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Adding Insurance Billing to Your Jane Subscription

  1. Insurance Billing (Canada)
  2. Adding Insurance Billing to Your Jane Subscription

    3. 3 min read
    Practice Plan Thrive Plan
Staff Access Level: Account Owner
Jane Plan: Practice and Thrive
Geography: Available in: 🇺🇸 🇨🇦 US and Canada

The Insurers tab and the other insurance features only appear in Jane with the Insurance add-on. If you don’t see them, here’s how to update your subscription to add Insurance Billing.

Getting Started

Before you get started, make sure you have the following set up:

  • Practice or Thrive Plan - The Insurance add-on is available on the Practice and Thrive plans. If you’re on a Legacy Plan, upgrade to one of the new subscriptions first. See our guide on Managing Your Jane Subscription for details.

Instructions

Follow these steps to turn on the Insurance Billing add-on for your subscription. Once the add-on is enabled, you can invoice and track insurance claims in Jane.

  1. Go to Settings > Jane Subscription.

The Settings menu with the Jane Subscription option

  1. Scroll down and click the blue Update Subscriptions button.

The Jane Subscription page with the blue Update Subscriptions button near the bottom

  1. Toggle on the Insurance Billing add-on.

The Insurance Billing add-on toggle on the subscription update screen

  1. Click Update Subscriptions.

What to Expect

Your subscription now includes the Insurance add-on. The additional charge is processed approximately 4 hours after the change is confirmed.

Practising Insurance Billing in the Demo Clinic

To practise tracking insurance claims without affecting your own data, use the Demo Clinic. See our guide on Using Jane’s Demo Clinic for how to log in.

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