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

Getting Started With Insurance

Did you just sign up with Jane and are super eager to start using her insurance features? Not sure where to start?

Look no further!

In a Nutshell

A great way to start is by watching the video linked above. This video gives an in-depth overview of Jane’s insurance features and shows how they all come together once implemented on your account.

If you’re not seeing the insurance tab, and you are a Full Access user, you may be on the base plan– which doesn’t include the insurance features. Check out our Guide on Upgrading to the Insurance Plan for more info!

From the Ground Up

Now let’s walk through step-by-step how you can set up your account in order to use Jane’s insurance features.

Step 1: Assign Rates to Your CPT Codes

If you plan to bill based on the applicable procedural codes, you’ll need to set up your clinic fees!

It also might be a good idea to set up some favorite diagnosis codes while you’re at it to save you a little time down the road.

To learn how to assign rates to your codes and set up your favorites, please have a look at the following guide:

Creating Billing Codes

Step 2: Adding Your Insurers

You’ll need to Set Up each insurer that you plan on billing to your account before you can start creating patient claims and insuring visits.

Take a look at the following guide to learn how:

Creating & Setting Up Insurers

Step 3: Creating Patient Claims

Now that you’ve set up your codes and insurers, you’re ready to start saving your patients’ insurance information. We call this ‘creating patient claims’.

To learn how to create a patient claim, please have a look at the following guide:

Creating a Patient Claim

Once you’ve created and saved a patient claim, you can start insuring your patient’s 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 visit’s insurance info) in this guide that will help you down the road:

Adding Billing Codes & Insuring a Patient Visit

Step 4: Tax Numbers, NPIs and the Pre-Flight Checklist

You’re almost ready to start billing your claims! Before you do, you’ll want to make sure you’ve added all of your required fields for submission to your account.

You’ll want to make sure you’ve added your Clinic & Staff NPIs, Place of Service Code, and Staff Tax Numbers.

Please have a look at the following guide that covers where to enter this information (and a few other things to look out for):

Pre-Flight Checklist: Generating an EDI File

Step 5: Start Billing!!!!

Now that you’ve set up your insurance features, you can start submitting your claims!

If you’ll be using our EDI generation feature (which allows you to download an EDI file from Jane that you can upload to Office Ally, Trizetto and Availity for submission), then please have a look at the following guide to learn how to generate your first EDI file:

Creating an EDI File

If you’ll be paper billing or just providing your patients with superbills, please have a look at the following guides:

Creating Superbills

CMS-1500 Health Insurance Claim Form

Generating a Batch: CMS-1500s & Superbills

Step 6: Get Paid!!!

To learn how to record your first insurer payment, please have a look at the following guide:

Receiving an Insurer Payment

For an example of how to record an EOB in detail, please have a look at the following guide:

Posting an Insurer Payment (Example)

Step 7: Use the Free Time You’ve Discovered

Now that Jane is helping you manage your insurance, use the time you’re saving for whatever your heart desires.

Any Questions?

As always, if you have any questions about getting started with Jane’s insurance features, please feel free to search the rest of our guide, or reach out to our team. :)