Jane App

Apply adjustments and discounts to invoices and payments.

Issue credit memos for refunds and adjustments.

Create and manage gift cards for your practice.

Comprehensive insurance management including policy tracking, claim management, real-time eligibility checks, primary and secondary claims, ERAs, payment posting, and Claim.MD clearinghouse integration. Supports CMS 1500 forms and electronic 837 claims.

Generate insurance-specific statements for billing purposes.

Create and manage invoices, receipts, statements, and superbills. Support for packages, memberships, adjustments, discounts, fees, tips, gift cards, and credit memos.

Create and manage membership packages and treatment bundles for clients.

Generate superbills and CMS 1500 forms for insurance submission.

Record conversations live or upload recordings to generate AI-powered clinical notes and templates. HIPAA and PIPEDA compliant. Get 5 free session notes.

Add billing codes directly within chart templates for efficient invoicing.

Access to 10,000+ pre-built chart templates including SOAP notes, forms, and surveys.

Create and store patient charts with a library of 10,000+ templates including SOAP notes, intake forms, outcome measures, treatment plans, and supervision notes. Support for side-by-side photos and file attachments.

Use standardized diagnosis codes for insurance claims and medical records.

Pre-built and customizable patient intake forms for collecting initial health information.

Integrated surveys to measure patient outcomes and treatment effectiveness.

Document supervision and consultation notes for practitioners.

Create and document treatment plans for patient care.

Submit primary and secondary electronic insurance claims using 837 format.

Receive Electronic Remittance Advices (ERAs) and post insurance payments automatically.

Store and manage patient insurance policy information.

Generate and submit paper insurance claims using CMS 1500 format.

Manage both primary and secondary insurance claims efficiently.

Check patient insurance eligibility in real-time before appointments.

Subscribe to calendars via iCal or Google Calendar for better integration with external calendar systems.

Integration with Claim.MD clearinghouse for electronic claim submission (clearinghouse account sold separately).

Track website traffic and user behavior through integrated Google Analytics.

Send faxes directly from Jane (requires Documo subscription).

Connect Jane with external tools and services to build a customized workflow.

Integration allowing patients to book directly from Google Search results.

Collect payment information during the patient intake process.

Accept credit card payments directly from insurers.

Allow patients to add tips when making payments.

Clinic financing options available through Stripe integration.

Online and in-person credit card processing with transparent fees (2.85% + $0.25 online, 2.6% + $0.10 in-person).

Set pre-payment policies for online bookings to ensure payment before appointments.

Integrated online and terminal payment processing with PCI compliance. Accept credit cards, issue receipts, save cards on file, and send payment reminders via email or SMS.

Send email and SMS reminders for outstanding payment balances.

Accept payments through integrated card terminals.

Generate reports based on appointment data.

Track billing and revenue with detailed sales reports.

Generate comprehensive client and patient reports.

Create custom filters to generate tailored business reports.

Export reports in multiple formats for external analysis.

Real-time business insights including client reports, appointment reports, billing and sales reports with custom filters and easy export functionality.