Short on time? Click on this icon in the bottom right-hand corner to skim through the video chapters!
You can also check out this handy time-code breakdown to find exactly what you’re looking for.
Hot Cocoa, a Cozy Fire, and Year-End Planning with Jane
🎵 It’s beginning to feel a lot like… time to get your books in order! We know, we know, it’s not the most exciting topic. But getting to chat will all of you lovely people about it made it so much fun. If you missed out, you can experience the magic by watching the recording 👆 and checking out the Q&A 👇 Happy planning!
Before we dive in, let’s introduce our hosts
Ali is a clinic owner and one of Jane’s co-founders. She knows firsthand how daunting year-end planning can be, so she made it her mission to make it as easy as possible with Jane.
Aurelia is one of our Reports and Billing experts here at Jane. She loves showing off all those awesome Reports so you can better understand your Billing.
Debbie is one of our Canadian Support Team Captains, here to help you safely navigate the choppy waters of year-end planning.
We 💙 Year-End Planning
Between clients trying to use up their benefits, the 17 virtual holiday parties you RSVP’d to, and the bubbly beverages, End of Year can get a little… hectic. That’s why Jane tries to make it as easy as possible to get yourself organized to hit the ground running in the New Year:
- Get your staffing organized: block off vacation time and update staff schedules, now made even easier with Jane’s advanced shift scheduler!
- Help your patients with their year-end: whether it’s sending off appointment lists or closing old insurance policies, Janes got you covered.
- Inventory and Bookkeeping: update your fees, write off unpaid bills or spoiled products, and get everything you need to do your bookkeeping— all within Jane.
For anyone who gets as much of a thrill from crossing something off their list as we do, we’ve created this handy checklist for you!
Our favourite thing about Webinars is getting to hear from you!
Here is what attendees were asking about Year-End Planning:
Q: When resetting Insurance policies, does the reset have to be done on the 31st Dec or can I do it earlier?
A: We generally recommend updating it on December 31st, but if the patient in question will not be coming in for any more appointments before the new year, you can feel free to update the policy before that.
Q: What’s the difference between deleting a Shift and using a Break to block off my Online Booking/Schedule?
A: Breaks will block off time and occupy that space with a “booked” message on the Online Booking site and a Break (+ customizable message) on the admin Schedule. If you delete a Shift, it will appear as a blank spot on the Online Booking site/Schedule. Both can do the trick, it would depend on which option you’d prefer for your patients and coworkers.
Q: Do we get an end of year payment total for our JaneApp subscription?
A: You are able to view your statement through your Jane Subscription tab in the Settings. You will have an option to view your billing history from there.
Q: Can we email a superbill as well? Individually and for the full year?
A: Yes! You are easily able to email an individual superbill to a patient directly from the Appointment Panel, using the dropdown arrow to the right of the Pay button. There is a way to export a batch of superbills for a patient, but it’s a little bit more involved. If you could send us an email to firstname.lastname@example.org we will be able to confirm the steps with you there.
Q: Can we change our Jane account owner?
A: Yes! If you head into your Settings and find Staff Permissions, the person currently listed as the owner will be able to do this. They can use the blue “Transfer Ownership” text next to the name of whoever is assuming Ownership to transfer that over.
Still have questions about Year-End Planning in Jane?
We think these resources might help!
- Jane’s Tips for Year End
- Calculating the Total Retail Value or Cost of Your Inventory
- Re-setting Insurance Policy Counts/Limits
- Reporting FAQs
- Transaction or “Cash Out” Report
- Reconciling Your Accounts Receivable (A/R) Between Periods
- Not Accepting New Patients - Return Clients Only
- Jane Payments Transactions, Payouts, and Monthly Processing Reports
- Accounting Software and Jane
- Setting Up Your Billing Settings
Want to chat about Intake Forms?
Check out the jane.app Community Forum to see how community members are putting Jane to work for their Year-End Planning. Or, give us a shout! We love hearing from you. If you’re not part of the Jane community yet, you can book a 1-on-1 demo with one of our lovely Support staff or get in touch using the contact info below.
Let’s keep the good times rolling…
Are you a big fan of Webinars? Us too! Feel free to check out some of the other Webinars we’ve hosted.
Extra, extra, read all about it! If reading works better for you, you can check out the transcript from Jane’s Year-End Planning Webinar right here.