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, the listed Account Owner can change this by heading over to the Settings tab and then clicking on Jane Subscription.
Towards 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, you can find the login information by clicking the Need Help? Button in your account. This password is updated every Monday.
If you haven’t signed up with Jane just yet, you can find the login password by heading to the Jane Community Group on Facebook and clicking the Featured tab. You can also request the password by emailing [email protected].
We always recommend using the demo clinic for testing and practice so that your own account stays nice and tidy. ✨