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Grouping and Ungrouping Insurer Invoices

If you need to group multiple visits onto one invoice to submit to an insurer, you can do that with Jane.

Go to the “Billing” tab and select “Unsubmitted” under Claim Submissions.

If you are a BC clinic with Teleplan set up, you will also have the option to select “Unsubmitted (Teleplan)”, but due to Teleplan’s preferences, these claims cannot be grouped).

So once you click on “Unsubmitted”, the claims will open, and you want to select all the invoices you’d like to group together by clicking the row (turning it blue). Note that you can only group invoices for the same patient, and you can filter for a specific patient by clicking the blue funnel icon next to their name:

Hit the orange “Group Selected” button to make a single invoice.

Once that’s done, use the drop-down arrow and select “View Invoice” to view the grouped invoice.

From here, you can make any necessary changes to the billing information or print.  

Once all of the invoices you want grouped have been checked for accuracy and grouped, you can mark it as submitted or Paid, etc. - just like any other insurer invoice.


Ungrouping an Insurer Invoice

If you need to make changes to the invoices that are grouped together, you’ll need to ungroup them first. To do this, you’ll want to head over to the Billing tab and under Purchases, click on the blue Insurer Invoice Group Invoice text.

An image of the navigational steps and where to find and click on the blue Insurer invoice group text

Next, click on the black dropdown arrow to the left of the Cancel button and select Ungroup Invoices.

An image of the navigational steps and where to view the dropdown arrow

As always if you have any questions or concerns, please reach out to our support team and we’d be happy to help!

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