Bookkeeping Challenges Clinics Face When Using Jane App

Jane App is an excellent tool for scheduling, charting, and direct billing. Many multidisciplinary, physiotherapy, and counselling clinics rely on it daily.

But as clinics grow, especially when adding multiple practitioners and insurance billing, the bookkeeping behind Jane often becomes more complex than expected.

Here are the most common financial challenges I see when reviewing clinic books.

1. Reconciling Jane Payouts to Bank Deposits

Jane batches multiple payment types together. When clinics process credit cards, e-transfers, and insurance payments, deposits don’t always match neatly to reports.

Common issues include:

• Batch payouts not matching bank feed deposits

• Timing differences between insurance and card processing

• Clearing accounts left unreconciled

Over time, this leads to uncleared balances, reporting inconsistencies, and frustration at month-end.

2. Tracking Revenue by Practitioner

As soon as a clinic grows beyond one provider, revenue tracking becomes more important.

Without proper structure:

• Income may not be separated by practitioner

• Contractor splits may not match reports

• Owner compensation calculations become unclear

Your bookkeeping should mirror how your clinic actually operates.

3. Managing Insurance Receivables

Direct billing adds another layer of complexity.

If insurance receivables are not structured properly in the books:

• Revenue can be overstated

• Outstanding claims may go unnoticed

• Month-end reporting becomes unreliable

This is one of the most common structural issues I see.

4. Integration with Accounting Software

Many clinics use QuickBooks Online alongside Jane. If integration or data exports are not set up properly, it can result in:

• Duplicate entries

• Missing transactions

• Manual corrections each month

The issue is rarely Jane itself — it’s the financial workflow behind it.

Supporting Clinics as They Grow

Jane App is a powerful operational tool. But as clinics grow, the financial side requires structure beyond what the platform provides by default.

If you’re using Jane and unsure whether your bookkeeping setup is fully aligned with your clinic’s growth, it may be worth reviewing your structure before year-end — especially before tax season adds pressure.

I work with clinics across Vancouver Island and BC to keep the financial side of Jane organized and accurate month to month.

More about my services can be found here:

Bookkeeping Services