Patient recall
Patients due a next visit, found in your appointment history and invited back by name.
Works with your PMS/Jane
Coherent and Jane
The healthcare CRM that works with Jane
Every gap in your Jane diary has a name.
Keep Jane. Coherent follows up with the patients behind every cancellation, unanswered enquiry and recall that's due. A coordinator approves every reply, and approved bookings go straight into Jane.
30 minutes. Bring a workflow, not patient details.
One week in Jane
Illustration, names invented. Pick a day or play the week.
Tuesday. Sam R. cancels the 12:15 appointment. The slot empties, and Coherent offers a new time.
BEHIND THE GAPSPriya S. · no reply yetSam R. · not rebookedLucy H. · due back
Example appointment type: Initial assessment. Names and appointments shown are illustrative, not patient data.
A chiropractic and rehab clinic in Ontario, Canada, already runs Coherent on Jane.
Where patients slip
Three places patients slip outside the treatment room.
Jane records what happens in the treatment room. Before, between and after visits, the next step often has no owner.
A patient's path through JaneChoose a numbered gap to see what changes
Before JaneEnquiry
In JaneFirst visit
In JaneFollow-up
In JaneCourse ends
Due backReturn visit
Gap 2 · Cancellations
Cancelled. Not rebooked.
A cancelled slot opens. The patient disappears from the day view.
Sam R. · illustrationNames invented
Coherent Engage
A coordinator offers another time while the patient still wants one.
- Two-way conversation by WhatsApp, SMS or email
- A patient coordinator approves the next step
- Approved booking written into Jane
Thu 17:30
Sam R. · Follow-upBooked into Jane
Programmes
Start with the gap that costs you most.
Each patient moment becomes a clinic-specific programme. Add the next one once it runs well.
Cancellation follow-up
Patients who cancelled or didn't show, offered a new time before they drift away.
Consultation follow-up
Patients who came for a first consultation but haven't booked the plan you recommended.
New leads
Enquiries from Meta, Google Ads and your website, answered and booked into Jane.
Where new enquiries come from
Coherent connects directly to Meta lead ads (Facebook and Instagram) and Google Ads, as well as your website forms. Each new enquiry is answered in your clinic's voice, a coordinator approves the reply, and the booking goes into Jane.
Meta lead adsGoogle AdsWebsite forms
How it fits
Jane keeps the diary. Coherent runs the follow-up.
Nothing moves out of Jane. Coherent reads appointment records it needs, and hands approved bookings back.
Jane
- 01Appointment history
- 02Appointment types
- 03Contact details and preferences
Clinical notes, medical records and patient files stay in Jane.
Appointment history Approved bookings
Programmes, and a coordinator who approves every reply
- Enquiry follow-up Engage
- Cancellation follow-up Engage
- Patient recall Engage
- Every reply approved Coordinator
Two-way WhatsApp, SMS and email, guided by your clinic's own rules.
Your team
Your team grants access to Jane.
Coherent
Your team grants access to Jane. Coherent handles the setup. We read appointment records only; clinical notes stay in Jane. Approved bookings go into Jane.
Your control
You control the connection. Ask us to stop and we end our access.
Coherent Payments works alongside Jane: deposits, payment links and card terminals. We agree with you how each payment is recorded in Jane.How Payments works
Data protection
Your data, your connection.
A clear boundary around patient information, from the first setup conversation.
Trust & ComplianceWe read appointment records only, never clinical notes, and sign a Data Processing Agreement with your clinic before we start.
- 02
Patient data is encrypted in transit (TLS 1.2+) and at rest, on UK/EEA-based infrastructure.
- 03
Role-based access limits each person to the data their job needs, and every data access is logged.
- 04
You control the connection. Ask us to stop and we end our access.
Setup with your clinic
Supported setup. Clear responsibilities.
We agree the plan with you before anything goes live. Your clinic supplies its information, contact rules and escalation decisions; we handle setup with you.
01Your team
You grant access. We handle setup
Your team grants access to Jane. Coherent handles the setup. We read appointment records only; clinical notes stay in Jane. Approved bookings go into Jane.
Access granted
02Together
Codify
We write your SOPs and tone down as your clinic's front office blueprint: the rules for handling every patient request the way your team would.
Front office blueprint
03Your team
Converse
Programmes send two-way messages across WhatsApp, SMS and email. We check each reply against your blueprint, and a patient coordinator approves the next step.
Messages approved
04Coordinator
Book
Your patient coordinator books approved appointments into Jane. Anything that needs your team reaches them through the escalation rules you set.
Booked into your PMS
Before go-live
Three things to tidy in Jane
We check all three with you during setup.
- 01
Tick Discharged on patients who've finished their care, so programmes leave them out.
- 02
Use Do Not Email and each patient's notification settings the same way at every location. Coherent respects those settings.
- 03
Use the same treatment names at every location, so an initial assessment reads the same wherever it happens.
Fit and limits
A strong fit when follow-up is the gap.
Coherent works best alongside Jane when there is steady patient activity and a team ready to give follow-up a clear owner.
A good fit
- Enquiries, cancellations or recalls lose momentum outside the treatment room.
- Reception is busy, and follow-up has no clear owner.
- You want to choose who is contacted, when, and what happens next.
Know the limits
- !You do not have to change PMS. We set up the connection, and any move, for you.
- !Not a replacement for existing payment tools. Coherent Payments works alongside.
- !Reporting needs vary. Bring yours, and we'll confirm what's in scope.
Does Coherent work with Jane?
Yes. Your team grants access to Jane. Coherent handles the setup. We read appointment records only; clinical notes stay in Jane. Approved bookings go into Jane. We set up the connection, and any move, for you.
How do we get connected?
Your team grants access to Jane. Coherent handles the setup. We read appointment records only; clinical notes stay in Jane. Approved bookings go into Jane. We set up the connection, and any move, for you.
Is Coherent a CRM for Jane?
Yes. Coherent Engage is a healthcare CRM that runs patient follow-up programmes on your Jane data, with patient coordinators handling the replies.
Do we need to change PMS?
No. Jane stays your system of record, and your team keeps working in it as they do today.
Does it work across several Jane locations?
Yes. Coherent reads each appointment's practitioner and location, so messages come from the patient's own clinician and location.
We already send appointment reminders from Jane. Do we need Coherent?
Jane's reminders cover appointments already on the schedule. Coherent works on the patients with no next appointment: those due a recall, those who cancelled and the enquiries that never booked.
Is it safe to grant Coherent access to Jane?
You agree the permissions with us before programmes start. We read appointment records only, sign a Data Processing Agreement before we start, and you can ask us to end access at any time.
How do we stop the connection?
You control the connection. Ask us to stop and we end our access.
What does it cost?
Each programme is priced on its own. We quote after your free data playback, once we've seen your Jane data.
30minutes
Jane workflow · free data playback
Bring one gap. See the follow-up.
A walkthrough of the follow-up your Jane diary doesn't own, and what Coherent would handle first. Bring a workflow, not patient details.
Which gap would you start with?
Your playback will start with cancellations.Jane is a trademark of Jane Software Inc. Coherent works with Jane independently and isn't authorised, endorsed or sponsored by Jane Software Inc.