Jane's Guide

Here's all the help you need to use Jane.


Creating and Setting Up Insurers (CA)

  1. Insurance Billing (Canada)
  2. Creating and Setting Up Insurers (CA)

    3. 3 min read
    Practice Plan Thrive Plan

The first step in creating a claim is creating the insurer. If you don’t see the Insurers option in Settings, this is usually because:

Create an Insurer

Start by heading over to the Settings tab > scroll to the Billing section > Insurers. Next, select New Insurer from the top right:

an image of the navigational steps on getting started with creating Canadian insurers in Jane

The next step is to select the Insurer Type:

After selecting the Insurer Type, you’ll need to enter in the insurer name (required) and contact information (optional).

Billing Portals

You may also enter a portal if appropriate. This could be a government billing portal such as HCAI, a third party billing portal such as Telus E-claims, or even your email program. This will allow you to launch the portal directly for claim submissions. As a heads up, you can now set up a direct integration with Jane and TELUS eClaims

Here are some of the common portal addresses:

  • Medavie Blue Cross: https://secure.medavie.bluecross.ca/eai/login

  • Pacific Blue Cross: https://service.pac.bluecross.ca/ACESWeb/Pages/Authentication/SignIn.aspx?userType=4

  • Telus E-Claims (including WSIB): https://providereservices.telushealth.com/

  • HCAI: https://www.hcai.ca/HCAI.Web/Login.aspx

You can view some more information about managing claims and portals on this guide: Working with Claim Submissions - Online Insurer Portals.

Determine Patient’s Fee

Next you’ll need to set how the patient is going to be billed.

To bill the full amount of an appointment and charge nothing to the patient, leave both the “user fee”  and the “pay remaining” blank:

To bill a set user fee to a patient (say, $30 for an MVA patient), it would look like this:

Commonly though, a patient pays the balance not covered by their insurance (For example, if ICBC pays $24.15 of a $100 appointment, the patient would need to pay the remaining $75.85.) To do that, here’s what it would look like:

You don’t need to worry about setting an exact amount here. The amount billed to the patient is based on the coverage set on the policy you’ll create following this guide: Creating a Patient Policy.

If you have any questions along the way, please email us at [email protected] to discuss your options.

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