We’ve broken this guidance up into small, digestible chunks, and you’ll find a detailed video walkthrough of each section at the bottom of the page, as well as links to the other guides in the series.
Jane has a really clever way of allowing 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 insurance companies you work with. Jane uses billing codes to manage this. If you’re new to Jane, your previous software might have called them “fee codes” or “charges”.
Creating your billing codes
To get started, head to Settings > Billing Codes > New Billing Code
Set the Type as Billing Code.
The next few boxes will depend on the requirements of the insurance company. If they require you to use a specific code related to a fee, enter the code in the field, and a description of the code in the “Label” field. Both the “Code” and “Label” will display on invoices. Here’s an example:
If you aren’t required to use set codes, you can enter something like this:
It’s a good idea to include the name of the insurance company in the code or label field, so it’s easy for you and your team to find the correct code for each patient’s visit.
The Billed Amount field is where you enter your agreed fee for this type of appointment for each insurance company. For example, if BUPA pay £45 for an initial assessment, enter £45 as the billed amount.
Repeat the above process for any insurance companies and charges that differ to your standard, private rates.
We have a video that runs through this process in a little more detail:
Note: Speed up or slow down the video speed using the ⚙️ button inside the video player!
You can navigate to any section of this guidance using the links below:
- Step 1 - Setting up Insurers
- Step 2 - Billing Codes
- Step 3 - Creating a Patient Policy
- Step 4 - Insuring and Billing a Visit
- Step 5 - Invoicing and Payments
Written by Jamie - UK Support Team