Are you trying to set up your Insurers but the tab seems to missing? It sounds like you might be signed up for the Base plan, which doesn’t include the Insurance features.
If you would like to invoice and track insurance claims in Jane, you will need to upgrade your subscription to the Insurance Plan. You can find more information on the Insurance plan on our Pricing Page.
If you’d like to upgrade your subscription, you can change this by heading to the Settings > Jane Subscription area of your account with a Full Access account.
Toward the bottom of the page, you’ll see a blue button to Change Subscription. You’ll want to select the option for the Insurance Plan.
Once this change has been made, you will be invoiced for the difference in price and you should see the additional charge processed approximately 4 hours from the time the change was confirmed.
Here’s our Insurance Billing video series to help show you the ropes, as well:
If you’d like access to the demo site to practice tracking claims, without corrupting your own data– let us know at [email protected] and we can send over this week’s password!