After a session has been completed, click the ‘Arrive’ button to tell the system that the appointment took place. This will create a ‘balance owing’ for the cost of the session. Then, go to the client’s account in Jane, click “Billing” (you will see the amount owing here) and then click the ‘Pay Balance’ button. Once you click the button a box will appear – if you wish to leave a personal note for you client, you can do so here. But it’s not necessary. Click ‘Send’ and the following email will be sent to your client:

Thanks for connecting with us at Rebound. We truly appreciate working with you. You have an open account balance of $0.00. Please click the button below to pay your balance online by credit card. Alternatively you can pay by e-transfer to inquiry@reboundtotalhealth.ca. Many thanks.

When a client pays by credit card, the payment automatically shows up in Jane. Receipts are automatically sent out by the Jane system as well. There is nothing further required by clinicians once clients pay by credit card.

When a client pays by Interac E-transfer, a notice of payment is sent to the rebound administration email account. The notice of payment is then forwarded to clinicians. 

Note: only move forward to paying the outstanding balance through Jane once you have received the forwarded email with client's confirmation of payment.

When you are ready to record the payment, go to the client's account in Jane, click the "Billing" tab. Click on the “View” invoice button, and then click the “Pay” button. You can also click on the client’s appointment on your schedule and select the “Pay” option at this point as well. Confirm the invoice amount and select “Next”. Select Interac E-transfer as the payment method and click the option to pay and have the receipt emailed to the client (first button on the right). 

If a client is late on a payment or misses a payment, our policy is that we require a credit card on file after the first instance of this happening. This ensures that clinicians aren't spending all their time chasing down clients for payment. If a client is ever late on a payment or doesn't pay, you can reference the consent form they have signed and require a credit card from them before proceeding with services.. 

** Note, make sure that you client has signed the 2023 consent forms as these have the new policy regarding credit card requirements! **