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

🇺🇸 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: Ready to really dig into billing in Jane (or maybe just need a refre... Read More

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 f... Read More

Module 1: Setting Up Insurers, Billing Codes & Billing Info

As a US Biller, there are 5 learning modules for you to walk through before you get up and running with Jane’s insurance features: Learning Modules Complete 1. Setting up insurers, billing codes, and billing info ✍️ 2. Claim submissions & management ☐ 3. Modifiers, creating a custom billing code, changin... Read More

Jane Biller Series

Are you interested in learning how to use Jane’s insurance features? Have you got questions about billing that you wish you could ask an expert? Then the Jane’s Biller Series is what you’ve been waiting for. Join us as we sit down with Cortney Nadeau, owner of PDXPERT Medical Billing LLC, for a new series of live sessions to discuss the ins and outs of using Jane’s billing features, navigating... Read More

Biller Listing

📢 Join us in our new US Billers Group, created exclusively for Jane users like you, where you will find an active group of billers from across the US who work with all types of health and wellness providers. 🎉 Take me to the US Billers Group Look out for the group expert badge beside members’ names and send them a DM to connect. And if you have general billing questions (who doesn’t?), or y... Read More

Module 3: Modifiers, creating a custom billing code, and changing & adding billing codes

As a US Biller, there are 5 learning modules for you to walk through before you get up and running with Jane’s insurance features: Learning Modules Complete 1. Setting up insurers, billing codes, and billing info 🥳 2. Claim submissions & management 🥳 3. Modifiers, creating a custom billing code, changing... Read More

Billing Reports

Number-loving people, it’s time to celebrate. All of 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. Billing Summary Report Sales Accounts Receivable Report Compensation... Read More

Welcome to Jane's US Biller Training Course 👋

We’re so happy you’re here! This course is designed by a biller, for billers (that’s you!) We’ve created a fun way for you to learn everything you need to know about billing, whether that’s how to submit a claim to a clearinghouse, receive payment, track aging claims, and more. Our goal is to show you how to bill using Jane in the most efficient way possible. The US Biller Training Course is b... Read More

🇺🇸 Billing Secondary Insurance Claims

Do you bill for clients that have both a primary and secondary insurance policy? Check out this guide to learn how easy it is to manage and bill secondary insurance claims through Jane. 🇺🇸 Before you keep reading, note that this workflow only applies to our American clinics that bill insurance. 🇺🇸 I’m short on time, what are the key takeaways? What are the differences between billing p... Read More

Start Billing 4: Claim Management & CMS1500 Forms

In this lesson we’ll cover the following Claim Submission topics: Claim Submission Folders Creating a CMS1500 - Health Insurance Claim Form Batch CMS1500 Forms Claim Submission Folders All insurance claims are managed under the main Billing tab in Jane. The Claim Submissions area found on the left, has a number of folders to keep all patient claims accounted for during the submissio... Read More

Courtesy Billing or Patient Pre-Pay (US)

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

How to Bill Botox

Injectables are generally priced per unit, and we want to appropriately capture this in Jane and make the checkout process nice and easy for your staff and patients. Let’s dive into the steps of Billing Botox. Step 1: Treatments Treatments in Jane have a fixed cost, but when using injectables, we want the cost to fluctuate depending on how many we use. To manage this, we’ll start by creating ... 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

Start Billing 5: EDI Claim Submission

Jane has an 837p EDI generation tool to help manage your claim submissions. An 837p EDI file is sort of like an electronic version of a CMS1500 form. In Jane, you can select a bunch of claims you’d like to submit, and either: submit directly to Claim.MD without leaving Jane using our integrated claims feature. download a batch 837p EDI file for those claims that can be upload... Read More

UK Insurance Step 2 - Billing Codes & Contract Rates 🇬🇧

We’ve broken this guidance up into small, digestible chunks. You’ll find links to the other steps at the bottom of the page. Jane has a really clever way of setting you to set a default or private price for a treatment, while allowing you to override that price based on the fee structure of any third parties you work with. Jane uses billing codes and contracted rates to help you manage this. I... Read More

Create Custom Billing Codes

Are you in the U.S.? Check out this guide for Creating Billing Codes. Canadian friends, read on below! 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 billing codes to use to override your private pricing. *This is for accounts su... 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

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)

Are you in Canada? Check out this guide for Creating Custom Billing Codes. U.S. friends, read on below! 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... 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 insur... Read More

How to Bill and Manage Service Add-Ons on the Base Plan

This guide will cover how to bill add-ons and multiple services for clinics currently on the Base Plan that don’t extend the visit. This is handy for billing add-on services such as a Vitamin IV drip to a Subsequent appointment or aromatherapy add-ons to a massage visit. 💡 This workflow is also applicable to actual product add-ons as well like a post-treatment care kit, foam roller or facia... 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 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

How to Bill Filler

We often see our Aesthetic Clinics bill their Injectables in a few different ways. This could be by syringe, by the treatment area, or by brand. Option 1: By Syringe We can set up our syringes as Products and then add them to a client’s treatment when arriving the appointment. By doing this, we can have the Treatment itself cost $0.00, but then you’ll be able to add on the appropriate numbe... 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 bill... Read More