Instructions

To add prior authorization details to a patient's insurance policy in Jane, follow these steps. Once saved, the authorization appears on the policy and surfaces in the appointment panel when scheduling.

1. Open the patient's profile.
2. Click Billing under the patient's name.
3. Select the Insurance Policies tab.

4. Click View next to the relevant policy.
5. Click + Add Prior Authorization.
6. Fill in the required fields: the prior authorization number and the start and end dates of the coverage period.
7. Optionally, enter the number of visits authorized and any notes, such as approved services.
8. Click Add.

Editing or Replacing a Prior Authorization

You can update an authorization at any time, or add a new one once the current coverage period ends.

1. Open the patient's profile.
2. Click Billing under the patient's name.
3. Select the Insurance Policies tab.
4. Click View next to the relevant policy.
5. Select the authorization you'd like to update.
6. Edit the details and click Save, or delete the authorization and add a new one.

Deleting a Prior Authorization

1. Open the patient's profile.
2. Click Billing under the patient's name.
3. Select the Insurance Policies tab.
4. Click View next to the relevant policy.
5. Select the authorization you'd like to remove.
6. Click Delete.

What to Expect

The prior authorization details appear on the patient's insurance policy. You can add multiple authorizations to a policy as long as the date ranges don't overlap, so only one authorization can be active at a time. Authorization details can be viewed in the appointment panel's Insurance Info section, so staff can reference them when scheduling.

Important Notes

• Prior authorizations don't currently appear in any reports. For now, we'd recommend reviewing authorizations regularly within each patient's Insurance Policy or in the appointment panel.
• The visit tracker records visits by number, not by CPT units. If your clinic works with unit-based limits, you can use the notes field to track this manually.
• If your clinic works across multiple disciplines that each require simultaneous active authorizations, a workaround is to create a separate policy for each discipline.
• Jane doesn't send notifications when a prior authorization is close to expiring. We'd recommend reviewing authorizations regularly to stay on top of upcoming expiry dates.

Related Guides

• Creating a Patient Insurance Policy (US)
• Why Do My Prior Authorizations Have Unexpected Date Ranges?
• Box 23