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

Billing Summary Report

What’s the Summary Report? The Summary report provides a general overview of the day-to-day financial information of your clinic. You can find this report by heading to Reports > Summary Using the Summary report, you’ll be able to contrast the amount that was invoiced during the period, and the amounts applied to invoices during the same time across various categories. It can be useful ... Read More

Billing Reports

Number-loving people, it’s time to celebrate. All your clinic’s billing and sales data are detailed in Jane’s Billing reports. The various Billing reports are particularly useful for tracking cash flow, showing taxes invoiced or collected, reconciling your daily POS cash-out and calculating your clinic’s payroll. Summary This report is a basic overview of your clinic’s billing activity. It ... Read More

How to Bill for Multiple Services on a Single Visit Using Billing Codes

This guide will go over how to create custom billing codes in Jane to bill for multiple services and treatments for your Private, Insured and/or ProviderNet Pacific Blue Cross visits. This is handy for billing for add-on treatments such as a Vitamin IV drip to a Subsequent appointment, Aromatherapy add-ons to a massage visit, billing for extra time if the appointment has gone over, etc. all on... Read More

Create Custom Billing Codes

If you are billing a fee schedule that has been agreed upon outside of your normal private fees, such as agreements with insurance companies, or government organizations, or sports organizations, you can create a billing codes to use to override your private pricing. *This is for accounts subscribed to the Insurance Plan This can either be higher or lower fees than your customary private rat... Read More

Start Billing 2: CPT & Diagnosis codes

Once you have created a new insurance policy on a patient’s profile, you can start insuring that patient’s visit(s). In this lesson we’ll cover the following CPT & Diagnosis code topics: Adding CPT & Diagnosis Codes to a Visit Re-booking Clients with the Same Insurance Info Adding Modifiers Changing a CPT Code Removing CPT & Diagnosis Codes Reordering Diagnosis Codes... Read More

Billing to Worksafe BC-Physiotherapy

If you’re practicing in BC, you should be eligible to submit your Worksafe BC claims online via Teleplan. To make things one step easier, we’ve integrated with the Medical Services Plan (MSP) Teleplan system so you can use Jane to handle all of your WSBC submissions. If you haven’t already done so, you will need to Sign Up with Teleplan and then Add Your Data Centre to Jane. Additionally, y... Read More

Adding Billing Codes and Insuring a Patient Visit (US)

Are you an existing customer and have noticed some changes to the Insurance Info section of your patient appointments? Are you a new customer who would like to know how to add billing codes and insurance to patient visits? If so, keep reading! Walking Through an Example Let’s say Gail books in for a visit at our Demo Clinic. When Gail arrives at the office, the provider, will Arrive the... Read More

US Courtesy Billing or Patient Pre-Pay

Courtesy Billing refers to the workflow where your patients pay at the time of service, and you as the provider submit a claim to insurance on their behalf. Patients then receive reimbursement from insurance directly. For some clinics, it’s the Goldilocks of workflows that’s hits on a sweet spot between running a cash vs. insurance practice. On every Jane account, the insurance billing default... Read More

Adding Billing Codes to Paid Invoices

Need to add insurance information or billing codes to a paid appointment? You can now use the Allow Editing toggle to make the needed changes!  *Please note, this is for accounts subscribed to the Insurance Plan. To add an insurance claim or billing codes to a paid appointment, scroll down to the Insurance Info area in the Appointment side panel. You will see a toggle switch that will allow... Read More

Creating Billing Codes (US)

If you are billing a fee schedule that has been agreed upon outside of your normal private fees, such as agreements with insurance companies, or government organizations, or sports organizations, you can create a billing codes to use to override your private pricing. *Please note, this is for accounts subscribed to the Insurance Plan. This can either be higher or lower fees than your customa... Read More

Start Billing 6: Posting Insurer Payments & EOBs

Get Paid! 🙌 In this lesson we’ll cover the following Insurer Payment topics: Posting Insurer Payments Posting a Second Insurer Payment Posting a $0 EOB Managing Past Insurer Payments Delete or Unapply an Insurer Payment Courtesy Billing Managing Secondary Insurance Posting Insurer Payments Insurer payments can be posted in two different ways depending on how you receive insu... Read More

Setting Up Your Billing Settings

This guide will provide an overview of each of the Billing Settings accessible to a Full Access user under the Settings tab. Gift Card Settings General Billing Settings Jane Payments Settings Global Insurance Settings US Insurance-Specific Settings   Gift Card Settings 📍 Gift Cards Enabled If disabled, Jane’s gift card feature is hidden within the account. If enabled, gift ca... Read More

🇺🇸 Billing in the USA: Tips & Tricks From Billers

Hear what three professional billers have to say about getting started with billing insurance and how you can streamline the process. Additional Resources: Learn more about Cortney’s services at PDXPERT Medical Billing Visit Sarah and Felicia at AAA Medical Billing Services Resources For Billing Insurance in Jane: New to billing in Jane? You can get started here. 🎉 Ready to reall... Read More

Billing To Insurers Without an Appointment (For Phone Calls/Chart Notes, etc.)

Who are Insurers? In this guide document an Insurer might be a Lawyer, a School, an Insurance Company, or a Government Agency. In Jane, any payer who is not the patient would be considered under this umbrella term of “Insurer”. Create a Product To bill to an insurer without booking the patient for an appointment, start by creating a product.  For example, you might create a product called ... Read More

UK Insurance Step 3 - Insuring a Visit, Billing, & Receiving Payment 🇬🇧

This guide is a bit more detailed so you might want to grab a cuppa before settling into this one. ☕️ Insuring a Visit Whenever you book an appointment, you’ll be given the option to use any open insurance policies for that patient.  If the patient doesn’t have their insurance policy set up yet, you’ll need to add the policy after the visit is booked by opening the “Insurance Info” section... Read More

GST and Modifying Teleplan Billing Codes

Jane downloads a list of Teleplan billing codes every morning at 8am. So if a code is updated or changed, it will be automatically updated for you. But! There are some codes that are set to a certain price by Teleplan even though they have a variable rate depending on how or what you’re billing. Product sales or GST are a few examples. Here’s how you can let Jane know that you need to bi... Read More

Tracking Block Billing and Reports on Claims

If you’re tracking block billing or insurance claims that require reports at certain times, you can set tasks on each claim to ensure that you are notified at certain times throughout the claim. For example, if you need to submit a report at 6 weeks after the initial visit, you can create a task for 6 weeks for an extension report and 8 weeks for a discharge report. This allows you to follo... Read More

Compensating Multiple Practitioners for Block Billing

In cases where you’ve got practitioners sharing patients, or helping each other out to cover vacations etc. you will need to bill the block itself under the practitioner who provided the treatment/appointment on the date that the block is required to be billed, but then split the total block payment amongst all practitioners involved, outside of Jane. We always recommend that you calculate the... Read More

Jane's Insurance Billing USA

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🇺🇸 A New ERA: US Insurance Billing Features in Jane

Take a tour of Jane’s ERA Management Tool, and hear how we plan to make billing insurance as frictionless as possible. Have you heard!? 📣📣📣 Jane’s ERA Management Tool is now live and processing insurer payments just went from 🚗 to 🏎️. Let’s start here: Posting Insurer Payments with Electronic Remittances (ERAs) We left no stone unturned, check out our ERA Management Tool FAQ But…... Read More

Billing Code Default Allowed Amounts & Modifiers

When setting up your clinic billing code fees, you can also set up some handy defaults to save time, prevent billing mistakes and make your insurer Accounts Receivable more realistic. These defaults include insurer specific Allowed Amounts and billing code specific Modifiers. Default Allowed Amounts What Is An Allowed Amount? Why Set Up Default Allowed Amounts? How Do I Set Up Default... Read More

Start Billing 1: Patient Insurance

Now that you’ve set up your insurance features, you can start submitting insurance claims. Woo-hoo! If you have not done so already, please go through the US Insurance Set Up Steps first. Let’s get started! Patient Insurance Policy The billing workflow begins by entering patient insurance information inside their profile. This is done by setting up a new Insurance Policy. Once an Insurance... Read More

Billing to WorkSafe BC – Chiropractic

If you’re practicing in BC, you should be eligible to submit your Worksafe BC claims and Chiropractic Reports 8C and 11C online via our Teleplan integration. To make things one step easier, we’ve integrated with the Medical Services Plan (MSP) Teleplan system so you can use Jane to handle all of your WSBC submissions. If you haven’t already done so, you will need to Sign Up with Teleplan and ... Read More

Billing Insurance Claims For Telehealth Appointments (US)

Note that this guide is intended for our US customers that bill insurance In today’s climate, it is more common for practitioners to offer virtual appointment options to their clients. When billing insurance for virtual services, it is important to consider each insurance company’s requirements for billing Telehealth services because these requirements can vary across companies and change over... Read More

Billing for Photocopies / Records to WSBC

When it comes to billing WSBC through Teleplan for things like clinical record requests and/or reports that are billed when patients don’t have an appointment booked, you can bill for a “product” to the patient and attach a WSBC claim to it. From there, you’ll be able to add the applicable fee code to the product purchase so that it can be submitted through Teleplan. Setting Up To get starte... Read More