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

Receiving an Insurer Payment (EOB)

We released a new payment screen!

This new workflow improves the process for recording underpayment of insurance billing codes and accounts for the remainder that is not covered by the insurer.

So how does it work?

You can receive an insurer payment from appointment side panel, from the invoice, and from Billing > Insurer Invoices.

Appointment Side Panel:


Profile > Billing

Pay and Approve

You might have noticed the Pay and Approve button in the images above. So, what is Pay and Approve anyway? If you click the Pay and Approve button just know that Jane will create an Insurer payment only in the amount due for just that appointment. That means that if your insurer sent one large payment covering multiple visits - the Pay & Approve button will not be able to record that information. There also is no option to select the Insurer Payment method. Our recommended option here would be for you to use the Record Payment in Detail button. But if you do decide to use Pay and Approve… we won’t judge you ;)

Billing > Insurer Invoices > New Payment

When you receive payment from either of these areas in Jane, you will see the New Payment screen that will allow you to record the amount received and the payment method used.

When you hit Next, you will create a payment to be applied to multiple invoices. If you navigated from an invoice or appointment, then that invoice will be the default invoice listed. Otherwise, you can search for the outstanding invoices in the search bar (you can search using the Jane patient ID too) or hit View All.

You have the option to hit Edit to record the EOB (Explanation of Benefits).

Enter the payment amount received for each billing code and add any coinsurance. You have the option to Write Off Remaining or bill the remaining to the patient before hitting Apply Changes.

Or you can record a underpayment and then hit Apply. You will then have the option to “Write off remaining balance” or “Bill remaining balance to patient”

Keep working down until you’ve completely applied the payment, or you can leave some of the payment as credit for the insurer to use later.

Need Help Posting Your EOB?

If you want some additional guidance on how to record your EOBs in detail, please have a look at the following guide where we walk through an example: Posting an Insurer Payment

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