US Insurance Billing Training

US Insurance Billing Training Hub

Welcome! If you’ve signed up for Jane’s Insurance add-on you’re likely eager to get started—and we’re here to guide you through it. We’ve put together a quick, step-by-step guide to help you set up your account for insurance billing. The training is split into nine lessons across two parts, so yo...
Missing the Insurers Tab? Adding the Insurance add-on to the Practice or Thrive Plan

Are you trying to set up your Insurers but the tab seems to missing? It sounds like you might not be signed up for Jane’s insurance add-on. Heads up — the insurance add-on can be added to the Practice or Thrive plans.
US Insurance Step 1

Welcome! If you signed up for Jane’s insurance plan, you are likely super eager to get started. This guide is the first step in setting up US insurance billing. We’re happy you’re here!
US Insurance Step 2

If you plan to bill based on the applicable procedural codes, you’ll need to set up your clinic fees! CPT codes are required to have an assigned fee for claim submission.
US Insurance Step 3

You’re almost ready to start billing! For paper (CMS-1500) and electronic (EDI Files) claim submissions, you’ll need to add some identifying information for your business, locations, and staff members.
Start Billing 1: Patient Insurance

If you have not done so already, please go through the US Insurance Set Up Steps first.
Start Billing 2: CPT & Diagnosis codes

Once you have created a new insurance policy on a patient’s profile, you can start insuring that patient’s visit(s) for electronic claims.
Start Billing 3: Insuring the Visit

Note📝: If you have not done so already, please go through the US Insurance Set Up Steps first.
Start Billing 4: Claim Management & CMS1500 Forms

All insurance claims are managed under the main Billing tab in Jane.
Start Billing 5: EDI Claim Submission

Jane has an 837p EDI generation tool to help manage your claim submissions. An 837p EDI file is sort of like an electronic version of a CMS1500 form. In Jane, you can select a bunch of claims you’d like to submit, and either:
Start Billing 6: Posting Insurer Payments & EOBs

Insurer payments can be posted in two different ways depending on how you receive insurer remittances.
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...
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.
Managing Resubmissions & Corrected Claims

If you have received a rejection from the clearinghouse that you’re using to submit your claims, or from one of the payers that you bill, then you’ll likely need to create a new EDI file that you can use for resubmission.