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Module 4: Remittances

As a US Biller, there are 5 learning modules for you to walk through before you get up and running with Jane’s insurance features:

Learning Modules Complete
1. Setting up insurers, billing codes, and billing info 🥳
2. Claim submissions & management 🥳
3. Modifiers, creating a custom billing code, changing and adding billing codes 🥳
4. Remittances ✍️
5. A/R tracking (aging claims)


💡Jane Tip: We recommend heading over to Jane’s Demo Clinic to practice as you learn! If you’re a current Jane user, 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. ✨

Show me the money! 💰

It’s now time to ensure we get paid for all of the hard work we’ve put in so far! This section is all about how to track insurer payments in Jane whether they’re sent electronically or by paper.

In this Module, we’ll be covering:

Posting Insurer Payments

Insurer payments can be posted in two different ways depending on how you and the clinic receive insurer remittances.

Electronically, in the Remittances tab.

  • If an insurer sends you electronic remittances (ERAs), you’ll want to post payments this way. Check out the following guide to learn more about this workflow: Posting Insurer Payments With ERAs.

Jane Tip 💡: If you’re using Integrated Claims with Claim.MD, new ERAs will automatically be sent to your Jane account.

Note: Speed up or slow down the video speed using the ⚙️ button inside the video player!

Manually, in Billing > Insurer Invoices > New Payment

  • This is how you’ll need to manage payments if an insurer only provides paper remittances. To dive into this workflow, check out the following guide: Posting Insurer Payments With Paper Remittances.
  • If you want some additional guidance on how to record your paper remittances in detail, please have a look at the following guide where we walk through a detailed example: Posting EOBs: An Example.


Practice Drill 🏈

Hop on to the Demo Clinic to do this next exercise!


  • Click on the Billing tab at the top of Jane, then scroll down on the left hand side to the Insurance Invoices section, then click on the Aetna folder
  • Create a New Payment on the righthand side.
  • List $100 in the Amount field and click Next.
  • Choose an invoice from the menu to Apply the money to, and repeat the Apply process until your Balance Remaining reaches $0.

Touchdown! 📣

Posting a Second Insurer Payment

Sometimes an insurance company will send multiple remittances and payments toward a single claim. To learn how to manage any additional remittances/payments you may receive, have a look at this guide: Recording an Additional Insurer Payment.

Posting a $0 EOB

Have you received a $0 EOB and need to record it in detail? Maybe the patient hasn’t met their deductible and you still need to record what was approved for each code.

If so, hop into this guide to learn more: Posting a $0 EOB

Delete or Unapply an Insurer Payment


There are many reasons to want to unapply a payment from an insurer invoice, whether it be to create a credit towards that insurer, refund a payment, or even just temporarily unlink the payment from the invoice to edit some of the coverage details.

To learn how to unapply an insurance payment, hop into this guide, Unapply an Insurer Payment.

If you have entered a payment in error, and instead need to delete the insurer payment, follow the steps outlined in the following guide document, Delete an Insurer Payment.

Practice Drill 🏈

Hop on to the Demo Clinic to do this next exercise!


  • Click into Aetna under the Insurance Invoices section of the Billing tab.
  • Now head into the Payments tab and click View on the right side.
  • Click Unapply (the oval with a line through it) for each of the invoices the payment is applied to.
  • Finally, click on the Delete button (trash can) and confirm by selecting OK.

Touchdown! 📣

Courtesy Billing

On every Jane account, the insurance billing default is set to Collect from Insurance. This means that you are expecting the insurance company to pay you rather than send the money directly to the patient. However, you do have the option to switch a purchase on your account to Patient Pre-Pay if you plan on courtesy billing.

Learn more about how this works here: Courtesy Billing or Patient Pre-Pay.

Managing Secondary Insurance

To learn more about recording EOBs for patients with dual coverage, please have a look at this handy guide: Managing Secondary Claims & EOBs.

Great work! It’s time to round out this course by exploring how we can track aging claims in our next Module: Module 5: A/R Tracking (Ageing Claims).

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