billing & insurance
File claims and get paid with no headaches
Manage, submit, and track your direct billing easily and in one place with Jane’s integrated system.
OVERVIEW
Simply your cashflow and reduce your billing admin
Keep track of insurer portals, patient policies, and outstanding balances in one place. Jane’s pulls everything together so you get paid faster with less hassle.
Here’s what sets Jane’s direct billing apart:
- Insurance policy details uploaded during patient intake
- Eligibility checks and claim submissions built in to appointments
- Clear reports that show completed and pending payments
- Outstanding balances paid directly and securely in the Patient Portal
Benefits
Build direct billing right into your clinic workflow
Insurance billing and payments aren’t one-size-fits-all. Jane adapts to your practice style, helping you submit claims, collect payments, and understand the numbers. No disconnected systems or extra admin.
direct billing
Submit claims without switching systems
Jane lets you send eligible insurance claims directly from the appointment, so billing stays connected to care instead of becoming a separate task at the end of the day.
- Attach billing codes directly to visits
- Submit claims electronically to supported insurers
- Track claim status inside the patient record
policy management
Collect policy information during intake
No more forgotten insurance cards and blocked billing. Before the first appointment, patients share policy details in their online intake forms, with pictures to prevent any typos.
- Patients supply policy details for all of their plans, securely, online
- Store and track policies right in each patient profile
- Verify coverage before an appointment with eligibility checks
reconciliation
See the status of claims at a glance
Jane makes it easy to see what’s paid, pending, and outstanding so you can better understand your revenue and avoid anything slipping through the cracks.
- Automatically apply insurer responses to invoices
- See claim results and payment breakdowns
- Reduce manual matching and bookkeeping errors
patient payments
Make it easy for your patients to pay
Patients can make payments right in their Jane account, quickly and easily. When billing is clear and convenient, they’re more likely to settle their balances on time.
- Automatically calculate patient responsibility up front
- Secure card-on-file and payment requests via email or SMS
- Provide clear receipts and documentation
Billing & Insurance capabilities
Built for clinics like yours
Direct Billing
Submit eligible insurance claims electronically right from the appointment.
Automated Reconciliation
Apply insurer payments to invoices automatically to reduce manual matching.
Card On File
Store patient payment details securely to simplify future visits and follow-ups.
Claim Tracking
Monitor insurer responses, adjustments, and outcomes in one organized view.
Patient Balances
Instantly calculate what insurance covers and what remains for the patient.
Multi-Practitioner Billing
Support complex team structures with clear revenue attribution.
Intake Card Collection
Collect credit card details and consent for your cancellation policy on your intake paperwork.
Billing Preferences
Adapt codes, fees, and workflows to reflect how your clinic operates.
Accounts Receivable Tracking
Track outstanding claims and balances so nothing slips through the cracks.
How it works
Get paid after appointments with less manual work
1. Complete the appointment
Attach services and billing codes directly to the appointment as part of your workflow.
2. Submit the claim
Jane submits the claim to supported insurers, keeping it tied to the appointment record.
3. Apply coverage
Once insurers respond, Jane updates invoices with payments and adjustments.
4. Collect remaining balance
If insurance only covers a portion, Jane calculates the remaining amount.
5. Track what’s outstanding
Jane keeps your accounts receivable organized so you can see what’s outstanding at a glance.
My clients love storing their cards [on file] and knowing this is taken care of.
Kimberly M. Owner, Kima Connections Counselling
I find that I spend less time chasing money and more time doing the work I love.
Rebecca M. RCT & Owner, Adaptive Mindset
I’m not tech savvy but switching to Jane has been the best decision of my career! Their customer service is absolutely incredible. Second to none.
Rhonda M. Owner, Well Kneaded Massage Therapy Clinic
Resources
Access thoughtful resources for managing your practice
Video
Jane’s Insurance Integrations
Explore all of Jane’s direct billing integrations
Article
Benefits of Direct Billing
Learn about the ways Canadian counselors have found benefit to adding direct billing to their practice.
Add-on
Jane’s Insurance Add-On
To give practices a little more flexibility, insurance can be added to either the Practice or Thrive plan for $20/month.
Frequently asked questions
Get started
Run your practice with Jane.
Ready to make the day-to-day feel easier? Jane is here to help.
