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Creating & Managing Good Faith Estimates in Jane

If you’d like to learn more about the No Surprises Act and Good Faith Estimates, you can check out this blog post.


If you’re wondering how you can use Jane to create and manage Good Faith Estimates (GFE), then you’ve come to the right place! Below, you’ll find a few ways that Jane can help you meet the requirements of the No Surprises Act, specifically as it pertains to GFEs.

If you have ideas for how we can make Jane more helpful for creating and managing your GFEs, you can always add a Feature Request or reach out to us. We love hearing your ideas!

For details on what needs to be included in your Good Faith Estimates, check out our summary below! 👇

Here’s what we’ll be looking at:


Step one: Making clients aware of their right to a GFE

There are a couple of ways you can achieve this through Jane if you wish:

If you use Online Booking and would like to add some GFE messaging to your site, you can…

If you don’t use Online Booking, you could add this messaging to your:

  • Welcome Email under the Languages tab in your Settings
  • Intake Form that clients receive when they book their first appointment

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Step two: Assessing if a GFE is required

If you are a state-licensed practitioner in a cash-based practice, you will need to complete a GFE for all clients undergoing a new course of care with you, so you can skip this step!

If you are a state-licensed practitioner who accepts insurance, you are required to provide GFEs for clients who are uninsured or choose to self-pay. To do this, you’ll need to find out how your client plans to pay for their services prior to their first appointment.

We suggest adding a required field to the Questionnaire section of your Intake Form to ask if a client will be using insurance for their appointment. This is important, as this will help you assess if a GFE is required, and deliver one within the mandated timeframe.

❗At present, we don’t have a way of alerting you in Jane if a client indicates they won’t be using insurance on their Intake Form.

We suggest setting yourself a reminder to check new clients’ Intake Forms at least 3-4 days prior to their appointments. You can use Jane’s Task feature to help!

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Step three: Creating a GFE

Creating your GFE Template:

🎉 We’ve created one that you can find by searching “Jane Team- Good Faith Estimate”. Feel free to edit it to suit your practice’s unique needs!

Here’s a list of everything that should be included on your GFE and a sample GFE from CMS.

Before you create or edit your GFE template, please read our note under Sharing a GFE 👇 on what information Jane can auto-populate for you!

Filling out a GFE in your client’s chart:

When you’re ready to complete a GFE for your client, you can head into their Client Profile and open their Chart. When you click New Chart Entry, a dropdown menu will open where you can select your GFE template. Once you’re done, you can Sign the Chart Entry.

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Step four: Sharing a GFE with a client

Once the GFE is signed, click the downward-facing arrow to the right of the practitioner’s name and select Print from the dropdown menu. When it opens in a new window, you can make sure the ‘Template style’ is Chart, and then click the PDF button to download the Chart Entry as a PDF.

Once you have the PDF downloaded, you can go to the Files section of that Client’s Profile and add the PDF. Here, you’ll be able to select ‘Make visible to client’ and be given the option to send them an email informing them that you’ve uploaded a file to their My Account.

Now, if you’re familiar with Jane, you might be wondering why we’re suggesting you download the Chart Entry as a PDF and then re-upload it as a File when it’s possible to share the Chart Entry without downloading it first. Fair question!

When you download a Chart Entry as a PDF, Jane will auto-populate a lot of information that is required on a GFE, which saves you the trouble of manually adding it to the Chart Entry!

If you’d rather skip these extra steps, and don’t mind a little extra manual data entry, you can have all the required fields in your Chart Template and click ‘Make visible to client’ directly on the Chart Entry once it’s filled in.

If you’re downloading your Chart Entry as a PDF, Jane will automatically add the following to your GFE:

If you don’t have this information in Jane, you’ll need to either add it before downloading the PDF or manually add it to the GFE before sharing it with your client.

  • Client name
  • Client DOB
  • Client contact information
  • Date the GFE is created
  • Primary provider’s name (this will be the name of the practitioner that authors and signs the Chart), credentials, and ID #s.
  • Practitioner signature (this needs to be added to your Staff profile first!)

You can check out the full list of required information for a GFE here.

Additionally, you can head to Settings > Language > Customize Footer for PDF Chart Exports, and add some additional fields that will automatically be added to downloaded charts (i.e. you might need to add the practitioner_with_description option so all of the provider’s credentials are included on your GFE).

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We hope this helps! As always, if you have any questions or feedback for us, please don’t hesitate to reach out. We love working with you to make Jane the best it can be!