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Start Billing 3: Insuring the Visit

Now that the codes have been added, let’s cover how to insure the visit!

In this lesson we’ll cover the following insurance topics:

If you have not done so already, please go through the US Insurance Set Up Steps first.

Insuring a Visit

In the previous lesson, we added CPT & Dx codes to Victoria’s appointment.

In this case, let’s say Victoria has insurance coverage. To add a policy to the visit, press the Add button in the Insurance Info section:

Select the primary coverage insurance policy from the list. You can select an existing policy or “Add New Policy.”

Clicking the “Add” button gives you the option to add an existing policy (if Victoria has one saved to her profile) or a new policy to the visit.

Let’s say the provider selects Victoria’s existing policy. Once he does that, the visit becomes insured and Jane generates an invoice for the insurer.

An insured visit will look like this in the Appointment window:

And like this on the Schedule:

To edit the insurance information for this visit, say to add in a $20 co-pay, we can press the insurer name (in blue text) to open up the claim details:

Patient responsibility is typically entered into the following fields: Co Pay, Coinsurance, Deductible.

Once the visit is insured, you’ll be able to accept payment if the patient has any time of service responsibility!

Deductibles, Co Pays & Coinsurance

If you’d like to collect payment from an insurance patient at the time of service, then you can add a patient responsibility to the purchase claim panel.

Once you’ve added the policy to the visit, click on the claim (in blue text) to open up the claim panel.

You’ll then have a couple of options within the claim panel.

If a patient is working to pay off a deductible, you’ll want to enter the full deductible or the known remaining deductible amount in the deductible field. This tells Jane that insurance won’t be paying anything towards the patient’s insured visits until that amount is reached. This will push the full amount billed (assuming the deductible is higher than what was billed) down to the patient.


It’s the beginning of the year and our patient Ann has a $1000 deductible.

Let’s say Ann comes in for an insured visit and we bill out a single code that totals $100.

As Ann’s deductible is higher than the amount billed, Jane will push the entire amount billed down to the patient:

On Ann’s next visit, Jane will reduce the deductible by the amount paid on the previous visit, in our example, $100:

Note: Jane does not communicate externally to check for up to date deductible information. If you are treating a patient and then they have gone elsewhere for treatment, the deductible in Jane would need to be manually altered.

If the patient has a Co Pay or Co Insurance responsibility, you can enter the $ amount per visit or % per visit in the claim panel. Jane will push only that amount down to the patient:

Remove, View or Edit an Insurance Policy

If you have added an insurance policy to a visit in error, or maybe you have selected the wrong insurance policy, here’s how it can be removed:

  1. Head to the patient’s appointment and click on it
  2. On the right-hand panel scroll down to Insurance Info
  3. Under Primary Policy, click the drop-down arrow to remove the policy

This Policy Menu also gives you the ability to View the policy, or Edit policy information:

If you need to add billing codes and/or an insurance policy to a paid appointment, you’ll want to use the Allow Editing toggle to make the needed changes!

Start by clicking on an appointment to view the Appointment window, and scroll down to the Insurance Info section.

Toggle on Allow Editing:

With Allow Editing turned on, you can now click to add any needed insurance information.

Once you have added the billing codes and/or claim, Jane displays a button that allows you to Update Invoices.

When you click the Update Invoices button, behind the scenes, Jane is re-applying the client’s original payment. If there is a balance outstanding Jane will show that as the amount owing on the patient’s account. Or if the client’s original payment exceeds the amount of the regenerated invoice, Jane will generate a credit on the patient’s profile.

Secondary Policies

To add a Secondary (or Tertiary) insurance policy to a visit, head to the Insurance Info area, and select the “Add” button next to the Secondary Policy section:

When the Secondary claim is added, Jane will prompt you to wait for the primary remittance, which once entered into Jane will let you submit the secondary claim toward your clearinghouse for adjudication.

To learn more about this process, or if the primary claim you’re submitting submits toward the secondary on your behalf (like Medicare), check out the guide below:

📘 Continue learning the insurance billing workflow in Start Billing 4 - Claim Management

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