Welcome! This training covers setting up insurance billing in Jane and running the revenue cycle (the full process of billing a visit, from submitting the claim to getting paid). By the end of this training, you’ll know how to bill insurance in Jane from start to finish, whether you’re a practitioner, admin staff, or billing specialist.

Before you start:

• Add the Insurance add-on to your plan. If you haven’t already, see our guide on Adding Insurance Billing to Your Jane Subscription.
• Sign up for Claim.MD (recommended) or another supported clearinghouse. Claim.MD is Jane’s integrated clearinghouse. It keeps claim submission and payment posting inside Jane, so you don’t need a separate login. See our guide on Integrated Claims with Claim.MD.

This page is your training hub, where you can open any lesson and work through it at your own pace. Each lesson also links to the next, if you want to follow the training in order.

Before you begin the lessons below, here’s a peek at what the revenue cycle looks like with Jane and Claim.MD.

Ready to get started? Jump into the first lesson below!

Part One: US Insurance Setup

Use the US Insurance Setup Checklist as a quick reference for all three setup lessons.

1. Insurance Setup 1: Adding your insurers
2. Insurance Setup 2: Assign rates to your CPT codes
3. Insurance Setup 3: Location & staff billing info

Part Two: US Insurance Billing

1. Insurance Billing 1: Patient insurance
2. Insurance Billing 2: Adding billing codes to a visit
3. Insurance Billing 3: Managing insurance & patient responsibility on a visit
4. Insurance Billing 4: Claim submissions folder
5. Insurance Billing 5: Claim submission
6. Insurance Billing 6: Managing rejections
7. Insurance Billing 7: Posting insurer payments
8. Insurance Billing 8: Resubmissions
9. Insurance Billing 9: Accounts receivable
10. US Insurance Billing Training survey