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
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
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
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
📢 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
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
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
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
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
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 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
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
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
Welcome to our guide on billing MVA claims to HCAI in Ontario! Just like any other third-party insurer, you can submit claims through HCAI’s portal outside of Jane, and then manage those claims within Jane. This workflow is ideal for clinics that are just starting out with billing to HCAI and aren’t currently using the Block Billing workflow. Here’s what we’ll cover in this guide: Setting... Read More
Welcome to our guide on the HCAI Block Billing workflow. If you’ve already been block billing in Jane and want a refresher on the steps, read on! However, if you’re new to billing HCAI in Jane, we’d recommend using our Third-Party Billing workflow instead. It’s a little faster and easier to pick up if you’re just starting out. If you’re practicing in Ontario, you’ll be using HCAI’s portal to s... Read More
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
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
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
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
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
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
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 an insurer without booking the patient for an appointment, start by creating a product. For example, you might create a product called “Pho... Read More
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
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 travel fees to a session for a mobile practice. 💡 This workflow is also applicable to actual product add-ons as well like a post-treatment care kit, foam roller o... Read More
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