When Jane emails a patient a receipt, invoice, statement, or superbill (US only 🇺🇸), the email includes a preview of the document and a PDF attachment by default. To hide patient information from financial emails, turn on the setting below. Patients then receive a secure link and log in to their patient profile to view the document.

Instructions

1. Go to Settings > Billing Settings.
2. Select the Hide Patient Information from Financial Emails checkbox.
3. Click Save Billing Information.

🩵 Jane Tip: If you want to read more about how Jane secures data sent by email, see our guide on Are Emails from Jane Encrypted?.

What to Expect

Once enabled, the text preview and PDF attachment in financial emails are replaced with a secure link.

When a patient clicks the link, the following happens:

• The patient is redirected to the login page and enters their username and password to confirm their identity.
• If the patient does not have a profile yet, they verify their identity and set up their login information.
• Jane checks that the person logged in matches the patient the document was intended for.
  • If the person matches, Jane redirects them to a PDF preview of the financial document, which they can view, print, or download.
  • If the person does not match, Jane displays the error "Sorry, you do not have access to this area."

Important Notes

• This setting applies to every financial email type: receipts, invoices, statements, and superbills (US only 🇺🇸).
• If a patient has a relationship set up with permission to "Receive a copy of receipts, statements, and financial emails," they also receive the secure link and can log in with their own Jane credentials to access it.
• To see what patients see when they open the secure link, check out our guide on Viewing Protected Financial Documents.

Related Guides

• Security, Privacy, and Compliance Hub
• Patient Relationships
• Are Emails from Jane Encrypted?
• Viewing Protected Financial Documents