If you need to group multiple visits onto one invoice to submit to an insurer, you can do that with Jane.
Go to the “Billing” tab and select “Unsubmitted” under Claim Submissions.
Select all the invoices you’d like to group together by clicking the row (turning it blue). Note that you can only group invoices for the same patient, and you can filter for a specific patient by clicking the blue funnel icon next to their name
Hit the orange “Group Selected” button to make a single invoice.
Once that’s done, you can now view the grouped invoice by selecting the drop down menu beside the single invoice.
From here, you can print the invoice or make any necessary changes to the billing information.
Now that the invoices have been grouped, you can print the invoice, or mark it as submitted or Paid, just like any other insurer invoice. Ta da!