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.
If you are a BC clinic with Teleplan set up, you will also have the option to select “Unsubmitted (Teleplan)”, but due to Teleplan’s preferences, these claims cannot be grouped).
So once you click on “Unsubmitted”, the claims will open, and you want to 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, use the drop-down arrow and select “View Invoice” to view the grouped invoice.
From here, you can make any necessary changes to the billing information or print.
Once all of the invoices you want grouped have been checked for accuracy and grouped, you can mark it as submitted or Paid, etc. - just like any other insurer invoice.