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Jane Integration

Via Keragon

Automatically create contacts or send SMS and email review requests whenever a patient appointment is completed, an invoice is paid, or a treatment session ends in Jane.

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What actions can I automate?

Create contact

Automatically create a contact in your TrueReview contacts page whenever a new patient books an appointment in Jane.

Send review or survey request

Automatically send a review request whenever an appointment is completed or an invoice is paid in Jane.

Smart Automation Without the Guesswork

Resend Rules

Choose whether to resend to the same phone number and email, or automatically skip repeat contacts.

Timing Filters

Set limits based on time—only resend if the customer was last contacted a set number of days or months ago.

Interaction Filters

Only resend if the customer didn’t engage with the original request (e.g., didn’t click or leave a review).

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