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

US Insurance Step 1

Welcome! If you signed up for Jane’s insurance plan, you are likely super eager to get started.

Look no further! We are going to cover step-by-step how to set up your account for insurance billing.

There are 3 steps that are required to get your account ready to use Jane’s Insurance features:

Set Up Task Task Complete
Assign Rates to Your CPT Codes ✍️
Add Your Insurers
Tax Numbers & NPIs

Step 1: Assign Rates to Your CPT Codes

If you plan to bill based on the applicable procedural codes, you’ll need to set up your clinic fees! CPT codes are required to have an assigned fee for claim submission.


To get started, head over to Settings, and then scroll down to the Billing Codes tab. Jane will opt you into our library of CPT code sets and ICD-10 code sets by default.

To set up your clinic CPT fees, scroll down to find our database search bar. Search to find a CPT code you use, and assign it your standard code rate. Here’s how it works:

  1. Use the Search bar to find a CPT code you use.
  2. Click “Assign Rate” to enter the fee associated with this procedure code.
  3. Enter the standard rate for this CPT code in the “Amount” box.
  4. Click “Create Billing Code” to save this new code to your list.

All saved codes for your clinic will appear in a list at the top of the page:

Continue to set up any CPT codes billed at your clinic!

It might also be a good idea to set up some favourite diagnosis codes while you’re at it, to save you a little time down the road. Favourite codes are available for quick access when insuring a visit by using the space bar on your keyboard.

Use the search bar to search for your frequently used Diagnosis codes. Once you’ve found one of your desired codes, you’ll just need to press the “Favorite” star button.

If you can’t find a CPT or Diagnosis code in our library, no problem. You can use the “New Billing Code” button in the top right corner to add in any custom billing codes needed. Please feel free to let our team know if we’re missing a code you require for billing!

💡Pro Tip: If you don’t want all the codes from our library to populate when you are searching for your codes (you just want your fees and custom codes), uncheck the CPT code set box when you’re done.

👏 Nice work! Step 1 complete. Move onto Step 2 here.