Whenever you book an appointment, you’ll be given the option to use any open insurance policies for that patient.
- If the patient doesn’t have their insurance policy set up yet, or if you need to add the policy after private billing codes have been added, you’ll need to add the policy after the visit is booked by opening the “Insurance Info” section in the Appointment Pane.
Add the private billing codes and diagnosis codes if you need to.
- Next, click the “Add Policy” button and either choose the claim or create a new one by clicking on “Add New Policy.”
(See Creating an Insurer and Creating a Patient Insurance Policy for help creating a new policy.)
You can open up the “Insurance Info” area again to confirm or edit the billing codes and associated coverage with this claim.
Pro Tip: By default Jane is set up for the clinic to receive the payment from the 3rd party. If you’d like to courtesy bill for your client, this can be manually changed by clicking the flower on the appointment panel and changing this setting to Patient Pre-Pay. To enable patient pre-pay by default, give us a shout and we can set that up.