July 2020, Vancouver July 24-25 | Vancouver, CA July 24-25 | Vancouver, Canada July 24-25, 2020 | Vancouver, Canada
Jane's Guide Here's all the help you need to use Jane.

Accounts Receivable Report

What’s the Accounts Receivable Report?

The Accounts Receivable report lists all patients and insurers with money owing.

You can find this report by heading to Reports > Accounts Receivable

What’s included in the Accounts Receivable Report?

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.

Insurer & 3rd Party Payers

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

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

Patients

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

In order 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.

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.