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

US Insurance Step 2

This is the second of three 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 🥳
Adding Your Insurers ✍️
Tax Numbers & NPIs

Step 2: Adding Your Insurers

The next step is to add in all the insurance companies you’d like to bill. You’ll need to create the list of insurance companies you’ll be billing, before you can start entering patient insurance information and insuring visits.


Creating the Insurer

Still in the Settings tab, scroll down to the Insurers section on the left hand side.

Select ”New Insurer” from the top right, and then select the insurer type. Fill out the insurer’s information as required.

Important Note: If you’d like to bill using our EDI generation/download tool for submission, you’ll need to add the following fields to your insurer:

  • Insurer Name
  • Payer ID and/or Full Insurer Address
  • Insurance Program

Billing Portals

You may also enter a portal if appropriate. This could be a clearinghouse billing portal such as Office Ally, TriZetto, and/or Availity. This will allow you to launch the portal from Jane for claim submissions.

Determine Patient’s Fee

When setting up an insurance company, you’ll need to select the fields that you’d like to display when billing a patient covered by this insurer.

Most of our US clinics will select to display:

  • Co-Pay ($ amount)
  • Deductible ($ amount)
  • Coinsurance ($ amount)

The actual amount you bill to each of your patients will be set when entering a patient’s insurance information in their profile.

You may also notice there is a “Billing Codes First” field when setting up your Health Insurers. Checking this box means that Jane will use your CPT codes to price the visit. Most commonly, you’ll want to select this box :)

For more information on what this can be used for, please have a look at the following guide: Billing Codes First vs. Insurer Specific Codes

Once you’ve finished entering the insurer details, click “Create Insurer” to finish. Continue setting up each insurance company you’ll be billing to.

Amazing! Only one more step to go 👏

Jump into Step 3 here.