Jane Guide.

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

Booking an Insured Visit

Whenever you book an appointment, you’ll be given the option to use any open insurance claims for that patient. 

  • If the patient doesn’t have their insurance claim set up yet, or you need to add the insurer after the visit is booked, open the “Insurance” info in the Appointment Pane.  
  • Click “Add Claim/Fee Code” and either choose the claim or create a new one by clicking on “Add New Claim.” 


(See Creating an Insurer and Creating a Patient Claim for help creating a new claim).

Confirm that the billing codes and the user fee associated with this claim are correct by opening the “Insurance Info” area of the appointment pane.