Use this list to track your progress through our US Insurance Setup guides: Step 1, Step 2, and Step 3.

Once complete, your insurers, rates, and billing information are in place, and you’re ready to insure your first visit.

Before you start

• Make sure your Jane subscription (Practice or Thrive plan) includes the Insurance add-on. See our guide on Adding Insurance Billing to Your Jane Subscription.

Step 1: Add your insurers

• Add each insurance you will submit claims to in Settings > Insurers > New Insurer
• For electronic claims, enter each insurer’s Insurer Name, Payer ID, and Insurance Program.
• For paper claims, enter each insurer’s address.

Step 2: Assign Rates to Your CPT Codes

• Assign a rate to each CPT code you will bill in Settings > Billing Codes.
• Assign a billed amount to each CPT code.
• If applicable, add any default modifiers and Allowed Amounts.
• Star your frequently used diagnosis codes as favorites (optional).

Step 3: Add location and staff billing info

• To set your default Service Facility and Billing Provider information, go to Settings > Locations and add:
  • Location Address
  • Legal Name
  • NPI
  • Tax ID Number and Tax ID Type
  • Place of service code
• To set your default Rendering Provider information, go to Staff > Staff Profile > Billing > Default Claim Information and add:
  • Rendering Provider Identifier

You’re ready to bill when...

• The insurers you plan to bill are added
• The CPT codes you use have Billed Amounts assigned
• You’ve set your default Service Facility & Billing Provider information
• You’ve set your default Rendering Provider information

What’s next

• Create a patient insurance policy (see: Insurance Billing 1)
• Add CPT and diagnosis codes to a visit (see: Insurance Billing 2)
• Submit your first claim (see: Insurance Billing 3)

Related Guides

• Training hub: US Insurance Billing Training Hub