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

Packages FAQs

This guide is a compilation of some of the most frequently asked questions about Jane’s Packages feature. If you haven’t seen them already, we have a handful of packages guides on several topics:

If a package has been invoiced to a client and payment has not been collected, the option to delete the package invoice will be available from the drop-down under the Profile > Billing > Purchases area.

If a payment has already been applied, but this package was invoiced by mistake, the payment must first be unapplied in order for this delete option to be available.


Can a package be applied to 2 patients or family members?

Packages can currently only be redeemed by the patient who purchased the package, so a package can’t be shared or transferred to another person. If several patients intend to share a package, we recommend that a shared gift card is used instead. This will allow multiple patients to access and redeem the credit that has been loaded onto the card to cover the cost of their appointment.


Can my clients purchase a package online?

Not at this time. Currently, packages can only be sold to a client from the administrative side of Jane.

Patients cannot pre-purchase packages on the patient-facing side through their My Account Portal. In cases where the patient would like to purchase a package, they will need to contact the clinic directly. The clinic can then input the package sale on behalf of the patient.


Will a receipt for a package visit populate the amount of sessions remaining on the package?

Not at this time. If the clinic looks to generate a receipt for a visit where a package was used, Jane will only populate the name of the package used and not the amount of visits left on that package.


Is it possible to set up a package that auto-invoices/recurs every month/week/year, etc.?

While a package is a one-time purchase, you might be interested in memberships. A membership can have multiple recurring invoices and either a fixed or unlimited number of uses, like a subscription. Since clients can be set up to be invoiced at regular intervals, payments can be scheduled to automatically process a card on file via Jane Payments if available.


Can I set a package to “no expiry”?

Yes! The option to select “no expiry” as a default is available while setting up a package. A friendly reminder that you will be able to modify the expiry date for a package on an individual basis by visiting the package show page (under Profile > Billing > Packages > View). Leaving the expiry date blank will set the package to never expire. Visit our guide on Selling & Redeeming a Package to learn more about package expiry.


I’d like to sell a package to a client, but they will be paying in installments; how do I manage this in Jane?

A package must be fully paid for it to be available for redemption moving forward. With installment plans, only a portion of the payment may be collected at one time. If this describes your style of package, you may want to consider creating separate packages for each of the different installments so that you can keep track of how many payments are remaining.


I work with a package that has individual limits (e.g. max 5 uses for session A, and max 5 uses for session B, for a total of ten uses), how do I manage this in Jane?

Your clinic may offer packages that are eligible for a certain number of sessions per treatment type, e.g. up to 5 acupuncture treatments and up to 5 massage treatments. However, there are currently no individual limits to the number of sessions by treatment type within a package, only a global limit (e.g. 10 in this case). In this type of package setup, we would recommend creating a separate mini-package for each of the individual offers. You could then sell both of the packages to your client at the same time so that you can keep track of the individual limits for each treatment type.


Can a package be sold on the online booking site?

No, packages can only be sold on the administrative end by the clinic.

One option is to add a message to your online banner, letting patients know that if they’d like to purchase a package, they can give the clinic a call and you can process the sale administratively.

For more information on how to add a message to your online booking site, you can head on over to our Notice/Message on Online Booking Pages guide for more details!

If a client or patient contacts the clinic to purchase a package and your clinic is using Jane Payments, you can sell them a package through the administrative side of your Jane account without collecting payment initially.

From there, you can send them a Pay Balance email to collect payment for this package by heading on over to the Patient’s Profile and click Email Reminder under the Billing Notices widget.

Once you click the Email Reminder button, it will give you the option to write a message before the email goes out.

With that being said, it does look like our Jane community has been a bit vocal about wanting the ability to sell packages online. You can add your vote along with any feedback that you want to share to the following post here


I’d like to collect an upfront payment for a package, but also provide my clients with a non-zero discounted receipt for each session — how can I do this?

This package method is well-suited for clinics that have patients submitting their receipts to insurance — we put together a quick video to go over the setup requirements. As a quick summary, the package will be set up as a “pay-as-you-go” offer, but an initial upfront payment is collected and stored on the client’s file as a credit. This payment is then used to cover the discounted rate of all upcoming appointments.

How to Create & Redeem an Insurance-Friendly Package:

  1. Create a new package under Settings > Packages & Memberships that is
    • set to a paid amount of $0
    • Has a Patient Pays amount that is discounted to account to the cost per visit per eligible item
  2. Head to the Patient profile you would like to sell this package to, then go to Billing > Packages & Memberships > New Purchase > Locate the package and then click Save
  3. Next, head to the patient’s Payments tab and Receive Payment for the total value of the package
  4. When the patient comes in for a visit, select the package and pay for the appointment using their credit
  5. With billing codes added, you can then generate a Superbill

Voila! Your patients are ready to send a Superbill to their insurance company. 🙂

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