If you’re billing insurance directly in the US you’ll likely be working with an online clearing house. While Jane isn’t (yet!) directly integrated for submitting claims, you can track and manage insurance billing through Jane.
[Office Ally] (https://www.officeally.com)is a free online clearing house through which you can submit insurance claims to thousands of insurers across the Country.
Within Jane this would then be managed using our Portal Billing Workflow
Jane will record the information about the patient’s insurance coverage, and can manually track what you are billing to and receiving payment for from the insurance companies (through the Office Ally portal), but it is a manual process at this time and there is no DIRECT LINK between the two systems.
Within Office Ally claims, patients, and templates can be built manually and favourites can be stored for faster billing on subsequent visits.
Let’s take a look at how that work.
Launch the Office Ally Portal
You can Launch the Office Ally Portal from within Jane’s Claim Screen.
First you can add the login URL to all of your insurers that bill through Office Ally, this way Jane will launch the portal for you.
The log in for the portal is: https://www.officeally.com/slogin.aspx
Once an insurer has a portal address, you can launch the portal from the claim screen.
Submit the Claim
Once in Office Ally you can use the online claim builder to submit a claim.
Here you can create “one off” type claims and just plug all of the patient’s information into an online CMS-1500 form, but the real time saver is in using their Stored Info features.
It’s here that you would create a shortlist of your patient profiles, payor information, and even full templates of typical billing templates (initial visit, subsequent visit, diagnosis, or even build them specifically for individual clients.
To populate the CMS-1500 and bill a visit, or a week, or month of visits you would hop into the portal and start with these favourites.
Choose an existing option from the drop down list or use the “Add” option to enter a new Payer, Patient, Provider, or Billing Template.
Once all the fields are ready to go, click the Create New Claim button.
The relevant information will then populate on fillable and editable online form:
Just the dates need to be added - and you will be warned before completing the form if you are missing any required fields.
Tracking the Claim
At this point you can mark the claim as submitted. This can be done at the time of sale, or Jane has an insurer billing area where you can work with your claims in one view and that will show which visits have not been sent through and which are submitted but waiting for payment.
Office Ally has some very helpful training videos that walk through the process of billing within their portal.
And here’s some further reading about Insurance Billing Set Up.