Jane University: Front-Desk Staff Training
đĄJane Tip: We recommend heading over to Janeâs Demo Clinic to practice as you learn! Contact us to request access.
Chapter 6: Insurance & Billing to a 3rd-Party
In our 6th and final chapter, weâre diving into the wonderful world of insurance billing! Jane helps your clinic manage insurance claims and allows you to send invoices to 3rd-party payers.
Note: The features covered in this chapter are only available to clinics on our Insurance Plan.
Managing insurance claims can work a bit differently depending on where you are located. Weâve divided this final chapter by location, so if you are one of our lovely US clinics, skip on down to the US Billing section to start learning :)
Insurance & Billing to a 3rd-Party
Jane helps you submit and manage insurance claims by paper or through an online portal. To insure visits, there are a couple of things that first need to be set up in your Jane account. The video below will walk you through the full workflow of insurance billing, and shows how all the pieces come together once implemented at your clinic.
Note: The set up of insurance will need to be completed by a member of your team with Full Access.
Letâs review the work flows that are most common for front-desk staff members:
Creating Patient Claims
When youâre ready to start saving your patientsâ insurance information, we call this âcreating patient claimsâ.
To create a patient claim, you can begin from two main areas; The Patientâs Profile or from their Appointment.
Learn the steps to to creating a patient claim in the following guide:
Practice Drill đ
Letâs try out entering patient insurance information.
Instructions:
- Ryan Anderson is ready for his appointment at the Demo Clinic. He is seeing the clinic for low back pain.
- Ryan let you know he has insurance coverage available with Manulife and has handed you his Manulife card. The card has a Policy #37895 and ID#10.
- Navigate over to Ryanâs profile and head into the Billing tab.
- Next, click into the Claims tab.
- Use the New Claim button in blue to save Ryanâs Manulife claim information.
Touchdown! đŁ
Booking an Insured Visit
Once youâve created and saved a patient claim, you can start insuring your patientâs visit(s). The following guide provides a great overview of our recommended work flow for booking an insured visit:
Managing the Insurer Invoice
We have many Jane users working with online portals to bill insurance companies directly for their clientâs visits.
This might be Medavie Blue Cross, Pacific Blue Cross, Telus E-Claims (including WSIB), HCAI etc.
If you are billing to the portal immediately, you are able to click the blue insurer name at the top of the appointment panel to open the Claim Management Screen:
From here you can launch the portal using the shortcut button and you can see all the info you would need to submit through the portal on a single screen. Hooray!
There are also some great tips in the following guides that will help with managing claim submissions:
Working with Claim Submissions (Online Insurer Portal)
Working with Paper Insurer Invoices
đĄJane Tip: If you havenât experienced working with two screens you might fall in love once you try it. Most computers have a second port you can just plug another monitor in. Itâs glorious and every administratorâs dream.
USA - Insurance Billing
With our new US insurance features, Jane allows you to create Superbills, generate EDI files for Office Ally claim submission, enter EOBâs, handle write-offs, and generate CMS-1500 forms. To submit and manage claims, there are a couple of things that first need to be set up in your Jane account.
Note: The set up of insurance will need to be completed by a member of your team with Full Access.
Letâs review the work flows that are most common for front-desk staff members:
Creating Patient Claims
When youâre ready to start saving your patientsâ insurance information, we call this âcreating patient claimsâ.
To create a patient claim, you can begin from two main areas; The Patientâs Profile or from their Appointment.
Learn the steps to to creating a patient claim in the following guide:
Practice Drill đ
Letâs try out entering patient insurance information.
Instructions:
- Ryan Anderson is ready for his appointment at the Demo Clinic. He is seeing the clinic for low back pain.
- Ryan let you know he has insurance coverage available with Manulife and has handed you his Manulife card. The card ID number is #3789579.
- Navigate over to Ryanâs profile and head into the Billing tab.
- Next, click into the Claims tab.
- Use the New Claim button in blue to save Ryanâs Manulife claim information.
Touchdown! đŁ
Adding Billing Codes & Booking an Insured Visit
Once youâve created and saved a patient claim, you can start insuring your patientâs visit(s). The following guide provides a great overview of our recommended work flow for adding billing codes and claims to patient visits. There are also some pro tips (i.e. how to copy a previous visitâs insurance info) in this guide that will help you down the road:
Adding Billing Codes & Insuring a Patient Visit
Superbills
You can create a superbill in Jane for any patients who would like to submit the document for insurance reimbursement (so you donât have to, phew!).
You can generate a superbill for any appointment (paid or unpaid) after youâve added billing codes. As a reminder, you can add billing codes to the Insurance Info section of an appointment from the Schedule.
Once you have added all of your billing and diagnosis codes to your patientâs visit, you can either Print, Generate a PDF, or Email a superbill to your patient.
Learn more here: Creating Superbills
Insurance Account Set Up
To walk through the insurance set up process step-by-step, a great way to start is by watching the videos linked below:
Getting Started With US Insurance
All done? Nothing can stop you now! Time to celebrate in Chapter 7.
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