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US Insurance Billing Training Hub
Welcome! This training covers setting up insurance billing in Jane and running the revenue cycle (the full process of billing a visit, from submitting the claim to getting paid). By the end of this training, you’ll know how to bill insurance in Jane from start to finish, whether you’re a practiti...
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Adding Insurance Billing to Your Jane Subscription
The Insurers tab and the other insurance features only appear in Jane with the Insurance add-on. If you don’t see them, here’s how to update your subscription to add Insurance Billing.
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US Insurance Setup 1: Adding Your Insurers
Welcome! This lesson is the first step in setting up US insurance billing in Jane. Three steps are required to get your account ready to use Jane’s insurance features:
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US Insurance Setup 2: Assign Rates to Your CPT Codes
In this lesson, you’ll assign rates to your CPT codes (the procedure codes you bill insurers for services). Each code needs a billed amount before you can submit a claim.
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US Insurance Setup 3: Location & Staff Billing Information
In this lesson, you’ll add the identifying information that paper (CMS-1500) and electronic (EDI file) claims need for your business, locations, and staff members.
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Insurance Billing 1: Patient Insurance
Welcome back to the Jane US Insurance Billing training! If you haven’t already, complete the setup lessons first, starting with Insurance Setup 1: Adding Your Insurers.
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Insurance Billing 2: Adding Billing Codes to a Visit
Welcome back to the Jane US Insurance Billing training! If you haven’t already, complete the setup lessons first, starting with Insurance Setup 1: Adding Your Insurers.
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Insurance Billing 3: Managing Insurance and Patient Responsibility on a Visit
Welcome back to the Jane US Insurance Billing training! If you haven’t already, complete the setup lessons first, starting with Insurance Setup 1: Adding Your Insurers.
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Insurance Billing 4: Claim Submissions Folders
You’ll manage all insurance claims under the main Billing tab, in the Claim Submissions section.
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Insurance Billing 5: Claim Submission
If you haven’t already, please go through the US Insurance Set Up Steps first. This is lesson 5 of 9 in the US Insurance Billing training:
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Insurance Billing 6: Managing Rejections
If the clearinghouse or insurer rejected a claim, you’ll likely need to make changes to the claim and resubmit.
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Insurance Billing 7: Posting Insurer Responses
This lesson covers how to post and manage insurer payments.
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Insurance Billing 8: Resubmissions
Rejection: The clearinghouse (before the claim reached the insurer) or the insurer’s front end (before adjudication) found an issue and stopped the claim. Fix: Correct the claim and resubmit it as an Original Claim.
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Insurance Billing 9: Accounts Receivable
The Accounts Receivable (AR) report shows how much patients and insurers still owe and how long each balance has been outstanding. Use the AR report to see where outstanding balances stand and decide what to follow up on.
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US Insurance Training Survey
Thanks for completing our US Insurance Billing Training. We hope you enjoyed what we have here so far and came out knowing a little bit more than you did before! If you have any questions on the content covered in this course, our lovely support team would love to hear from you. You can always co...
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Removing the Insurance Add On and What to Expect!
When you remove the insurance add-on from your subscription, you’ll lose access to all the insurance features and information in the account. All that data isn’t automatically deleted but rather hidden while those features are unavailable.
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US Insurance Setup Checklist
Use this list to track your progress through our US Insurance Setup guides: Step 1, Step 2, and Step 3.