A walkthrough of Jane's billing system for a cash patient: mark the appointment arrived to generate an invoice, collect payment via credit card, Venmo, check, or cash, and print or email a receipt. Jane tracks what was collected and by which method for end-of-day reconciliation.
So let's go ahead and say I'm going to choose one of my patients who is a cash patient. So there is no insurance information associated here. So once I've gone ahead and arrived the appointment— arriving the appointment is basically the process of generating an invoice or a claim. So once you hit that arrive button, if there was insurance information, you've generated a claim. If there's any part of that, let's say you're collecting the copay, or in this case, cash-based, they're just paying the whole thing. When we scroll down to our billing info section here, we have our unpaid invoice. Okay, up at the top, our pay button is nice and bright and blue. I can go ahead and hit my pay, and then Jane is going to show me what they owe. Now, this is true not just of maybe the appointment I just did, but let's say the last time they were in, they'd forgotten their wallet and they promised they'd pay you when they came in the next time. And you go ahead and you can actually— Jane will never let you forget that there's outstanding invoices here. You will always see what they owe. And I can say, okay, in this case, I am going to collect for everything here. The first screen is what do they owe? Last screen is how are they paying? And this is where I can either add a credit card if I'm using Jane Payments, or I can set up a bunch of different options for my outside of Jane Payments. This is basically just us telling Jane, hey, this was paid and this is how it was paid. So that's great for cash. If you still accept checks, good on you, and they can do that too. Let's say though you accept Venmo, right? You can actually add Venmo as an option for outside of Jane, and that again will let Jane know this was paid by, by Venmo. And you can pull a report at the end of the day that says I took $500 by Venmo, check your Venmo and make sure that they match. So there's some tools there you can use to make sure everything's matching at the end. That's awesome. All right, so let's just go ahead and say she's going to pay me cash for the whole works. And I'm also able to pay with no receipt, pay and print a receipt, or pay and email the receipt, which is really nice.
