Jane's Guide

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


US Insurance Billing Additional Resources

  • ​Missing Insurers Tab? Upgrading From the Base Plan to the Insurance Plan

    Are you trying to set up your Insurers but the tab seems to missing? It sounds like you might be signed up for the Base plan, which doesn’t include the Insurance features.

  • 🇺🇸 Integrated Claims with Claim.MD

    Billing with Jane just got better! Manage all of your day-to-day insurance billing right inside Jane when you connect your Claim.MD clearinghouse account.
  • 🇺🇸 Secondary Claims in Jane

    This guide walks through how you can manage patients that have secondary or supplemental insurance coverage - where the client has multiple insurance policies(i.e. primary and secondary insurance).

  • 🇺🇸 Billing Secondary Insurance Claims

    Learn how you can bill secondary claims in Jane as easily as you bill your primary claims!
  • 🇺🇸 What's an ERA in Insurance Billing?

    Ah, yes. We thought you’d never ask! 😉 Ahem… an ERA is an Electronic Remittance Advice. It’s a bit of a mouthful so we’ll refer to it as an ERA or remittance for simplicity’s sake moving forward. In the form of an 835 transaction, a remittance is basically one big text file that different systems...

  • ERA Management Tool FAQ

    A paper or electronic transaction that includes adjudication information (who is paying for what) and payment information for one or more claims. A remittance includes a single payment amount - and parts of the payment amount are assigned to some but not necessarily all claims responses included ...

  • Posting Insurer Payments With Electronic Remittances (ERAs)

    Show me the money! In this guide, we’ll walk through how you can post insurer payments using our ERA Management Tool by uploading electronic remittances (ERAs) to Jane. If you still have questions, you can visit our fully-loaded FAQ guide that we’re continuing to grow as well.

  • CMS1500 Reference Sheet

    So you’ve generated your CMS1500 form in Jane. 🎉

  • Billing Under a Different Practitioner (Rendering Provider)

    Sometimes, you might book a patient into one practitioner’s schedule, but you need to bill the patient’s claim to insurance under a different practitioner or Rendering Provider (Box 31 on the CMS1500). You might run into this scenario at your clinic if you employ students, recent graduates who ar...

  • Billing Unlisted CPT Codes to Insurance

    Most services that you perform at your practice are represented by specific codes in the CPT code set. However, sometimes you might perform a treatment that isn’t represented in the CPT code set. This is usually only the case for newer or more unique services.

  • Cash Visits & Superbills

    If you haven’t already customized your Superbill template such as adding your business logo, practitioner license number(s), and electronic signature to your profile, please review our guide on customizing receipts here first.

  • Collect Insurance Information on Intake Forms From Your Clients 📸

    Jane offers a dedicated way for clients to upload photos of their insurance cards and provide their most basic insurance policy details in an intake form.

  • Courtesy Billing or Patient Pre-Pay

    Courtesy Billing refers to the workflow where your patients pay at the time of service, and you as the provider submit a claim to insurance on their behalf. Patients then receive reimbursement from insurance directly. For some clinics, it’s the Goldilocks of workflows that’s hits on a sweet spot ...

  • ICD-10 Code Set Updates FAQ

    Every year, CMS updates the ICD-10 diagnosis code set. These yearly updates typically take effect on October 1st, and include additions of new billable codes, revisions of code descriptions, and the deletion of codes that are no longer valid or needed.

  • Insurance Claims & The CMS1500

    If you are looking for a detailed breakdown of what needs to be included in each box of the CMS1500— and exactly how to enter that information into Jane— check out our CMS1500 Reference Sheet.

  • 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.

  • Adding CPT & Diagnosis Codes to Charts on the U.S. Insurance Plan

    📍 This is available for those using Jane’s U.S. Insurance Features.

  • Setting a Place of Service Code

    Hey there friend! If you need help setting a Place of Service (POS) code for claims that you’re billing to insurance, or for superbills that you’re providing to your clients, then you’ve come to the right place.

  • How do I reconcile insurance claim reversals?

    Check out this guide to learn how to record and review these responses through Jane.

  • Posting an Insurer Payment (Example)

    Additionally, at the time of service, we collect a $20 co-pay.