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Recording an Insurer is covering $0 (CA)

Ever got a thumbs-down from an insurer saying they won’t pay for an invoice, and you’re left wondering how to record this in detail? Perhaps the patient hit their coverage cap, or the specific service is a no-go for their policy?

If so, keep reading!

This guide will walk through how to document that an insurer is not covering an amount for our Canadian clinics. If you are located in the US and looking for how to do this, check out our Posting a $0 EOB guide for a detailed walk-through.

To start, you’ll want to head over to the Schedule tab and click on the Appointment. Within the Appointment Panel, scroll down to the Insurance Info section, and enter 0 in the Max Amount field.

screenshot of schedule tab after an appointment is clicked on

As an extra step, we also recommend marking the claim as submitted. This will be helpful in case you need to backtrack why the patient was charged the full amount for their appointment. Click on the dropdown arrow to the right of the insurer’s name, and select Mark as Submitted.

screenshot of the appointment panel, scrolled down to the insurance info section

Jane will automatically adjust the full amount of the invoice to the patient and you should be all set!

Do you have an On Hold or Pending claim that needs to be updated? We’ve got you covered! Check out our guide doc on Pended and On Hold Claims with Telus eClaims for more details on how to update these claims in Jane.

As always, feel free to contact our support team if you have troubles with any of those steps 💙

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