Jane

Jane + Konnectify

Jane Integration with Konnectify

Connect Jane to Konnectify to automate healthcare clinic workflows across patients, appointments, staff, locations, and clinical charting (observations, care plans, and medications).

Patients Appointments Staff Members Locations Disciplines Treatments Observations Care Plans Medications 12 Triggers 18 Actions

ON THIS PAGE

→ What is Jane? → API & authentication → How to connect → Triggers (12) → Actions (18) → Popular automations → FAQ

What is Jane?

Jane is a practice management platform for health and wellness clinics—built to manage patients, appointments, charting, care plans, medications, and other day-to-day clinical operations. Integrating Jane with Konnectify helps you keep downstream systems in sync (CRM, data warehouse, notifications, internal tools) while reducing manual admin work and improving data consistency.

This integration is designed for healthcare-oriented workflows, where accurate, timely updates to patient and appointment data are critical.

NEW TO JANE?

Create your Jane account and set up your clinic so you can authorize Konnectify to read and write permitted data.

Visit Jane →

NEW TO KONNECTIFY?

Create a Konnectify workspace to build workflows with Jane triggers and actions.

Create Konnectify account →

What you can automate

• Sync newly created patients to other systems

• React to appointment creations and changes

• Maintain up-to-date staff member directories

• Keep location and discipline lists consistent

• Track treatments and service catalog updates

• Create and update clinical chart items (observations, care plans, medications)

API & authentication

Authentication: OAuth 2.0 authorization

Konnectify connects to Jane using OAuth 2.0. During connection, you’re redirected to Jane to approve access, and Jane issues Konnectify an access token. This lets Konnectify call the Jane API without storing your Jane password.

Permissions used by this integration

Your Jane authorization can include read/write access for these areas (depending on what you enable in Jane and what your clinic allows):

Patients (read)
Appointments (read)
Staff members (read)
Locations (read)
Disciplines (read)
Treatments (read)
Observations (read/create/write)
Care plans (read/create/write) and care plan activities
Medications (read/create/write)
Documents (read/create) (as applicable to care plans)
Company/clinic context (read)

Plan restrictions & API limits

Jane plan availability, clinic settings, and API rate limits can affect what data is accessible and how often Konnectify can poll for updates. If you experience missing data, authorization errors, or delayed trigger runs, verify your Jane plan/API access and reduce workflow frequency where possible.

Reference (official docs): see Jane’s developer documentation for API details and scope behavior. Jane API Docs (If your org has a developer portal link, use that as the canonical API reference.)

How to connect

Prerequisites

A Jane clinic URL (e.g., yourclinic.janeapp.com)
Jane Developer Platform Client ID and Client Secret
Permission in Jane to authorize the required scopes for your workflow

Add Jane to a Workflow

In Konnectify, create or open a Workflow.
Click Add step, then choose Jane as the app.

Authorize via OAuth 2.0

Enter your Clinic URL, Client ID, and Client Secret.
Click Connect to open the Jane authorization page.
Approve access for the requested permissions/scopes.

Configure the Trigger or Action

Select the Trigger (for example, New Patient Created) or an Action (for example, Create Observation).
Map fields from prior steps into Jane inputs where required (IDs, text fields, timestamps, etc.).

Important

Many Jane “Find” and “Update” actions require a specific Jane record ID (patient ID, appointment ID, observation ID, care plan ID, etc.). If you don’t have the ID, add a prior step to look it up in your source system or store it after the first sync.

Test the Workflow

Run a test using sample data from Jane (or create a test patient/appointment in a safe environment).
Confirm the step outputs and that created/updated chart items appear in the correct patient record.

Activate the Workflow

Turn on the Workflow.
Monitor the first few runs to confirm polling cadence and data mapping.

Triggers 12

Jane triggers run using polling (Konnectify checks Jane at intervals for new or updated records). Use them to start workflows when a patient, appointment, staff member, location, discipline, or treatment changes.

Patients 2 triggers

New Patient Created

Polls Jane API for newly created patients.

Patient Updated

Polls Jane API for recently updated patients.

Appointments 2 triggers

New Appointment Created

Polls Jane API for newly created appointments.

Appointment Updated

Polls Jane API for recently updated appointments.

Staff Members 2 triggers

New Staff Member Created

Polls Jane API for newly created staff members.

Staff Member Updated

Polls Jane API for recently updated staff members.

Locations 2 triggers

New Location Created

Polls Jane API for newly created locations.

Location Updated

Polls Jane API for recently updated locations.

Disciplines 2 triggers

New Discipline Created

Polls Jane API for newly created disciplines.

Discipline Updated

Polls Jane API for recently updated disciplines.

Treatments 2 triggers

New Treatment Created

Polls Jane API for newly created treatments.

Treatment Updated

Polls Jane API for recently updated treatments.

Actions 18

Use Jane actions to look up records by ID and to create or update clinical charting data (observations, care plans and activities, medications).

Observations 3 actions

Create Observation

Creates a new observation record associated with a patient.

Find Observation

Fetches a single observation record from the patient's medical chart.

Update Observation

Partially updates a medical observation record using its ID.

Care Plans 6 actions

Create Care Plan

Creates a care plan with activities and optional documents.

Update Care Plan

Partially updates a care plan record using its ID.

Find Care Plan

Fetches a single care plan record.

Create Care Plan Activity

Creates a care plan activity under a specific care plan.

Update Care Plan Activity

Partially updates a care plan activity using care plan ID and activity ID.

Find Care Plan Activity

Fetches a single care plan activity using care plan ID and activity ID.

Medications 3 actions

Create Medication

Creates a medication with full clinical details.

Update Medication

Partially updates a medication record using its ID.

Find Medication

Fetches a single medication record.

Clinic Records 6 actions

Find Patient

Fetches detailed patient information using their unique identifier.

Find Appointment

Fetches detailed appointment information using its unique identifier.

Find Staff Member

Fetches detailed staff member information using their unique identifier.

Find Location

Fetches detailed location information using the unique identifier.

Find Discipline

Fetches a discipline record using its unique identifier.

Find Treatment

Fetches a treatment record using its unique identifier.

Popular automations

Create an intake observation when a new patient is added

Automatically add a standardized clinical observation to the patient’s chart when they’re created (e.g., “Intake complete”, baseline measurements, or consent status).

New Patient Created → Create Observation

Update a care plan when an appointment changes

When an appointment is updated, fetch the appointment details and update an existing care plan (or its schedule notes) to reflect changes.

Appointment Updated → Find Appointment → Update Care Plan

Create a care plan activity when a new appointment is booked

Automatically add an activity under an existing care plan when a patient books a new appointment (e.g., homework or follow-up instructions).

New Appointment Created → Create Care Plan Activity

Update chart medication details when a patient profile is updated

When a patient is updated, fetch the latest patient details and update an existing medication record (for example, status/instructions) to stay current.

Patient Updated → Find Patient → Update Medication

FAQ

How does Konnectify authenticate with Jane?

This integration uses OAuth 2.0. You provide your Clinic URL plus a Jane Developer Platform Client ID and Client Secret, then authorize access in Jane. Konnectify uses the resulting tokens to access the API without storing your Jane password.

Which Jane plans are supported?

Support depends on whether your Jane account/clinic has API access enabled and whether your user role can approve the required scopes (patients, appointments, charting objects, etc.). If an action fails with permission errors, confirm plan eligibility and scope access in your Jane environment.

Are triggers instant (webhooks) or scheduled (polling)?

Triggers in this Jane integration are polling-based. Konnectify checks Jane periodically for new or updated records (patients, appointments, staff members, locations, disciplines, and treatments). This means there may be a short delay between a change in Jane and your workflow run time.

How do I prevent duplicates?

This connector does not include a dedicated “upsert” action. To prevent duplicates, store Jane IDs in your destination system after the first create, then use Find + Update on subsequent runs. For polling triggers, also avoid reprocessing by using Konnectify’s workflow logic (filters/conditions) and maintaining a processed-ID ledger where needed.

How does Konnectify handle Jane API rate limits?

If Jane throttles requests, workflows may slow down or retry depending on platform behavior and the error returned. Best practices: reduce polling frequency, limit high-volume workflows, and batch downstream steps when possible. If you consistently hit limits, contact your Jane administrator to review API allowances and consider splitting workflows by clinic/location.

Can I connect multiple Jane clinics to Konnectify?

Yes. Create a separate Konnectify connection per clinic by using the clinic’s unique Clinic URL and the appropriate OAuth client credentials. This keeps tokens and data access isolated between clinics.

Are observations, care plans, and medications tied to a patient chart?

Yes. Actions like Create Observation, Create Care Plan, and Create Medication create chart-related records that are associated to a patient (directly or indirectly through a care plan). Make sure you’re using the correct Jane IDs and that your workflow runs in a context that matches your clinic’s charting rules and permissions.

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