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

Module 5: A/R Tracking (Aging Claims)

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. ✨

Module 5: A/R Tracking (Aging Claims)

Still with us? Great! Hang on tight as we’re rounding out our skillset with some tips and tricks on using Jane to stay on top of what’s been submitted, what’s been paid, and everything in between.

In this last module, we’ll be covering the Accounts Receivable report and how it can help with your A/R tracking.

What’s included in the Accounts Receivable Report?

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

The report table lists the name of the patient or insurer, the total amount owing, and a breakdown of amounts owing over time. Results can be filtered by clinic location, staff member, and date.

When working with the Date filter, the way that Jane’s A/R report works is that if you view a date in the past, Jane will show you all of the outstanding balances as of that date (not today’s current date).

To see the entire billing history of a patient or insurer, click on their name in the table.

📍 Note: A friendly reminder that the A/R report displays outstanding invoice amounts, and a patient’s account credit is not factored into the totals displayed on the A/R Report. In other words, if a patient has an outstanding invoice of $100 but an account credit of $20, the A/R report will only display the outstanding amounts ($100). We recommend that you also work alongside the Credit Report to review a list of all existing account credit for both patients and third-party insurers.

Insurer & 3rd Party Payers

Clicking on an insurer or 3rd-party payer brings you to see the full billing history.

To view only outstanding invoices, find the Filter button, and filter the Status to All Outstanding:


Clicking on a patient name brings you to their Profile > Billing > Purchases area displaying full billing history.

To view only outstanding invoices, find the Filter button, and filter the Status to All Outstanding:

💡 Pro Tip: The Pay Balance email is super handy for collecting unpaid account balances. You can ask clients to pay their balance by heading over to their Profile in the Patient’s tab (or link directly there from the Accounts Receivable Report). Click on the “Pay Balance” button to start.

Learn more in this guide: Paying Balances Online

Historically Accurate A/R

Invoice reversals are new to Jane and have been added to help keep track of historically accurate A/R and make your life a little bit easier when attempting to reconcile your books.

In case you haven’t seen it yet, here is our guide on Understanding Invoice Reversals.

You’ll be able to enable invoice reversals in your account by setting a Reconciliation Date under your Settings > Reconciliation Date area of Jane.

Having trouble reconciling your A/R between months? There’s a guide for that as well that dives deeper into how Jane calculates A/R and what formula to use to arrive at an accurate calculation: Reconciling your Accounts Receivable (A/R) Between Periods.

Load a Fresh Copy

If you have already run the A/R report earlier in the day and are now returning to view the updates, you may have to refresh the report to ensure Jane is displaying the most up-to-date information.

To refresh a report, click the blue Load a Fresh Copy text at the top of the report.

Wooohooo! 📣

You’ve made it through all of the modules and should now have a better understanding of pretty much everything a biller needs to know in Jane. Of course, if you have any questions, don’t hesitate to contact us at [email protected] or give us a call on our phone line +1 844-310-JANE (5263).

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