Get Paid! 🙌 In this lesson we’ll cover the following Insurer Payment topics:
- Managing Insurer Payments
- Posting an Insurer Payment EOB
- Posting an EOB Example
- Posting a Second Insurer Payment
- Posting a $0 EOB
- Delete or Unapply an Insurer Payment
- Courtesy Billing
- Managing Secondary Insurance
All payments received by Insurers can be managed by heading to the Billing tab, and scrolling down to find the Insurer Invoices section on the left:
Click on the Insurer name to display all Billing information for this payer.
The Purchases page lists for you all invoices for this payer. This list of invoices can be filtered at the top of the page.
The Payments tab lists all payments recorded from this payer.
The Claims tab provides a full list of Patients who have coverage (an insurance policy) with this payer.
Insurance payments can be posted in a few different areas in Jane (i.e. through an individual patient’s purchase). Our recommended workflow is to post payments under Billing > Insurer Invoices > New Payment
You will see the New Payment screen open where you can record the amount received and the payment method (i.e. insurer check).
When you hit Next, a payment is recored and can now be applied to multiple invoices.
After clicking Next, search for the purchase you’d like to apply this payment to:
Click Edit to record the EOB (Explanation of Benefits) in detail:
For more information on how to record your EOBs in detail, please have a look at his handy guide: A Deeper Dive Into Recording EOBs
Once you’ve filled out your EOB, click the Apply Changes button to finish up!
Voila, our payment is recorded and our EOB is posted!
Payments can also be posted from the Appointment window:
and inside the Patient Profile > Billing:
Pay and Approve You might have noticed the Pay and Approve button in the images above. So, what is Pay and Approve anyway? If you click the Pay and Approve button just know that Jane will create an insurer payment only in the amount due for just that appointment. That means that if your insurer sent one large payment covering multiple visits - the Pay & Approve button will not be able to record that information. There also is no option to select the Insurer Payment method. Our recommended option here would be for you to use the Record Payment in Detail button. But if you do decide to use Pay and Approve… we won’t judge you ;)
If you want some additional guidance on how to record your EOBs in detail, please have a look at the following guide where we walk through an example:
Sometimes an insurance company will send multiple remittances and payments towards a single claim. To learn how to manage any additional remittances/payments you may receive, have a look a this guide: Recording an Additional Insurer Payment
Have you received a $0 EOB and need to record it in detail? Maybe the patient hasn’t met their deductible and you still need to record what was approved for each code.
If so, hop into this guide to learn more: Posting a $0 EOB
There are a number of reasons to want to unapply a payment from an insurer invoice - whether it be to create a credit towards that insurer, refund a payment, or even just temporarily unlink the payment from the invoice to edit some of the coverage details.
To learn how to unapply an insurance payment, hop into the this guide:
If you have entered a payment in error, and instead need to delete the insurer payment, follow the steps outlined in the following guide document:
On every Jane account, the insurance billing default is set to Collect from Insurance. This means that you are expecting the insurance company to pay you rather than send the money directly to the patient. However, you do have the option to switch a purchase on your account to Patient Pre-Pay if you plan on courtesy billing.
Learn more about how this works here: Courtesy Billing or Patient Pre-Pay
To learn more about recording EOBs for patients with dual coverage, please have a look at this handy guide: Managing Secondary Claims & EOBs
📘 Continue learning the insurance billing workflow in Start Billing 7 - Cash Visits & Superbills