadence |
|---|---|---|---|
| Vergence | Binocular coordination | 18 | 2x weekly |
| Oculomotor | Tracking and fixation | 14 | Weekly |
| Accommodation | Focus flexibility | 9 | Weekly |
| Approach | Phase | Activities | Owner |
|---|---|---|---|
| Foundational vergence pathway | Early VT | 22 | Dr. Shadeed |
| Reading stamina progression | Mid VT | 15 | Jack Emery |
| Return to classroom plan | Maintenance | 8 | Dr. Stephanie Lane |
| Question | Category | Response |
|---|---|---|
| How often do words move or blur while reading? | Symptoms | Scale |
| Can the patient complete the assigned home activity? | Home program | Yes/No |
| Which activity caused fatigue first? | Technique response | Multiple choice |
| Setting | Value | Status |
|---|---|---|
| Default session length | 45 minutes | active |
| Home program cadence | 5 days per week | active |
| Progress review interval | Every 8 sessions | draft |
Templates and reports
| Template | Category | Duration | Status |
|---|---|---|---|
| Initial VT evaluation | Evaluation | 60 min | active |
| Progress test battery | Progress | 30 min | active |
| Discharge measurements | Discharge | 45 min | draft |
| Report Template | Category | Updated | Status |
|---|---|---|---|
| Test Categories | Setup | 2026-05-05 | Ready |
| Test Questions | Setup | 2026-05-08 | Build next |
| Test Templates | Clinical | 2026-05-11 | Ready |
| Report Templates | Reports | 2026-05-12 | Ready |
| Test Category | Tests | Report Section |
|---|---|---|
| Binocular vision | 12 | Findings |
| Oculomotor testing | 8 | Findings |
| Visual processing | 10 | Supplemental |
| Test Question | Category | Answer Format |
|---|---|---|
| Near point of convergence break and recovery | Binocular vision | Distance pair |
| Developmental eye movement result | Oculomotor testing | Standard score |
| Symptom survey score | Symptoms | Numeric total |
Admin lists and notes
| List | Scope | Values | Updated |
|---|---|---|---|
| Clinic locations | Accounts and patients | Main ClinicNorth OfficeTelehealth | 2026-05-03 |
| Staff roles | Accounts | DoctorTherapistFront DeskBilling | 2026-05-08 |
| Patient statuses | Patient chart | New PatientVT StartedReport PendingMaintenance | 2026-05-10 |
| Template | Category | Snippets | Last Used |
|---|---|---|---|
| VT session note | Clinical | 12 | 2026-05-13 |
| Parent phone call | Admin | 5 | 2026-05-10 |
| Billing follow-up | Billing | 4 | 2026-05-08 |
| Internal handoff | Internal | 6 | 2026-05-12 |
Billing settings
Default invoice prefix
INV-2026
Used when generating invoice numbers for patient balances.
Receipt delivery
Email and print
Prototype setting for patient-facing receipt preferences.
Overdue threshold
21 days
Flags invoice rows and patient chart billing notices.
Insurance defaults
Prototype setting
Payment methods
Prototype setting
Receipt signatures
Prototype setting
Tax display
Prototype setting
Support and help
Guide library
Static support entry
Clinical setup review
Static support entry
Billing setup review
Static support entry